Every 8-K that Mount Logan Cap Inc (MLCI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MLCI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MLCI filings page.
Mount Logan Capital Inc. reported mixed results for the quarter ended June 30, 2026. Total revenue was $8.7 million, down 49% from the prior-year quarter, driven mainly by lower Asset Management and Insurance Solutions revenues. The company recorded a consolidated net loss of $4.2 million, compared with a $0.9 million loss a year earlier, and basic loss per share widened to $0.37 from $0.14.
Despite the GAAP loss, profitability on a management basis improved. Segment Income rose to $4.3 million, an increase of $2.1 million year-over-year, supported by a turnaround in Insurance Solutions where Spread-Related Earnings reached $2.9 million versus a small loss in 2025. Insurance investment assets produced a 6.2% yield, or 6.6% excluding funds withheld and Modco. Assets under management were $2.0 billion as of June 30, 2026, and Ability Insurance Company received a B+ Financial Strength Rating from AM Best. The company declared a $0.03 quarterly cash dividend, its fourth consecutive such distribution following the business combination, and highlighted a pending acquisition of over $100 million of Yieldstreet Alternative Income Fund assets, estimated to add $2.8 million in annual Fee-Related Earnings.
Mount Logan Capital Inc. reported the results of its annual meeting of stockholders held on June 25, 2026. As of the April 27, 2026 record date, 11,188,768 common shares were outstanding and entitled to vote.
Stockholders elected two Class I directors to serve until the 2029 annual meeting: Parker A. Weil, who received 4,127,243 votes for, 130,963 against and 45,137 abstentions, and Matthew Westwood, who received 4,124,725 votes for, 128,908 against and 49,710 abstentions. Both director elections included 2,263,409 broker non-votes.
Stockholders also ratified the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 6,427,347 votes for, 97,291 against and 42,114 abstentions.
Mount Logan Capital Inc. reported first quarter 2026 results that showed improving segment performance but a continued overall loss. Segment Income reached $3.3 million, up 41% year over year, driven by stronger Insurance Solutions spread-related earnings of $2.0 million and Fee-Related Earnings of $1.2 million in Asset Management.
Consolidated revenue was $10.6 million, down 29%, while the net loss narrowed to $6.0 million versus a $6.7 million loss a year earlier, with basic loss per share improving to $0.51 from $1.02. Insurance investment income increased and the portfolio generated a 6.8% yield.
Strategic actions included a $40 million senior notes offering to refinance debt, a $15 million tender offer that repurchased about 12% of outstanding common stock, and a new $10 million share repurchase program through December 31, 2027. The company also agreed for SOFIX to acquire over $100 million of assets from Yieldstreet Alternative Income Fund, which Mount Logan currently estimates could add about $2.8 million in annual Fee-Related Earnings.
Mount Logan declared a $0.03 per share cash distribution for the quarter, marking the third consecutive such dividend, and reported total assets of $1.56 billion and total equity of $67.4 million as of March 31, 2026.
Mount Logan Capital Inc. appointed Jordan Mangum, age 33, as Executive Vice President and Chief Operating Officer, effective April 13, 2026. He will hold this role while continuing to work at BC Partners Advisors L.P. (BCPA), where he serves as a Director on the credit team.
His services to Mount Logan will be provided under an existing Staffing and Resource Agreement dated November 18, 2025 and a Third Amended and Restated Servicing Agreement dated March 17, 2023 between the company and BCPA. He has no separate compensatory arrangement with Mount Logan and no disclosed family relationships with current directors or executives. The company notes that overlapping business activities with BCPA, reliance on these agreements, and BCPA’s minority equity interest may create conflicts of interest, with further details cross‑referenced to the company’s related‑party transaction disclosures.
Mount Logan Capital Inc. entered into a Third Amended and Restated Guaranty under which it, rather than its subsidiary, now guarantees the obligations of MLC US Holdings LLC under an existing Credit Agreement dated August 20, 2021.
The Company absolutely, unconditionally and irrevocably guarantees the borrower’s payment obligations, including principal, interest, premiums, fees, costs and expenses, as described in the Guaranty. The Company must maintain Net Worth of at least $40 million and may not incur, guarantee or assume additional debt other than Permitted Debt defined in the Guaranty.
Mount Logan Capital reported a challenging 2025, with consolidated net loss of $60.8 million, compared with a loss of $10.4 million in 2024, and basic EPS of ($7.08) versus ($1.70) a year earlier. Total revenues rose to $53.6 million from $49.8 million as the business shifted following its combination with 180 Degree Capital.
In Asset Management, revenue was $13.0 million, down 14%, and fee-related earnings slipped to $8.5 million from $9.1 million, despite a $4.5 million gain on the 180 Degree acquisition and new advisory fees. Insurance Solutions generated $79.0 million of net investment income including VIEs, down 15%, and spread-related earnings fell from $13.7 million to approximately breakeven, pressured by lower yields and higher funding costs, including a $25.5 million goodwill impairment.
Subsequent actions focused on growth and capital returns. A Mount Logan–managed fund agreed to acquire over $100 million of assets from Yieldstreet Alternative Income Fund, which is expected to increase annual fee-related earnings by at least $2.8 million. The company also agreed to manage an additional $125 million of assets, declared a $0.03 quarterly dividend, issued $40 million of senior notes, completed a $15 million tender offer for about 12% of outstanding shares, and approved a $10 million share repurchase program.
Mount Logan Capital Inc. announced that its managed Opportunistic Credit Interval Fund (SOFIX) has signed a definitive agreement to acquire the assets and non-discharged liabilities of Yieldstreet Alternative Income Fund (YS AIF) in exchange for newly issued SOFIX shares. The Asset Acquisition is expected to add over $100 million of assets, nearly doubling SOFIX’s size, and Mount Logan estimates incremental annual fee-related earnings of about $2.8 million, representing more than 30% of trailing twelve-month FRE as of December 31, 2025, with the transaction expected to be immediately accretive upon closing.
Closing is targeted for late Q2 or Q3 2026, subject to regulatory approvals, SEC effectiveness of a registration statement and approval by a majority of YS AIF shareholders; SOFIX shareholder approval is not required. In connection with the deal, Mount Logan Management (MLM) and Willow Asset Management (Willow) entered into a two-year Transition Services Agreement, under which Willow will provide access to historical YS AIF books and records and related services for up to $5,000,000 in consideration, consisting of $2,000,000 cash at closing, $1,000,000 in Mount Logan common stock and up to $2,000,000 in additional rebates or cash payments over the service period.
Mount Logan Capital Inc. announced that its board appointed Brandon Satoren as Chief Financial Officer and Corporate Secretary, effective April 1, 2026, succeeding current CFO and Corporate Secretary Nikita Klassen, whose resignation is effective March 31, 2026. The company states that her departure is not due to any disagreement over operations, finances, or accounting.
Satoren already serves as CFO, Treasurer, and Secretary of BCP Investment Corporation and similar roles for Mount Logan’s public interval funds and affiliated platforms, and will continue in those positions. His services to Mount Logan will be provided under an existing Servicing Agreement with BC Partners Advisors L.P., part of a broader related-party structure the company highlights in its asset management segment.
The accompanying press release emphasizes Satoren’s experience across Mount Logan’s retail credit platform, prior roles at PennantPark, AQR Capital Management, and PricewaterhouseCoopers, and his CPA credentials. It also describes Mount Logan as an integrated alternative asset management and insurance solutions firm with over $2.1 billion in assets under management as of September 30, 2025.
Mount Logan Capital Inc. has completed a new debt financing by issuing $40.0 million in aggregate principal amount of 8.00% Notes due 2031 under a new Indenture with U.S. Bank Trust Company, National Association. The Notes mature on January 31, 2031, pay interest at 8.00% per year, with quarterly payments on January 30, April 30, July 30 and October 30, starting April 30, 2026.
The Notes are senior unsecured obligations, ranking equally with Mount Logan’s other unsecured, unsubordinated debt and ahead of any future subordinated debt, but behind secured debt to the extent of collateral and behind obligations of subsidiaries. The company may redeem the Notes at par plus accrued interest on or after January 31, 2028. The transaction closed on January 26, 2026, the Notes are expected to list on the Nasdaq Global Market under “MLCIL,” and Mount Logan expects to use the net proceeds mainly to repay its credit facility, with any remainder for general corporate purposes.
Mount Logan Capital Inc. entered into an underwriting agreement to issue and sell $40,000,000 aggregate principal amount of 8.00% notes due 2031. The company also granted the underwriters an option to purchase up to an additional $6,000,000 of these notes within 30 days of January 15, 2026. The closing of this offering is expected on January 26, 2026, subject to customary conditions.
Mount Logan Capital expects to use the net proceeds primarily to repay outstanding indebtedness under its credit facility, with any remaining funds for general corporate purposes. The notes are expected to be listed on the Nasdaq Global Market within 30 days of January 26, 2026 and trade under the symbol "MLCIL". The issuance was registered on Form S-1 (File No. 333-292668), and the company issued press releases on January 14 and January 16, 2026 announcing the offering and its pricing.
Mount Logan Capital Inc. disclosed that it has begun the steps needed to start a tender offer to repurchase up to $15 million of its common stock. This would be a direct offer to shareholders to sell shares back to the company through a defined process once it formally begins. The plan was announced in a December 11, 2025 press release, which is included as an exhibit to the disclosure.
Mount Logan Capital Inc. (MLCI) filed Amendment No. 1 to its current report to expand disclosure around its recently completed business combination with 180 Degree Capital and related entities. The amendment adds June 30, 2025 unaudited interim financial statements for Legacy MLC, updated management discussion and pro forma combined financials for the post‑merger company. It also summarizes business and risk factor information by incorporating sections from the prior proxy statement/prospectus. The filing details security ownership, showing 12,786,792 common shares outstanding immediately after the merger, and outlines executive and director compensation, legacy equity awards, and a new 2025 omnibus incentive plan authorizing 2,600,000 shares. Mount Logan also notes new indemnification agreements for directors and officers and lists key merger and service agreements as exhibits.
Mount Logan Capital Inc. entered into a new Staffing and Resource Agreement with BC Partners Advisors L.P. to support its investment advisory operations and related activities. Under this agreement, BC Partners Advisors will provide personnel and other resources as an independent contractor, and these individuals will not be employees of Mount Logan.
Mount Logan will pay a quarterly service fee based on fee-earning assets under management at rates defined in the agreement and may also grant equity-based compensation from time to time. The agreement runs for an initial one-year term, automatically renews for additional one-year periods, and can be terminated by either party on 60 days’ written notice or immediately in specified circumstances. The new agreement replaces a prior staffing agreement with Mount Logan Management, LLC that was terminated by mutual consent. The filing also notes existing relationships, including an affiliate of BC Partners holding a minority stake in Mount Logan and overlapping senior management teams.
Mount Logan Capital Inc. (MLCI) furnished its quarterly results press release. The company reported that, on November 13, 2025, it issued a press release announcing financial results for the third quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The disclosure is furnished under Item 2.02 (Results of Operations and Financial Condition) and is not deemed “filed” under the Exchange Act unless expressly incorporated by reference. MLCI’s common stock trades on The Nasdaq Stock Market under the symbol MLCI.