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Current Report · Items 8.01, 9.01 · 8-K

Source Capital

SORNYSEEQUITYCurrent

Other Events

Item 8.01 Other Events Source Capital (NYSE: SOR) announced the U.S. federal income tax treatment of its 2025 dividends and a $2.50739554 deemed distribution to shareholders of record as of December 31, 2025. These matters are more fully described in the press release published on January 28, 2026, which is attached to this Current Report on Form 8-K as Exhibit 99.1

Filed Jan 29, 2026Accepted Jan 28, 2026, 6:32 PM ESTCIK 91847Accession 0001213900-26-008975
Share

Company context

Source Capital is a closed-end investment company managed by First Pacific Advisors, LP. Its shares are listed on the New York Stock Exchange under the symbol “SOR.” The investment objective of the Fund is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The Fund may invest in longer duration assets like dividend paying equities and illiquid assets like private loans in pursuit of its investment objective and is thus intended only for those investors with a long-term investment horizon (greater than or equal to ~5 years).

Current securities

Recent company filings

  1. N-CSRS filingSep 8, 2026
  2. NPORT-P filingAug 26, 2026
  3. N-PX filingAug 25, 2026
  4. N-2 filingJun 10, 2026
  5. NPORT-P filingMay 22, 2026

Disclosure sections

Items 8.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 8.01Item 8.01 - Other Events
Item 8.01 Other Events Source Capital (NYSE: SOR) announced the U.S. federal income tax treatment of its 2025 dividends and a $2.50739554 deemed distribution to shareholders of record as of December 31, 2025. These matters are more fully described in the press release published on January 28, 2026, which is attached to this Current Report on Form 8-K as Exhibit 99.1
Filed exhibits (1)
EX-99.1 (by filename) ea027446001_ex99-1.htm

EX-99.1 2 ea027446001_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends LOS ANGELES, January 28, 2026--- Source Capital (NYSE: SOR) (the “Fund”) announced today the U.S. federal income tax treatment of its 2025 dividends and a $2.50739554 deemed distribution to shareholders of record as of December 31, 2025. Federal Tax Treatment of 2025 Dividends Record Payable Amount Paid Ordinary Income Long-Term Capital Date Date Per Share Dividends (1) Gain Distributions ──────────────────────────────────────────────────────────────────────────────────────────── 1/17/2025 1/31/2025 $0.208300 $0.149872 $0.058428 2/14/2025 2/28/2025 $0.208300 $0.149872 $0.058428 3/14/2025 3/31/2025 $0.208300 $0.149872 $0.058428 4/16/2025 4/30/2025 $0.208300 $0.149872 $0.058428 5/15/2025 5/30/2025 $0.208300 $0.149872 $0.058428 6/17/2025 6/30/2025 $0.208300 …

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