Source Capital

NYSE:SOR Stock Report

Market Cap: US$346.5m

Source Capital Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureno data
CEO ownershipn/a
Management average tenureno data
Board average tenure12.3yrs

Recent management updates

Recent updates

SOR: Robust CEF, Effective 60/40 Retirement Fund

Nov 27

Source Capital scraps 2022 tender offer under discount management program

Jan 03

SOR: The Best Performing 60/40 CEF, Now With A Discount

Dec 17

Source Capital declares $0.185 dividend

Nov 15

Source Capital declares $0.185 dividend

Aug 09

Source Capital: 60/40 CEF That Works

May 04

CEO

Source Capital has no CEO, or we have no data on them.

Board Members

NamePositionTenureCompensationOwnership
Maureen Quill
President & Director1.9yrsno datano data
Alfred Osborne
Director12.3yrsno datano data
A. Pisano
Director12.3yrsno datano data
Thomas Merrick
Director19.3yrsUS$32.00kno data
John Zader
Independent Chairman2.3yrsno datano data
Patrick Purcell
Director15.3yrsno datano data
Robert Goldrich
Independent Director3.3yrsno datano data
12.3yrs
Average Tenure
80yo
Average Age

Experienced Board: SOR's board of directors are seasoned and experienced ( 12.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/26 03:53
End of Day Share Price 2025/05/23 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Source Capital is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.