Welcome to our dedicated page for BCP Investment SEC filings (Ticker: BCIC), 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 BCP Investment Corporation (NASDAQ: BCIC) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures as a publicly traded, externally managed closed-end investment company regulated as a business development company under the Investment Company Act of 1940. Through these filings, investors can review how BCIC reports its middle market investment activities in term loans, mezzanine investments and selected equity securities, as well as its capital structure and governance.
Current reports on Form 8-K are a key source of information for BCIC. They include earnings-related items, such as the announcement of quarterly financial results and the furnishing of press releases and supplemental investor presentations. Other 8-K filings describe material definitive agreements, including note purchase agreements for the company’s 7.50% notes due 2028 and 7.75% notes due 2030, along with related supplemental indentures, redemption notices for earlier notes due 2026, and board changes such as director resignations.
Investors can also use BCIC’s filings to understand capital structure and covenants. The indenture disclosures explain the ranking of the notes, maturity dates, interest payment terms, optional redemption provisions, and covenants tied to asset coverage requirements under the Investment Company Act of 1940. Filings further outline events such as change of control repurchase events and interest rate adjustment events that can affect note terms.
On Stock Titan, BCIC filings are updated from EDGAR in near real time and paired with AI-powered summaries that highlight the main points of lengthy documents. These summaries help clarify what a new 8-K, 10-Q, 10-K or Form 4 means for shareholders, from shifts in leverage and portfolio composition to insider-related activity and governance changes, allowing users to navigate technical language and focus on the disclosures most relevant to their analysis of BCIC’s stock and debt.
BCP Investment Corporation, formerly Portman Ridge Finance Corporation, filed its Quarterly Report on Form 10-Q as a business development company listed on the NASDAQ Global Select Market under the symbol BCIC. The report covers the period ended September 30, 2025 and includes full consolidated financial statements and detailed schedules of investments.
The company holds a large, diversified portfolio of primarily first lien and second lien senior secured debt, subordinated debt, preferred equity, common equity and warrants across sectors such as healthcare, high tech, consumer goods, energy, media, finance and services. Many loans reference SOFR plus substantial spreads, often with paid-in-kind (PIK) components, and maturities that extend into the late 2020s and early 2030s.
BCP highlights typical BDC risks, including credit performance of portfolio companies, valuation of illiquid investments, interest rate sensitivity and liquidity. The filing also notes the expected benefits and integration risks related to the merger of Logan Ridge Finance Corporation into BCP Investment Corporation under a previously signed merger agreement.
BCP Investment Corporation entered a note purchase agreement to issue $35,000,000 of 7.50% notes due 2028 and $75,000,000 of 7.75% notes due 2030 under an effective shelf. The company intends to use the net proceeds to redeem in full its 4.875% notes due 2026 and to pay down existing indebtedness.
The 2028 notes mature on October 15, 2028 and the 2030 notes on October 15, 2030, with interest payable semi‑annually on April 30 and October 30, starting October 30, 2025. Each series is redeemable at par on specified dates (after make‑whole periods) per the Indenture, includes a change‑of‑control repurchase at 100% plus accrued interest, and a 0.75% interest step‑up upon an Interest Rate Adjustment Event.
On October 14, 2025, the company notified the trustee of its election to redeem the $108.0 million aggregate principal amount of 2026 notes outstanding, with completion expected on November 13, 2025.
BCP Investment Corporation (BCIC) announced that director Matthew Westwood resigned from its Board of Directors on October 14, 2025, as part of an effort to rationalize board size and reduce administrative expenses. The company stated his departure was not due to any dispute or disagreement regarding its operations, policies, or practices.
Following the resignation, the Board decreased its size to eight directors from nine, effective the same day, in accordance with its bylaws. Mr. Westwood previously served on the Audit, Compensation, and Nominating and Corporate Governance Committees. The company recently changed its name from Portman Ridge Finance Corporation to BCP Investment Corporation.
Patrick Schafer, who is listed as a Director and Chief Investment Officer of the issuer, reported an open-market purchase of 809 shares of Common Stock of BCP Investment Corp (BCIC) on 09/19/2025 at a price of $12.3338 per share. After the transaction, the filing reports beneficial ownership of 13,114.598 shares, held directly and noted as joint tenancy with Katherine Schafer. The Form 4 was signed by Patrick Schafer on 09/22/2025. The filing indicates the transaction code P (purchase) and identifies the reporting person as filing individually.
Brandon Satoren, who serves as CFO, Treasurer and Secretary, reported an open-market purchase of 1,000 shares of the issuer's common stock on 09/19/2025 at a price of $12.35 per share. Following the transaction he reports beneficial ownership of 2,116.1298 shares. The Form 4 is signed by the reporting person on 09/22/2025. The filing identifies the issuer as BCP Investment Corp [BCIC] and indicates the Form 4 was filed by one reporting person.