LIEN Chicago Atlantic BDC, Inc. - Common Stock
$9.58
Price · Aug 19, 2026
Fundamentals as of Aug 13, 2026
52W Range
$9–$11
26% of range
Analyst Rating
BUY
8 analysts
Price Target
$11
+15% upside
P/E (TTM)
6.6
ROE
11.0%
Net Profit Margin
—
LIEN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.57
Market Cap
$219M
P/E (TTM)
6.6
EPS (TTM)
$1.46
Revenue (TTM)
—
Div Yield
10.6%
ROE
11.0%
Debt/Equity
—
52W Range
$9 – $11
LIEN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$1.46
2022-03-31
→
2025-12-31
Free Cash Flow
—
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
LIEN
Peer Median
P/E (TTM)
6.6
11.7
P/S (TTM)
20.9
2.8
P/B
0.7
0.9
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
LIEN
Peer Median
ROA
10.2%
2.1%
ROE
11.0%
5.7%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
LIEN
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
LIEN
Peer Median
EPS YoY
57.0%
—
Net Income YoY
245.8%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
LIEN
Peer Median
Payout Ratio
69.9%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
10.6%
Payout Ratio
69.9%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 26, 2026 | $0.3400 |
| March 30, 2026 | $0.3400 |
| Dec. 31, 2025 | $0.3400 |
| Sept. 29, 2025 | $0.3400 |
| June 27, 2025 | $0.3400 |
| March 28, 2025 | $0.3400 |
| Dec. 19, 2024 | $0.3400 |
| Sept. 19, 2024 | $0.2500 |
| June 20, 2024 | $0.2500 |
| March 19, 2024 | $0.2500 |
| Dec. 19, 2023 | $0.7000 |
| Sept. 14, 2023 | $0.6300 |
LIEN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
8 analysts
- Strong Buy 2 25.0%
- Buy 4 50.0%
- Hold 2 25.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
1 analysts · 2026-08-15
Low
$11.00
High
$11.00
Median target
$11.00
+14.9%
Mean target
$11.00
+14.9%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.02%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.34 | $0.41 | -0.07% |
| March 31, 2026 | $0.44 | $0.36 | 0.08% |
| Dec. 31, 2025 | $0.36 | $0.37 | -0.01% |
| Sept. 30, 2025 | $0.42 | $0.35 | 0.07% |
| June 30, 2025 | $0.34 | $0.37 | -0.03% |
| March 31, 2025 | $0.34 | $0.32 | 0.02% |
| Dec. 31, 2024 | $0.35 | $0.30 | 0.05% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| LIEN | $236M | 7.1 | — | — | 11.0% | — |
| RWAY | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
| SPMC | — | — | — | — | — | — |
| BANX | — | — | — | — | — | — |
| WHG | — | 21.8 | 3.2% | 7.2% | 5.7% | — |
| EARN | — | — | — | — | — | — |
| OXSQ | — | — | — | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| SG&A Expense | $5M | $700.0K | $0 | · | |
| Interest Income | $49M | $20M | $12M | · | |
| Net Income | $33M | $10M | $7M | · | |
| EPS (Basic) | $1.46 | $0.93 | $1.18 | · | |
| EPS (Diluted) | $1.46 | $0.93 | $1.18 | · | |
| Shares (Basic) | 22,820,489 | 10,343,621 | 6,214,682 | · | |
| Shares (Diluted) | 22,820,489 | 10,343,621 | 6,214,682 | · | |
| EBITDA | $-3M | · | $-810.6K | · |
Balance Sheet 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $24M | $33M | $35M | |
| Total Assets | $342M | $310M | $89M | $87M | |
| Total Liabilities | $39M | $8M | $3M | $495.5K | |
| Common Stock | $228.2K | $228.2K | $62.1K | $62.1K | |
| Paid-in Capital | $303M | $303M | $85M | $85M | |
| Retained Earnings | $25.6K | $-2M | $449.3K | $1M | |
| Stockholders' Equity | $303M | $301M | $86M | $86M | |
| Liabilities + Equity | · | · | $89M | · | |
| Shares Outstanding | 22,820,590 | 22,820,386 | 6,214,941 | 6,214,672 |
Cash Flow 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $-3M | $-1M | $-810.6K | · | |
| Other Non-cash | $-51M | · | $7M | · | |
| Operating Cash Flow | $-20M | $-5M | $6M | · | |
| Stock Issued | $0 | $9M | $0 | · | |
| Net Stock Activity | $0 | · | $0 | · | |
| Dividends Paid | $23M | $12M | $8M | · | |
| Financing Cash Flow | $-519.9K | $-4M | $-8M | · |
Profitability 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | · | · | -8.5% | · | |
| EBITDA Margin | · | · | -7.4% | · | |
| ROA | 10.2% | · | -1.1% | · | |
| ROE | 11.0% | · | -1.1% | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.1 | · |
Growth Rates 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| EPS YoY | 57.0% | -21.2% | · | · | |
| Net Income YoY | 245.8% | 31.1% | · | · | |
| Net Income CAGR 3Y | · | -51.6% | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $10M | $10M | $11M | · | |
| Net Income TTM | $33M | $10M | $7M | · | |
| Market Cap | $236M | · | $52M | · | |
| P/E | 7.1 | 13.1 | 7.2 | · | |
| P/S | 22.5 | · | 4.8 | · | |
| P/B | 0.8 | · | 0.6 | · | |
| P / Tangible Book | 0.8 | 0.9 | 0.6 | · | |
| P / Cash Flow | -11.5 | · | 9.1 | · | |
| Dividend Yield | 9.9% | · | 15.8% | · | |
| Earnings Yield | 14.1% | 7.6% | 14.0% | · | |
| Payout Ratio | 69.9% | · | · | · | |
| Annual Payout | $23M | $12M | $8M | · |
Income Statement 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $1M | $1M | $1M | $974.5K | $700.0K | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $293.8K | |
| Operating Expenses | · | · | · | · | · | $4M | · | · | · | $3M | · | · | · | · | · | |
| Interest Income | · | · | $12M | $14M | $12M | $11M | $12M | $3M | $3M | $3M | · | · | · | · | · | |
| Net Income | $6M | $9M | $8M | $9M | $9M | $8M | $10M | $-165.0K | $1M | $-1M | $-3M | $1M | $2M | $559.9K | $-1M | |
| EPS (Basic) | $0.27 | $0.37 | $0.36 | $0.39 | $0.38 | $0.33 | $0.67 | $-0.03 | $0.21 | $0.08 | $0.20 | $0.19 | $0.38 | $0.09 | $-0.70 | |
| EPS (Diluted) | $0.27 | $0.37 | $0.36 | $0.39 | $0.38 | $0.33 | $0.67 | $-0.03 | $0.21 | $0.08 | $0.20 | $0.19 | $0.38 | $0.09 | $-0.70 | |
| Shares (Basic) | 22,820,590 | 22,820,590 | -45,640,870 | 22,820,568 | 22,820,405 | 22,820,386 | -8,301,234 | 6,214,965 | 6,214,949 | 6,214,941 | 6,214,673 | 6,214,672 | 6,214,672 | 6,214,672 | -15,109,464 | |
| Shares (Diluted) | 22,820,590 | 22,820,590 | -45,640,870 | 22,820,568 | 22,820,405 | 22,820,386 | -8,301,234 | 6,214,965 | 6,214,949 | 6,214,941 | 6,214,673 | 6,214,672 | 6,214,672 | 6,214,672 | -15,109,464 | |
| EBITDA | · | $-1M | · | · | · | $-522.9K | · | · | · | $-141.4K | · | · | $-140.8K | · | · |
Balance Sheet 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $925.5K | $3M | $3M | $10M | $14M | $15M | $24M | $30M | $34M | $33M | $30M | $33M | $33M | · | · | |
| Total Assets | $344M | $373M | $342M | $327M | $332M | $314M | $310M | $89M | $90M | $90M | $89M | $91M | $90M | · | · | |
| Total Liabilities | $41M | $69M | $39M | $24M | $30M | $13M | $8M | $7M | $6M | $6M | $2M | $1M | $1M | · | · | |
| Common Stock | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $62.1K | $62.1K | $62.1K | $62.1K | $62.1K | $62.1K | · | · | |
| Paid-in Capital | $303M | $303M | $303M | $303M | $303M | $303M | $303M | $85M | $85M | $85M | $85M | $85M | $85M | · | · | |
| Retained Earnings | $-817.7K | $877.2K | $25.6K | $-461.8K | $-2M | $-2M | $-2M | $-3M | $-834.9K | $-574.0K | $2M | $5M | $4M | · | · | |
| Stockholders' Equity | $302M | $304M | $303M | $303M | $302M | $301M | $301M | $83M | $84M | $85M | $87M | $90M | $89M | · | $85M | |
| Liabilities + Equity | · | · | · | · | · | · | · | $89M | $90M | · | · | · | · | · | · | |
| Shares Outstanding | 22,820,590 | 22,820,590 | 22,820,590 | 22,820,590 | 22,820,408 | 22,820,386 | 22,820,386 | 6,214,995 | 6,214,964 | 6,214,949 | 6,214,705 | 6,214,672 | 6,214,672 | · | 6,214,672 |
Cash Flow 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-553.4K | $-1M | $-595.2K | $-889.6K | $-693.2K | $-522.9K | $-600.0K | $-152.1K | $-207.8K | $-141.4K | $-129.5K | $-160.7K | $-140.8K | $-40.5K | $50.0K | |
| Other Non-cash | · | $-28M | · | · | · | · | · | · | · | $3M | · | · | $-5M | · | · | |
| Operating Cash Flow | $33M | $-21M | $-14M | $-1M | $2M | $-7M | $-7M | $-2M | $2M | $2M | $840.2K | $351.6K | $-3M | $437.4K | $24M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $5.4K | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $8M | $8M | $8M | $8M | $8M | $0 | $8M | $2M | $2M | $2M | $4M | $0 | $0 | · | $0 | |
| Financing Cash Flow | $-35M | $21M | $6M | $-2M | $-3M | $-2M | $1M | $-2M | $-2M | $-2M | $-4M | $0 | $0 | $0 | $5.4K |
Profitability 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | · | · | · | · | · | · | -67.8% | -10.1% | -40.0% | -95.8% | 46.6% | 101.7% | · | · | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | -5.5% | · | · | -6.1% | · | · | |
| ROA | 1.8% | 2.5% | · | 4.2% | 4.1% | · | · | -1.9% | -0.29% | -1.1% | -5.9% | 2.6% | 5.2% | · | · | |
| ROE | 2.0% | 2.8% | · | 4.6% | 4.5% | · | · | -2.0% | -0.30% | -1.2% | -6.0% | 2.7% | 5.3% | · | · |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | · | · |
Valuation (TTM) 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10M | $10M | · | $10M | $10M | $10M | · | $10M | $11M | $10M | $9M | $6M | $4M | · | · | |
| Net Income TTM | $32M | $34M | · | · | · | $-3M | · | $-3M | $-1M | $-106.7K | $1M | $4M | $88M | · | · | |
| Market Cap | $223M | $213M | · | $240M | $236M | $257M | · | $66M | $73M | $60M | $60M | $51M | $57M | · | · | |
| P/E | 6.9 | 6.4 | · | 9.8 | 11.6 | 19.1 | · | 23.1 | 17.4 | 11.3 | 11.3 | 11.8 | 20.9 | · | · | |
| P/S | 21.3 | 20.4 | · | 22.9 | 22.6 | 24.5 | · | 6.3 | 7.0 | 5.8 | 6.8 | 7.9 | 14.8 | · | · | |
| P/B | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | · | · | |
| P / Tangible Book | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | · | · | |
| P / Cash Flow | · | -10.2 | · | · | · | -35.3 | · | · | · | 28.4 | · | · | -22.1 | · | · | |
| Dividend Yield | · | · | · | · | · | · | · | · | · | · | · | · | 0.00% | · | · | |
| Earnings Yield | 14.4% | 15.7% | · | 10.2% | 8.6% | 5.2% | · | 4.3% | 5.8% | 8.8% | 8.9% | 8.4% | 4.8% | · | · | |
| Payout Ratio | · | 90.9% | · | · | · | · | · | · | · | -150.3% | · | 0.00% | 0.00% | · | · | |
| Annual Payout | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Net Income | $33M | $10M | $7M | — | $85M |
| Diluted EPS | $1.46 | $0.93 | $1.18 | — | $-0.64 |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Institutional owners (13F) 48 filers · $32.8M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 13 (+5 vs prior Q) | 8 (+3 vs prior Q) | 15 (+7 vs prior Q) | 4 (-10 vs prior Q) | -268K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC | $7,387,927 | 756,185 | 22.51% | Shares |
| Sowell Financial Services LLC | $4,996,249 | 511,387 | 15.22% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,852,353 | 189,596 | 5.64% | Shares |
| Corient Private Wealth LP | $1,845,192 | 188,863 | 5.62% | Shares |
| CDC Financial, Inc. | $1,733,110 | 177,391 | 5.28% | Shares |
| CONDOR CAPITAL MANAGEMENT | $1,599,089 | 163,673 | 4.87% | Shares |
| HighTower Advisors, LLC | $1,523,377 | 155,924 | 4.64% | Shares |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $1,419,933 | 145,336 | 4.33% | Shares |
| Black Maple Capital Management LP | $1,279,088 | 130,920 | 3.90% | Shares |
| CITADEL ADVISORS LLC | $861,216 | 88,149 | 2.62% | Shares |
| Northeast Financial Consultants Inc | $850,688 | 82,192 | 2.59% | Shares |
| BlackRock, Inc. | $727,670 | 74,480 | 2.22% | Shares |
| Clayton Partners LLC | $573,167 | 58,666 | 1.75% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $530,970 | 54,347 | 1.62% | Shares |
| Apollon Wealth Management, LLC | $476,864 | 48,809 | 1.45% | Shares |
| Toroso Investments, LLC | $402,880 | 39,001 | 1.23% | Shares |
| Venturi Wealth Management, LLC | $392,471 | 40,171 | 1.20% | Shares |
| FIRETHORN WEALTH PARTNERS, LLC | $377,653 | 38,654 | 1.15% | Shares |
| Gladstone Institutional Advisory LLC | $377,122 | 38,600 | 1.15% | Shares |
| Sage Mountain Advisors LLC | $300,887 | 30,797 | 0.92% | Shares |
| Closed-End Fund Advisors, Inc. | $276,520 | 28,303 | 0.84% | Shares |
| Wick Capital Partners, LLC | $263,468 | 26,967 | 0.80% | Shares |
| Twelve Points Wealth Management LLC | $256,296 | 26,233 | 0.78% | Shares |
| Seneca House Advisors | $247,396 | 25,322 | 0.75% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $240,567 | 24,623 | 0.73% | Shares |
| Trexquant Investment LP | $236,483 | 24,205 | 0.72% | Shares |
| MILLENNIUM MANAGEMENT LLC | $232,086 | 23,755 | 0.71% | Shares |
| Savant Capital, LLC | $182,113 | 18,640 | 0.55% | Shares |
| Tyche Wealth Partners LLC | $170,975 | 17,500 | 0.52% | Shares |
| BROWN ADVISORY INC | $159,632 | 16,339 | 0.49% | Shares |
| Centiva Capital, LP | $153,233 | 15,684 | 0.47% | Shares |
| Icon Wealth Advisors, LLC | $139,271 | 14,255 | 0.42% | Shares |
| Mesirow Financial Investment Management, Inc. | $121,470 | 12,433 | 0.37% | Shares |
| FreeGulliver LLC | $119,595 | 12,241 | 0.36% | Shares |
| ENTREWEALTH, LLC | $113,948 | 12,148 | 0.35% | Shares |
| RAYMOND JAMES FINANCIAL INC | $108,672 | 11,123 | 0.33% | Shares |
| Bernardo Wealth Planning LLC | $100,416 | 10,278 | 0.31% | Shares |
| Triumph Capital Management | $65,703 | 6,725 | 0.20% | Shares |
| MORGAN STANLEY | $48,137 | 4,927 | 0.15% | Shares |
| CITIGROUP INC | $32,954 | 3,373 | 0.10% | Shares |
| Rockefeller Capital Management L.P. | $29,310 | 3,000 | 0.09% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $7,328 | 750 | 0.02% | Shares |
| Spire Wealth Management | $1,954 | 200 | 0.01% | Shares |
| LVM CAPITAL MANAGEMENT LTD/MI | $1,576 | 161,326 | 0.00% | Shares |
| Quarry LP | $1,358 | 139 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $292 | 29,875 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $107 | 11 | 0.00% | Shares |
| UBS Group AG | $20 | 2 | 0.00% | Shares |
Company insiders 6 insiders · 5 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Peter Sack | Chief Executive Officer | Sept. 19, 2025 P | 5,918 | 1 | 0 | $5,054 |
| Gregory M. Gentile | CFO, CCO and Secretary | Sept. 2, 2022 P | 7,882 | 0 | 0 | $0 |
| Bernardino Colonna | President | May 29, 2025 P | 2,430 | 0 | 0 | $0 |
| Umesh Mahajan | Secretary; Co-CIO | June 6, 2025 P | 2,712 | 0 | 0 | $0 |
| Scott Gordon | Co-Chief Investment Officer | May 19, 2025 J | 2,887,204 | 0 | 0 | $0 |
| Chicago Atlantic Loan Portfolio, LLC | 10% owner | Oct. 9, 2024 J | 14,338,594 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Chicago Atlantic Loan Portfolio, LLC ×3 filings | April 11, 2025 | 0.00% | Amendment | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.