PSBD Palmer Square Capital BDC Inc. Common Stock
$10.25
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026
52W Range
$9–$14
18% of range
Analyst Rating
HOLD
11 analysts
Price Target
$11
+8% upside
P/E (TTM)
6.2
ROE
-0.65%
Net Profit Margin
—
PSBD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$10.25
Market Cap
$320M
P/E (TTM)
6.2
EPS (TTM)
$1.66
Revenue (TTM)
—
Div Yield
—
ROE
-0.65%
Debt/Equity
0.7
52W Range
$9 – $14
PSBD 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
$1.66
2021-12-31
→
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
PSBD
Peer Median
P/E (TTM)
6.2
11.7
P/B
0.7
0.9
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
PSBD
Peer Median
ROA
-0.24%
0.96%
ROE
-0.65%
2.6%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
PSBD
Peer Median
Debt / Equity
0.7
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
PSBD
Peer Median
EPS YoY
-14.0%
—
Net Income YoY
-55.8%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
PSBD
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 26, 2026 | $0.3900 |
| March 27, 2026 | $0.3700 |
| Dec. 29, 2025 | $0.4300 |
| Sept. 26, 2025 | $0.4200 |
| June 27, 2025 | $0.4200 |
| March 28, 2025 | $0.3900 |
| Dec. 27, 2024 | $0.4800 |
| Sept. 27, 2024 | $0.4700 |
| June 28, 2024 | $0.4700 |
| March 27, 2024 | $0.4900 |
PSBD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
11 analysts
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 8 72.7%
- Sell 1 9.1%
- Strong Sell 2 18.2%
12-Month Price Target
6 analysts · 2026-08-18
Median
$11.00
Now
$10.25
Low
$9.50
High
$12.00
Median target
$11.00
+7.3%
Mean target
$11.08
+8.1%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.62%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.27 | $0.62 | -0.35% |
| March 31, 2026 | $-1.19 | $0.51 | -1.7% |
| Dec. 31, 2025 | $-0.16 | $0.42 | -0.58% |
| Sept. 30, 2025 | $0.10 | $0.44 | -0.34% |
| June 30, 2025 | $0.22 | $0.38 | -0.16% |
| March 31, 2025 | $-0.26 | $0.33 | -0.59% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PSBD | $381M | 7.3 | — | — | -0.65% | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
| CION | $497M | — | — | — | -2.8% | — |
| TCPC | $463M | -5.2 | — | — | -13.3% | — |
| HRZN | — | -107.5 | — | — | — | — |
| SAR | — | — | — | — | — | — |
| RWAY | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | $2M | $2M | |
| Operating Expenses | $71M | $81M | $55M | $34M | $18M | |
| Operating Income | · | · | · | $-33M | $-17M | |
| Interest Expense | · | · | $44M | $23M | $9M | |
| Net Income | $-3M | $48M | $108M | $-74M | $19M | |
| EPS (Basic) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| EPS (Diluted) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| Shares (Basic) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| Shares (Diluted) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| EBITDA | · | · | · | $-33M | · |
Balance Sheet 11
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $3M | $2M | $2M | $1M | |
| Total Assets | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Short-term Debt | $302M | $303M | $0 | · | · | |
| Total Liabilities | $755M | $893M | $660M | $694M | $764M | |
| Total Debt | $302M | $303M | · | · | · | |
| Common Stock | $31.3K | $32.6K | $27.1K | $24.3K | $22.6K | |
| Paid-in Capital | · | · | · | $474M | $445M | |
| Retained Earnings | $-130M | $-73M | $-59M | $-111M | $8M | |
| Stockholders' Equity | $464M | $538M | $462M | $363M | $453M | |
| Liabilities + Equity | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Shares Outstanding | 31,260,963 | 32,600,193 | 27,102,794 | 24,286,628 | 22,750,331 |
Cash Flow 6
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $161M | $-201M | $20M | $25M | $-438M | |
| Stock Issued | $0 | $90M | $18M | $5M | $189M | |
| Stock Repurchased | $18M | $1M | $0 | $0 | · | |
| Net Stock Activity | $-18M | $88M | $18M | $5M | · | |
| Financing Cash Flow | $-160M | $201M | $-19M | $-25M | $438M | |
| Net Change in Cash | · | · | · | $557.3K | $410.9K |
Profitability 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | -0.24% | 3.8% | 9.9% | -6.6% | · | |
| ROE | -0.65% | 8.8% | 23.7% | -20.2% | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.6 | · | · | · |
Growth Rates 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -14.0% | -14.6% | 27.0% | 21.1% | · | |
| EPS CAGR 3Y | -2.3% | 9.5% | · | · | · | |
| Net Income YoY | · | -55.8% | · | · | · | |
| Net Income CAGR 3Y | · | 35.7% | · | · | · |
Valuation (TTM) 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $-3M | $48M | $108M | $-74M | $19M | |
| Market Cap | $381M | $496M | · | · | · | |
| Enterprise Value | $680M | $795M | · | · | · | |
| P/E | 7.3 | 7.9 | · | · | · | |
| P/B | 0.8 | 0.9 | · | · | · | |
| P / Tangible Book | 0.8 | 0.9 | · | · | · | |
| P / Cash Flow | 2.4 | -2.5 | · | · | · | |
| Earnings Yield | 13.6% | 12.7% | · | · | · |
Income Statement 11
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | $350.6K | $367.0K | · | $437.7K | |
| Operating Expenses | $15M | $15M | $17M | $18M | $18M | $18M | $20M | $22M | $21M | $19M | $14M | $13M | $13M | $10M | $7M | |
| Operating Income | · | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | $12M | · | $10M | $7M | · | |
| Interest Income | · | · | $30M | $32M | $32M | $31M | $35M | $37M | $37M | $35M | $29M | $27M | $26M | $20M | $16M | |
| Net Income | $8M | $-37M | $-5M | $3M | $7M | $-8M | $12M | $8M | $5M | $23M | $34M | $24M | $28M | $-7M | $-65M | |
| EPS (Basic) | · | · | $0.40 | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| EPS (Diluted) | · | · | $0.40 | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| Shares (Basic) | 31,001,278 | 31,187,746 | -64,903,075 | 32,084,902 | 32,349,999 | 32,602,053 | -64,424,114 | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| Shares (Diluted) | 31,001,278 | 31,187,746 | -64,903,075 | 32,084,902 | 32,349,999 | 32,602,053 | -64,424,114 | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | · |
Balance Sheet 11
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2M | $1M | $3M | $4M | $16M | $3M | $3M | $2M | $15M | $8M | $3M | $7M | $6M | $4M | · | |
| Total Assets | $1.13B | $1.17B | $1.20B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Short-term Debt | $302M | $302M | $302M | $302M | $302M | $302M | $303M | $306M | $301M | · | · | · | · | · | · | |
| Total Liabilities | $726M | $752M | $755M | $791M | $810M | $847M | $893M | $872M | $910M | $854M | $678M | $655M | $658M | $646M | · | |
| Total Debt | $302M | $302M | · | $302M | $302M | $302M | · | $306M | $301M | · | · | · | · | · | · | |
| Common Stock | $30.7K | $31.1K | $31.3K | $31.9K | $32.2K | $32.5K | $32.6K | $32.6K | $32.6K | $32.6K | $26.7K | $25.8K | $25.0K | $23.4K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | $513M | $498M | $485M | $460M | · | |
| Retained Earnings | $-182M | $-178M | $-130M | $-111M | $-101M | $-94M | $-73M | $-70M | $-62M | $-52M | $-66M | · | · | $-86M | · | |
| Stockholders' Equity | $406M | $414M | $464M | $490M | $505M | $516M | $538M | $542M | $549M | $559M | $447M | $427M | $403M | $374M | · | |
| Liabilities + Equity | $1.13B | $1.17B | $1.22B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Shares Outstanding | 30,743,081 | 31,120,814 | 31,260,963 | 31,875,902 | 32,218,966 | 32,534,040 | 32,600,193 | 32,623,502 | 32,567,405 | 32,552,794 | 26,665,813 | 25,772,963 | 24,975,302 | 23,373,787 | · |
Cash Flow 6
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $21M | $29M | $56M | $18M | $41M | $46M | $34M | $4M | $-513.5K | $-238M | $-2M | $-10M | $28M | $41M | $-6M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $90M | $350.0K | $6M | $11M | $0 | $1 | |
| Stock Repurchased | $4M | $2M | $8M | $5M | $4M | $1M | $765.0K | $150.5K | $346.3K | $0 | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $-1M | · | · | · | $90M | · | · | $11M | · | · | |
| Financing Cash Flow | $-20M | $-31M | $-57M | $-30M | $-27M | $-46M | $-33M | $-17M | $7M | $244M | $-1M | $10M | $-23M | $-37M | $1M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | $494.4K | $5M | $4M | $-5M |
Profitability 2
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.69% | -2.9% | · | 0.25% | 0.52% | -0.60% | · | 0.60% | 0.42% | 1.8% | 3.2% | 4.4% | 5.3% | · | · | |
| ROE | 1.8% | -8.0% | · | 0.65% | 1.4% | -1.6% | · | 1.5% | 1.1% | 4.8% | 8.2% | 11.2% | 14.0% | · | · |
Liquidity & Solvency 2
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | -1.4 | · |
Valuation (TTM) 8
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-18M | $-35M | · | $10M | $12M | $27M | · | $70M | $86M | $109M | $79M | $-20M | $-47M | · | · | |
| Market Cap | $320M | $304M | · | $391M | $450M | $433M | · | $532M | $526M | $530M | · | · | · | · | · | |
| Enterprise Value | $620M | $604M | · | $689M | $735M | $733M | · | $836M | $812M | · | · | · | · | · | · | |
| P/E | 6.0 | 5.6 | · | 7.1 | 7.8 | 7.1 | · | 8.0 | 7.6 | 7.4 | · | · | · | · | · | |
| P/B | 0.8 | 0.7 | · | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Tangible Book | 0.8 | 0.7 | · | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Cash Flow | · | 10.5 | · | · | · | 9.3 | · | · | · | -2.2 | · | · | · | · | · | |
| Earnings Yield | 16.7% | 17.8% | · | 14.2% | 12.8% | 14.1% | · | 12.6% | 13.2% | 13.5% | · | · | · | · | · |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Net Income | $-3M | $48M | $108M | $-74M | $19M |
| Diluted EPS | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.6 | — | — | — |
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Institutional owners (13F) 43 filers · $166.7M 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 |
|---|---|---|---|---|
| 7 (-2 vs prior Q) | 10 (+2 vs prior Q) | 15 (+3 vs prior Q) | 8 (-4 vs prior Q) | -906K |
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 |
|---|---|---|---|---|
| OV Management LLC | $38,867,277 | 3,730,065 | 23.31% | Shares |
| 1248 Management, LLC | $34,448,238 | 3,186,701 | 20.66% | Shares |
| Mariner, LLC | $32,927,231 | 3,160,003 | 19.75% | Shares |
| First Trust Capital Management L.P. | $13,424,472 | 1,288,337 | 8.05% | Shares |
| Pandi, LLC | $9,501,519 | 911,854 | 5.70% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,977,554 | 669,631 | 4.19% | Shares |
| Arlington Partners LLC | $5,317,784 | 510,344 | 3.19% | Shares |
| Bienville Capital Management, LLC | $4,621,786 | 425,379 | 2.77% | Shares |
| Sunesis Advisors, LLC | $2,920,829 | 298,959 | 1.75% | Shares |
| TWO SIGMA ADVISERS, LP | $2,359,984 | 193,600 | 1.42% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,943,507 | 186,517 | 1.17% | Shares |
| Opal Wealth Advisors, LLC | $1,659,281 | 159,240 | 1.00% | Shares |
| DEBUSSY CAPITAL MANAGEMENT LP | $1,639,172 | 167,776 | 0.98% | Shares |
| NewGen Asset Management Ltd | $1,610,296 | 154,539 | 0.97% | Shares |
| Squarepoint Ops LLC | $1,361,936 | 130,704 | 0.82% | Shares |
| Palliser Capital (UK) Ltd | $917,252 | 88,028 | 0.55% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $782,542 | 75,100 | 0.47% | Shares |
| BlackRock, Inc. | $608,340 | 58,382 | 0.36% | Shares |
| Trexquant Investment LP | $600,546 | 57,634 | 0.36% | Shares |
| XTX Topco Ltd | $589,897 | 56,612 | 0.35% | Shares |
| CITADEL ADVISORS LLC | $541,444 | 51,962 | 0.32% | Shares |
| NOTTINGHAM ADVISORS, INC. | $472,252 | 48,686 | 0.28% | Shares |
| Clear Harbor Asset Management, LLC | $449,269 | 43,116 | 0.27% | Shares |
| Waterfront Wealth Inc. | $447,075 | 43,154 | 0.27% | Shares |
| Creative Planning | $211,395 | 20,287 | 0.13% | Shares |
| MORGAN STANLEY | $204,638 | 19,639 | 0.12% | Shares |
| SMH CAPITAL ADVISORS INC | $202,638 | 19,447 | 0.12% | Shares |
| Catalyst Capital Advisors LLC | $202,638 | 19,447 | 0.12% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $199,616 | 19,157 | 0.12% | Shares |
| JANE STREET GROUP, LLC | $151,184 | 14,509 | 0.09% | Shares |
| ROYAL BANK OF CANADA | $133,000 | 12,744 | 0.08% | Shares |
| Waverly Advisors, LLC | $132,213 | 12,688 | 0.08% | Shares |
| Dorsey & Whitney Trust CO LLC | $108,910 | 10,452 | 0.07% | Shares |
| HARBOUR INVESTMENTS, INC. | $72,940 | 7,000 | 0.04% | Shares |
| Arlington Trust Co LLC | $54,163 | 5,198 | 0.03% | Shares |
| UBS Group AG | $33,167 | 3,183 | 0.02% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $12,014 | 1,153 | 0.01% | Shares |
| Global Retirement Partners, LLC | $10,781 | 1,035 | 0.01% | Shares |
| Advisor OS, LLC | $5,606 | 538 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $364 | 34 | 0.00% | Shares |
| HRT FINANCIAL LP | $297 | 28,565 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $167 | 16 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $10 | 1 | 0.00% | Shares |
Company insiders 6 insiders · 4 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Christopher Dale Long | CEO & President | Jan. 17, 2024 P | 98,005 | 0 | 0 | $0 |
| Jeffrey Doerr Fox | Chief Financial Officer | March 17, 2020 P | 7,839 | 0 | 0 | $0 |
| Matthew L Bloomfield | President | March 21, 2025 P | 59,678 | 0 | 0 | $0 |
| Angie Knighton Long | Chief Investment Officer | Jan. 17, 2024 P | 98,005 | 0 | 0 | $0 |
| Martin C Bicknell | 10% owner | July 7, 2026 P | 373,472 | 7 | 0 | $2,000,357 |
| Scott Andrew Betz | — | March 17, 2020 P | 3,920 | 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 |
|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC ×2 filings | June 27, 2025 | 11.52% | 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.