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Bain Capital Specialty Finance, Inc. (BCSF)

USD12.86 +0.07 (+0.55%)
US NYSE Financial Services Asset Management
Address 200 Clarendon Street 2116
Boston, MA, US
CEO Michael Alexander Ewald
IPO 2018-11-15
CIK 1655050 ISIN US05684B1070

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD12.86 +0.07 (+0.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
371.2K
Beta
0.63
Float Shares
64.44M
Free Float %
99.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.64% -4.52% +5.47% -1.26% -5.07% -4.39% -13.41% +8.39% -12.73% -26.11% -26.11%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Hold
Price Targets & DCF
Current price
12.86
Low 14.00 +8.9%
Consensus 14.00 +8.9%
Median 14.00 +8.9%
High 14.00 +8.9%
DCF (Unlevered) 56.76 +341.4%
DCF (Levered) 45.07 +250.5%

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.

Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
14.00
+8.9%
All Time 3
14.33
+11.4%
Quality scores
Altman Z-Score
0.43
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • 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×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.64) × ERP
WACC = 37% × Ke + 63% × Kd (5.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 56.76 Current price: 12.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
55
Total invested
104.37M
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
55
-91 vs prev Q
New positions
10
Closed positions
97
Increased
28
Reduced
18
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 6 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
2.3K
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+2,300
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
Shares Outstanding
64.87M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-20 DEF 14A
2025-04-21 DEF 14A
2025-03-20 PRE 14A
2024-04-22 DEF 14A
2024-03-20 PRE 14A
2023-04-21 DEF 14A
2023-03-22 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 8-K
2026-05-11 10-Q
2026-04-29 8-K
2026-04-27 SC 13G/A
2026-04-20 DEF 14A
2026-04-03 40-17G
2026-03-05 3
2026-03-03 4
2026-02-27 8-K
2026-02-27 10-K

Executive team

NameTitleCompensationGender
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
ESG Rating
A
ASSET MANAGEMENT
Rank: 1 out of 228
2026
E (Environmental)
81.1 / 67.2
Company / Sector avg.
S (Social)
77.7 / 77.3
Company / Sector avg.
G (Governance)
74.9 / 74.6
Company / Sector avg.
ESG Total
77.9 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits