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. reports that Sanders Morris Harris LLC has filed a Schedule 13G disclosing a significant ownership position in the company’s common stock. Sanders Morris Harris LLC beneficially owns 2,317,887 shares, representing 5.08% of the outstanding common stock.
The filing states that Sanders Morris Harris LLC has shared voting and dispositive power over all 2,317,887 shares and no sole voting or dispositive power. The reporting person is a U.S. entity classified as a broker-dealer and investment adviser.
MSC Income Fund, Inc. reported second quarter 2026 activity in its private loan portfolio. The fund originated new or increased commitments totaling $74.4 million and funded private loan investments with a cost basis of $62.2 million during the quarter.
Notable new commitments included multiple first lien senior secured term loans, revolvers and delayed draw term loans to companies in custom power systems, mechanical/electrical/plumbing services, and structural repair and restoration, plus an equity investment in the latter.
As of June 30, 2026, the private loan portfolio held investments at cost of approximately $856.3 million across 81 companies, with 92.4% in first lien senior secured debt and 7.6% in equity or other securities.
MSC INCOME FUND, INC. director and CEO Dwayne L. Hyzak reported an open-market purchase of Common Stock. On June 30, 2026, he bought 5,969 shares at a price of $11.68 per share. Following this transaction, he directly owns a total of 70,712.221 shares of the company’s Common Stock.
MSC Income Fund, Inc. has approved a CEO succession plan. Chairman and CEO Dwayne L. Hyzak will transition the Chief Executive Officer role to Nicholas T. Meserve, with the change presently planned for the fourth quarter of 2026. After the transition, Mr. Hyzak will remain involved as Executive Chairman and work closely with Mr. Meserve.
Mr. Meserve, age 46, is currently a Managing Director and head of the Fund’s private credit investment team and serves on investment committees for Main Street Capital Corporation and MSC Adviser I, LLC. The company states there are no new compensation arrangements or related‑party transactions tied to this designation, and that Mr. Meserve’s pay continues to come from the external adviser and its parent, not directly from the Fund.
MSC INCOME FUND, INC. Managing Director Nicholas Meserve made an open-market purchase of the company’s common stock. He bought 2,500 shares at a price of $11.43 per share. Following this transaction, he directly owns 12,500 shares of MSC Income Fund common stock.
MSC Income Fund, Inc. CFO and Treasurer Cory Gilbert reported an open-market purchase of 1,000 shares of the company’s Common Stock. The shares were bought at a price of $11.78 per share, increasing his direct ownership to 6,513.66 shares following the transaction.
MSC Income Fund, Inc. filed a current report describing an updated investor presentation related to the company. The presentation was posted on June 11, 2026 by Main Street Capital Corporation, which owns the fund’s investment adviser and administrator, MSC Adviser I, LLC.
The presentation, prepared for an analysts’ and investors’ day, includes updated information about MSC Income Fund and will be available on Main Street Capital’s website until at least July 14, 2026. The information is furnished under Regulation FD and is not treated as filed or automatically incorporated into other securities filings.
MSC INCOME FUND, INC. director and CEO Dwayne L. Hyzak bought additional shares of the company’s Common Stock in the open market. On June 9, 2026, he completed two open-market purchases totaling 4,274 shares at prices around $11.67–$11.69 per share.
After these transactions, Hyzak directly owns 64,626.2210 shares of MSC INCOME FUND, INC. Common Stock. These buys were reported as routine open-market purchases under a Form 4 insider transaction filing.
MSC Income Fund, Inc. director Jeffrey B. Walker reported buying additional common stock in two open-market transactions. On early June dates, he purchased a total of 4,162 shares at weighted average prices slightly above $12 per share, across multiple trades within narrow price ranges. Following these purchases, his directly held stake increased to 26,310.653 common shares.
MSC Income Fund, Inc. will hold its 2026 annual stockholder meeting on August 5, 2026 in Houston. Stockholders of record on May 18, 2026 may vote.
They are being asked to elect five directors for one-year terms and to approve a Below-NAV Share Issuance Proposal allowing, for 12 months, issuance of up to 25% of then-outstanding shares at prices below net asset value, subject to 1940 Act conditions and board determinations. The proxy also outlines governance practices, director compensation, beneficial ownership, and 2025 audit fees.