MSC Income CFO adds shares via dividend plan

MSC Income Fund CFO and Treasurer Gilbert Cory reported a small routine change in his holdings through a dividend reinvestment plan.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Other: 110.3631 shares

Other 1 txn

Insider Gilbert Cory

Role CFO and Treasurer

Type	Security	Shares	Price	Value
Other	Common Stock	110.3631	$12.95	$1K

Holdings After Transaction: Common Stock — 4,562.4119 shares (Direct)

Footnotes (1)

1. F1. The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did MSC INCOME FUND (MSIF) report for Gilbert Cory?

Gilbert Cory reported acquiring 110.3631 MSC Income Fund shares through a dividend reinvestment plan at $12.95 per share. The transaction is coded as “J” (other) and treated as exempt under Rule 16a-11, indicating a routine, non-discretionary reinvestment of dividends.

How many MSC INCOME FUND (MSIF) shares does Gilbert Cory hold after this Form 4?

After the dividend reinvestment, Gilbert Cory holds 4,562.4119 shares of MSC Income Fund common stock directly. This total reflects the additional 110.3631 shares acquired via the company’s dividend reinvestment plan as disclosed in the Form 4 filing.

What does the transaction code “J” mean in the MSC INCOME FUND (MSIF) Form 4?

The “J” code indicates “other” acquisition or disposition rather than a standard open-market buy or sell. In this case, it represents shares acquired through a dividend reinvestment plan, which the filing notes is exempt from Section 16 under Rule 16a-11.

Was the MSC INCOME FUND (MSIF) insider transaction a market purchase or sale?

The transaction was not a typical market purchase or sale. The filing describes it as shares acquired under a dividend reinvestment plan, categorized as an “other” transaction and exempt under Rule 16a-11, indicating automatic reinvestment of dividends rather than discretionary trading.

How many shares did MSC INCOME FUND (MSIF) CFO reinvest through the dividend plan?

The CFO reinvested dividends into 110.3631 shares of MSC Income Fund common stock at $12.95 per share. This automatic reinvestment increased his direct holdings to 4,562.4119 shares, as disclosed in the Form 4 insider transaction report.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/10/2026 - 04:30 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Gilbert Cory

(Last) (First) (Middle)

1300 POST OAK BLVD, 8TH FLOOR

(Street)

HOUSTON TX 77056

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
MSC INCOME FUND, INC. [ MSIF ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CFO and Treasurer

3. Date of Earliest Transaction (Month/Day/Year)
01/30/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	01/30/2026		J(1)	V	110.3631	A	$12.95	4,562.4119	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

	/s/ Jason B. Beauvais, Attorney-in-Fact	03/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.