Source Capital Inc. Files 8-K with Financial Exhibits
Ticker: SOR · Form: 8-K · Filed: Nov 19, 2024 · CIK: 91847
| Field | Detail |
|---|---|
| Company | Source Capital Inc /De/ (SOR) |
| Form Type | 8-K |
| Filed Date | Nov 19, 2024 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: financial-statements, exhibits, sec-filing
TL;DR
Source Capital Inc. just dropped an 8-K with financial exhibits - check it for updates.
AI Summary
On November 19, 2024, Source Capital Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, indicating potential updates or disclosures related to the company's financial condition. No specific transactions or material events were detailed in the provided excerpt.
Why It Matters
This filing signals that Source Capital Inc. is providing updated financial information or exhibits to the SEC, which could be relevant for investors assessing the company's financial health.
Risk Assessment
Risk Level: low — The filing is a routine 8-K for financial statements and exhibits, with no immediate indication of significant negative events.
Key Numbers
- 811-1731 — Commission File Number (Identifies the company's SEC filing record.)
- 95-2559370 — I.R.S. Employer Identification No. (Company's tax identification number.)
Key Players & Entities
- Source Capital Inc. (company) — Registrant
- November 19, 2024 (date) — Date of earliest event reported
- Delaware (jurisdiction) — State of incorporation
- 235 West Galena Street Milwaukee, WI 53212-3948 (address) — Address of principal executive offices
FAQ
What specific financial statements or exhibits are being filed with this 8-K?
The provided excerpt states the filing includes 'Financial Statements and Exhibits' but does not list the specific documents.
What is the significance of filing under 'Other Events' and 'Financial Statements and Exhibits'?
This indicates the company is reporting material information or providing updated financial disclosures as required by the SEC.
Has Source Capital Inc. undergone any name changes recently?
The filing mentions a former company name 'SMC INVESTMENT CORP' with a date of name change as '19721123', indicating a historical change, not a recent one.
What is the principal executive office address for Source Capital Inc.?
The principal executive offices are located at 235 West Galena Street, Milwaukee, WI 53212-3948.
What is the telephone number for Source Capital Inc.?
The registrant's telephone number, including area code, is (626) 385-5777.
Filing Stats: 383 words · 2 min read · ~1 pages · Grade level 9.8 · Accepted 2024-11-19 11:46:58
Filing Documents
- tm2428756d1_8k.htm (8-K) — 20KB
- tm2428756d1_ex99-1.htm (EX-99.1) — 15KB
- tm2428756d1_ex99-1img001.jpg (GRAPHIC) — 8KB
- tm2428756d1_ex99-1img002.jpg (GRAPHIC) — 5KB
- 0001104659-24-120436.txt ( ) — 217KB
- sor-20241119.xsd (EX-101.SCH) — 3KB
- sor-20241119_lab.xml (EX-101.LAB) — 33KB
- sor-20241119_pre.xml (EX-101.PRE) — 22KB
- tm2428756d1_8k_htm.xml (XML) — 3KB
01 Other Events
Item 8.01 Other Events The Board of Directors of Source Capital, Inc. (the "Fund") announced that it will reorganize into a Delaware Trust after the close of business on December 31, 2024, under the terms and conditions approved by shareholders at the Annual Meeting held in July 2024. Upon the reorganization, the Fund's name will change to "Source Capital" and it will continue to trade on the NYSE under the SOR ticker. The Fund also announced that a special year-end distribution will be required for 2024. This year the special year-end distribution will still be taxable for 2024 but declared at or near the end of December paid in early January 2025. These matters are more fully described in the press release published on November 19, 2024, which is attached to this Current Report on Form 8-K as Exhibit 99.1
01 Financial Statements and Exhibits
Item 9.01 Financial Statements and Exhibits Exhibit No. Description 99.1 Press release dated November 19, 2024
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Source Capital, Inc. Dated: November 19, 2024 /s/ Diane J. Drake Name: Diane J. Drake Title: Secretary