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Barings Corporate Investors (MCI)

USD16.90 +0.05 (+0.30%)
US NYSE Financial Services Asset Management
Address 300 South Tryon Street 28202
Charlotte, NC, US
CEO Clifford Michael Noreen
IPO 1980-03-17
CIK 275694 ISIN US06759X1072

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Description

The Babson Capital Corporate Investors trust, which was previously identified simply as Babson Capital Corporate Investors, operates as a closed-end mutual fund focused on fixed-income investments. This entity, launched and managed by Barings LLC, primarily allocates capital within the United States' fixed-income markets. Its investment strategy targets securities from companies spanning various diversified sectors. A significant portion of its portfolio is dedicated to privately placed, long-term corporate debt obligations that are rated below investment grade. Additionally, the fund invests in marketable debt instruments, including those with investment-grade ratings, other publicly traded debt, and common stocks. Formed in 1971, the trust maintains its legal domicile in the United States.

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
USD16.90 +0.05 (+0.30%)
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Volume Profile
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Liquidity & share structure
Average Volume
48.4K
Beta
0.31
Free Float %
0.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.27% +3.03% +2.27% -9.80% -13.48% -0.61% -13.48% +29.32% +20.43% +1.98% +194.29%
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

Price Targets & DCF
Current price
16.90
DCF (Unlevered) 13.29 -21.4%
DCF (Levered) 12.63 -25.3%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.00
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -24.4% Q2'25: -10.9% (vs Q2'24)
  • EPS growth Asset Management: +22.7%
    -21.7% Q2'25: -21.4% (vs Q2'24)
  • FCF margin FCF growth · Asset Management: +27.7%
    +75.3% Q2'25: +49.7% (vs Q2'24)
  • EBIT margin Asset Management: +50.6%
    +87.9% Q2'25: +84.1% (vs Q2'24)
  • ROIC Asset Management: +6.5%
    +7.3% Q2'25: +8.0% (vs Q2'24)
  • Share dilution Asset Management: +0.0%
    +0.7% Q2'25: +0.7% (vs Q2'24)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    2.72×
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 (0.31) × ERP
WACC = 83% × Ke + 17% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 13.29 Current price: 16.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-27 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-26 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-22 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-21 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-20 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-19 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-18 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-15 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-14 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-13 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-12 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-11 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-30 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-29 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-28 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-27 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5

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
60
Total invested
60.42M
Insider transactions (90d)
3
Beneficial owners (>5%)
3
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Massachusetts Mutual Life Insurance Company 2.01M 9.39% 2.01M 2.01M IC Commonwealth of Massachusetts 2014-02-13
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.07M 5.27% 1.07M 1.07M IA DELAWARE 2023-02-14
3 MassMutual Life Insurance Company 992.3K 11.00% 992.3K 992.3K IC Commonwealth of Massachusetts 2000-02-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
60
-6 vs prev Q
New positions
7
Closed positions
13
Increased
26
Reduced
16
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 21.0K +21.0K (+100.0%) 381.66M +381.7M (+100.0%) 0.10% +0.103 pp 0.37% +0.368 pp USD18.15 +0.0% 1 qtrs NEW
2 BHK INVESTMENT ADVISORS, LLC 370.7K +9.2K (+2.6%) 6.73M -775.5K (-10.3%) 1.81% +0.045 pp 2.21% -0.592 pp USD16.24 +11.8% 33 qtrs
3 CURBSTONE FINANCIAL MANAGEMENT CORP 294.1K -450.0 (-0.2%) 5.34M -776.9K (-12.7%) 1.44% -0.002 pp 1.02% -0.154 pp USD15.69 +15.7% 38 qtrs
4 GLOBAL WEALTH STRATEGIES & ASSOCIATES 246.1K +15.5K (+6.7%) 4.47M -320.8K (-6.7%) 1.20% +0.076 pp 1.11% -0.117 pp USD23.00 -21.1% 4 qtrs
5 INVESCO LTD. 226.9K -17.9K (-7.3%) 4.12M -963.4K (-19.0%) 1.11% -0.087 pp 0.00% 0.000 pp USD18.80 -3.5% 10 qtrs
6 BARINGS LLC 219.7K +— (+0.0%) 3.99M -573.3K (-12.6%) 1.07% +0.000 pp 0.07% -0.013 pp USD18.55 -2.2% 7 qtrs
7 MORGAN STANLEY 181.3K -3.6K (-2.0%) 3.29M -548.5K (-14.3%) 0.89% -0.018 pp 0.00% +0.000 pp USD15.53 +16.9% 38 qtrs
8 SMITH ASSET MANAGEMENT CO., LLC 176.1K -7.5K (-4.1%) 3.20M -615.2K (-16.1%) 0.86% -0.037 pp 2.64% -0.608 pp USD20.38 -10.9% 5 qtrs
9 SKY INVESTMENT GROUP LLC 168.8K -900.0 (-0.5%) 3.06M -459.2K (-13.0%) 0.82% -0.004 pp 0.51% -0.085 pp USD15.44 +17.6% 37 qtrs
10 LPL FINANCIAL LLC 123.9K +1.6K (+1.3%) 2.25M -290.3K (-11.4%) 0.61% +0.008 pp 0.00% 0.000 pp USD21.27 -14.7% 7 qtrs
11 SECURE ASSET MANAGEMENT, LLC 118.9K -18.1K (-13.2%) 2.16M -695.1K (-24.4%) 0.58% -0.089 pp 0.34% -0.132 pp USD18.89 -3.9% 7 qtrs
12 JANNEY MONTGOMERY SCOTT LLC 115.0K -2.1K (-1.8%) 2.09M -344.0K (-14.2%) 0.56% -0.010 pp 0.00% -0.001 pp USD23.07 -21.3% 4 qtrs
13 CETERA INVESTMENT ADVISERS 89.9K -2.8K (-3.0%) 1.63M -291.7K (-15.2%) 0.44% -0.014 pp 0.00% -0.001 pp USD17.41 +4.3% 13 qtrs
14 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 87.4K +649.0 (+0.7%) 1.59M -215.0K (-11.9%) 0.43% +0.003 pp 0.00% -0.001 pp USD18.18 -0.2% 38 qtrs
15 TSP CAPITAL MANAGEMENT GROUP, LLC 85.4K -172.0 (-0.2%) 1.55M -226.6K (-12.7%) 0.42% -0.001 pp 0.38% -0.097 pp USD16.73 +8.5% 38 qtrs
16 CALDWELL SUTTER CAPITAL, INC. 84.0K -630.0 (-0.7%) 1.52M -232.3K (-13.2%) 0.41% -0.003 pp 0.65% -0.104 pp USD13.99 +29.7% 13 qtrs
17 MML INVESTORS SERVICES, LLC 75.3K -3.6K (-4.5%) 1.37M -270.8K (-16.5%) 0.37% -0.018 pp 0.00% -0.001 pp USD20.51 -11.5% 11 qtrs
18 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 68.1K +— (+0.0%) 1.24M -177.7K (-12.6%) 0.33% +0.000 pp 0.08% -0.014 pp USD21.66 -16.2% 3 qtrs
19 COMMONWEALTH EQUITY SERVICES, LLC 62.8K +77.0 (+0.1%) 1.14M -162.1K (-12.4%) 0.31% +0.000 pp 0.00% 0.000 pp USD17.08 +6.3% 8 qtrs
20 BEACON POINTE ADVISORS, LLC 60.7K +5.9K (+10.7%) 1.10M -36.4K (-3.2%) 0.30% +0.029 pp 0.01% -0.002 pp USD17.53 +3.5% 12 qtrs
21 RAYMOND JAMES FINANCIAL INC 54.8K -3.3K (-5.7%) 993.9K -211.3K (-17.5%) 0.27% -0.016 pp 0.00% 0.000 pp USD20.57 -11.8% 5 qtrs
22 FUTURE FINANCIAL WEALTH MANAGMENT LLC 46.8K -1.4K (-2.8%) 955.8K -44.7K (-4.5%) 0.23% -0.007 pp 0.64% +0.013 pp USD14.42 +25.9% 21 qtrs
23 KESTRA ADVISORY SERVICES, LLC 50.6K +5.8K (+12.9%) 917.5K -12.0K (-1.3%) 0.25% +0.028 pp 0.00% -0.001 pp USD19.22 -5.6% 8 qtrs
24 BANK OF AMERICA CORP /DE/ 43.7K +577.0 (+1.3%) 793.4K -102.1K (-11.4%) 0.21% +0.003 pp 0.00% +0.000 pp USD19.35 -6.2% 37 qtrs
25 ADVISOR GROUP HOLDINGS, INC. 43.4K +4.2K (+10.7%) 787.0K -37.7K (-4.6%) 0.21% +0.021 pp 0.00% +0.000 pp USD15.65 +16.0% 24 qtrs
26 PENSIONMARK FINANCIAL GROUP, LLC 40.6K +838.0 (+2.1%) 737.0K -88.6K (-10.7%) 0.20% +0.004 pp 0.01% -0.005 pp USD20.30 -10.6% 6 qtrs
27 BENJAMIN EDWARDS INC 33.1K +147.0 (+0.4%) 601.5K -83.4K (-12.2%) 0.16% +0.001 pp 0.01% -0.001 pp USD19.98 -9.2% 6 qtrs
28 EQUITABLE HOLDINGS, INC. 30.2K +30.2K (+100.0%) 547.9K +547.9K (+100.0%) 0.15% +0.148 pp 0.00% +0.004 pp USD18.15 +0.0% 1 qtrs NEW
29 VANGUARD GROUP INC 30.1K +— (+0.0%) 546.3K -78.6K (-12.6%) 0.15% +0.000 pp 0.00% +0.000 pp USD14.15 +28.3% 12 qtrs
30 ENVESTNET ASSET MANAGEMENT INC 29.3K +1.1K (+3.9%) 531.6K -53.9K (-9.2%) 0.14% +0.005 pp 0.00% +0.000 pp USD17.53 +3.5% 19 qtrs
31 CERITY PARTNERS LLC 25.4K +25.4K (+100.0%) 460.8K +460.8K (+100.0%) 0.12% +0.124 pp 0.00% +0.001 pp USD18.15 +0.0% 1 qtrs NEW
32 MGB WEALTH MANAGEMENT, LLC 24.3K +1.1K (+4.7%) 442.7K -38.5K (-8.0%) 0.12% +0.005 pp 0.13% -0.009 pp USD22.72 -20.1% 4 qtrs
33 FARTHER FINANCE ADVISORS, LLC 22.4K +222.0 (+1.0%) 407.4K -54.0K (-11.7%) 0.11% +0.001 pp 0.00% -0.003 pp USD21.57 -15.9% 3 qtrs
34 ROCKEFELLER CAPITAL MANAGEMENT L.P. 22.4K +17.4K (+348.0%) 406.4K +302.7K (+291.7%) 0.11% +0.085 pp 0.00% +0.001 pp USD18.73 -3.1% 2 qtrs
35 UPTOWN FINANCIAL ADVISORS LLC 20.6K +20.6K (+100.0%) 373.8K +373.8K (+100.0%) 0.10% +0.101 pp 0.27% +0.268 pp USD18.15 +0.0% 1 qtrs NEW
36 COLONY GROUP, LLC 18.7K -17.0K (-47.6%) 339.7K -416.0K (-55.0%) 0.09% -0.083 pp 0.00% -0.001 pp USD21.24 -14.5% 9 qtrs
37 US BANCORP \DE\ 18.3K +— (+0.0%) 331.9K -47.7K (-12.6%) 0.09% +0.000 pp 0.00% 0.000 pp USD13.96 +30.0% 13 qtrs
38 ST GERMAIN D J CO INC 18.1K +4.0 (+0.0%) 328.7K -47.2K (-12.6%) 0.09% +0.000 pp 0.01% -0.002 pp USD18.62 -2.5% 11 qtrs
39 UBS GROUP AG 17.2K -88.0 (-0.5%) 312.3K -46.7K (-13.0%) 0.08% 0.000 pp 0.00% +0.000 pp USD15.71 +15.5% 38 qtrs
40 COMMERCE BANK 15.3K +— (+0.0%) 276.9K -39.8K (-12.6%) 0.07% +0.000 pp 0.00% 0.000 pp USD19.57 -7.3% 9 qtrs
41 HUNTINGTON NATIONAL BANK 13.5K +1.6K (+13.4%) 245.0K -2.0K (-0.8%) 0.07% +0.008 pp 0.00% +0.000 pp USD16.07 +12.9% 34 qtrs
42 STONEBRIDGE CAPITAL ADVISORS LLC 13.3K +— (+0.0%) 241.4K -34.7K (-12.6%) 0.07% +0.000 pp 0.02% -0.003 pp USD14.89 +21.9% 20 qtrs
43 MAYFAIR ADVISORY GROUP, LLC 11.0K +— (+0.0%) 203.8K -24.2K (-10.6%) 0.05% +0.000 pp 0.08% -0.019 pp USD19.93 -8.9% 6 qtrs
44 KOVACK ADVISORS, INC. 11.1K +11.1K (+100.0%) 201.8K +201.8K (+100.0%) 0.05% +0.054 pp 0.01% +0.009 pp USD18.15 +0.0% 1 qtrs NEW
45 DAVENPORT & CO LLC 10.3K -2.0K (-16.2%) 187.6K -68.5K (-26.7%) 0.05% -0.010 pp 0.00% 0.000 pp USD16.11 +12.7% 38 qtrs
46 MONTAG A & ASSOCIATES INC 9.2K +— (+0.0%) 171.0K -20.4K (-10.6%) 0.05% +0.000 pp 0.01% -0.001 pp USD14.46 +25.5% 21 qtrs
47 JONES FINANCIAL COMPANIES LLLP 9.1K +4.1K (+82.3%) 165.3K +61.8K (+59.6%) 0.04% +0.020 pp 0.00% +0.000 pp USD19.96 -9.1% 6 qtrs
48 COMERICA BANK 7.0K +— (+0.0%) 126.6K -18.2K (-12.6%) 0.03% +0.000 pp 0.00% +0.000 pp USD19.31 -6.0% 10 qtrs
49 ROYAL BANK OF CANADA 4.8K +20.0 (+0.4%) 86.0K -12.0K (-12.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD16.58 +9.5% 38 qtrs
50 BOK FINANCIAL PRIVATE WEALTH, INC. 2.8K +— (+0.0%) 52.4K -6.2K (-10.6%) 0.01% +0.000 pp 0.00% -0.001 pp USD18.43 -1.5% 9 qtrs
51 WHIPPLEWOOD ADVISORS, LLC 2.6K +166.0 (+6.7%) 47.7K -3.4K (-6.7%) 0.01% +0.001 pp 0.03% -0.003 pp USD21.30 -14.8% 5 qtrs
52 PITTENGER & ANDERSON INC 2.0K +— (+0.0%) 36.3K -5.2K (-12.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD17.19 +5.6% 38 qtrs
53 HANTZ FINANCIAL SERVICES, INC. 1.3K +— (+0.0%) 24.0K -4.0K (-14.3%) 0.01% +0.000 pp 0.00% 0.000 pp USD20.76 -12.6% 2 qtrs
54 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1.2K +— (+0.0%) 21.8K -3.1K (-12.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.46 +25.5% 22 qtrs
55 GHP INVESTMENT ADVISORS, INC. 1.1K +21.0 (+1.9%) 20.8K -2.5K (-10.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD23.26 -22.0% 4 qtrs
56 GLOBAL RETIREMENT PARTNERS, LLC 1.0K +— (+0.0%) 18.9K -2.7K (-12.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD21.66 -16.2% 3 qtrs
57 TRUST CO OF VERMONT 888.00 +— (+0.0%) 16.1K -2.3K (-12.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD13.41 +35.3% 38 qtrs
58 ORG PARTNERS LLC 800.00 +— (+0.0%) 14.5K -2.1K (-12.6%) 0.00% +0.000 pp 0.00% -0.001 pp USD20.38 -10.9% 5 qtrs
59 GLEN EAGLE ADVISORS, LLC 800.00 +— (+0.0%) 14.5K -2.1K (-12.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD16.86 +7.7% 25 qtrs
60 CIBC PRIVATE WEALTH GROUP, LLC 778.00 +15.0 (+2.0%) 14.1K -1.7K (-10.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.91 -8.8% 6 qtrs
61 ULLAND INVESTMENT ADVISORS, LLC 735.00 +— (+0.0%) 13.0K -2.0K (-13.3%) 0.00% +0.000 pp 0.01% -0.001 pp USD15.98 +13.6% 17 qtrs
62 TOWER RESEARCH CAPITAL LLC (TRC) 550.00 +550.0 (+100.0%) 10.0K +10.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD18.15 +0.0% 1 qtrs NEW
63 FORTIS GROUP ADVISORS, LLC 425.00 +— (+0.0%) 7.7K -1.1K (-12.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD17.18 +5.6% 10 qtrs
64 ROSENBERG MATTHEW HAMILTON 320.00 +— (+0.0%) 5.8K -835.0 (-12.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD23.44 -22.6% 4 qtrs
65 NEWEDGE ADVISORS, LLC 200.00 +— (+0.0%) 3.6K -522.0 (-12.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.24 +5.3% 17 qtrs
66 WELLS FARGO & COMPANY/MN -100.0 (-100.0%) -2.1K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 38 qtrs SOLD
67 DUMONT & BLAKE INVESTMENT ADVISORS LLC -10.1K (-100.0%) -210.6K (-100.0%) 0.00% -0.050 pp 0.00% -0.051 pp USD 38 qtrs SOLD
68 SANCTUARY ADVISORS, LLC -9.9K (-100.0%) -204.7K (-100.0%) 0.00% -0.048 pp 0.00% -0.001 pp USD 5 qtrs SOLD
69 ADVISORY SERVICES NETWORK, LLC -2.4K (-100.0%) -49.7K (-100.0%) 0.00% -0.012 pp 0.00% -0.001 pp USD 2 qtrs SOLD
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP -12.5K (-100.0%) -259.0K (-100.0%) 0.00% -0.061 pp 0.00% +0.000 pp USD 5 qtrs SOLD
71 QTR FAMILY WEALTH, LLC -36.0K (-100.0%) -747.4K (-100.0%) 0.00% -0.176 pp 0.00% -0.355 pp USD 2 qtrs SOLD
72 AMERITAS ADVISORY SERVICES, LLC -2.2K (-100.0%) -45.2K (-100.0%) 0.00% -0.011 pp 0.00% -0.003 pp USD 3 qtrs SOLD
73 FIDUCIARY TRUST CO -10.0K (-100.0%) -207.3K (-100.0%) 0.00% -0.049 pp 0.00% -0.002 pp USD 16 qtrs SOLD
74 VIRTU FINANCIAL LLC -15.0K (-100.0%) -311.0K (-100.0%) 0.00% -0.073 pp 0.00% -0.017 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
211.27
Shares disposed
Cash buys
Cash sales
Net activity
+211
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
2026-05-28 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 42 0.00 6,661 D
2026-05-14 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 43 0.00 6,619 D
2026-04-30 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 43 0.00 6,576 D
2026-04-16 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 42 0.00 6,533 D
2026-04-02 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 42 0.00 6,491 D
2026-03-20 Craddock Geoff Other J-Other A MassMutual Non-Qualified Thrift Plan 743 0.00 13,143 D
2026-03-20 CRANDALL ROGER W 0 0.00 0
2026-03-19 Nitzan Andrea Officer J-Other A Barings Non-Qualified Thrift Plan 413 0.00 413 D
2026-03-19 Harris Terrell W. Officer J-Other A Barings Non-Qualified Thrift Plan 719 0.00 719 D
2026-03-19 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 506 0.00 6,450 D
2026-03-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 9,663 0.00 309,208 D
2026-03-05 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 37 0.00 5,943 D
2026-02-19 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 702 0.00 5,907 D
2025-12-24 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 38 0.00 5,095 D
2025-12-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 9,460 0.00 312,186 D
2025-12-11 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 37 0.00 5,057 D
2025-12-03 Merritt Sears Other J-Other D MassMutual Non-Qualified Thrift Plan 4,768 0.00 4,768 D
2025-11-26 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 90 0.00 9,535 D
2025-11-26 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 5,021 D
2025-11-13 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 89 0.00 9,445 D
2025-11-13 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 35 0.00 4,985 D
2025-11-03 NOREEN CLIFFORD M Director / Officer J-Other A Barings Non-Qualified Thrift Plan 6,080 0.00 321,646 D
2025-10-30 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 90 0.00 9,179 D
2025-10-30 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 35 0.00 4,856 D
2025-10-16 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 95 0.00 9,089 D
2025-10-16 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 38 0.00 4,820 D
2025-10-02 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 93 0.00 8,995 D
2025-10-02 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 37 0.00 4,783 D
2025-09-18 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 85 0.00 8,902 D
2025-09-18 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 34 0.00 4,746 D
2025-09-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 9,281 0.00 315,566 D
2025-09-04 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 89 0.00 8,818 D
2025-09-04 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 35 0.00 4,713 D
2025-08-29 NOREEN CLIFFORD M Director / Officer J-Other A Barings Non-Qualified Thrift Plan 5,843 0.00 324,847 D
2025-08-21 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 92 0.00 8,572 D
2025-08-21 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,593 D
2025-08-07 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 92 0.00 8,480 D
2025-08-07 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,557 D
2025-07-24 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 91 0.00 8,388 D
2025-07-24 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,521 D
2025-07-10 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 87 0.00 8,297 D
2025-07-10 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 35 0.00 4,485 D
2025-06-26 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 88 0.00 8,210 D
2025-06-26 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 35 0.00 4,450 D
2025-06-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 9,114 0.00 319,004 D
2025-06-12 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 88 0.00 8,122 D
2025-06-12 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,415 D
2025-05-29 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 83 0.00 7,883 D
2025-05-29 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 35 0.00 4,297 D
2025-05-15 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 92 0.00 7,800 D
2025-05-15 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 39 0.00 4,261 D
2025-05-01 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 86 0.00 7,707 D
2025-05-01 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,222 D
2025-04-17 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 84 0.00 7,622 D
2025-04-17 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,185 D
2025-04-03 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 78 0.00 7,538 D
2025-04-03 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 33 0.00 4,150 D
2025-04-01 GRACE EDWARD P III Other S-Sale D Common Shares ("Shares of Beneficial Interest") 1,000 22.65 22.6K 15,000 D
2025-03-20 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 86 0.00 7,460 D
2025-03-20 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,117 D
2025-03-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 8,943 0.00 321,942 D
2025-03-14 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 1,294 0.00 7,373 D
2025-03-06 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 36 0.00 4,081 D
2025-02-20 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 351 0.00 4,045 D
2025-01-01 LaPiana Paul 0 0.00 0
2025-01-01 FORTIN MARY JANE 0 0.00 0
2024-12-26 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 21 0.00 63,695 D
2024-12-26 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 87 0.00 5,933 D
2024-12-26 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,605 D
2024-12-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 8,728 0.00 322,950 D
2024-12-12 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 22 0.00 63,674 D
2024-12-12 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 90 0.00 5,846 D
2024-12-12 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,584 D
2024-11-27 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 22 0.00 63,652 D
2024-11-27 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 91 0.00 5,755 D
2024-11-27 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,561 D
2024-11-14 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 22 0.00 63,630 D
2024-11-14 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 90 0.00 5,665 D
2024-11-14 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,539 D
2024-11-04 NOREEN CLIFFORD M Director / Officer J-Other A Barings Non-Qualified Thrift Plan 6,714 0.00 331,679 D
2024-10-31 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 22 0.00 62,321 D
2024-10-31 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 90 0.00 5,462 D
2024-10-31 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,445 D
2024-10-17 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 22 0.00 62,300 D
2024-10-17 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 90 0.00 5,371 D
2024-10-17 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,423 D
2024-10-03 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 21 0.00 62,278 D
2024-10-03 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 89 0.00 5,281 D
2024-10-03 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 3,401 D
2024-09-19 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 62,256
2024-09-19 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 95 0.00 5,192
2024-09-19 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,379
2024-09-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 8,552 0.00 324,965
2024-09-05 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 24 0.00 62,233
2024-09-05 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 99 0.00 5,097
2024-09-05 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,355
2024-09-01 Branca Itzbell Officer 0 0.00 0
2024-08-22 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 60,870
2024-08-22 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 97 0.00 4,890
2024-08-22 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,259
2024-08-08 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 60,846
2024-08-08 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 103 0.00 4,793
2024-08-08 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 26 0.00 3,235
2024-07-25 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 60,822
2024-07-25 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 96 0.00 4,690
2024-07-25 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,210
2024-07-11 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 60,798
2024-07-11 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 97 0.00 4,593
2024-07-11 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,186
2024-06-27 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 60,775
2024-06-27 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 97 0.00 4,497
2024-06-27 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,162
2024-06-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 8,367 0.00 326,332
2024-06-14 GRACE EDWARD P III Other P-Purchase D Common Shares ("Shares of Beneficial Interest") 1,829 18.61 34.0K 22,500
2024-06-13 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 24 0.00 60,752
2024-06-13 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 98 0.00 4,400
2024-06-13 GRACE EDWARD P III Other P-Purchase D Common Shares ("Shares of Beneficial Interest") 6,157 18.25 112.4K 25,000
2024-06-13 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 3,138
2024-05-30 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 59,392
2024-05-30 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 103 0.00 4,207
2024-05-30 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 25 0.00 3,045
2024-05-17 NOREEN CLIFFORD M Director / Officer S-Sale D Barings Non-Qualified Thrift Plan 8,183 0.00 319,150
2024-05-16 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 59,367
2024-05-16 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 102 0.00 4,105
2024-05-16 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 25 0.00 3,020
2024-05-02 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 59,342
2024-05-02 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 98 0.00 4,002
2024-05-02 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 24 0.00 2,995
2024-04-18 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 59,319
2024-04-18 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 103 0.00 3,905
2024-04-18 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 25 0.00 2,971
2024-04-04 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 59,294
2024-04-04 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 103 0.00 3,802
2024-04-04 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 26 0.00 2,945
2024-03-22 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 97 0.00 3,699
2024-03-21 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 23 0.00 59,269
2024-03-21 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 23 0.00 2,920
2024-03-07 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 1,285 0.00 59,246
2024-03-07 Merritt Sears Other J-Other A MassMutual Non-Qualified Thrift Plan 3,601 0.00 3,601
2024-03-07 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 2,897
2024-03-04 Merritt Sears Other S-Sale D MassMutual Non-Qualified Thrift Plan 7,348 0.00 0
2024-02-22 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 12 0.00 57,961
2024-02-22 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 363 0.00 2,875
2024-02-08 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 12 0.00 57,949
2024-02-08 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 2,512
2024-01-25 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 12 0.00 57,937
2024-01-25 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 21 0.00 2,490
2024-01-11 Ward Chicares Elizabeth Other J-Other A MassMutual Non-Qualified Thrift Plan 13 0.00 57,925
2024-01-11 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 23 0.00 2,469
2023-12-29 NOREEN CLIFFORD M Director / Officer J-Other A Barings Non-Qualified Thrift Plan 6,613 0.00 327,333
2023-12-28 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 24 0.00 56,742
2023-12-28 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 32 0.00 7,199
2023-12-28 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 19 0.00 2,397
2023-12-14 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 56,719
2023-12-14 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 34 0.00 7,167
2023-12-14 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 20 0.00 2,378
2023-11-30 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 25 0.00 56,693
2023-11-30 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 34 0.00 7,133
2023-11-30 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 20 0.00 2,358
2023-11-16 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 26 0.00 56,668
2023-11-16 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 35 0.00 7,100
2023-11-16 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 20 0.00 2,339
2023-11-06 NOREEN CLIFFORD M Director / Officer J-Other A Barings Non-Qualified Thrift Plan 7,394 0.00 320,721
2023-11-02 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 27 0.00 55,336
2023-11-02 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 36 0.00 6,902
2023-11-02 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 21 0.00 2,265
2023-10-19 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 27 0.00 55,309
2023-10-19 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 36 0.00 6,866
2023-10-19 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 21 0.00 2,244
2023-10-05 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 28 0.00 55,283
2023-10-05 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 37 0.00 6,831
2023-10-05 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 21 0.00 2,223
2023-09-21 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 81 0.00 55,255
2023-09-21 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 73 0.00 6,794
2023-09-21 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 21 0.00 2,202
2023-09-07 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 28 0.00 55,174
2023-09-07 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 37 0.00 6,721
2023-09-07 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 2,181
2023-08-28 NOREEN CLIFFORD M Director / Officer J-Other A Barings Non-Qualified Thrift Plan 7,360 0.00 313,327
2023-08-24 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 29 0.00 53,851
2023-08-24 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 39 0.00 6,526
2023-08-24 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 23 0.00 2,108
2023-08-10 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 29 0.00 53,822
2023-08-10 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 38 0.00 6,488
2023-08-10 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 2,086
2023-07-27 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 28 0.00 53,793
2023-07-27 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 37 0.00 6,449
2023-07-27 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 2,063
2023-07-13 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 28 0.00 53,765
2023-07-13 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 37 0.00 6,412
2023-07-13 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 2,041
2023-06-29 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 30 0.00 53,737
2023-06-29 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 40 0.00 6,375
2023-06-29 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 23 0.00 2,019
2023-06-15 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 28 0.00 53,707
2023-06-15 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 38 0.00 6,335
2023-06-15 Emery Christina Officer J-Other A Barings Non-Qualified Thrift Plan 22 0.00 1,996
2023-06-05 GRACE EDWARD P III P-Purchase A Common Shares ("Shares of Beneficial Interest") 157 13.94 2.2K 36,157
2023-06-01 Ward Chicares Elizabeth J-Other A MassMutual Non-Qualified Thrift Plan 31 0.00 53,679
2023-06-01 Merritt Sears J-Other A MassMutual Non-Qualified Thrift Plan 41 0.00 6,297

Executive team

Top executives
Shares Outstanding
20.56M

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
2026-03-25 DEF 14A
2025-03-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 NPORT-P
2026-05-29 4
2026-05-15 4
2026-05-01 4
2026-04-17 4
2026-04-17 4
2026-04-06 4
2026-03-25 DEF 14A
2026-03-24 4/A
2026-03-24 4

Executive team

NameTitleCompensationGender
Clifford Michael Noreen Chairman, Executive Officer, Chairman of the Board of Mngrs & President of Babson Capital male
Michael L. Klofas President male
ESG Score History

No data available for this company.

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