Source Capital /De/ (SOR) — SEC Filings
Source Capital /De/ (SOR) — 11 SEC filings. Latest: 8-K (Mar 27, 2026). Includes 6 DEFA14A, 3 8-K, 2 DEF 14A.
View Source Capital /De/ on SEC EDGAR
Overview
Source Capital /De/ (SOR) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Apr 7, 2025: Source Capital Inc. (now Source Capital /DE/) filed a Definitive Proxy Statement (DEF 14A) on April 7, 2025, for its fiscal year ending December 31, 2025. The company, incorporated in Delaware, is headquartered in Milwaukee, WI, with a business phone number of 626-385-5777. This filing is a standard
Sentiment Summary
Across 11 filings, the sentiment breakdown is: 11 neutral. The dominant filing sentiment for Source Capital /De/ is neutral.
Filing Type Overview
Source Capital /De/ (SOR) has filed 3 8-K, 2 DEF 14A, 6 DEFA14A with the SEC between Jan 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (11)
| Date | Form | Description | Risk |
|---|---|---|---|
| Mar 27, 2026 | 8-K | 8-K Filing | |
| Apr 7, 2025 | DEF 14A | Source Capital Files Definitive Proxy Statement | low |
| Nov 19, 2024 | 8-K | Source Capital Inc. Files 8-K with Financial Exhibits | low |
| Jun 28, 2024 | DEFA14A | Source Capital Seeks Shareholder Vote on Key Proposals | medium |
| Jun 25, 2024 | DEFA14A | Source Capital Inc. Proxy Statement: Second Shareholder Notice | low |
| Jun 12, 2024 | DEFA14A | Source Capital Inc. Files Definitive Proxy Statement | low |
| Jun 5, 2024 | DEFA14A | Source Capital Inc. Proxy Statement Filed | low |
| May 30, 2024 | DEFA14A | Source Capital Inc. Files Definitive Proxy Statement | low |
| May 9, 2024 | DEFA14A | Source Capital Inc. Seeks Shareholder Votes for Annual Meeting | low |
| Apr 19, 2024 | DEF 14A | Source Capital Inc. Announces Special Shareholder Meeting for Director Elections and Reorganization Vote | |
| Jan 2, 2024 | 8-K | Source Capital: No Tender Offer Triggered by Discount Program |
Risk Profile
Risk Assessment: Of SOR's 8 recent filings, 0 were flagged as high-risk, 1 as medium-risk, and 7 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
Source Capital, Inc. is an investment company operating under Delaware corporate law. This filing concerns a shareholder meeting to vote on director elections and a proposed shift to a Delaware statutory trust structure.
Top Tags
proxy-statement (7) · sec-filing (2) · shareholder-communication (2) · regulatory-filing (2) · shareholder-voting (2) · governance (1) · financial-statements (1) · exhibits (1) · shareholder-vote (1) · corporate-governance (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Filing Date | 20250407 | The date the Definitive Proxy Statement was filed with the SEC. |
| Fiscal Year End | 1231 | Indicates the end of the company's fiscal year for which the proxy statement is relevant. |
| Commission File Number | 811-1731 | Identifies the company's SEC filing record. |
| I.R.S. Employer Identification No. | 95-2559370 | Company's tax identification number. |
| Director Nominees | 5 | election of five (5) Director nominees |
| Meeting Time | 10:00 | 10:00 a.m. Pacific Time |
| Meeting Date | 2024-05-30 | scheduled to be held at 10:00 a.m. Pacific Time on May 30, 2024 |
Frequently Asked Questions
What are the latest SEC filings for Source Capital /De/ (SOR)?
Source Capital /De/ has 11 recent SEC filings from Jan 2024 to Mar 2026, including 6 DEFA14A, 3 8-K, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of SOR filings?
Across 11 filings, the sentiment breakdown is: 11 neutral. The dominant sentiment is neutral.
Where can I find Source Capital /De/ SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Source Capital /De/ (SOR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Source Capital /De/?
Financial highlights for Source Capital /De/ are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for SOR?
The investment thesis for SOR includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Source Capital /De/?
Executive information for Source Capital /De/ is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Source Capital /De/ stock?
Of SOR's 8 assessed filings, 0 were flagged high-risk, 1 medium-risk, and 7 low-risk.
What are recent predictions and forward guidance from Source Capital /De/?
Forward guidance and predictions for Source Capital /De/ are extracted from SEC filings as they are enriched.