Welcome to our dedicated page for FS Specialty Lending Fund SEC filings (Ticker: FSSL), 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.
FS Specialty Lending Fund filings document material events for a closed-end management investment company focused on credit investments. Recent Form 8-K disclosures include Regulation FD materials containing financial and operating information, board-level actions, and changes to finance leadership roles such as chief financial officer and treasurer.
The fund's regulatory record centers on formal event reporting, governance and officer appointments, financial and operating presentation materials, and risk language associated with forward-looking statements for a publicly traded closed-end fund.
FS Specialty Lending Fund director Pedro A. Ramos reported an open-market purchase of 1,000 shares of Common Stock at $12.40 per share. Following this transaction, he directly owns 1,000 shares, highlighting an initial personal equity stake in the fund.
FS Specialty Lending Fund director Richard I. Goldstein reported buying shares of the company’s common stock. On March 10, 2026, an IRA associated with him made an open-market purchase of 10,000 shares at $11.92 per share, bringing that IRA’s holdings to 20,000 shares.
In addition to this IRA position, the filing shows indirect holdings of 1,855 shares in each of two family trusts and a direct holding of 14,697.132 shares of common stock.
FS Specialty Lending Fund officer William Blake Goebel reported an open-market purchase of 2,200 shares of Common Stock at $11.44 per share. Following this transaction, he directly owns a total of 2,680.73 shares, indicating a relatively small, routine increase in his personal stake.
FS Specialty Lending Fund director Michael C. Forman reported open-market purchases of FSSL common stock through retirement accounts. On March 6, 2026, an IRA associated with him bought 19,964 shares at $11.83 per share, and an IRA held by his spouse bought 20,920 shares at the same price, both reported as indirect ownership.
After these trades, his IRA held 97,744 shares, his spouse’s IRA held 20,920 shares, and additional direct and indirect holdings were reported, including 73,234.891 directly held shares and positions via an advisor entity and a family trust. Footnotes state he disclaims beneficial ownership beyond his pecuniary interest in the advisor and trust holdings.
FS Specialty Lending Fund director and officer Michael C. Forman reported an open-market purchase of 956 shares of common stock at a price of $11.95 per share on March 5, 2026. The transaction was made indirectly through an IRA account, increasing his indirectly held position in the fund.
FS Specialty Lending Fund filed an insider ownership report for CFO and Treasurer William Blake Goebel. The filing shows he directly holds 480.7300 shares of Common Stock following the reported position as of 2025-12-31, with no explicit buy or sell transaction indicated.
FS Specialty Lending Fund filed a current report stating it will post an updated investor presentation in the Investor Relations section of its website after the market close on March 3, 2026. The presentation will contain financial and operating information about the company.
The company emphasizes that any forward-looking statements in the materials are subject to significant uncertainties, including economic conditions, geopolitical risks, disruptions from terrorism, natural disasters or pandemics, regulatory changes and stock price volatility. It also notes it has no obligation to update these forward-looking statements or the posted presentation except as required by federal securities laws.
FS Specialty Lending Fund (FSSL) transmitted its certified annual shareholder report for the fiscal year ended December 31, 2025. The Fund listed its common shares on the NYSE on November 13, 2025, reported a NAV-based total return of 3.75% for the year and NAV per share declined from $19.80 to $18.22.
The Fund reported net investment income of $1.42 per share, paid distributions totaling $2.31 per share (76.0% ordinary income, 24.0% return of capital), and net assets of $1,383,373. Portfolio fair value was $1,749,088 with senior secured debt ~93% of the portfolio. Credit facility borrowings totaled $520,000.
FS Specialty Lending Fund reported a planned change in its finance leadership. Edward T. Gallivan, Jr. notified the board that he will resign as Chief Financial Officer and Treasurer, effective at the close of business on December 31, 2025. The company states that his resignation is not due to any disagreement regarding operations, policies, or practices.
On December 29, 2025, the board appointed William Goebel as the new Chief Financial Officer and Treasurer, effective at the same time Mr. Gallivan departs. Goebel is 51 and has extensive experience in investment management finance roles, including senior positions at KKR FS Income Trust entities and FS KKR Capital Corp., and earlier work at Ernst & Young and a regional accounting firm. He is a Managing Director of FS Investments, a CPA, and a CFA charterholder. The company notes he will not receive direct compensation from FS Specialty Lending Fund for this role and that there are no family relationships or related party transactions requiring disclosure.