Source Capital Company Insiders
| SOR Stock | USD 45.76 1.45 3.07% |
Source Capital employs about 22 people. The company is managed by 22 executives with a total tenure of roughly 165 years, averaging almost 7.0 years of service per executive, having 1.0 employees per reported executive. Discussion of Source Capital's management performance can provide insight into the enterprise performance.
| Mark Lipson Chairman Independent Chairman of the Board |
| Thomas Atteberry President Vice President and Portfolio Manager |
Source Capital Management Team Effectiveness
The company has Return on Asset of 0.0259 % which means that on every $100 spent on assets, it made $0.0259 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1135 %, implying that it generated $0.1135 on every 100 dollars invested. Source Capital's management efficiency ratios could be used to measure how well Source Capital manages its routine affairs as well as how well it operates its assets and liabilities.The market capitalization of Source Capital is $376.43 Million. 30% of Source Capital Closed outstanding shares are owned by institutional holders. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the company is less than the current market value, you may not be able generate positive returns on investment in the long run.
Some institutional investors establish a significant position in stocks such as Source Capital in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Source Capital, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Source Capital Workforce Comparison
Source Capital Closed is rated below average in number of employees category among its peers. The total workforce of Financials industry is at this time estimated at about 1.77 Million. Source Capital adds roughly 22.0 in number of employees claiming only tiny portion of equities under Financials industry.
The company has Net Profit Margin of 2.22 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is considered to be average in the sector. In the same way, it shows Net Operating Margin of 0.82 %, which entails that for every 100 dollars of revenue, it generated $0.82 of operating income. Source Capital Insider Trading
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Source Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Source Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Source Capital insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Steven Romick over a month ago Acquisition by Steven Romick of 2000 shares of Source Capital at 36.24 subject to Rule 16b-3 | ||
Dziura Martin over a month ago Insider Trading | ||
J Atwood over three months ago Insider Trading | ||
A Pisano over six months ago Disposition of 750 shares by A Pisano of Source Capital at 35.76 subject to Rule 16b-3 | ||
Quill Maureen A over a year ago Insider Trading | ||
Dam Rita over a year ago Insider Trading | ||
Thomas Atteberry over a year ago Acquisition by Thomas Atteberry of 1500 shares of Source Capital at 40.351 subject to Rule 16b-3 | ||
Ryan Leggio over a year ago Acquisition by Ryan Leggio of 150 shares of Source Capital at 36.9129 subject to Rule 16b-3 |
Source Capital Notable Stakeholders
A Source Capital stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Source Capital often face trade-offs trying to please all of them. Source Capital's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Source Capital's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Mark Lipson | Independent Chairman of the Board | Profile | |
| Thomas Atteberry | Vice President and Portfolio Manager | Profile | |
| Maureen BBA | President Director | Profile | |
| Mark Landecker | Vice President and Portfolio Manager | Profile | |
| Steven Romick | Vice President and Portfolio Manager | Profile | |
| Brian Selmo | Vice President and Portfolio Manager | Profile | |
| J Atwood | President, Director | Profile | |
| Abhijeet Patwardhan | Vice President and Portfolio Manager | Profile | |
| Patrick Purcell | Independent Director | Profile | |
| Sandra Brown | Independent Director | Profile | |
| Alfred Osborne | Independent Director | Profile | |
| Karen Richards | Chief Compliance Officer | Profile | |
| CFA CFA | Portfolio Manager | Profile | |
| Francine Hayes | Secretary | Profile | |
| Steven CFA | Portfolio Manager | Profile | |
| James CPA | Chief Partner | Profile | |
| Rebecca Gilding | Secretary | Profile | |
| A Pisano | Independent Director | Profile | |
| Ryan Leggio | Vice President Strategy | Profile | |
| E Setzler | Treasurer | Profile | |
| Brian CFA | Portfolio Manager | Profile | |
| Mark CFA | Portfolio Manager | Profile |
About Source Capital Management Performance
The success or failure of an entity such as Source Capital Closed often depends on how effective the management is. Source Capital management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Source management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Source management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States. Source Capital operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
Source Capital Workforce Analysis
Traditionally, organizations such as Source Capital use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Source Capital within its industry.Source Capital Manpower Efficiency
Return on Source Capital Manpower
| Revenue Per Employee | 1.8M | |
| Revenue Per Executive | 1.8M | |
| Net Income Per Employee | 1.8M | |
| Net Income Per Executive | 1.8M |
Additional Tools for Source Stock Analysis
When running Source Capital's price analysis, check to measure Source Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Source Capital is operating at the current time. Most of Source Capital's value examination focuses on studying past and present price action to predict the probability of Source Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Source Capital's price. Additionally, you may evaluate how the addition of Source Capital to your portfolios can decrease your overall portfolio volatility.