Bain Capital Specialty Finance, Inc. (BCSF)
Boston, MA, US
Bain Capital Specialty Finance, Inc. functions as a business development company (BDC) whose primary focus is providing direct debt solutions to companies in the middle market segment. The fund's investment mandate is broad, covering a spectrum of debt instruments. This includes various forms of secured senior debt, such as first-lien, stretch senior, and second-lien facilities. It also invests in hybrid financing structures like unitranche loans, as well as subordinated or junior capital, which encompasses mezzanine debt and other junior securities. Furthermore, the firm engages in the secondary acquisition of assets or portfolios, primarily comprising corporate debt from middle-market businesses. Generally, Bain Capital Specialty Finance targets companies that generate annual earnings before interest, taxes, depreciation, and amortization (EBITDA) between $10 million and $150 million.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.64% | -4.52% | +5.47% | -1.26% | -5.07% | -4.39% | -13.41% | +8.39% | -12.73% | -26.11% | -26.11% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
14.00
+8.9%
|
| All Time | 3 |
14.33
+11.4%
|
-
Revenue growth Asset Management: +17.4%+12.4% Q1'26: -3.6% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-17.8% Q1'26: -16.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+45.9% ★ Q1'26: +53.1% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+76.6% ★ Q1'26: +0.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+7.2% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+0.4% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×8.03×
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
73.59M
est: 95.91M (-23.3%)
|
161.04M
est: 197.28M (-18.4%)
|
77.22M
est: 193.50M (-60.1%)
|
175.41M
est: 182.43M (-3.9%)
|
168.83M
est: 202.66M (-16.7%)
|
218.00M
est: 294.11M (-25.9%)
|
212.88M
est: 286.78M (-25.8%)
|
239.20M
est: 273.47M (-12.5%)
|
254.72M
254.72M – 254.72M
-6.9% YoY
|
243.56M
243.56M – 243.56M
-4.4% YoY
|
228.23M
228.21M – 228.24M
-6.3% YoY
|
| EBITDA |
50.66M
est: 49.63M (+2.1%)
|
98.09M
est: 165.29M (-40.7%)
|
8.51M
est: 80.02M (-89.4%)
|
119.94M
est: 143.22M (-16.3%)
|
106.32M
est: 86.30M (+23.2%)
|
126.73M
est: 190.72M (-33.6%)
|
123.89M
est: 185.97M (-33.4%)
|
183.09M
est: 177.34M (+3.2%)
|
165.18M
165.18M – 165.18M
-6.9% YoY
|
157.94M
157.94M – 157.94M
-4.4% YoY
|
148.00M
147.99M – 148.01M
-6.3% YoY
|
| EBIT |
50.66M
est: 49.63M (+2.1%)
|
98.09M
est: 101.85M (-3.7%)
|
8.51M
est: 100.12M (-91.5%)
|
119.94M
est: 94.39M (+27.1%)
|
106.32M
est: 104.86M (+1.4%)
|
126.73M
est: 190.72M (-33.6%)
|
123.89M
est: 185.97M (-33.4%)
|
183.09M
est: 177.34M (+3.2%)
|
165.18M
165.18M – 165.18M
-6.9% YoY
|
157.94M
157.94M – 157.94M
-4.4% YoY
|
148.00M
147.99M – 148.01M
-6.3% YoY
|
| Net Income |
26.65M
est: 90.50M (-70.6%)
|
98.09M
est: 98.55M (-0.5%)
|
8.28M
est: 17.62M (-53.0%)
|
119.81M
est: 119.81M (+0.0%)
|
105.48M
est: 113.03M (-6.7%)
|
123.38M
est: 129.62M (-4.8%)
|
119.42M
est: 132.23M (-9.7%)
|
98.76M
est: 122.41M (-19.3%)
|
104.79M
104.79M – 104.79M
-14.4% YoY
|
95.50M
95.50M – 95.50M
-8.9% YoY
|
90.10M
90.10M – 90.10M
-5.7% YoY
|
| SGA |
3.82M
est: 6.47M (-41.0%)
|
7.62M
est: 7.66M (-0.6%)
|
8.75M
est: 8.63M (+1.4%)
|
8.62M
est: 8.62M (+0.0%)
|
9.44M
est: 6.85M (+37.9%)
|
11.26M
est: 13.17M (-14.5%)
|
14.30M
est: 12.84M (+11.3%)
|
—
est: 12.24M (-100.0%)
|
11.40M
11.40M – 11.40M
-6.9% YoY
|
10.90M
10.90M – 10.90M
-4.4% YoY
|
10.22M
10.22M – 10.22M
-6.3% YoY
|
| EPS |
0.69
est: 1.40 (-50.8%)
|
1.87
est: 1.62 (+15.7%)
|
0.14
est: 1.47 (-90.5%)
|
1.86
est: 1.36 (+37.0%)
|
1.63
est: 1.69 (-3.4%)
|
1.91
est: 2.00 (-4.5%)
|
1.85
est: 2.04 (-9.3%)
|
1.52
est: 1.89 (-19.5%)
|
1.62
1.62 – 1.62
-14.4% YoY
|
1.47
1.47 – 1.47
-8.9% YoY
|
1.39
1.39 – 1.39
-5.7% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings history not available.
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bain Capital Credit Member, LLC | 10.87M | 16.80% | — | 10.87M | — | 10.00 | IA, PN | Delaware | 2020-06-08 | ↗ |
| 2 | Bain Capital Distressed and Special Situations 2016 (F), L.P. | 9.12M | 14.10% | — | 9.12M | — | 10.00 | PN | Delaware | 2020-06-08 | ↗ |
| 3 | Dimension Capital Management LLC | 4.32M | 6.70% | 4.32M | — | 4.32M | — | IA | Florida | 2022-02-14 | ↗ |
| 4 | BANK OF AMERICA CORPORATION56-0906609 | 3.81M | 5.90% | — | 7.5K | — | 3.81M | HC | Delaware | 2023-02-14 | ↗ |
| 5 | 5.61% | 2.90M | 5.61% | — | 2.90M | — | 2.90M | BK | Switzerland | 2020-02-11 | ↗ |
| 6 | Bain Capital Credit Holdings (MRF), L.P. | 1.75M | 2.70% | — | 1.75M | — | 10.00 | PN | Delaware | 2020-06-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 422.8K +422.8K (+100.0%) | 5.88B +5.9B (+100.0%) | 0.65% +0.652 pp | 3.47% +3.474 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 2 | BAIN CAPITAL CREDIT, LP | 11.82M +— (+0.0%) | 164.45M -4.0M (-2.4%) | 18.23% +0.000 pp | 43.01% -10.118 pp | USD9.88 +40.8% | 24 qtrs — |
| 3 | BANK OF AMERICA CORP /DE/ | 3.20M -965.9K (-23.2%) | 44.55M -14.9M (-25.0%) | 4.94% -1.489 pp | 0.00% -0.001 pp | USD14.71 -5.4% | 29 qtrs — |
| 4 | CRESSET ASSET MANAGEMENT, LLC | 1.75M +321.6K (+22.5%) | 24.58M +4.3M (+20.9%) | 2.69% +0.496 pp | 0.10% +0.018 pp | USD16.50 -15.7% | 5 qtrs — |
| 5 | UBS GROUP AG | 1.61M +114.9K (+7.7%) | 22.36M +1.1M (+5.1%) | 2.48% +0.177 pp | 0.00% +0.000 pp | USD16.03 -13.2% | 29 qtrs — |
| 6 | VAN ECK ASSOCIATES CORP | 1.37M +67.1K (+5.1%) | 19.10M +490.0K (+2.6%) | 2.12% +0.104 pp | 0.02% -0.002 pp | USD15.36 -9.4% | 28 qtrs — |
| 7 | MELIA WEALTH LLC | 1.13M +11.0K (+1.0%) | 15.78M -229.1K (-1.4%) | 1.75% +0.017 pp | 7.29% +0.286 pp | USD15.08 -7.8% | 9 qtrs — |
| 8 | MORGAN STANLEY | 1.04M -170.0K (-14.0%) | 14.51M -2.8M (-16.1%) | 1.61% -0.262 pp | 0.00% 0.000 pp | USD15.39 -9.6% | 29 qtrs — |
| 9 | DIMENSION CAPITAL MANAGEMENT LLC | 810.7K +121.5K (+17.6%) | 11.28M +1.5M (+14.8%) | 1.25% +0.187 pp | 1.58% +0.166 pp | USD15.97 -12.9% | 29 qtrs — |
| 10 | MUZINICH & CO., INC. | 784.1K +136.6K (+21.1%) | 10.91M +1.7M (+18.2%) | 1.21% +0.211 pp | 3.43% -0.136 pp | USD15.49 -10.2% | 29 qtrs — |
| 11 | TWO SIGMA INVESTMENTS, LP | 630.0K +140.4K (+28.7%) | 8.76M +1.8M (+25.6%) | 0.97% +0.217 pp | 0.01% +0.002 pp | USD14.37 -3.2% | 25 qtrs — |
| 12 | NORTH GROUND CAPITAL | 626.5K +451.5K (+258.0%) | 8.71M +6.2M (+249.5%) | 0.97% +0.696 pp | 4.33% +2.798 pp | USD14.00 -0.6% | 2 qtrs — |
| 13 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 601.1K +55.9K (+10.3%) | 8.36M +592.3K (+7.6%) | 0.93% +0.086 pp | 0.00% +0.000 pp | USD13.27 +4.8% | 24 qtrs — |
| 14 | TWO SIGMA ADVISERS, LP | 583.7K +60.1K (+11.5%) | 8.12M +658.0K (+8.8%) | 0.90% +0.093 pp | 0.02% +0.001 pp | USD15.30 -9.1% | 25 qtrs — |
| 15 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 508.0K -16.5K (-3.1%) | 7.07M -407.9K (-5.5%) | 0.78% -0.025 pp | 0.01% -0.002 pp | USD14.59 -4.7% | 23 qtrs — |
| 16 | FRANKLIN RESOURCES INC | 505.9K +26.3K (+5.5%) | 7.04M +202.2K (+3.0%) | 0.78% +0.041 pp | 0.00% +0.000 pp | USD15.66 -11.2% | 8 qtrs — |
| 17 | LEGAL & GENERAL GROUP PLC | 461.9K +70.4K (+18.0%) | 6.43M +849.2K (+15.2%) | 0.71% +0.109 pp | 0.00% +0.000 pp | USD12.94 +7.5% | 14 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 420.6K -90.5K (-17.7%) | 5.85M -1.4M (-19.7%) | 0.65% -0.140 pp | 0.00% -0.001 pp | USD14.90 -6.6% | 27 qtrs — |
| 19 | HENNION & WALSH ASSET MANAGEMENT, INC. | 402.5K -12.8K (-3.1%) | 5.60M -318.6K (-5.4%) | 0.62% -0.020 pp | 0.19% -0.021 pp | USD14.95 -7.0% | 20 qtrs — |
| 20 | BLACKROCK, INC. | 368.5K -6.2K (-1.7%) | 5.13M -214.0K (-4.0%) | 0.57% -0.010 pp | 0.00% +0.000 pp | USD15.98 -13.0% | 6 qtrs — |
| 21 | ALPINE GLOBAL MANAGEMENT, LLC | 307.6K +215.0K (+232.2%) | 4.28M +3.0M (+224.3%) | 0.47% +0.332 pp | 0.77% +0.536 pp | USD14.01 -0.7% | 2 qtrs — |
| 22 | ADVISORS ASSET MANAGEMENT, INC. | 224.4K -29.9K (-11.7%) | 3.12M -501.9K (-13.9%) | 0.35% -0.046 pp | 0.05% -0.009 pp | USD15.88 -12.4% | 11 qtrs — |
| 23 | RUSSELL INVESTMENTS GROUP, LTD. | 179.2K +179.2K (+100.0%) | 2.49M +2.5M (+100.0%) | 0.28% +0.276 pp | 0.00% +0.003 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 24 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 174.2K +4.7K (+2.8%) | 2.42M +7.5K (+0.3%) | 0.27% +0.007 pp | 1.32% +0.016 pp | USD17.12 -18.8% | 5 qtrs — |
| 25 | MARINER, LLC | 164.6K -5.2K (-3.0%) | 2.29M -129.6K (-5.4%) | 0.25% -0.008 pp | 0.00% 0.000 pp | USD12.09 +15.1% | 14 qtrs — |
| 26 | TEXAS YALE CAPITAL CORP. | 159.5K +7.7K (+5.1%) | 2.22M +56.2K (+2.6%) | 0.25% +0.012 pp | 0.07% -0.001 pp | USD15.60 -10.8% | 28 qtrs — |
| 27 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 156.3K +112.4K (+255.5%) | 2.18M +1.5M (+246.9%) | 0.24% +0.173 pp | 0.02% +0.014 pp | USD13.80 +0.8% | 13 qtrs — |
| 28 | ROYAL BANK OF CANADA | 145.3K +442.0 (+0.3%) | 2.02M -43.0K (-2.1%) | 0.22% +0.001 pp | 0.00% +0.000 pp | USD13.30 +4.6% | 28 qtrs — |
| 29 | NEUBERGER BERMAN GROUP LLC | 128.9K -14.8K (-10.3%) | 1.79M -255.1K (-12.5%) | 0.20% -0.023 pp | 0.00% 0.000 pp | USD14.47 -3.9% | 20 qtrs — |
| 30 | KESTRA ADVISORY SERVICES, LLC | 118.8K -1.5K (-1.3%) | 1.65M -62.4K (-3.6%) | 0.18% -0.002 pp | 0.01% -0.001 pp | USD12.54 +10.9% | 22 qtrs — |
| 31 | PATHSTONE HOLDINGS, LLC | 115.0K +— (+0.0%) | 1.60M -39.1K (-2.4%) | 0.18% +0.000 pp | 0.01% 0.000 pp | USD15.25 -8.8% | 9 qtrs — |
| 32 | WELLS FARGO & COMPANY/MN | 113.5K +9.3K (+8.9%) | 1.58M +94.1K (+6.3%) | 0.17% +0.014 pp | 0.00% +0.000 pp | USD16.79 -17.2% | 28 qtrs — |
| 33 | CERITY PARTNERS LLC | 113.1K +113.1K (+100.0%) | 1.57M +1.6M (+100.0%) | 0.17% +0.174 pp | 0.00% +0.002 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 34 | GARNER ASSET MANAGEMENT CORP | 110.4K -15.3K (-12.2%) | 1.54M -344.8K (-18.3%) | 0.17% -0.024 pp | 0.59% -0.169 pp | USD15.09 -7.8% | 4 qtrs — |
| 35 | CALLODINE CAPITAL MANAGEMENT, LP | 107.3K +107.3K (+100.0%) | 1.49M +1.5M (+100.0%) | 0.17% +0.166 pp | 0.12% +0.120 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 36 | LPL FINANCIAL LLC | 104.8K +70.5K (+205.4%) | 1.46M +968.9K (+198.1%) | 0.16% +0.109 pp | 0.00% +0.000 pp | USD14.16 -1.8% | 21 qtrs — |
| 37 | TREXQUANT INVESTMENT LP | 102.9K +12.4K (+13.7%) | 1.43M +141.7K (+11.0%) | 0.16% +0.019 pp | 0.01% -0.001 pp | USD14.53 -4.3% | 13 qtrs — |
| 38 | LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 102.9K +102.9K (+100.0%) | 1.43M +1.4M (+100.0%) | 0.16% +0.159 pp | 0.01% +0.007 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 39 | AMERIPRISE FINANCIAL INC | 100.6K -57.5K (-36.4%) | 1.40M -853.2K (-37.9%) | 0.16% -0.089 pp | 0.00% 0.000 pp | USD15.57 -10.7% | 15 qtrs — |
| 40 | CURATED WEALTH PARTNERS LLC | 100.0K +100.0K (+100.0%) | 1.39M +1.4M (+100.0%) | 0.15% +0.154 pp | 0.15% +0.150 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 98.0K -1.4K (-1.4%) | 1.36M -53.7K (-3.8%) | 0.15% -0.002 pp | 0.00% +0.000 pp | USD15.88 -12.4% | 8 qtrs — |
| 42 | CAMPBELL & CO INVESTMENT ADVISER LLC | 93.3K +45.2K (+93.9%) | 1.30M +612.0K (+89.3%) | 0.14% +0.070 pp | 0.06% +0.011 pp | USD15.07 -7.7% | 7 qtrs — |
| 43 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 92.1K -5.6K (-5.7%) | 1.28M -111.0K (-8.0%) | 0.14% -0.009 pp | 0.02% -0.001 pp | USD15.44 -9.9% | 10 qtrs — |
| 44 | HERITAGE TRUST CO | 91.3K +— (+0.0%) | 1.27M -31.1K (-2.4%) | 0.14% +0.000 pp | 0.13% -0.009 pp | USD15.04 -7.5% | 3 qtrs — |
| 45 | STATE STREET CORP | 78.8K +15.2K (+23.9%) | 1.11M +201.7K (+22.3%) | 0.12% +0.023 pp | 0.00% +0.000 pp | USD15.15 -8.2% | 4 qtrs — |
| 46 | JANE STREET GROUP, LLC | 76.3K +76.3K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.12% +0.118 pp | 0.00% +0.000 pp | USD13.91 +0.0% | 3 qtrs — |
| 47 | XTX TOPCO LTD | 76.0K +52.7K (+226.4%) | 1.06M +725.2K (+218.7%) | 0.12% +0.081 pp | 0.03% +0.011 pp | USD14.01 -0.7% | 2 qtrs — |
| 48 | NORDEN GROUP LLC | 75.8K +44.9K (+145.0%) | 1.05M +613.7K (+139.2%) | 0.12% +0.069 pp | 0.10% +0.059 pp | USD14.52 -4.2% | 10 qtrs — |
| 49 | UNITED ADVISOR GROUP, LLC | 74.1K +72.0 (+0.1%) | 1.03M -24.2K (-2.3%) | 0.11% +0.000 pp | 0.13% -0.014 pp | USD15.64 -11.1% | 8 qtrs — |
| 50 | RAYMOND JAMES FINANCIAL INC | 71.6K -11.2K (-13.5%) | 996.5K -183.6K (-15.6%) | 0.11% -0.017 pp | 0.00% 0.000 pp | USD17.30 -19.6% | 5 qtrs — |
| 51 | HIGHTOWER ADVISORS, LLC | 68.8K -1.0K (-1.5%) | 957.3K -37.9K (-3.8%) | 0.11% -0.002 pp | 0.00% 0.000 pp | USD17.72 -21.5% | 27 qtrs — |
| 52 | ARES MANAGEMENT LLC | 68.6K +— (+0.0%) | 954.2K -23.3K (-2.4%) | 0.11% +0.000 pp | 0.05% +0.010 pp | USD14.03 -0.9% | 19 qtrs — |
| 53 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 68.1K +3.0K (+4.7%) | 948.0K +26.0K (+2.8%) | 0.10% +0.005 pp | 0.00% +0.000 pp | USD14.50 -4.1% | 28 qtrs — |
| 54 | CITADEL ADVISORS LLC | 61.8K +12.7K (+25.9%) | 859.6K +160.0K (+22.9%) | 0.10% +0.020 pp | 0.00% +0.000 pp | USD15.16 -8.2% | 15 qtrs — |
| 55 | ALLWORTH FINANCIAL LP | 55.2K -20.0K (-26.6%) | 768.4K -304.3K (-28.4%) | 0.09% -0.031 pp | 0.00% -0.002 pp | USD17.52 -20.6% | 5 qtrs — |
| 56 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 54.0K -15.9K (-22.8%) | 750.7K -245.2K (-24.6%) | 0.08% -0.025 pp | 0.01% +0.004 pp | USD14.25 -2.4% | 2 qtrs — |
| 57 | TRIUMPH CAPITAL MANAGEMENT | 52.9K -9.9K (-15.8%) | 735.5K -159.1K (-17.8%) | 0.08% -0.015 pp | 0.16% -0.058 pp | USD16.06 -13.4% | 7 qtrs — |
| 58 | LIDO ADVISORS, LLC | 51.4K +— (+0.0%) | 732.8K +— (+0.0%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD15.32 -9.2% | 9 qtrs — |
| 59 | ADVISOR GROUP HOLDINGS, INC. | 51.4K +7.6K (+17.4%) | 715.0K +52.4K (+7.9%) | 0.08% +0.012 pp | 0.00% +0.000 pp | USD15.89 -12.5% | 24 qtrs — |
| 60 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 50.6K -4.9K (-8.8%) | 704.0K -87.0K (-11.0%) | 0.08% -0.008 pp | 0.00% 0.000 pp | USD14.83 -6.2% | 11 qtrs — |
| 61 | BEAUMONT FINANCIAL ADVISORS, LLC | 49.6K -12.2K (-19.8%) | 689.8K -191.4K (-21.7%) | 0.08% -0.019 pp | 0.05% -0.014 pp | USD11.91 +16.8% | 13 qtrs — |
| 62 | VIRTUS INVESTMENT ADVISERS, INC. | 47.6K -8.2K (-14.7%) | 662.6K -133.5K (-16.8%) | 0.07% -0.013 pp | 0.18% -0.048 pp | USD16.33 -14.8% | 12 qtrs — |
| 63 | INVESCO LTD. | 45.0K -52.9K (-54.0%) | 625.9K -769.3K (-55.1%) | 0.07% -0.082 pp | 0.00% 0.000 pp | USD15.74 -11.6% | 27 qtrs — |
| 64 | NORTHERN TRUST CORP | 42.8K -4.4K (-9.4%) | 595.9K -77.6K (-11.5%) | 0.07% -0.007 pp | 0.00% +0.000 pp | USD15.26 -8.8% | 16 qtrs — |
| 65 | COTTAGE STREET ADVISORS LLC | 39.5K -2.0K (-4.8%) | 549.4K -41.9K (-7.1%) | 0.06% -0.003 pp | 0.23% -0.019 pp | USD14.25 -2.4% | 2 qtrs — |
| 66 | COMERICA BANK | 37.1K +6.3K (+20.6%) | 516.1K +77.7K (+17.7%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD15.02 -7.4% | 10 qtrs — |
| 67 | ETHOS FINANCIAL GROUP, LLC | 36.9K -6.3K (-14.7%) | 512.6K -103.0K (-16.7%) | 0.06% -0.010 pp | 0.04% -0.010 pp | USD16.16 -13.9% | 4 qtrs — |
| 68 | DIVERSIFY ADVISORY SERVICES, LLC | 36.6K -1.5K (-3.9%) | 503.1K -33.3K (-6.2%) | 0.06% -0.002 pp | 0.02% -0.002 pp | USD15.27 -8.9% | 8 qtrs — |
| 69 | JPMORGAN CHASE & CO | 33.9K -31.5K (-48.2%) | 470.9K -460.9K (-49.5%) | 0.05% -0.049 pp | 0.00% +0.000 pp | USD15.80 -12.0% | 27 qtrs — |
| 70 | CFO4LIFE GROUP, LLC | 32.8K +962.0 (+3.0%) | 455.9K +2.6K (+0.6%) | 0.05% +0.002 pp | 0.07% -0.001 pp | USD16.23 -14.3% | 27 qtrs — |
| 71 | WILEY BROS.-AINTREE CAPITAL, LLC | 31.6K -914.0 (-2.8%) | 439.7K -23.8K (-5.1%) | 0.05% -0.001 pp | 0.00% -0.001 pp | USD17.29 -19.5% | 5 qtrs — |
| 72 | TRANSCEND CAPITAL ADVISORS, LLC | 30.9K +710.0 (+2.4%) | 429.2K -374.0 (-0.1%) | 0.05% +0.001 pp | 0.03% +0.003 pp | USD14.84 -6.3% | 3 qtrs — |
| 73 | QUADRATURE CAPITAL LTD | 30.7K +13.5K (+78.3%) | 426.4K +180.9K (+73.7%) | 0.05% +0.021 pp | 0.00% +0.001 pp | USD14.10 -1.3% | 2 qtrs — |
| 74 | FARTHER FINANCE ADVISORS, LLC | 30.3K +7.5K (+33.1%) | 420.8K +96.9K (+29.9%) | 0.05% +0.012 pp | 0.00% 0.000 pp | USD15.33 -9.3% | 6 qtrs — |
| 75 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 29.0K -2.9K (-9.0%) | 402.9K -73.1K (-15.4%) | 0.04% -0.004 pp | 0.03% -0.011 pp | USD16.47 -15.5% | 15 qtrs — |
| 76 | FOSTER VICTOR WEALTH ADVISORS, LLC | 29.3K +7.3K (+33.1%) | 402.6K +93.5K (+30.2%) | 0.05% +0.011 pp | 0.02% +0.004 pp | USD13.45 +3.4% | 13 qtrs — |
| 77 | QUANTBOT TECHNOLOGIES LP | 28.2K +28.2K (+100.0%) | 391.6K +391.6K (+100.0%) | 0.04% +0.043 pp | 0.01% +0.013 pp | USD13.91 +0.0% | 3 qtrs — |
| 78 | SEACREST WEALTH MANAGEMENT, LLC | 28.4K +— (+0.0%) | 384.5K -4.3K (-1.1%) | 0.04% +0.000 pp | 0.04% -0.002 pp | USD15.86 -12.3% | 4 qtrs — |
| 79 | BANK OF NEW YORK MELLON CORP | 27.0K +27.0K (+100.0%) | 376.2K +376.2K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 80 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26.2K -66.5K (-71.7%) | 364.4K -956.5K (-72.4%) | 0.04% -0.103 pp | 0.00% 0.000 pp | USD16.43 -15.3% | 14 qtrs — |
| 81 | DENALI ADVISORS LLC | 25.5K -4.4K (-14.8%) | 355.1K -71.7K (-16.8%) | 0.04% -0.007 pp | 0.04% -0.009 pp | USD16.60 -16.2% | 6 qtrs — |
| 82 | ONYX BRIDGE WEALTH GROUP LLC | 24.9K +47.0 (+0.2%) | 346.7K -7.8K (-2.2%) | 0.04% +0.000 pp | 0.04% -0.002 pp | USD12.94 +7.5% | 21 qtrs — |
| 83 | M.E. ALLISON & CO., INC. | 24.4K +67.0 (+0.3%) | 339.8K -7.4K (-2.1%) | 0.04% +0.000 pp | 0.23% -0.012 pp | USD14.25 -2.4% | 2 qtrs — |
| 84 | ADVISOR OS, LLC | 22.3K +654.0 (+3.0%) | 310.1K +1.7K (+0.6%) | 0.03% +0.001 pp | 0.03% -0.002 pp | USD15.55 -10.5% | 8 qtrs — |
| 85 | FORMIDABLE ASSET MANAGEMENT, LLC | 21.7K -6.7K (-23.6%) | 309.9K -117.9K (-27.6%) | 0.03% -0.010 pp | 0.05% -0.022 pp | USD16.11 -13.7% | 25 qtrs — |
| 86 | KOVACK ADVISORS, INC. | 21.7K +21.7K (+100.0%) | 301.2K +301.2K (+100.0%) | 0.03% +0.033 pp | 0.01% +0.014 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 87 | FOX RUN MANAGEMENT, L.L.C. | 20.5K +20.5K (+100.0%) | 284.9K +284.9K (+100.0%) | 0.03% +0.032 pp | 0.04% +0.044 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 88 | PRICE T ROWE ASSOCIATES INC /MD/ | 20.4K +731.0 (+3.7%) | 284.0K +3.0K (+1.1%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD14.24 -2.3% | 2 qtrs — |
| 89 | B. RILEY WEALTH ADVISORS, INC. | 20.0K +— (+0.0%) | 277.8K -6.8K (-2.4%) | 0.03% +0.000 pp | 0.01% 0.000 pp | USD15.04 -7.5% | 3 qtrs — |
| 90 | EAGLE GLOBAL ADVISORS LLC | 19.9K +— (+0.0%) | 276.9K -6.8K (-2.4%) | 0.03% +0.000 pp | 0.01% -0.001 pp | USD12.84 +8.3% | 12 qtrs — |
| 91 | MERIDIAN INVESTMENT COUNSEL INC. | 18.8K +1.3K (+7.7%) | 261.7K +12.7K (+5.1%) | 0.03% +0.002 pp | 0.06% +0.002 pp | USD12.32 +12.9% | 23 qtrs — |
| 92 | CI PRIVATE WEALTH, LLC | 18.2K +3.2K (+21.3%) | 252.8K +39.4K (+18.4%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD16.02 -13.2% | 7 qtrs — |
| 93 | COLONY GROUP, LLC | 17.2K +— (+0.0%) | 239.7K -5.9K (-2.4%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD15.08 -7.8% | 9 qtrs — |
| 94 | U.S. CAPITAL WEALTH ADVISORS, LLC | 16.7K +2.7K (+19.4%) | 232.5K +33.0K (+16.5%) | 0.03% +0.004 pp | 0.01% +0.001 pp | USD14.78 -5.9% | 3 qtrs — |
| 95 | JANNEY MONTGOMERY SCOTT LLC | 16.6K -66.6K (-80.1%) | 231.0K -955.0K (-80.5%) | 0.03% -0.103 pp | 0.00% -0.002 pp | USD14.22 -2.2% | 15 qtrs — |
| 96 | ALMITAS CAPITAL LLC | 15.0K +15.0K (+100.0%) | 208.7K +208.7K (+100.0%) | 0.02% +0.023 pp | 0.05% +0.046 pp | USD13.91 +0.0% | 1 qtrs NEW |
| 97 | AQUATIC CAPITAL MANAGEMENT LLC | 14.6K +8.4K (+136.7%) | 202.9K +115.1K (+131.1%) | 0.02% +0.013 pp | 0.01% +0.004 pp | USD15.08 -7.8% | 13 qtrs — |
| 98 | NOMURA HOLDINGS INC | 14.2K +14.2K (+100.0%) | 197.3K +197.3K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.000 pp | USD13.91 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Putnam BDC Income ETF PBDC | 3.00% | 8.27M | 13.49% |
| 2 | FT Confluence BDC & Specialty Finance Income ETF FBDC | 2.60% | 894.0K | 12.44% |
| 3 | Virtus Private Credit Strategy ETF VPC | 1.37% | 416.7K | 10.60% |
| 4 | VanEck BDC Income ETF BIZD | 0.85% | 13.67M | 9.69% |
| 5 | iShares Listed Private Equity UCITS ETF IDPE.L | 0.28% | 2.15M | 0.75% |
| 6 | iShares Listed Private Equity UCITS ETF IPRA.AS | 0.28% | 238.9K | 0.75% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-03 | Rusnak-Carlson Sabrina | Officer | P-Purchase | A | Common Stock | 2,300 | 12.55 | 28.9K | 9,560 | D | ↗ |
| 2026-02-18 | Hooper Caroline Willis | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-05 | Rusnak-Carlson Sabrina | Officer | — | — | Common Stock | 0 | 0.00 | — | 7,260 | D | ↗ |
| 2025-03-17 | Richer Clare Stack | Director | P-Purchase | A | Common Stock | 1,530 | 16.43 | 25.1K | 20,835 | D | ↗ |
| 2024-01-01 | Joshi Amit | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-10 | Richer Clare Stack | Director | P-Purchase | A | Common Stock | 3,400 | 14.59 | 49.6K | 16,784 | — | ↗ |
| 2022-07-27 | Yeager Jessica | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-25 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 6,272 | 15.94 | 100.0K | 27,680 | — | ↗ |
| 2022-03-03 | Richer Clare Stack | Director | P-Purchase | A | Common Stock | 3,090 | 16.18 | 50.0K | 12,792 | — | ↗ |
| 2022-02-25 | Butte Amy | Director | P-Purchase | A | Common Stock | 1,300 | 15.86 | 20.6K | 5,213 | — | ↗ |
| 2021-05-11 | Richer Clare Stack | Director | P-Purchase | A | Common Stock | 1,563 | 15.90 | 24.9K | 9,087 | — | ↗ |
| 2020-12-03 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 18,204 | 12.50 | 227.6K | 100,001 | — | ↗ |
| 2020-12-03 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 4,000 | 12.52 | 50.1K | 69,995 | — | ↗ |
| 2020-08-19 | Dornaus Sally F | Officer | P-Purchase | A | Common Stock | 2,500 | 10.43 | 26.1K | 2,500 | — | ↗ |
| 2020-06-23 | Richer Clare Stack | Director | J-Other | A | Common Stock | 596 | 10.22 | 6.1K | 7,367 | — | ↗ |
| 2020-06-17 | Hough Thomas A. | Director | J-Other | A | Common Stock | 877 | 10.22 | 9.0K | 20,500 | — | ↗ |
| 2020-06-16 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | J-Other | A | Common Stock | 952,118 | 10.22 | 9.73M | 11,822,433 | — | ↗ |
| 2020-06-05 | Richer Clare Stack | Director | M-Exempt | D | Subscription Rights | 5,417 | 10.22 | 55.4K | 0 | — | ↗ |
| 2020-06-05 | MARGOLIS JAY | Director | M-Exempt | D | Subscription Rights | 23,085 | 10.22 | 235.9K | 0 | — | ↗ |
| 2020-06-05 | Hough Thomas A. | Director | M-Exempt | D | Subscription Rights | 15,699 | 10.22 | 160.4K | 0 | — | ↗ |
| 2020-06-05 | Hawkins Jeffrey B. | Director | M-Exempt | D | Subscription Rights | 65,437 | 10.22 | 668.8K | 0 | — | ↗ |
| 2020-06-05 | Ewald Michael A | Director / Officer | M-Exempt | D | Subscription Rights | 42,132 | 10.22 | 430.6K | 0 | — | ↗ |
| 2020-06-05 | Butte Amy | Director | M-Exempt | A | Common Stock | 700 | 10.22 | 7.2K | 3,500 | — | ↗ |
| 2020-06-05 | Boyle Michael John | Officer | M-Exempt | A | Common Stock | 4,799 | 10.22 | 49.0K | 24,543 | — | ↗ |
| 2020-06-05 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | X-InTheMoney | D | Subscription Rights | 8,696,252 | 10.22 | 88.88M | 0 | — | ↗ |
| 2020-03-12 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 16,650 | 14.91 | 248.3K | 65,438 | — | ↗ |
| 2020-03-11 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 6,000 | 16.69 | 100.1K | 53,769 | — | ↗ |
| 2020-03-10 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 14,500 | 17.16 | 248.8K | 48,788 | — | ↗ |
| 2020-03-10 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 12,000 | 17.12 | 205.4K | 47,769 | — | ↗ |
| 2020-03-03 | MARGOLIS JAY | Director | P-Purchase | A | Common Stock | 6,000 | 19.39 | 116.3K | 23,085 | — | ↗ |
| 2020-03-02 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 8,009 | 18.74 | 150.1K | 16,590 | — | ↗ |
| 2019-11-12 | Butte Amy | Director | P-Purchase | A | Common Stock | 2,800 | 18.99 | 53.2K | 2,800 | — | ↗ |
| 2019-08-28 | Richer Clare Stack | Director | P-Purchase | A | Common Stock | 5,417 | 18.46 | 100.0K | 5,417 | — | ↗ |
| 2019-08-27 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 4,150 | 18.34 | 76.1K | 18,620 | — | ↗ |
| 2019-08-22 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 12,875 | 18.33 | 236.0K | 27,483 | — | ↗ |
| 2019-08-21 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 14,608 | 18.11 | 264.6K | 14,608 | — | ↗ |
| 2019-07-23 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | J-Other | D | Common Stock | 1,731,235 | 0.00 | — | 8,696,253 | — | ↗ |
| 2019-07-17 | Richer Clare Stack | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-07-17 | Butte Amy | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-05-16 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | J-Other | D | Common Stock | 182,818 | 0.00 | — | 10,427,488 | — | ↗ |
| 2019-05-15 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | J-Other | D | Common Stock | 2,176,111 | 0.00 | — | 10,610,306 | — | ↗ |
| 2019-05-14 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | J-Other | D | Common Stock | 6,544,099 | 0.00 | — | 12,786,417 | — | ↗ |
| 2019-02-25 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 577 | 20.15 | 11.6K | 34,277 | — | ↗ |
| 2019-02-25 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 577 | 20.15 | 11.6K | 34,277 | — | ↗ |
| 2019-02-25 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 232 | 20.15 | 4.7K | 14,073 | — | ↗ |
| 2019-02-22 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 896 | 20.24 | 18.1K | 33,700 | — | ↗ |
| 2019-02-22 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 896 | 20.24 | 18.1K | 33,700 | — | ↗ |
| 2019-02-22 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 358 | 20.24 | 7.2K | 13,841 | — | ↗ |
| 2019-02-21 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 379 | 20.16 | 7.6K | 32,804 | — | ↗ |
| 2019-02-21 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 379 | 20.16 | 7.6K | 32,804 | — | ↗ |
| 2019-02-21 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 152 | 20.16 | 3.1K | 13,483 | — | ↗ |
| 2019-02-20 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,042 | 20.10 | 20.9K | 32,425 | — | ↗ |
| 2019-02-20 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,042 | 20.10 | 20.9K | 32,425 | — | ↗ |
| 2019-02-20 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 416 | 20.10 | 8.4K | 13,331 | — | ↗ |
| 2019-02-19 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,343 | 19.92 | 26.8K | 31,383 | — | ↗ |
| 2019-02-19 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,343 | 19.92 | 26.8K | 31,383 | — | ↗ |
| 2019-02-19 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 538 | 19.92 | 10.7K | 12,915 | — | ↗ |
| 2019-02-15 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 950 | 20.16 | 19.2K | 30,040 | — | ↗ |
| 2019-02-15 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 950 | 20.16 | 19.2K | 30,040 | — | ↗ |
| 2019-02-15 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 380 | 20.16 | 7.7K | 12,377 | — | ↗ |
| 2019-02-14 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,247 | 19.87 | 24.8K | 29,090 | — | ↗ |
| 2019-02-14 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,247 | 19.87 | 24.8K | 29,090 | — | ↗ |
| 2019-02-14 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 498 | 19.87 | 9.9K | 11,997 | — | ↗ |
| 2019-02-13 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,212 | 19.94 | 24.2K | 27,843 | — | ↗ |
| 2019-02-13 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,212 | 19.94 | 24.2K | 27,843 | — | ↗ |
| 2019-02-13 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 485 | 19.94 | 9.7K | 11,499 | — | ↗ |
| 2019-02-12 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,271 | 19.89 | 25.3K | 26,631 | — | ↗ |
| 2019-02-12 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,271 | 19.89 | 25.3K | 26,631 | — | ↗ |
| 2019-02-12 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 508 | 19.89 | 10.1K | 11,014 | — | ↗ |
| 2019-02-11 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,219 | 19.94 | 24.3K | 24,981 | — | ↗ |
| 2019-02-11 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,219 | 19.94 | 24.3K | 24,981 | — | ↗ |
| 2019-02-11 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 489 | 19.94 | 9.8K | 10,127 | — | ↗ |
| 2019-02-08 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,170 | 19.65 | 23.0K | 23,762 | — | ↗ |
| 2019-02-08 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,170 | 19.65 | 23.0K | 23,762 | — | ↗ |
| 2019-02-08 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 468 | 19.65 | 9.2K | 9,638 | — | ↗ |
| 2019-02-07 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 1,239 | 19.55 | 24.2K | 22,592 | — | ↗ |
| 2019-02-07 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 1,239 | 19.55 | 24.2K | 22,592 | — | ↗ |
| 2019-02-07 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 494 | 19.55 | 9.7K | 9,170 | — | ↗ |
| 2018-11-19 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 12,500 | 20.25 | 253.1K | 21,353 | — | ↗ |
| 2018-11-19 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 12,500 | 20.25 | 253.1K | 21,353 | — | ↗ |
| 2018-07-17 | MARGOLIS JAY | Director | P-Purchase | A | Common Stock | 2,231 | 45,000.00 | 100.40M | 15,796 | — | ↗ |
| 2018-07-17 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 992 | 20,000.00 | 19.83M | 7,109 | — | ↗ |
| 2018-07-17 | Hawkins Jeffrey B. | Director | P-Purchase | A | Common Stock | 8,676 | 175,000.00 | 1.52B | 8,676 | — | ↗ |
| 2018-07-17 | Ewald Michael A | Director / Officer | P-Purchase | A | Common Stock | 8,676 | 175,000.00 | 1.52B | 8,676 | — | ↗ |
| 2018-07-17 | Boyle Michael John | Officer | P-Purchase | A | Common Stock | 8,676 | 175,000.00 | 1.52B | 8,676 | — | ↗ |
| 2018-07-17 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | P-Purchase | A | Common Stock | 2,752,935 | 55,526,697.00 | 152.86T | 19,287,160 | — | ↗ |
| 2018-06-01 | Dury Patrick M. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-05-01 | Treisman Michael Bennett | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-05-01 | Ramanathan Ranesh | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-04-17 | MARGOLIS JAY | Director | P-Purchase | A | Common Stock | 7,115 | 145,000.00 | 1.03B | 13,459 | — | ↗ |
| 2018-04-17 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 981 | 20,000.00 | 19.63M | 6,034 | — | ↗ |
| 2018-04-17 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | P-Purchase | A | Common Stock | 2,724,568 | 55,526,697.00 | 151.29T | 16,527,920 | — | ↗ |
| 2018-02-12 | Boyle Michael John | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-12 | Athanasoulas James | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-01-17 | MARGOLIS JAY | Director | P-Purchase | A | Common Stock | 1,229 | 25,000.00 | 30.71M | 6,172 | — | ↗ |
| 2018-01-17 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 983 | 20,000.00 | 19.66M | 4,929 | — | ↗ |
| 2018-01-17 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | P-Purchase | A | Common Stock | 2,615,311 | 53,221,587.70 | 139.19T | 13,685,521 | — | ↗ |
| 2017-06-26 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 1,969 | 40,000.00 | 78.74M | 3,946 | — | ↗ |
| 2017-06-26 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | P-Purchase | A | Common Stock | 413,619 | 8,404,728.00 | 3.48T | 11,065,543 | — | ↗ |
| 2017-02-15 | MARGOLIS JAY | Director | P-Purchase | A | Common Stock | 4,943 | 100,000.00 | 494.32M | 4,943 | — | ↗ |
| 2017-02-15 | Hough Thomas A. | Director | P-Purchase | A | Common Stock | 1,977 | 40,000.00 | 79.09M | 1,977 | — | ↗ |
| 2017-02-15 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | P-Purchase | A | Common Stock | 734,517 | 14,859,288.00 | 10.91T | 10,651,924 | — | ↗ |
| 2017-01-20 | BAIN CAPITAL CREDIT MEMBER, LLC | 10% Owner | P-Purchase | A | Common Stock | 4,946,338 | 99,421,386.00 | 491.77T | 9,917,407 | — | ↗ |
| 2016-10-06 | SANKATY CREDIT MEMBER, LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 4,971,069 | — | ↗ |
| 2016-09-19 | Ramanathan Ranesh | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | MARGOLIS JAY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Hough Thomas A. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Hawkins Jeffrey B. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Goldman James S | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Fubini David G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Ewald Michael A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Dornaus Sally F | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-09-19 | Athanasoulas James | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Amit Joshi | Chief Financial Officer | — | male |
| David Benjamin Gross-Loh | Managing Partner | — | male |
| Katherine Schneider | MD of Investor Relations & Secretary | — | female |
| Michael Alexander Ewald | Chief Executive Officer & Director | — | male |
| Michael Boyle | President & Director | — | male |
| Sabrina Rusnak-Carlson | General Counsel | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BCSF
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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