OakChart

Kayne Anderson BDC Inc

KBDCFinancial·Asset Management·USA·Small·NYSE·Nov 11 • 10:52 AM ET

12.89-0.07 (-0.58%)
2026-11-11 16:53 CET
Market cap
852.83 USD m
Revenue, TTM
203.91 USD m
Net income, TTM
56.53 USD m
Free cash flow, TTM
103.77 USD m
EPS diluted, TTM
0.84
P/E
15.35
Compare

Price

KBDC against its 20, 50 and 200-day averages
2050200miss
12.0013.0014.0015.00756K1.5MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26KBDCclose 12.8920-day 12.7450-day 12.85200-day 13.7312.8952w low

18.8% under the 52-week high of 15.87 on 4 Dec 2025. 52-week low 12.14 on 19 Oct 2026. Last 15 sessions, 8.8% high to low

Profile

KBDC
52-week range, 20% of the way up
12.1415.87

Kayne Anderson BDC, Inc, an evergreen fund, invests in middle market companies located in the United States with an EBITDA of USD 10 - 150 million. The fund focuses on a broad range of sectors and industries. It provides financing in the form of senior secured loans and split-lien loans to buyout transactions.

IPOMay 22, 2024
Beta0.43
ATR, 14d0.32
Rel volume0.56
Short float1.65%
Insider own27.08%
Inst own41.87%

Snapshot

6 groups

Valuation

Index-
Market Cap847.89M
Enterprise Value2.00B
Income56.53M
Sales203.91M
Book/sh15.71
Cash/sh0.69
Dividend Est.1.60 (12.42%)
Dividend TTM1.60 (12.42%)
Dividend Ex-DateDec 31, 2026
Dividend Gr. 3/5Y- -
Payout119.96%
Employees-
IPOMay 22, 2024

Ratios

P/E15.35
Forward P/E7.89
PEG-
P/S4.16
P/B0.82
P/C18.55
P/FCF8.17
EV/EBITDA14.53
EV/Sales9.79
Quick Ratio1.12
Current Ratio1.12
Debt/Eq1.15
LT Debt/Eq1.15
Option/ShortNo / Yes

Earnings

EPS (ttm)0.84
EPS next Y1.63
EPS next Q0.40
EPS this Y0.98%
EPS next Y-3.21%
EPS next 5Y-0.43%
EPS past 3/5Y-7.40% -
Sales past 3/5Y46.54% -
EPS Y/Y TTM-44.49%
Sales Y/Y TTM-11.92%
EPS Q/Q-71.36%
Sales Q/Q-28.18%
EarningsNov 05 AMC
EPS/Sales Surpr.18.62% 2.81%

Ownership

Insider Own27.08%
Insider Trans4.50%
Inst Own41.87%
Inst Trans-
ROA2.44%
ROE5.20%
ROIC2.54%
Gross Margin84.12%
Oper. Margin67.34%
Profit Margin27.73%
SMA201.11%
SMA500.31%
SMA200-6.14%
Trades-

Technical

Shs Outstand65.95M
Shs Float47.98M
Short Float1.65%
Short Ratio1.97
Short Interest0.79M
52W High15.87 -18.81%
52W Low12.14 6.14%
Volatility3.77% 2.50%
ATR (14)0.32
RSI (14)52.09
Beta0.43
Rel Volume0.56
Avg Volume402.63K
Volume56,678

Performance

Perf Week-0.88%
Perf Month3.49%
Perf Quarter-6.36%
Perf Half Y-12.88%
Perf YTD-10.02%
Perf Year-12.64%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.80
Target Price14.00
Prev Close12.96
Price12.89
Change %-0.58%

Analyst ratings

latest 7 of 7
DateActionAnalystRating changeTargetImplied
Jun 12, 2026DowngradeWWells FargoOverweight → Equal Weight$14+8.7%
Oct 06, 2025UpgradeKKeefe BruyetteMkt Perform → Outperform$16.50+28.1%
Jun 17, 2024InitiatedWWells FargoOverweight$17+31.9%
Jun 17, 2024InitiatedUUBSNeutral$17+31.9%
Jun 17, 2024InitiatedRRBC Capital MktsOutperform$17+31.9%
Jun 17, 2024InitiatedKKeefe BruyetteMkt Perform$17+31.9%
Jun 17, 2024InitiatedBBofA SecuritiesBuy$17.50+35.8%

Peers

Mkt cap
TickerCompanyMkt cap
NCDLNuveen Churchill Direct Lending Corp581.94M
MSDLMorgan Stanley Direct Lending Fund1.15B
PFLTPennantPark Floating Rate Capital Ltd672.97M
BBDCBarings BDC Inc917.76M
CGBDCarlyle Secured Lending Inc771.24M
GBDCGolub Capital BDC Inc3.29B
BCSFBain Capital Specialty Finance Inc728.47M
MFICMidCap Financial Investment Corp849.67M
OBDCBlue Owl Capital Corp5.44B
PSBDPalmer Square Capital BDC Inc299.58M

Insider trading

8 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
ROBO JAMES LDirectorSep 28 '26Buy13.03146,7551,912,658766,716Sep 30 04:08 PM
ROBO JAMES LDirectorSep 24 '26Buy13.05105,0001,369,830619,961Sep 25 11:12 AM
ROBO JAMES LDirectorSep 23 '26Buy13.0894,1201,230,995514,961Sep 23 04:32 PM
ROBO JAMES LDirectorSep 22 '26Buy13.1320,841273,747420,841Sep 23 04:32 PM
ROBO JAMES LDirectorSep 16 '26Buy13.04340,0004,432,920400,000Sep 16 05:00 PM
ROBO JAMES LDirectorSep 14 '26Buy13.0260,000781,02060,000Sep 16 05:00 PM
MARUCCI GEORGE E JRDirectorMar 06 '26Buy13.749,000123,66010,000Mar 09 05:32 PM
MARUCCI GEORGE E JRDirectorMar 04 '26Buy13.961,00013,9601,000Mar 05 12:23 PM

Held by

AUM
TickerCompanyAUM
BIZDVanEck BDC Income ETFAUM: 1.51B
PBDCPutnam BDC Income ETFAUM: 279.27M
FBDCFT Confluence BDC & Specialty Finance Income ETFAUM: 38.66M
PKWInvesco BuyBack Achievers ETFAUM: 1.74B
VPCVirtus Private Credit Strategy ETFAUM: 26.60M
PCRSimplify VettaFi Private Credit Strategy ETFAUM: 2.24M

News

latest 14 of 116
  • Kayne Anderson BDC's Income Beat Is Undercut By A Fourth Straight NAV Decline And Rising Non-Accruals (Earnings Whispers)
  • Kayne Anderson BDC, Inc. Announces September 30, 2026 Financial Results and Declares Fourth Quarter 2026 Dividend of $0.40 Per Share (Business Wire)
  • Kayne Anderson BDC Faces Dividend Coverage Test As Consensus Slips Below 40-Cent Payout (Earnings Whispers)
  • Kayne Anderson BDC, Inc. Announces Third Quarter 2026 Earnings Release and Conference Call (Business Wire)
  • Kayne Anderson BDC Inc (KBDC) (Q2 2026) Earnings Call Highlights: Strategic Rotation Boosts ... (GuruFocus.com)
  • Loading…
  • Kayne Anderson BDC, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.40 Per Share (Business Wire)
  • What To Expect From Kayne Anderson BDC Inc (KBDC) Q2 2026 Earnings (GuruFocus.com)
  • Kayne Anderson BDC Inc (KBDC) Q2 2026: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
  • Kayne Anderson BDC, Inc. Announces Second Quarter 2026 Earnings Release and Conference Call (Business Wire)
  • Kayne Anderson BDC Inc (KBDC) Q1 2026 Earnings Call Highlights: Strong Income and Strategic ... (GuruFocus.com)
  • Kayne Anderson BDC, Inc. Announces March 31, 2026 Financial Results and Declares Second Quarter 2026 Dividend of $0.40 Per Share (Business Wire)
  • Kayne Anderson BDC Inc (KBDC) Q1 2026 Earnings Report Preview: What to Expect (GuruFocus.com)
  • Kayne Anderson BDC Inc (KBDC) Q1 2026 Earnings Report Preview: What To Look For (GuruFocus.com)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-050.4600.3880.10058.9657.355
2026Q22026-08-100.4200.3980.16255.7051.865
2026Q12026-05-110.4300.4040.25757.3352.405
2025Q42026-03-020.4400.4150.32161.9056.485
2025Q32025-11-100.4300.3960.35061.3753.975
2025Q22025-08-110.4000.4020.35157.3049.375
2025Q12025-05-120.4000.4230.31255.2552.545
2024Q42025-03-030.4800.5100.49956.3453.015
2024Q32024-11-130.5200.5070.52857.8050.965
2024Q22024-08-130.5100.4780.43852.4549.124
2024Q12024-05-290.520-0.61042.61--
2026Q4--0.399--58.875
2027Q1--0.403--59.824
2027Q2--0.406--60.954
2027Q3--0.409--61.133
2027Q4--0.412--61.033

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY2.0302.0642.069213.11194.79
2025FY1.6701.6511.330235.82216.46
2026FY-1.686--230.86
2027FY-1.632--242.91
2028FY-1.648--243.58

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-1032058.8758.7159.00
2026Q4S2026-11-0631058.2057.0058.89
2026Q4S2026-10-2830057.7757.0059.30
2026Q4S2026-10-2530157.7757.0059.30
2026Q4S2026-08-1431257.7757.0059.30
2026Q4S2026-08-1131158.0157.0059.30
2026Q4S2026-07-2630057.3255.1559.10
2026Q4S2026-06-0132057.3255.1559.10
2026Q4S2026-05-1732057.3955.1559.30
2026Q4S2026-05-1232157.3955.1559.30
2026Q4S2026-03-0330356.7954.1559.30
2026Q4S2026-01-3130058.9354.9061.30
2026Q4S2026-01-2531058.9354.9061.30
2026Q4S2025-11-1732158.9354.9061.30

Estimate history

EPS, annual-2.081.681.962.0691.3340.8392
Period202020212022202320242025TTM
EPS, quarterly0.5280.4990.3120.3510.350.3210.2570.1620.1
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual019.08774.913150.318213.676235.74203.91
Period202020212022202320242025TTM
Sales, quarterly57.81957.04855.81157.28861.35161.2955.07843.48244.062
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual5.66719.22835.87941.60471.0667.99865.951
Period202020212022202320242025MRQ
Shares, quarterly71.04871.0671.27770.71569.76567.99866.48266.21765.951
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY
Total Revenue203.91235.74213.68150.3274.9119.090.00
Total Expenses66.5964.0219.5020.938.86-7.660.81
Operating Income137.32171.72194.17129.3966.0626.74-0.81
Unusual Expense0.000.000.000.000.000.000.00
Net Income Before Taxes57.4895.36132.6677.0845.7722.29-0.81
Income Taxes0.951.660.720.000.000.000.00
Consolidated Net Income56.5393.71131.9477.0845.7722.29-0.81
Net Income From Continuing Operations56.5393.71131.9477.0845.7722.29-0.81
Net Income56.5393.71131.9477.0845.7722.29-0.81
EPS (Recurring)0.861.332.071.961.682.08-
EPS (Basic, Before Extraordinaries)0.841.332.071.961.682.08-
EPS (Diluted)0.841.332.071.961.682.08-
Non-Operating Income (Expense)0.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.00
Price To Earnings Ratio15.4415.447.737.90---
Price To Sales Ratio4.074.274.94----
Gross Margin84.1284.3291.9486.12100.0088.68-
Operating Margin67.3472.8590.8786.0888.18140.11-
Net Margin27.7339.7561.7551.2761.09116.77-
Shares Outstanding65.9568.0071.0641.6035.8819.235.67
Market Capitalization852.83852.831,167.581,193.70---

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue44.0643.4855.0861.2961.3557.2955.8157.05
Total Expenses16.5213.1318.5918.3516.1013.6815.895.05
Operating Income27.5430.3536.4942.9445.2543.6139.9252.00
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes6.8210.7417.6322.3025.0425.2322.8035.45
Income Taxes0.210.020.390.330.430.320.580.00
Consolidated Net Income6.6110.7217.2421.9724.6124.9122.2135.45
Net Income From Continuing Operations6.6110.7217.2421.9724.6124.9122.2135.45
Net Income6.6110.7217.2421.9724.6124.9122.2135.45
EPS (Recurring)0.100.160.260.320.350.350.310.50
EPS (Basic, Before Extraordinaries)0.100.160.260.320.350.350.310.50
EPS (Diluted)0.100.160.260.320.350.350.310.50
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio15.4410.5810.299.477.888.587.767.73
Price To Sales Ratio4.074.063.924.164.054.755.185.50
Gross Margin84.4382.8584.5284.4283.7084.1685.0693.49
Operating Margin62.5169.7966.2570.0773.7576.1371.5391.15
Net Margin15.0024.6531.3035.8440.1243.4839.8062.14
Shares Outstanding65.9566.2266.4868.0069.7670.7171.2871.06
Market Capitalization852.83897.72918.93979.43940.091,081.681,145.331,167.58

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY
Cash & Short Term Investments56.4571.0646.8718.375.710.01
Short Term Receivables31.5415.5112.9810.552.130.00
Investment Securities0.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.00
Investments2,198.421,995.141,363.501,165.12578.450.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.00
Other Intangible Assets0.290.960.320.350.180.41
Total Assets2,286.702,082.661,423.671,194.39586.460.42
Total Debt1,117.00848.12689.32571.59266.330.00
Long Term Debt1,117.00848.12689.32463.66266.330.00
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities59.7748.2051.2930.768.171.22
Total Liabilities1,176.77896.32740.61602.35274.501.22
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity1,109.931,186.34683.06592.04311.97-0.80
Total Shareholders Equity1,109.931,186.34683.06592.04311.97-0.80
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity1,109.931,186.34683.06592.04311.97-0.80
Total Liabilities & Stockholders Equity2,286.702,082.661,423.671,194.39586.460.42
Book Value Per Share16.3216.7016.4216.5016.22-0.14
Tangible Book Value Per Share16.3216.7016.4216.5016.22-0.14
Full-Time Employees000000
Price to Book Ratio0.820.981.01---
Return on Assets4.297.535.895.147.60-
Return on Equity8.1614.1212.0910.1214.33-
Return on Invested Capital4.216.495.624.343.85-
Quick Ratio1.481.801.170.211.390.15
Current Ratio1.481.801.170.211.390.15

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY
Funds from Operations91.4595.51117.0968.3442.929.04-0.81
Extraordinary Item0.000.000.000.000.000.000.00
Changes in Working Capital12.32-0.65-12.6311.513.190.430.81
Income Taxes Payable0.00-0.350.720.10---
Cash from Operating Activities103.7794.86104.4679.8546.119.470.00
Capital Expenditures0.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.00
Purchase or Sale of Investments-419.21-227.11-648.96-211.28-587.88-568.610.00
Purchase of Investments-625.50-797.05-1,019.39-407.93-730.00-651.130.00
Sale Or Maturity of Investments206.29569.95370.42196.65142.1282.520.00
Other Uses0.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.00
Cash from Investing Activities11.54-180.56-648.96-189.91-587.88-568.610.00
Cash Dividends Paid-108.22-123.33-101.75-70.010.00-4.410.00
Change in Capital Stock-53.69-47.99479.4790.58268.22299.500.00
Repurchase of Common Pref Stock-53.69-47.99-1.520.000.000.000.00
Sale of Common Pref Stock0.000.00481.0090.58268.22299.500.00
Proceedsfrom Stock Options0.000.00481.0090.58268.22299.500.00
Issuance or Reduction of Debt, Net54.38265.20155.09115.03303.14267.000.00
Change in Long Term Debt54.38265.20155.09115.03462.14--
Issuance of Long Term Debt172.38380.20165.84247.28462.14--
Reduction of Long Term Debt-118.00-115.00-10.75-132.25---
Net Financing Active Other Cash Flow-0.680.500.000.00-23.10-0.930.00
Other Financing Activities Uses-0.470.000.000.00-23.10-0.930.00
Cash from Financing Activities-108.2294.37532.81135.60548.26561.160.00
Net Change in Cash7.088.67-11.6925.546.492.020.00
Free Cash Flow103.7794.86104.4679.8546.119.470.00
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.00
Price to Free Cash Flow--389.31----

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments45.7039.7032.6656.4546.1244.35
Short Term Receivables19.6934.9125.1431.5435.9836.76
Investments2,222.672,266.622,194.302,198.422,255.512,174.64
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.00
Other Intangible Assets0.490.530.250.290.350.24
Total Assets2,288.552,341.762,252.362,286.702,337.972,255.99
Total Debt1,193.631,222.111,122.721,117.001,141.261,042.47
Long Term Debt1,193.631,222.111,122.721,117.001,141.261,042.47
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities58.6660.0050.4559.7756.6156.19
Total Liabilities1,252.291,282.111,173.171,176.771,197.871,098.66
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity1,036.261,059.651,079.191,109.931,140.101,157.33
Total Shareholders Equity1,036.261,059.651,079.191,109.931,140.101,157.33
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity1,036.261,059.651,079.191,109.931,140.101,157.33
Total Liabilities & Stockholders Equity2,288.552,341.762,252.362,286.702,337.972,255.99
Book Value Per Share15.7116.0016.2316.3216.3416.37
Tangible Book Value Per Share15.7116.0016.2316.3216.3416.37
Full-Time Employees---0--
Price to Book Ratio0.820.830.840.880.810.92
Return on Assets2.443.243.964.294.915.77
Return on Equity5.206.727.878.169.2210.29
Return on Invested Capital0.300.470.780.991.081.13
Quick Ratio1.121.251.151.481.471.45
Current Ratio1.121.251.151.481.471.45

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations24.5023.1222.1221.7124.4929.95
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital10.41-3.77-5.2810.961.11-13.86
Income Taxes Payable0.000.00-0.470.470.000.00
Cash from Operating Activities34.9119.3416.8432.6725.6016.09
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-30.2088.78-9.95-467.8479.34361.15
Purchase of Investments-117.84-49.83-98.78-359.04-187.1062.84
Sale Or Maturity of Investments87.64138.6188.83-108.80266.44298.31
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities30.20-88.789.9560.17-79.34-13.65
Cash Dividends Paid-26.49-26.59-27.21-27.93-28.29-35.59
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-3.62-3.77-21.39-24.92-13.92-8.77
Repurchase of Common Pref Stock-3.62-3.77-21.39-24.92-13.92-8.77
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-26.00100.005.48-25.1097.8138.50
Change in Long Term Debt-26.00100.005.48-25.1097.8138.50
Issuance of Long Term Debt-25.0082.0025.4889.9071.818.50
Reduction of Long Term Debt-1.0018.00-20.00-115.0026.0030.00
Net Financing Active Other Cash Flow-0.070.00-0.40-0.210.510.05
Other Financing Activities Uses-0.070.00-0.400.000.000.00
Cash from Financing Activities-56.1869.64-43.52-78.1656.11-5.81
Net Change in Cash8.920.20-16.7314.682.37-3.38
Free Cash Flow34.9119.3416.8432.6725.6016.09

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.65%0.8M48.0M381.97K
2026-10-151.45%0.7M48.2M372.90K
2026-09-301.42%0.7M48.2M362.96K
2026-09-150.89%0.4M48.5M344.04K
2026-08-311.25%0.6M49.0M340.87K
2026-08-140.66%0.3M49.0M309.06K
2026-07-311.07%0.5M47.5M288.85K
2026-07-151.23%0.6M47.5M277.38K
2026-06-301.20%0.6M47.5M283.01K
2026-06-151.22%0.6M47.5M283.20K
2026-05-291.24%0.6M47.6M310.90K
2026-05-151.21%0.6M47.6M349.88K
2026-04-301.19%0.6M47.8M369.86K
2026-04-151.08%0.5M47.8M371.33K
2026-03-311.38%0.6M46.3M376.39K
2026-03-131.31%0.6M46.3M408.63K
2026-02-271.19%0.5M46.3M376.63K
2026-02-131.07%0.5M47.2M348.05K
2026-01-300.78%0.4M49.6M331.72K
2026-01-150.94%0.5M49.6M348.23K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-058-KCurrent report2026-11-05SEC
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-098-KCurrent report2026-10-09SEC
2026-09-304Statement of changes in beneficial ownership of securities2026-09-28SEC
2026-09-254Statement of changes in beneficial ownership of securities2026-09-22SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-22SEC
2026-09-164Statement of changes in beneficial ownership of securities2026-09-14SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-108-KCurrent report2026-08-10SEC
2026-08-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-13CORRESPSEC
2026-07-098-KCurrent report2026-07-09SEC
2026-06-298-KCurrent report2026-06-29SEC
2026-06-168-KCurrent report2026-06-11SEC
2026-05-118-KCurrent report2026-05-11SEC
2026-05-1110-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-24DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-11SEC
2026-04-098-KCurrent report2026-04-09SEC
2026-03-318-KCurrent report2026-03-31SEC
2026-03-31424B2SEC
2026-03-31N-2ASRSEC
2026-03-274/A2025-05-28SEC
2026-03-274/A2025-05-28SEC
2026-03-094Statement of changes in beneficial ownership of securities2026-03-06SEC
2026-03-054Statement of changes in beneficial ownership of securities2026-03-04SEC
2026-03-028-KCurrent report2026-03-02SEC
2026-03-0210-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-02-12SCHEDULE 13G/ASEC
2026-01-158-KCurrent report2026-01-15SEC
2026-01-15SCHEDULE 13GSEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-0910.00M600
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-03137.62K200
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Koch, Inc.15.80%
STATE OF MICHIGAN RETIREMENT SYSTEM9.94%
HF Capital, LLC3.34%
UBS Group AG2.10%
Pathstone Holdings, LLC1.60%
Russell Investments Group, Ltd.1.24%
FRANKLIN RESOURCES INC1.18%
Merit Financial Group, LLC1.17%
VAN ECK ASSOCIATES CORP1.01%
MORGAN STANLEY1.00%

Funds

Fund% owned
Putnam BDC Income ETF1.21%
VanEck BDC Income ETF1.01%
FT Confluence BDC & Specialty Finance Income ETF0.07%
NORTH SQUARE KENNEDY MICROCAP FUND0.02%

OakChart. KBDC. Cached 15 minutes.