Welcome to our dedicated page for MSC INCOME FUND SEC filings (Ticker: MSIF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The MSC Income Fund, Inc. (NYSE: MSIF) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. MSC Income is a Maryland-incorporated principal investment firm and closed-end management investment company that reports its financial condition, portfolio activity and material events through periodic and current reports.
Among the most relevant documents for MSIF are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which describe the Fund’s investment objectives, portfolio composition, risk factors, management’s discussion and analysis, and detailed financial statements. These filings explain how MSC Income’s private loan and lower middle market portfolios are structured, the mix of secured debt and equity investments, the concentration of first lien senior secured debt, and the revenue and EBITDA characteristics of its portfolio companies.
Current reports on Form 8-K, several of which are listed in the provided data, disclose material events such as quarterly results, portfolio activity updates and dividend declarations. For example, MSC Income has filed Form 8-Ks to furnish press releases about its second and third quarter results, private loan portfolio activity, and announcements of regular and supplemental quarterly dividends. These 8-K filings typically reference attached press releases as exhibits and indicate whether the information is being furnished or filed for Exchange Act purposes.
Investors can also use the SEC filings to review information about MSC Income’s capital structure, including its corporate revolving credit facility, special purpose vehicle revolving credit facility and unsecured Series A Notes, as well as its reported debt-to-equity ratio and investment grade rating from Kroll Bond Rating Agency, LLC. Proxy statements and other governance-related filings provide additional context on the Fund’s advisory arrangements with MSC Adviser I, LLC, a registered investment adviser and wholly-owned subsidiary of Main Street Capital Corporation that serves as MSC Income’s investment adviser and administrator.
On Stock Titan, AI-powered tools summarize lengthy MSC Income filings, highlighting key points such as changes in net asset value, portfolio yields, realized and unrealized gains or losses, and significant portfolio transactions. Users can quickly identify the sections that discuss private loan commitments, lower middle market co-investments, dividend policies and leverage metrics without reading every page of the underlying documents. The platform also surfaces insider transaction reports on Form 4, when available, so readers can monitor trading activity by MSC Income’s officers and directors.
By using the MSC Income Fund SEC filings page, investors and researchers can efficiently review the Fund’s regulatory history, understand how its investment strategies translate into reported results and track ongoing disclosures related to its portfolio, capital structure and shareholder distributions.
MSC Income Fund, Inc. Chief Financial Officer and Treasurer Cory Gilbert reported an open-market purchase of the company’s common stock. On March 31, 2026, he bought 825 shares at $12.20 per share. After this transaction, his direct holdings increased to 5,392.7522 shares of common stock.
MSC INCOME FUND, INC. director Nataly Michelle Marks bought 1,000 shares of Common Stock in an open-market purchase at $12.61 per share.
After this March 27, 2026 transaction, her directly owned stake stands at 1,000 shares of the company’s Common Stock.
MSC Income Fund, Inc. entered into a Master Note Purchase Agreement with institutional investors and completed a private offering of $150.0 million of 6.34% Series A Senior Notes due May 31, 2029. The unsecured notes carry a fixed 6.34% annual interest rate, paid semiannually each November 30 and May 31, and may be redeemed early at par plus accrued interest and, if applicable, a make-whole premium.
MSC Income plans to use the net proceeds to repay a portion of borrowings under its floating rate multi-year revolving credit facility, then re-borrow under that facility to fund portfolio investments, pay operating expenses and other obligations, and for general corporate purposes. The notes include customary covenants on asset coverage, net worth and business development company status, plus interest step-ups and standard events of default tied to ratings and leverage triggers.
MSC Income Fund, Inc. director John O. Niemann Jr. bought 1,887 shares of common stock in an open-market purchase. The shares were acquired at a price of $12.42 per share on March 9, 2026, bringing his directly held stake to 38,726.041 shares.
MSC Income Fund CFO and Treasurer Gilbert Cory reported a small routine change in his holdings through a dividend reinvestment plan. He acquired 110.3631 shares of common stock at $12.95 per share under a transaction classified as "other" and exempt from Section 16 under Rule 16a-11. Following this dividend reinvestment, he directly holds 4,562.4119 shares of MSC Income Fund common stock.
MSC INCOME FUND, INC. director Jeffrey B. Walker increased his stake through a routine dividend reinvestment. He acquired 482.658 shares of common stock on January 30, 2026 at $12.95 per share under a dividend reinvestment plan. Following this transaction, he directly owns 21,549.0800 common shares. The filing notes this dividend reinvestment transaction is exempt from Section 16 under Rule 16a-11 and does not represent an open-market trade.
MSC Income Fund, Inc. executive Jason B. Beauvais recorded a small routine change in his holdings through a dividend reinvestment plan. He acquired 137.567 shares of common stock at $12.95 per share via an automatic dividend reinvestment transaction. Following this, he directly holds 30,087.332 common shares, reflecting ongoing participation in the company’s dividend reinvestment program rather than an open-market trade.
MSC INCOME FUND, INC. president and CIO David L. Magdol reported an automatic dividend reinvestment transaction. He acquired 275.133 shares of common stock at $12.95 per share through the company’s dividend reinvestment plan, bringing his directly held stake to 46,174.668 shares.
MSC INCOME FUND, INC. director and CEO Dwayne L. Hyzak acquired 343.917 shares of common stock on a dividend reinvestment plan at $12.95 per share. This routine reinvestment increased his direct holdings to 60,125.335 shares, reflecting automatic share accumulation rather than an open-market trade.
MSC Income Fund, Inc. (MSIF) is an externally managed business development company that provides primarily secured debt to U.S. private equity‑backed companies through its Private Loan investment strategy. It also holds legacy lower middle market, larger middle market and other investment portfolios that are generally expected to run off over time.
The company has elected to be treated as a regulated investment company, so it generally avoids corporate federal income tax when it distributes taxable income to stockholders. On January 29, 2025, its common stock began trading on the NYSE under the symbol MSIF, following a previously approved two‑for‑one reverse stock split and stockholder approval of a new advisory agreement with MSC Adviser I, LLC. In connection with the listing, MSC Income also adopted new charter provisions that, among other changes, temporarily limit transfers of shares outstanding at the time of listing.