OakChart

MSC Income Fund Inc

MSIFFinancial·Asset Management·USA·Small·NYSE·Nov 11 • 3:59 PM ET

12.51+0.02 (0.16%)
2026-11-12 00:49 CET
Market cap
563.46 USD m
Revenue, TTM
162.60 USD m
Net income, TTM
90.68 USD m
Free cash flow, TTM
50.97 USD m
EPS diluted, TTM
1.97
P/E
6.34
Compare

Price

MSIF against its 20, 50 and 200-day averages
2050200beat
11.0012.0013.00408K817KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26MSIFclose 12.5120-day 11.9250-day 12.07200-day 12.2112.5152w low

13.1% under the 52-week high of 14.40 on 10 Dec 2025. 52-week low 10.77 on 23 Jul 2026. Last 15 sessions, 12.4% high to low

Volume 0.70× normal · the line is the 50-bar volume average

Profile

MSIF
52-week range, 48% of the way up
10.7714.40

MSC Income Fund, Inc. is a business development company, which engage in the provision of debt financing to middle market companies and customized debt & equity financing to lower middle market companies for management buyouts, recapitalizations, growth financings, and refinancing capital requirements. The company was founded on November 28, 2011 and is headquartered in Houston, TX.

IPOAug 03, 2023
Beta0.45
ATR, 14d0.32
Rel volume0.70
Short float0.97%
Insider own0.54%
Inst own33.53%

Snapshot

6 groups

Valuation

Index-
Market Cap564.36M
Enterprise Value1.18B
Income90.68M
Sales162.60M
Book/sh16.56
Cash/sh0.67
Dividend Est.1.43 (11.44%)
Dividend TTM1.25 (9.98%)
Dividend Ex-DateDec 02, 2026
Dividend Gr. 3/5Y- -
Payout73.37%
Employees-
IPOAug 03, 2023

Ratios

P/E6.34
Forward P/E8.87
PEG-
P/S3.47
P/B0.76
P/C18.77
P/FCF11.07
EV/EBITDA8.68
EV/Sales7.26
Quick Ratio1.46
Current Ratio1.46
Debt/Eq0.86
LT Debt/Eq0.86
Option/ShortNo / Yes

Earnings

EPS (ttm)1.97
EPS next Y1.41
EPS next Q0.35
EPS this Y-8.35%
EPS next Y4.68%
EPS next 5Y-0.00%
EPS past 3/5Y18.73% -
Sales past 3/5Y9.10% 30.65%
EPS Y/Y TTM11.39%
Sales Y/Y TTM57.07%
EPS Q/Q-28.64%
Sales Q/Q24.04%
EarningsNov 05 AMC
EPS/Sales Surpr.-2.13% -2.35%

Ownership

Insider Own0.54%
Insider Trans10.82%
Inst Own33.53%
Inst Trans-
ROA6.63%
ROE12.22%
ROIC6.50%
Gross Margin76.31%
Oper. Margin83.61%
Profit Margin55.76%
SMA204.95%
SMA503.64%
SMA2002.42%
Trades-

Technical

Shs Outstand45.29M
Shs Float44.87M
Short Float0.97%
Short Ratio2.28
Short Interest0.43M
52W High14.40 -13.14%
52W Low10.77 16.12%
Volatility3.17% 2.67%
ATR (14)0.32
RSI (14)64.31
Beta0.45
Rel Volume0.70
Avg Volume190.32K
Volume133,039

Performance

Perf Week1.38%
Perf Month5.75%
Perf Quarter0.89%
Perf Half Y2.71%
Perf YTD-4.48%
Perf Year3.98%
Perf 3Y4.18%
Perf 5Y-
Perf 10Y-
Recom1.60
Target Price14.61
Prev Close12.49
Price12.51
Change %0.16%

Peers

Mkt cap
TickerCompanyMkt cap
CSWCCapital Southwest Corp1.58B
FDUSFidus Investment Corp778.31M
GLADGladstone Capital Corp443.27M
SCMStellus Capital Investment Corp190.21M
PFLTPennantPark Floating Rate Capital Ltd674.68M
SARSaratoga Investment Corp197.30M
CCAPCrescent Capital BDC Inc377.67M
NCDLNuveen Churchill Direct Lending Corp582.93M
GAINGladstone Investment Corp604.90M
MSDLMorgan Stanley Direct Lending Fund1.16B

Insider trading

12 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Marks Nataly MichelleDirectorAug 26 '26Buy12.7095012,0651,950Aug 27 04:30 PM
Hyzak Dwayne L.CEO, SMDJun 30 '26Buy11.685,96969,71870,712Jun 30 05:00 PM
Meserve NicholasManaging DirectorJun 23 '26Buy11.432,50028,57512,500Jun 25 04:30 PM
Gilbert CoryCFO and TreasurerJun 11 '26Buy11.781,00011,7806,514Jun 15 04:33 PM
Hyzak Dwayne L.CEO, SMDJun 09 '26Buy11.694,27449,97964,743Jun 11 08:22 AM
Walker Jeffrey B.DirectorJun 05 '26Buy12.023,93347,27526,311Jun 08 04:30 PM
Walker Jeffrey B.DirectorJun 04 '26Buy12.032292,75522,378Jun 08 04:30 PM
Niemann John O. Jr.DirectorMay 15 '26Buy12.104,92259,55643,648May 19 04:30 PM
Gilbert CoryCFO and TreasurerMar 31 '26Buy12.2082510,0655,393Apr 02 04:30 PM
Marks Nataly MichelleDirectorMar 27 '26Buy12.611,00012,6101,000Mar 31 04:30 PM
Niemann John O. Jr.DirectorMar 09 '26Buy12.421,88723,43738,726Mar 10 04:30 PM
Hyzak Dwayne L.CEO, SMDDec 30 '25Buy13.433,71249,85259,781Dec 31 04:30 PM

Held by

AUM
TickerCompanyAUM
PBDCPutnam BDC Income ETFAUM: 279.82M
BIZDVanEck BDC Income ETFAUM: 1.51B
FBDCFT Confluence BDC & Specialty Finance Income ETFAUM: 38.66M
VPCVirtus Private Credit Strategy ETFAUM: 26.60M
MSSMMorgan Stanley Pathway Small-Mid Cap Equity ETFAUM: 705.72M

News

latest 14 of 136

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-050.3400.3470.40035.5336.388
2026Q22026-08-060.3300.3600.64635.7035.778
2026Q12026-05-070.3600.3570.28734.0936.398
2025Q42026-02-260.3700.3570.64034.9235.847
2025Q32025-11-130.3500.3580.56135.3735.287
2025Q22025-08-130.3500.3610.34635.6435.756
2025Q12025-05-120.3800.3560.35533.2334.316
2024Q42025-03-190.3500.3800.50933.4633.966
2024Q32024-11-270.316-0.18431.41--
2026Q4--0.346--36.7210
2027Q1--0.344--37.338
2027Q2--0.350--38.648
2027Q3--0.351--39.478
2027Q4--0.358--39.978
2028Q1--0.360--41.851
2028Q2--0.360--42.111

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY1.4301.4141.408134.83135.34
2025FY1.4701.4721.910139.15140.09
2026FY-1.347--142.22
2027FY-1.410--156.45
2028FY-1.470--168.69

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-1090436.7235.9038.67
2026Q4S2026-11-0980336.8135.9038.67
2026Q4S2026-11-0680237.1535.9039.02
2026Q4S2026-11-0570037.6235.9039.02
2026Q4S2026-10-2670037.6235.9039.02
2026Q4S2026-10-2370137.6235.9039.02
2026Q4S2026-10-2160137.7035.9039.02
2026Q4S2026-10-1060337.6735.9038.84
2026Q4S2026-09-2560437.6735.9038.84
2026Q4S2026-08-1270437.7135.9038.84
2026Q4S2026-08-1170437.8837.0038.84
2026Q4S2026-08-0771437.9037.0039.02
2026Q4S2026-08-0171238.4037.0040.18
2026Q4S2026-07-2771338.4037.0040.18

Estimate history

EPS, annual1.361.021.02-0.241.841.141.6531.4081.9081.9726
Period201720182019202020212022202320242025TTM
EPS, quarterly0.1840.5090.3550.3460.5610.640.2870.6460.4
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual99.29793.17193.40234.06289.6399.82997.376150.604129.65162.6
Period201720182019202020212022202320242025TTM
Sales, quarterly58.84925.42912.16140.42225.51351.55433.84645.55731.647
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual39.75639.29239.23239.80439.91340.05340.05440.2446.58945.291
Period201720182019202020212022202320242025MRQ
Shares, quarterly40.21740.2446.8547.14947.26846.58945.34545.34545.291
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue162.60129.65150.6097.3899.8389.6334.0693.4093.17
Total Expenses26.643.2753.91-9.0628.18-2.7925.3727.2727.06
Operating Income135.96126.3896.69106.4471.6592.428.6966.1366.11
Unusual Expense0.000.000.000.000.002.430.00--
Net Income Before Taxes98.8792.4557.6669.9847.2375.53-8.5240.4541.30
Income Taxes8.193.721.113.771.641.891.240.821.02
Consolidated Net Income90.6888.7356.5566.2145.5973.64-9.7639.6340.28
Net Income From Continuing Operations90.6888.7356.5566.2145.5973.64-9.7639.6340.28
Net Income90.6888.7356.5566.2145.5973.64-9.7639.6340.28
EPS (Recurring)2.001.911.411.651.141.89-0.251.011.02
EPS (Basic, Before Extraordinaries)1.971.911.411.651.141.84-0.241.021.02
EPS (Diluted)1.971.911.411.651.141.84-0.241.021.02
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Price To Earnings Ratio6.336.3316.667.537.53----
Price To Sales Ratio3.284.711.844.44-----
Gross Margin76.3172.7277.3965.9777.1279.8045.0171.5674.67
Operating Margin83.6197.4764.20109.3071.78103.1225.5270.8070.96
Net Margin55.7668.4437.5567.9945.6782.16-28.6642.4343.23
Shares Outstanding45.2946.5940.2440.0540.0539.9139.8039.2339.29
Market Capitalization563.46563.46960.02429.50429.50----

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue31.6545.5633.8551.5525.5140.4212.1625.43
Total Expenses1.103.3610.5711.62-11.3213.56-10.590.44
Operating Income30.5542.2023.2839.9436.8326.8622.7524.98
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes20.6032.3414.3631.5828.1818.1814.5115.42
Income Taxes2.453.061.131.541.651.89-1.37-5.04
Consolidated Net Income18.1529.2713.2230.0426.5316.2915.8820.46
Net Income From Continuing Operations18.1529.2713.2230.0426.5316.2915.8820.46
Net Income18.1529.2713.2230.0426.5316.2915.8820.46
EPS (Recurring)0.400.650.290.640.560.350.360.51
EPS (Basic, Before Extraordinaries)0.400.650.290.640.560.350.360.51
EPS (Diluted)0.400.650.290.640.560.350.360.51
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 Ratio6.336.296.397.409.3810.9111.6416.66
Price To Sales Ratio3.283.353.714.766.005.655.631.84
Gross Margin71.7075.1179.6578.0267.2678.9541.0565.91
Operating Margin96.5292.6368.7777.46144.3766.45187.0698.25
Net Margin57.3464.2539.0758.26103.9840.30130.5480.48
Shares Outstanding45.2945.3545.3546.5947.2747.1546.8540.24
Market Capitalization563.46523.37559.24614.40620.40770.98767.48960.02

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments20.6428.3830.7921.3125.8149.0721.8521.7645.79
Short Term Receivables12.2712.0710.7112.3834.728.308.7510.2113.60
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments1,335.391,177.511,092.891,068.141,077.14825.521,027.601,106.571,049.44
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.000.00
Deferred Tax Assets6.5810.05-------
Other Intangible Assets12.746.105.515.336.115.137.928.8910.23
Total Assets1,387.621,234.101,139.901,107.161,143.78888.021,066.111,147.431,119.06
Total Debt602.75565.14484.84470.54502.87301.82445.00509.00430.00
Long Term Debt602.75565.14484.84470.54502.87301.82445.00509.00430.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities11.559.433.260.36-----
Other Liabilities34.6634.6329.4926.5927.736.5811.8113.0641.27
Total Liabilities648.96609.20517.59497.50530.61308.40456.81522.06471.27
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity738.66624.90622.31609.66613.17579.62609.30625.37647.79
Total Shareholders Equity738.66624.90622.31609.66613.17579.62609.30625.37647.79
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity738.66624.90622.31609.66613.17579.62609.30625.37647.79
Total Liabilities & Stockholders Equity1,387.621,234.101,139.901,107.161,143.78888.021,066.111,147.431,119.06
Book Value Per Share15.8515.5315.5415.2215.3614.5615.5315.9216.29
Tangible Book Value Per Share15.8515.5315.5415.2215.3614.5615.5315.9216.29
Full-Time Employees00000000-
Price to Book Ratio0.751.550.700.70-----
Return on Assets6.774.765.894.057.25-1.003.583.554.89
Return on Equity13.019.0710.757.4612.35-1.646.426.338.45
Return on Invested Capital6.614.755.984.226.60-1.113.763.554.88
Quick Ratio0.951.171.411.272.188.722.592.451.44
Current Ratio0.951.171.411.272.188.722.592.451.44

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations45.9651.5439.0045.9543.5542.4836.8244.4748.90
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital5.01-9.70-0.991.932.90-17.111.850.361.55
Cash from Operating Activities50.9741.8438.0147.8846.4525.3738.6744.8350.46
Capital Expenditures0.000.000.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.00--
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-66.08-112.19-66.082.3530.23-216.52157.1575.33-90.28
Purchase of Investments-338.20-411.06-325.05-236.40-217.23-551.05-80.93-281.97-585.01
Sale Or Maturity of Investments272.12298.87258.97238.75247.46334.54238.08357.31494.73
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-66.08-112.19-66.082.3530.23-216.52157.1575.33-90.28
Cash Dividends Paid-66.44-51.57-39.76-36.44-33.02-18.73-18.49-30.08-28.51
Change in Capital Stock-25.6678.89-13.73-16.06-15.51-9.62-6.30-25.99-34.70
Repurchase of Common Pref Stock-25.66-11.65-20.72-24.43-15.98-10.06-6.09-25.61-34.29
Sale of Common Pref Stock0.0090.537.008.370.470.44-0.20-0.38-0.41
Proceedsfrom Stock Options0.0090.537.008.370.470.44-0.20-0.38-0.41
Issuance or Reduction of Debt, Net116.4535.3079.1511.74-32.65196.24-143.81-64.0078.99
Change in Long Term Debt116.4535.3079.1511.74-32.65196.24-143.81-64.0078.99
Issuance of Long Term Debt671.45431.99280.15147.74187.35621.0652.70200.50441.99
Reduction of Long Term Debt-555.00-396.69-201.00-136.00-220.00-424.82-196.51-264.50-363.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities24.3662.6125.66-40.76-81.18167.90-168.60-120.0715.79
Net Change in Cash9.25-7.74-2.419.47-4.50-23.2527.220.09-24.03
Free Cash Flow50.9741.8438.0147.8846.4525.3738.67-50.46
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow---37.79-----

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments30.0728.0515.5620.6418.0828.34
Short Term Receivables11.1411.7211.9412.2712.2411.67
Investments1,376.051,389.401,369.201,335.391,260.201,245.56
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.00
Deferred Tax Assets---6.58-0.84
Other Intangible Assets18.9214.6513.2212.747.586.66
Total Assets1,436.181,443.831,409.921,387.621,298.111,293.07
Total Debt645.73661.18649.10602.75528.68538.60
Long Term Debt645.73661.18649.10602.75528.68538.60
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities12.229.855.7611.550.78-
Other Liabilities28.2824.0035.5334.6634.2931.68
Total Liabilities686.23695.03690.40648.96563.75570.28
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity749.95748.80719.53738.66734.36722.79
Total Shareholders Equity749.95748.80719.53738.66734.36722.79
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity749.95748.80719.53738.66734.36722.79
Total Liabilities & Stockholders Equity1,436.181,443.831,409.921,387.621,298.111,293.07
Book Value Per Share16.5616.5115.8715.8515.5415.33
Tangible Book Value Per Share16.5616.5115.8715.8515.5415.33
Full-Time Employees---0--
Price to Book Ratio0.750.730.770.840.851.07
Return on Assets6.637.246.306.776.274.79
Return on Equity12.2213.4611.9713.0111.708.92
Return on Invested Capital1.302.080.972.242.101.29
Quick Ratio1.461.660.770.950.881.26
Current Ratio1.461.660.770.950.881.26

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations10.359.8112.7213.0812.6513.00
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital5.293.311.00-4.580.43-1.84
Cash from Operating Activities15.6413.1213.728.4913.0811.16
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 Investments16.243.75-32.11-53.961.6021.77
Purchase of Investments-66.40-73.91-73.73-124.16-80.03-64.13
Sale Or Maturity of Investments82.6477.6741.6270.1981.6285.90
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities16.243.75-32.11-53.961.6021.77
Cash Dividends Paid-16.32-16.32-16.77-17.02-12.38-12.19
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-0.670.00-16.03-8.96-2.54-0.15
Repurchase of Common Pref Stock-0.670.00-16.03-8.96-2.54-0.15
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-15.6011.9446.1174.00-10.02-31.72
Change in Long Term Debt-15.6011.9446.1174.00-10.02-31.72
Issuance of Long Term Debt142.40112.94287.11129.0090.9883.97
Reduction of Long Term Debt-158.00-101.00-241.00-55.00-101.00-115.69
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-32.60-4.3813.3148.02-24.94-44.05
Net Change in Cash-0.7212.50-5.082.55-10.26-11.12
Free Cash Flow15.6413.1213.728.4913.0811.16
Price to Free Cash Flow-----203.42

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-300.96%0.4M45.1M210.17K
2026-10-150.98%0.4M45.1M238.13K
2026-09-300.68%0.3M45.1M253.24K
2026-09-151.03%0.5M45.1M276.57K
2026-08-311.10%0.5M45.1M284.51K
2026-08-141.00%0.5M45.1M298.58K
2026-07-311.38%0.6M45.1M294.14K
2026-07-150.83%0.4M45.1M283.75K
2026-06-300.78%0.4M45.1M279.56K
2026-06-150.67%0.3M45.1M319.45K
2026-05-290.68%0.3M45.1M334.82K
2026-05-150.45%0.2M45.1M345.80K
2026-04-300.51%0.2M45.8M388.84K
2026-04-150.51%0.2M45.8M391.74K
2026-03-310.77%0.4M45.8M382.81K
2026-03-130.32%0.1M45.8M324.18K
2026-02-270.16%0.1M45.8M294.46K
2026-02-130.20%0.1M46.7M284.64K
2026-01-300.19%0.1M46.7M249.23K
2026-01-150.08%0.0M46.7M257.59K

Option chain

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

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-07-09SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-07-09SEC
2026-11-058-KCurrent report2026-11-05SEC
2026-11-058-KCurrent report2026-11-05SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-07-09SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-07-09SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-07-09SEC
2026-11-04SCHEDULE 13DSEC
2026-10-1640-17GFidelity bond filed pursuant to Rule 17g-1(g)(1) of the Investment Company Act of 1940.SEC
2026-10-088-KCurrent report2026-10-08SEC
2026-09-018-KCurrent report2026-08-31SEC
2026-08-274Statement of changes in beneficial ownership of securities2026-08-26SEC
2026-08-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-068-KCurrent report2026-08-06SEC
2026-08-068-KCurrent report2026-08-06SEC
2026-08-058-KCurrent report2026-08-05SEC
2026-07-24SCHEDULE 13GSEC
2026-07-098-KCurrent report2026-07-09SEC
2026-06-308-KCurrent report2026-06-30SEC
2026-06-304Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-06-254Statement of changes in beneficial ownership of securities2026-06-23SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-11SEC
2026-06-11CORRESPSEC
2026-06-118-KCurrent report2026-06-11SEC
2026-06-114Statement of changes in beneficial ownership of securities2026-06-09SEC
2026-06-084Statement of changes in beneficial ownership of securities2026-06-04SEC
2026-05-20DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-08-05SEC
2026-05-194Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-05-194Statement of changes in beneficial ownership of securities2026-05-01SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-0812.07K100
2026-070000
2026-06210.08K600
2026-0559.56K100
2026-040000
2026-0346.11K300
2026-020000
2026-010000
2025-1249.85K100
2025-110000

Institutional holders

Manager% owned
SANDERS MORRIS HARRIS LLC6.41%
ARES MANAGEMENT LLC2.80%
UBS Group AG2.16%
VAN ECK ASSOCIATES CORP2.02%
TWO SIGMA INVESTMENTS, LP1.73%
FRANKLIN RESOURCES INC1.72%
North Ground Capital1.19%
LPL Financial LLC0.91%
MARSHALL WACE, LLP0.70%
Cetera Investment Advisers0.57%

Funds

Fund% owned
VanEck BDC Income ETF2.02%
Putnam BDC Income ETF1.78%
Mercer Opportunistic Fixed Income Fund0.11%
Virtus Private Credit Strategy ETF0.07%
FT Confluence BDC & Specialty Finance Income ETF0.06%
Blackstone Alternative Multi-Strategy Fund0.01%
Morgan Stanley Pathway Small-Mid Cap Equity ETF0.01%

OakChart. MSIF. Cached 15 minutes.

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