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Palmer Square Capital BDC Inc. (PSBD)
USD10.24
+0.03 (+0.24%)
US NYSE Financial Services Asset Management
Address
1900 Shawnee Mission Parkway
Mission Woods, US
Mission Woods, US
CEO
Christopher Dale Long
Website
palmersquarebdc.com
IPO
2024-01-18
CIK 1794776 ISIN US69702V1070
Description
Palmer Square Capital BDC, Inc. specializes in providing diverse investment offerings. The firm actively supplies capital to businesses by issuing loans and acquiring their debt instruments. Founded in 2019, its operations are headquartered in Mission Woods, Kansas.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD10.24
+0.03 (+0.24%)
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Volume Profile
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Liquidity & share structure
Average Volume
118.5K
Beta
0.93
Float Shares
12.99M
Free Float %
41.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.37% | -2.10% | +3.08% | -5.55% | -10.82% | -12.06% | -19.34% | -33.79% | -33.79% | -33.79% | -33.79% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (4 ratings, all time)
Hold
Price Targets & DCF
Current price
10.24
Low
11.00
+7.5%
Consensus
12.00
+17.2%
Median
12.00
+17.2%
High
13.00
+27.0%
DCF (Unlevered)
83.46
+715.4%
DCF (Levered)
77.84
+660.5%
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)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
11.00
+7.5%
|
| Last Quarter | 1 |
11.00
+7.5%
|
| Last Year | 5 |
12.50
+22.1%
|
| All Time | 5 |
12.50
+22.1%
|
Quality scores
Altman Z-Score
-0.20
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
2 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+0.8% Q1'26: +171.0% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-106.8% Q1'26: -397.5% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-43,454.7% Q1'26: +174.5% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+42.2% Q1'26: -171.5% (vs Q1'25)
-
ROIC Asset Management: +6.5%+4.0% Q1'26: 0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-1.4% ★ Q1'26: -4.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.40× Q1'26: -6.59× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
153.66M
est: 93.53M (+64.3%)
|
110.32M
est: 143.52M (-23.1%)
|
111.20M
est: 124.76M (-10.9%)
|
106.32M
104.66M – 107.98M
-14.8% YoY
|
105.62M
104.03M – 107.21M
-0.7% YoY
|
65.34M
64.66M – 66.02M
-38.1% YoY
|
| EBITDA |
107.84M
est: 70.69M (+52.6%)
|
47.67M
est: 108.48M (-56.1%)
|
1.78B
est: 94.29M (+1,786.9%)
|
80.36M
79.10M – 81.61M
-14.8% YoY
|
79.83M
78.63M – 81.03M
-0.7% YoY
|
49.38M
48.87M – 49.90M
-38.1% YoY
|
| EBIT |
107.84M
est: 70.69M (+52.6%)
|
47.67M
est: 91.87M (-48.1%)
|
46.89M
est: 79.86M (-41.3%)
|
68.06M
67.00M – 69.12M
-14.8% YoY
|
67.61M
66.59M – 68.63M
-0.7% YoY
|
41.83M
41.39M – 42.26M
-38.1% YoY
|
| Net Income |
107.84M
est: 81.45M (+32.4%)
|
47.67M
est: 62.72M (-24.0%)
|
-3.17M
est: 53.66M (-105.9%)
|
22.33M
20.85M – 23.66M
-58.4% YoY
|
47.75M
46.11M – 49.06M
+113.8% YoY
|
49.46M
48.79M – 50.13M
+3.6% YoY
|
| SGA |
2.40M
est: 1.76M (+36.2%)
|
4.70M
est: 1.08B (-99.6%)
|
4.19B
est: 941.49M (+344.5%)
|
802.37M
789.83M – 814.84M
-14.8% YoY
|
797.06M
785.06M – 809.07M
-0.7% YoY
|
493.08M
487.92M – 498.23M
-38.1% YoY
|
| EPS |
3.31
est: 2.50 (+32.5%)
|
1.46
est: 1.95 (-25.2%)
|
-0.10
est: 1.67 (-105.9%)
|
0.70
0.65 – 0.74
-58.4% YoY
|
1.49
1.44 – 1.53
+113.8% YoY
|
1.54
1.52 – 1.56
+3.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | UBS | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B- | 3/5 | 3/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-11 | B- | 3/5 | 3/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-08 | B- | 2/5 | 2/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-07 | C+ | 2/5 | 2/5 | 1/5 | 2/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-06 | C+ | 2/5 | 2/5 | 1/5 | 2/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-05 | B- | 2/5 | 2/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-04 | B- | 2/5 | 2/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-01 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-30 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-29 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-28 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-27 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-24 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-23 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-22 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-21 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-20 | B- | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-17 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-16 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
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
10
Total invested
44.46M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Excelsior Holdings D LLC | 2.61M | 22.96% | — | 2.61M | — | 2.61M | OO | — | 2020-03-27 | ↗ |
| 2 | Excelsior Holdings D2 LLC | 2.61M | 22.96% | — | 2.61M | — | 2.61M | OO | — | 2020-03-27 | ↗ |
| 3 | FTCS Sub GP LLC | 2.12M | 6.52% | 2.12M | — | 2.12M | — | HC | Delaware | 2024-01-25 | ↗ |
| 4 | First Trust Capital Management L.P. | 2.12M | 6.52% | 2.12M | — | 2.12M | — | IA | Delaware | 2024-01-25 | ↗ |
| 5 | First Trust Capital Solutions L.P. | 2.12M | 6.52% | 2.12M | — | 2.12M | — | HC | Delaware | 2024-01-25 | ↗ |
| 6 | Caravel Holdings LLC | 1.57M | 13.77% | — | 1.57M | — | 1.57M | OO | — | 2020-03-27 | ↗ |
| 7 | Seaboard Corporation | 1.57M | 13.77% | — | 1.57M | — | 1.57M | CO | — | 2020-03-27 | ↗ |
| 8 | Seaboard Foods LLC | 1.57M | 13.77% | — | 1.57M | — | 1.57M | OO | — | 2020-03-27 | ↗ |
| 9 | Chinquapin Trust Company | 1.21M | 5.80% | 1.21M | — | 1.21M | — | BK | — | 2021-10-29 | ↗ |
| 10 | BBFV19, LL | 783.9K | 6.89% | — | 783.9K | — | 783.9K | OO | — | 2020-03-27 | ↗ |
| 11 | Martin Christopher Bicknell | 783.9K | 6.89% | — | 783.9K | — | 783.9K | IN | — | 2020-03-27 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
10
-35 vs prev Q
New positions
3
Closed positions
38
Increased
5
Reduced
1
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 | — | 220.3K +220.3K (+100.0%) | 2.69B +2.7B (+100.0%) | 0.69% +0.687 pp | 1.59% +1.586 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 2 | OV MANAGEMENT LLC | 3.73M +— (+0.0%) | 45.47M -298.4K (-0.7%) | 11.63% +0.095 pp | 39.38% +0.567 pp | USD16.30 -25.2% | 6 qtrs — |
| 3 | 1248 MANAGEMENT, LLC | 2.95M +— (+0.0%) | 37.29M -206.8K (-0.6%) | 9.21% +0.075 pp | 19.95% -1.204 pp | USD14.70 -17.1% | 5 qtrs — |
| 4 | MARINER, LLC | 2.65M -423.8K (-13.8%) | 32.35M -5.4M (-14.3%) | 8.27% -1.242 pp | 0.04% -0.010 pp | USD14.82 -17.7% | 6 qtrs — |
| 5 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.29M -1.0 (0.0%) | 15.70M -103.1K (-0.7%) | 4.02% +0.033 pp | 0.95% -0.069 pp | USD15.95 -23.6% | 8 qtrs — |
| 6 | PANDI, LLC | 911.9K +— (+0.0%) | 11.12M -72.9K (-0.7%) | 2.84% +0.023 pp | 1.77% +0.281 pp | USD15.20 -19.8% | 5 qtrs — |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 580.5K +580.5K (+100.0%) | 7.08M +7.1M (+100.0%) | 1.81% +1.809 pp | 0.33% +0.335 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 8 | BIENVILLE CAPITAL MANAGEMENT, LLC | 558.4K -355.6K (-38.9%) | 7.05M -4.6M (-39.2%) | 1.74% -1.085 pp | 1.12% -1.091 pp | USD15.01 -18.8% | 7 qtrs — |
| 9 | BANK OF AMERICA CORP /DE/ | 520.4K +153.3K (+41.8%) | 6.34M +1.8M (+40.9%) | 1.62% +0.487 pp | 0.00% +0.000 pp | USD14.21 -14.2% | 8 qtrs — |
| 10 | ARLINGTON PARTNERS LLC | 461.6K +— (+0.0%) | 5.63M -36.9K (-0.7%) | 1.44% +0.012 pp | 40.02% +38.063 pp | USD15.25 -20.1% | 8 qtrs — |
| 11 | SUNESIS ADVISORS, LLC | 299.0K +— (+0.0%) | 3.64M -23.9K (-0.7%) | 0.93% +0.008 pp | 1.65% -0.063 pp | USD12.27 -0.7% | 2 qtrs — |
| 12 | TWO SIGMA INVESTMENTS, LP | 242.4K +110.9K (+84.3%) | 2.95M +1.3M (+83.1%) | 0.76% +0.349 pp | 0.00% +0.002 pp | USD12.94 -5.8% | 8 qtrs — |
| 13 | HENNION & WALSH ASSET MANAGEMENT, INC. | 220.3K -7.3K (-3.2%) | 2.69M -107.0K (-3.8%) | 0.69% -0.017 pp | 0.09% -0.009 pp | USD14.42 -15.5% | 6 qtrs — |
| 14 | VIVALDI CAPITAL MANAGEMENT LP | 215.3K +— (+0.0%) | 2.62M -17.2K (-0.7%) | 0.67% +0.006 pp | 0.36% -0.017 pp | USD13.32 -8.5% | 4 qtrs — |
| 15 | TWO SIGMA ADVISERS, LP | 193.6K +93.0K (+92.4%) | 2.36M +1.1M (+91.2%) | 0.60% +0.292 pp | 0.00% +0.002 pp | USD13.78 -11.5% | 8 qtrs — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 183.0K +28.9K (+18.8%) | 2.23M +340.0K (+18.0%) | 0.57% +0.094 pp | 0.00% +0.001 pp | USD13.44 -9.3% | 7 qtrs — |
| 17 | CITADEL ADVISORS LLC | 120.0K +101.2K (+539.0%) | 1.46M +1.2M (+534.9%) | 0.37% +0.316 pp | 0.00% +0.000 pp | USD12.20 -0.1% | 8 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 112.8K -21.4K (-15.9%) | 1.38M -271.7K (-16.5%) | 0.35% -0.063 pp | 0.00% 0.000 pp | USD15.86 -23.1% | 8 qtrs — |
| 19 | BLACKROCK, INC. | 105.4K +5.3K (+5.3%) | 1.28M +56.5K (+4.6%) | 0.33% +0.019 pp | 0.00% +0.000 pp | USD12.27 -0.7% | 2 qtrs — |
| 20 | UMB BANK, N.A. | 81.5K +— (+0.0%) | 993.8K -6.5K (-0.7%) | 0.25% +0.002 pp | 0.01% -0.002 pp | USD12.27 -0.7% | 2 qtrs — |
| 21 | OPAL WEALTH ADVISORS, LLC | 76.3K +76.3K (+100.0%) | 930.5K +930.5K (+100.0%) | 0.24% +0.238 pp | 0.24% +0.243 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 22 | FMR LLC | 74.1K -161.5K (-68.6%) | 902.9K -2.0M (-68.8%) | 0.23% -0.497 pp | 0.00% 0.000 pp | USD16.03 -24.0% | 8 qtrs — |
| 23 | CAPROCK GROUP, LLC | 62.4K -12.4K (-16.6%) | 787.4K -275.0K (-25.9%) | 0.19% -0.037 pp | 0.02% -0.010 pp | USD12.27 -0.7% | 2 qtrs — |
| 24 | ADVISOR OS, LLC | 56.2K +56.2K (+100.0%) | 684.6K +684.6K (+100.0%) | 0.18% +0.175 pp | 0.06% +0.055 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 25 | MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 54.5K +24.7K (+82.5%) | 664.7K +298.1K (+81.3%) | 0.17% +0.078 pp | 0.28% +0.117 pp | USD12.23 -0.3% | 2 qtrs — |
| 26 | TREXQUANT INVESTMENT LP | 50.1K +7.5K (+17.6%) | 610.9K +88.0K (+16.8%) | 0.16% +0.025 pp | 0.01% +0.000 pp | USD13.03 -6.4% | 3 qtrs — |
| 27 | JANE STREET GROUP, LLC | 39.5K +25.8K (+187.3%) | 481.9K +313.0K (+185.4%) | 0.12% +0.081 pp | 0.00% +0.000 pp | USD12.22 -0.2% | 4 qtrs — |
| 28 | MARSHALL WACE, LLP | 31.6K -78.3K (-71.3%) | 385.1K -963.6K (-71.4%) | 0.10% -0.241 pp | 0.00% -0.001 pp | USD12.27 -0.7% | 2 qtrs — |
| 29 | XTX TOPCO LTD | 28.8K +28.8K (+100.0%) | 351.0K +351.0K (+100.0%) | 0.09% +0.090 pp | 0.01% +0.009 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 30 | BNP PARIBAS ARBITRAGE, SNC | 28.6K +28.2K (+7,058.5%) | 349.0K +344.1K (+7,011.8%) | 0.09% +0.088 pp | 0.00% +0.000 pp | USD12.19 +0.0% | 2 qtrs — |
| 31 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 26.0K +1.5K (+6.1%) | 316.9K +16.3K (+5.4%) | 0.08% +0.005 pp | 0.00% +0.000 pp | USD12.27 -0.7% | 2 qtrs — |
| 32 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 25.0K +25.0K (+100.0%) | 305.3K +305.3K (+100.0%) | 0.08% +0.078 pp | 0.02% +0.021 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 33 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 23.4K -2.4K (-9.2%) | 285.3K -30.9K (-9.8%) | 0.07% -0.007 pp | 0.00% 0.000 pp | USD15.46 -21.2% | 8 qtrs — |
| 34 | CREATIVE PLANNING | 20.3K +32.0 (+0.2%) | 247.7K -1.2K (-0.5%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD14.60 -16.5% | 5 qtrs — |
| 35 | MORGAN STANLEY | 19.7K -237.8K (-92.3%) | 240.7K -2.9M (-92.4%) | 0.06% -0.735 pp | 0.00% 0.000 pp | USD13.99 -12.9% | 8 qtrs — |
| 36 | POINT72 ASSET MANAGEMENT, L.P. | 14.0K +14.0K (+100.0%) | 171.1K +171.1K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 37 | WAVERLY ADVISORS, LLC | 12.7K +12.7K (+100.0%) | 154.6K +154.6K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.001 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 38 | ROYAL BANK OF CANADA | 12.4K -928.0 (-7.0%) | 151.0K -13.0K (-7.9%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD15.96 -23.6% | 8 qtrs — |
| 39 | DORSEY & WHITNEY TRUST CO LLC | 10.5K +— (+0.0%) | 127.4K -836.0 (-0.7%) | 0.03% +0.000 pp | 0.01% +0.000 pp | USD16.01 -23.9% | 8 qtrs — |
| 40 | TWO SIGMA SECURITIES, LLC | 10.1K +10.1K (+100.0%) | 123.6K +123.6K (+100.0%) | 0.03% +0.032 pp | 0.02% +0.017 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 41 | HARBOUR INVESTMENTS, INC. | 7.0K +7.0K (+100.0%) | 85.3K +85.3K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.002 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 42 | ARLINGTON TRUST CO LLC | 5.2K +— (+0.0%) | 63.4K -415.0 (-0.7%) | 0.02% +0.000 pp | 0.01% -0.005 pp | USD15.74 -22.6% | 7 qtrs — |
| 43 | UBS GROUP AG | 3.2K -21.0K (-86.8%) | 38.8K -257.9K (-86.9%) | 0.01% -0.065 pp | 0.00% +0.000 pp | USD15.07 -19.1% | 8 qtrs — |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 400.00 +400.0 (+100.0%) | 4.9K +4.9K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 45 | WELLS FARGO & COMPANY/MN | 1.00 -2.5K (-100.0%) | 6.00 -30.7K (-100.0%) | 0.00% -0.008 pp | 0.00% +0.000 pp | USD14.00 -12.9% | 7 qtrs — |
| 46 | GIBSON CAPITAL, LLC | — -12.5K (-100.0%) | — -153.3K (-100.0%) | 0.00% -0.039 pp | 0.00% -0.028 pp | USD— | 3 qtrs SOLD |
| 47 | ATWOOD & PALMER INC | — -34.0K (-100.0%) | — -417.3K (-100.0%) | 0.00% -0.105 pp | 0.00% -0.025 pp | USD— | 4 qtrs SOLD |
| 48 | JPMORGAN CHASE & CO | — -6.4K (-100.0%) | — -84.6K (-100.0%) | 0.00% -0.020 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 49 | TOWER RESEARCH CAPITAL LLC (TRC) | — -100.0 (-100.0%) | — -1.2K (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 50 | EVOLUTION WEALTH MANAGEMENT INC. | — -5.8K (-100.0%) | — -70.6K (-100.0%) | 0.00% -0.018 pp | 0.00% -0.073 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 2 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Listed Private Equity UCITS ETF IDPE.L | 0.06% | 505.5K | 0.75% |
| 2 | iShares Listed Private Equity UCITS ETF IPRA.AS | 0.06% | 56.2K | 0.75% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
532.4K
Cash buys
—
Cash sales
1.00
Net activity
-532,350
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-06 | Alaris Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 30,000 | 11.97 | 359.1K | 3,145,027 | D | ↗ |
| 2025-11-05 | Alaris Master Fund LP | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 3,175,027 | D | ↗ |
| 2025-10-22 | Alaris Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 532,350 | 12.56 | 6.69M | 3,175,027 | D | ↗ |
| 2025-03-21 | Bloomfield Matthew L | Officer | P-Purchase | A | Common Stock | 750 | 14.51 | 10.9K | 59,678 | D | ↗ |
Executive team
Top executives
Shares Outstanding
31.48M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Angie Knighton Long | Chief Investment Officer | — | female |
| Christopher Dale Long | Chairman, Chief Executive Officer & Portfolio Manager | — | male |
| Jeffrey Doerr Fox | Chief Financial Officer & Director | — | male |
| Jeremy Goff | Managing Director | — | male |
| Matthew Lee Bloomfield | President | — | male |
| Scott Andrew Betz | Chief Compliance Officer | — | male |
ESG Rating
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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Community Opinion for PSBD
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.
