SLRC SLR Investment Corp. - Closed End Fund
SLRC Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
SLRC Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
| Date ex-dividende | Montant |
|---|---|
| 12 juin 2026 | $0,3100 |
| 13 mars 2026 | $0,4100 |
| 12 décembre 2025 | $0,4100 |
| 12 septembre 2025 | $0,4100 |
| 13 juin 2025 | $0,4100 |
| 14 mars 2025 | $0,4100 |
| 13 décembre 2024 | $0,4100 |
| 13 septembre 2024 | $0,4100 |
| 13 juin 2024 | $0,4100 |
| 13 mars 2024 | $0,4100 |
| 13 décembre 2023 | $0,4100 |
| 19 septembre 2023 | $0,1370 |
| 17 août 2023 | $0,1370 |
| 19 juillet 2023 | $0,1370 |
| 16 juin 2023 | $0,1370 |
| 23 mai 2023 | $0,1370 |
| 19 avril 2023 | $0,1370 |
| 22 mars 2023 | $0,1370 |
| 15 février 2023 | $0,1370 |
| 25 janvier 2023 | $0,1370 |
SLRC Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 3 21,4%
- Achat 7 50,0%
- Conserver 3 21,4%
- Vente 1 7,1%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
8 analystes · 2026-08-16Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.32 | $0.34 | -0.02% |
| 31 mars 2026 | $0.32 | $0.41 | -0.09% |
| 31 décembre 2025 | $0.40 | $0.41 | -0.01% |
| 30 septembre 2025 | $0.40 | $0.42 | -0.02% |
| 30 juin 2025 | $0.40 | $0.41 | -0.01% |
| 31 mars 2025 | $0.41 | $0.42 | -0.01% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| SLRC | $843M | 9.1 | — | — | — | — |
| CGBD | $897M | 12.4 | — | — | 5.9% | — |
| FDUS | $733M | 9.3 | — | — | 11.5% | — |
| PFLT | $882M | — | — | — | 6.2% | — |
| NMFC | $945M | 57.6 | — | — | 1.3% | — |
| GAIN | — | — | — | — | — | — |
| ALTI | — | -3.2 | 28.5% | -46.9% | -19.0% | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
| NCDL | $659M | 7.2 | — | — | 7.4% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 6
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | $68M | $71M | $73M | $46M | $30M | |
| Net Income | $93M | $96M | $76M | $18M | $60M | |
| EPS (Basic) | $1.70 | $1.76 | $1.40 | $0.35 | $1.41 | |
| EPS (Diluted) | $1.70 | $1.76 | $1.40 | $0.35 | $1.41 | |
| Shares (Basic) | 54,554,634 | 54,554,634 | 54,554,638 | 51,680,522 | 42,260,826 | |
| Shares (Diluted) | 54,554,634 | 54,554,634 | 54,554,638 | 51,680,522 | 42,260,826 |
Bilan 7
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $16M | $17M | $12M | $11M | $1.99B | |
| Total Assets | $2.57B | $2.45B | $2.52B | $2.54B | $2.01B | |
| Total Liabilities | $1.58B | $1.46B | $1.54B | $1.54B | $1.17B | |
| Long-term Debt | $1.15B | $1.03B | $1.18B | $1.09B | $1.09B | |
| Common Stock | $546.0K | $546.0K | $546.0K | $546.0K | $423.0K | |
| Retained Earnings | $-120M | $-125M | $-132M | $-163M | $0 | |
| Shares Outstanding | 54,554,634 | 54,554,634 | 54,554,634 | 54,555,380 | 42,260,826 |
Flux de trésorerie 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $-72M | $309M | $-77M | $91M | $-135M | |
| Stock Repurchased | $0 | $0 | $10.0K | $3M | $0 | |
| Net Stock Activity | $0 | $0 | $-10.0K | $-3M | · | |
| Financing Cash Flow | $22M | $-239M | $-7M | $14M | $69M | |
| Taxes Paid | $63M | $68M | $73M | $43M | $29M |
Rentabilité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | 3.7% | 3.9% | 3.0% | · | · |
Taux de croissance 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -3.4% | 25.7% | 300.0% | -75.2% | 281.1% | |
| EPS CAGR 3Y | 69.3% | 7.7% | 55.8% | · | · | |
| EPS CAGR 5Y | 35.7% | · | · | · | · | |
| Net Income YoY | -3.4% | 25.4% | 316.5% | -69.2% | · | |
| Net Income CAGR 3Y | 71.5% | 17.2% | · | · | · |
Valorisation (TTM) 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $93M | $96M | $76M | $18M | $60M | |
| Market Cap | $843M | $882M | $820M | $759M | · | |
| P/E | 9.1 | 9.2 | 10.7 | 39.7 | 13.1 | |
| P / Cash Flow | -11.7 | 2.9 | -10.7 | 8.3 | · | |
| Earnings Yield | 11.0% | 10.9% | 9.3% | 2.5% | 7.6% |
Compte de résultat 6
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | $17M | $16M | $19M | $17M | $16M | $19M | $18M | $18M | $20M | $18M | $15M | · | · | |
| Net Income | $8M | $17M | $23M | $24M | $20M | $22M | $23M | $28M | $27M | $19M | $7M | $14M | $-16M | |
| EPS (Basic) | $0.15 | $0.31 | $0.43 | $0.44 | $0.37 | $0.40 | $0.43 | $0.51 | $0.49 | $0.35 | $0.13 | $0.25 | $-0.29 | |
| EPS (Diluted) | $0.15 | $0.31 | $0.43 | $0.44 | $0.37 | $0.40 | $0.43 | $0.51 | $0.49 | $0.35 | $0.13 | $0.25 | $-0.29 | |
| Shares (Basic) | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,544,634 | 55,554,634 | 54,554,651 | 54,772,651 | 54,772,651 | |
| Shares (Diluted) | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,544,634 | 55,554,634 | 54,554,651 | 54,772,651 | 54,772,651 |
Bilan 7
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $24M | $11M | $21M | $24M | $20M | $23M | $11M | $15M | $10M | $2.51B | $2.51B | $2.42B | $2.34B | |
| Total Assets | $2.56B | $2.54B | $2.53B | $2.54B | $2.50B | $2.44B | $2.45B | $2.47B | $2.54B | $2.55B | $2.56B | $2.46B | $2.39B | |
| Total Liabilities | $1.58B | $1.55B | $1.54B | $1.54B | $1.51B | $1.45B | $1.46B | $1.48B | $1.55B | $1.57B | $1.57B | $1.45B | $1.38B | |
| Long-term Debt | $1.15B | $1.14B | $1.14B | $1.17B | $1.04B | $1.10B | $1.15B | $1.16B | $1.19B | $1.21B | $1.12B | $1.15B | $998M | |
| Common Stock | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $546.0K | $548.0K | $548.0K | |
| Retained Earnings | $-133M | $-125M | $-125M | $-126M | $-128M | $-126M | $-125M | $-126M | $-178M | $-182M | · | · | · | |
| Shares Outstanding | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,554,634 | 54,772,651 | 54,772,651 |
Flux de trésorerie 5
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $25M | $67M | $79M | $-205M | $68M | $137M | $3M | $7M | $39M | $-164M | $10M | $-228M | $-225M | |
| Stock Repurchased | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $10.0K | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | $0 | · | · | $-10.0K | · | · | |
| Financing Cash Flow | $-2M | $-31M | $-57M | $111M | $-15M | $-76M | $-26M | $-43M | $-44M | $67M | $7M | $127M | $14M | |
| Taxes Paid | $14M | $18M | $18M | $16M | $17M | $18M | $17M | $19M | $19M | $17M | $17M | $13M | $11M |
Rentabilité 1
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.32% | 0.68% | 0.94% | 0.97% | 0.80% | 0.89% | 0.93% | 1.1% | 1.1% | 0.77% | · | · | · |
Valorisation (TTM) 5
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $73M | $85M | $90M | $89M | $93M | $100M | $97M | $81M | $66M | $24M | · | · | · | |
| Market Cap | $675M | $781M | $834M | $881M | $920M | $821M | $878M | $837M | $840M | $778M | $821M | $675M | $801M | |
| P/E | 9.3 | 9.2 | 9.3 | 9.8 | 9.9 | 8.2 | 9.0 | 10.4 | 12.6 | 32.4 | 115.7 | 38.5 | 28.7 | |
| P / Cash Flow | · | 11.6 | · | · | 13.5 | · | · | 114.1 | · | · | 86.3 | · | · | |
| Earnings Yield | 10.8% | 10.8% | 10.7% | 10.2% | 10.1% | 12.2% | 11.1% | 9.6% | 7.9% | 3.1% | 0.86% | 2.6% | 3.5% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Résultat net | $93M | $96M | $76M | $18M | $60M |
| BPA dilué | $1.70 | $1.76 | $1.40 | $0.35 | $1.41 |
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Détenteurs institutionnels (13F) 142 déclarants · $198.2M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 32 (+11 vs T. préc.) | 23 (+7 vs T. préc.) | 37 (-8 vs T. préc.) | 32 (-2 vs T. préc.) | +565K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | $58 247 510 | 4 708 772 | 29,39% | Actions |
| JPMORGAN CHASE & CO | $15 217 565 | 1 220 334 | 7,68% | Actions |
| VAN ECK ASSOCIATES CORP | $10 493 372 | 848 292 | 5,29% | Actions |
| Aristotle Capital Boston, LLC | $7 592 126 | 613 753 | 3,83% | Actions |
| Muzinich & Co., Inc. | $6 731 889 | 544 210 | 3,40% | Actions |
| TWO SIGMA ADVISERS, LP | $5 880 938 | 380 397 | 2,97% | Actions |
| CONDOR CAPITAL MANAGEMENT | $5 719 426 | 462 362 | 2,89% | Actions |
| Legal & General Group Plc | $5 516 336 | 446 125 | 2,78% | Actions |
| Sumitomo Mitsui Trust Group, Inc. | $4 718 858 | 381 476 | 2,38% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $4 460 660 | 360 603 | 2,25% | Actions |
| Ensign Peak Advisors, Inc | $4 384 571 | 354 452 | 2,21% | Actions |
| EPIQ PARTNERS, LLC | $4 326 680 | 349 772 | 2,18% | Actions |
| Clear Harbor Asset Management, LLC | $4 205 491 | 339 975 | 2,12% | Actions |
| RAYMOND JAMES FINANCIAL INC | $3 776 999 | 305 335 | 1,91% | Actions |
| Trexquant Investment LP | $3 277 753 | 264 976 | 1,65% | Actions |
| INTREPID FAMILY OFFICE LLC | $2 968 800 | 240 000 | 1,50% | Actions |
| ROYAL BANK OF CANADA | $2 866 000 | 231 703 | 1,45% | Actions |
| TWO SIGMA INVESTMENTS, LP | $2 786 441 | 225 258 | 1,41% | Actions |
| BlackRock, Inc. | $2 512 854 | 203 141 | 1,27% | Actions |
| North Ground Capital | $2 078 160 | 168 000 | 1,05% | Actions |
| LPL Financial LLC | $2 012 999 | 162 732 | 1,02% | Actions |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1 926 195 | 155 715 | 0,97% | Actions |
| Triad Investment Management | $1 880 901 | 152 053 | 0,95% | Actions |
| Sunbelt Securities, Inc. | $1 879 578 | 131 347 | 0,95% | Actions |
| NEUBERGER BERMAN GROUP LLC | $1 592 539 | 128 742 | 0,80% | Actions |
| Advisors Asset Management, Inc. | $1 555 303 | 96 244 | 0,78% | Actions |
| Saba Capital Management, L.P. | $1 398 280 | 113 038 | 0,71% | Actions |
| NewGen Asset Management Ltd | $1 348 120 | 108 983 | 0,68% | Actions |
| UBS Group AG | $1 344 594 | 108 698 | 0,68% | Actions |
| NewEdge Wealth, LLC | $1 256 458 | 101 573 | 0,63% | Actions |
| BANK OF AMERICA CORP /DE/ | $1 184 254 | 95 736 | 0,60% | Actions |
| DENALI ADVISORS LLC | $1 016 508 | 82 175 | 0,51% | Actions |
| OSAIC HOLDINGS, INC. | $965 989 | 78 092 | 0,49% | Actions |
| MERIDIAN INVESTMENT COUNSEL INC. | $848 891 | 68 625 | 0,43% | Actions |
| Schonfeld Strategic Advisors LLC | $790 083 | 63 871 | 0,40% | Actions |
| Garner Asset Management Corp | $752 496 | 60 832 | 0,38% | Actions |
| VARCOV Co. | $709 370 | 57 346 | 0,36% | Actions |
| Triumph Capital Management | $678 049 | 54 814 | 0,34% | Actions |
| Qube Research & Technologies Ltd | $665 654 | 53 812 | 0,34% | Actions |
| Dynamic Technology Lab Private Ltd | $631 000 | 51 015 | 0,32% | Actions |
| MILLENNIUM MANAGEMENT LLC | $579 844 | 46 875 | 0,29% | Actions |
| Arax Advisory Partners | $562 451 | 45 468 | 0,28% | Actions |
| Cerity Partners LLC | $530 189 | 42 861 | 0,27% | Actions |
| MANGROVE PARTNERS IM, LLC | $519 639 | 42 008 | 0,26% | Actions |
| Balyasny Asset Management L.P. | $505 488 | 40 864 | 0,26% | Actions |
| Curi Capital, LLC | $494 491 | 39 975 | 0,25% | Actions |
| MACKENZIE FINANCIAL CORP | $487 378 | 39 400 | 0,25% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $473 771 | 38 300 | 0,24% | Option de vente |
| Cetera Investment Advisers | $460 660 | 37 240 | 0,23% | Actions |
| CITADEL ADVISORS LLC | $441 547 | 35 695 | 0,22% | Actions |
| Chicago Partners Investment Group LLC | $410 827 | 31 897 | 0,21% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $405 269 | 32 762 | 0,20% | Actions |
| MONTAG A & ASSOCIATES INC | $379 920 | 30 713 | 0,19% | Actions |
| Virtus Investment Advisers, LLC | $377 866 | 30 547 | 0,19% | Actions |
| NORTHERN TRUST CORP | $372 696 | 30 129 | 0,19% | Actions |
| Significant Wealth Partners LLC | $363 047 | 29 349 | 0,18% | Actions |
| INDEPENDENT FINANCIAL GROUP, LLC | $347 182 | 28 066 | 0,18% | Actions |
| PROEQUITIES, INC. | $346 143 | 20 690 | 0,17% | Actions |
| Next Capital Management LLC | $340 422 | 27 520 | 0,17% | Actions |
| Brevan Howard Capital Management LP | $339 693 | 27 461 | 0,17% | Actions |
| Running Point Capital Advisors, LLC | $325 779 | 21 072 | 0,16% | Actions |
| Wealthspire Advisors, LLC | $310 290 | 25 084 | 0,16% | Actions |
| Sound Income Strategies, LLC | $267 241 | 21 604 | 0,13% | Actions |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $264 908 | 21 415 | 0,13% | Actions |
| FRANKLIN RESOURCES INC | $260 277 | 21 041 | 0,13% | Actions |
| WJ Financial Advisors LLC | $253 350 | 20 481 | 0,13% | Actions |
| STIFEL FINANCIAL CORP | $247 074 | 19 974 | 0,12% | Actions |
| First Affirmative Financial Network | $244 821 | 17 108 | 0,12% | Actions |
| U.S. Capital Wealth Advisors, LLC | $242 354 | 16 936 | 0,12% | Actions |
| CITADEL ADVISORS LLC | $241 215 | 19 500 | 0,12% | Option d'achat |
| FLAGSHIP HARBOR ADVISORS, LLC | $238 523 | 19 282 | 0,12% | Actions |
| Samalin Investment Counsel, LLC | $237 521 | 19 201 | 0,12% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $224 507 | 18 149 | 0,11% | Actions |
| COMERICA BANK | $208 308 | 13 474 | 0,11% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $204 105 | 16 500 | 0,10% | Option d'achat |
| StoneX Group Inc. | $199 201 | 14 314 | 0,10% | Actions |
| SMH CAPITAL ADVISORS INC | $194 381 | 15 714 | 0,10% | Actions |
| &PARTNERS | $176 674 | 14 282 | 0,09% | Actions |
| COFG Advisors, LLC | $174 926 | 14 141 | 0,09% | Actions |
| Private Advisor Group, LLC | $174 094 | 14 074 | 0,09% | Actions |
| Squarepoint Ops LLC | $168 517 | 13 623 | 0,09% | Actions |
| OPPENHEIMER & CO INC | $164 076 | 13 264 | 0,08% | Actions |
| HB Wealth Management, LLC | $156 035 | 12 614 | 0,08% | Actions |
| XTX Topco Ltd | $155 503 | 12 571 | 0,08% | Actions |
| Attessa Capital LLC | $148 440 | 12 000 | 0,07% | Actions |
| Mariner, LLC | $145 656 | 11 775 | 0,07% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $142 379 | 11 510 | 0,07% | Actions |
| FIFTH THIRD BANCORP | $135 748 | 10 974 | 0,07% | Actions |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $133 596 | 10 800 | 0,07% | Actions |
| Black Maple Capital Management LP | $123 700 | 10 000 | 0,06% | Actions |
| Abel Hall, LLC | $123 700 | 10 000 | 0,06% | Actions |
| Steward Partners Investment Advisory, LLC | $111 169 | 8 987 | 0,06% | Actions |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $108 502 | 8 715 | 0,05% | Actions |
| Allworth Financial LP | $92 553 | 7 482 | 0,05% | Actions |
| Catalyst Capital Advisors LLC | $84 438 | 6 826 | 0,04% | Actions |
| WELLS FARGO & COMPANY/MN | $83 324 | 6 736 | 0,04% | Actions |
| EverSource Wealth Advisors, LLC | $49 480 | 4 000 | 0,02% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $47 080 | 3 806 | 0,02% | Actions |
| Greykasell Wealth Strategies, Inc. | $35 378 | 2 860 | 0,02% | Actions |
| CIBC Private Wealth Group LLC | $30 580 | 2 000 | 0,02% | Actions |
Initiés de la société 10 initiés · 6 dirigeants · 6 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael S Gross | Co-Chief Executive Officer, President, Chairman of the Board | 13 mai 2026 P | 4 045 153 | 6 | 0 | $2 300 419 |
| Bruce J Spohler | Co-Chief Executive Officer, Chief Operating Officer and Director | 13 mars 2026 A | 3 827 977 | 2 | 0 | $1 545 486 |
| Shiraz Kajee | Chief Financial Officer & Treasurer | 13 mars 2026 A | 7 500 | 0 | 0 | $0 |
| Richard Peteka | CFO, SEC, TREAS | 1 avril 2022 A | 28 872 | 0 | 0 | $0 |
| Nicholas Radesca | Chief Financial Officer & Sec | 13 mai 2010 P | 6 300 | 0 | 0 | $0 |
| Guy Talarico | Chief Compliance Officer | 17 août 2023 P | 31 899 | 0 | 0 | $0 |
| Andrea Colvin Roberts | Administrateur | 9 septembre 2025 P | 7 190 | 1 | 0 | $120 289 |
| Steven Hochberg | Administrateur | 16 novembre 2022 S | 2 742 | 0 | 0 | $0 |
| Leonard A. Potter | Administrateur | 1 avril 2022 A | 14 872 | 0 | 0 | $0 |
| David Wachter | Administrateur | 1 avril 2022 A | 53 494 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 1 participation
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| MICHAEL S. GROSS, BRUCE J. SPOHLER, SOLAR CAPITAL INVESTORS, LLC, SOLAR CAPITAL INVESTORS II, LLC, SOLAR SENIOR CAPITAL INVESTORS, LLC, SLR CAPITAL MANAGEMENT, LLC ×4 dépôts | 8 mars 2024 | — | Dépôt initial | — | 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.
Détention d'ETF Détenu par 3 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.