1st Source Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:SRCE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Aug 24	SellUS$59,830	Jeffrey Buhr	Individual	1,000	US$59.83
06 Jun 24	SellUS$97,867	Jeffrey Buhr	Individual	1,925	US$50.84
29 May 24	BuyUS$49,650	Daniel Fitzpatrick	Individual	1,000	US$49.65
05 Mar 24	SellUS$39,210	Jeffrey Buhr	Individual	761	US$51.53

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SRCE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	4,008	0.0163%
Employee Share Scheme	728,988	2.97%
General Public	5,187,740	21.2%
Individual Insiders	6,351,369	25.9%
Institutions	12,244,188	49.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.8%	Christopher Murphy	4,351,667	US$258.7m	0.01%	no data
7.6%	BlackRock, Inc.	1,863,902	US$110.8m	16.8%	no data
6.24%	Dimensional Fund Advisors LP	1,530,313	US$91.0m	-3.66%	0.01%
5.68%	Oliver Carmichael	1,393,677	US$82.9m	0%	no data
3.88%	The Vanguard Group, Inc.	951,204	US$56.5m	8.99%	no data
2.97%	1st Source Corporation Employee Stock Ownership and Profit Sharing Plan Trust	728,988	US$43.3m	0%	no data
2.39%	Charles Schwab Investment Management, Inc.	586,372	US$34.9m	0.32%	0.01%
2.31%	State Street Global Advisors, Inc.	567,195	US$33.7m	1.66%	no data
2.27%	Wellington Management Group LLP	555,314	US$33.0m	-34.1%	0.01%
2.07%	AllianceBernstein L.P.	506,573	US$30.1m	-8.77%	0.01%
1.77%	Geode Capital Management, LLC	433,440	US$25.8m	0.88%	no data
1.73%	Boston Trust Walden Company	425,318	US$25.3m	-2.47%	0.17%
1.07%	Manulife Asset Management	263,385	US$15.7m	-2.25%	0.01%
1.04%	Bridgeway Capital Management, LLC	254,184	US$15.1m	3.49%	0.24%
0.95%	Reinhart Partners, LLC	233,540	US$13.9m	-1.98%	0.52%
0.73%	Kennedy Capital Management LLC	178,238	US$10.6m	4.96%	0.23%
0.71%	Northern Trust Global Investments	175,269	US$10.4m	6.48%	no data
0.62%	Millennium Management LLC	151,746	US$9.0m	348%	0.01%
0.6%	Christopher Murphy	148,324	US$8.8m	0%	no data
0.6%	Renaissance Technologies LLC	148,314	US$8.8m	1.78%	0.01%
0.52%	Morgan Stanley, Investment Banking and Brokerage Investments	127,601	US$7.6m	109%	no data
0.49%	BNY Asset Management	120,739	US$7.2m	-10.4%	no data
0.49%	FMR LLC	120,435	US$7.2m	6.2%	no data
0.48%	Denali Advisors, LLC	116,500	US$6.9m	10.9%	0.73%
0.44%	Qube Research & Technologies Ltd	107,576	US$6.4m	187%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 23:20
End of Day Share Price	2024/12/26 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

1st Source Corporation is covered by 5 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	D.A. Davidson & Co.
Peter Winter	D.A. Davidson & Co.
Damon DelMonte	Keefe, Bruyette, & Woods