Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

SOURCE CAPITAL /DE/ Regulatory Filings 2026

Mar 27, 2026

33116_rns_2026-03-27_3225d310-8da9-4bd6-9700-c86ae34ffea2.zip

Regulatory Filings

Open in viewer

Opens in your device viewer

BannerFile="tm269984d1_8k.htm" BannerFilePath="/apps/files/files/jms2files/gofiler/tm269984-1/tm269984-1_8kseq1/users"

Field: Rule-Page

Field: /Rule-Page

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): March 27, 2026

SOURCE CAPITAL

(Exact name of Registrant as specified in its charter)

Delaware

(State or other jurisdiction of incorporation)

811-01731 95-2559370
(Commission File Number) (I.R.S. Employer Identification No.)

235 West Galena Street

Milwaukee , Wisconsin 53212-3948

(Address of principal executive offices, zip code)

Registrant’s telephone number, including area code: ( 626 ) 385-5777

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule13e-4(c) under the Exchange Act (17CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered
N/A N/A N/A

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Field: Rule-Page

Field: /Rule-Page

Field: Page; Sequence: 1

Field: /Page

Item 8.01 Other Events

First Pacific Advisors, LP (“FPA”), the investment adviser to Source Capital (NYSE: SOR) (the “Fund”), announced its nomination for the 2026 US Morningstar Awards. This matter is more fully described in the press release published on March 27, 2026, which is attached to this Current Report on Form 8-K as Exhibit 99.1

Item 9.01 Financial Statements and Exhibits

Exhibit No. Description
99.1 Press release dated March 27, 2026

Field: Page; Sequence: 2

Field: /Page

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
(Registrant)
/s/ Diane Drake
Name: Diane Drake
Title: Secretary
Dated: March 27, 2026

Field: Page; Sequence: 3

Field: /Page

Exhibit No. Description
99.1 Press release dated March 27, 2026

Field: Page; Sequence: 4; Options: Last

Field: /Page

Field: Set; Name: xdx; ID: xdx_08B_extensions eJxFjV0KwjAQhE/QOyx5LtqECtJHSxWxihQRX6NdJdhmyyb+HclbGlvEZWFZZr4ZIWKxoLlpkOEwq0rYYds12iNUeEZGe8LgyJerDMKt8GKcZ219//7AnAKDgZmMVHoMQm+9G4d1BlKO5XSsUkhkphRs1yL66jnZs6nReqMb0LaGLVPHBr3m15Cw00+y1L76qj2yM2RD3CgZ5DeoRCrY0F0/iK8OyjIXUdxPJBZMty64iqdH+yWhaLANdW6g/xt9AAX3Sos=