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.
Gilbert Cory, the CFO and Treasurer of MSC Income Fund, Inc. (MSIF), reported a non-derivative purchase under a dividend reinvestment plan on 08/01/2025. The filing shows acquisition of 46.4499 shares at a reported price of $15.07 per share, executed under an exempt dividend reinvestment transaction pursuant to Rule 16a-11. After the transaction the reporting person beneficially owned 2,046.4499 shares. The form was signed by an attorney-in-fact on 08/18/2025. The filing contains no derivative transactions and provides the transaction explanation as a dividend reinvestment.
Insider transaction summary: David L. Magdol, President, Chief Investment Officer and Senior Managing Director of MSC Income Fund, Inc. (MSIF), acquired 220.99 shares of the issuer's common stock on 08/01/2025 at a reported price of $15.32 per share under transaction code J(1). The filing reports 42,125.326 shares beneficially owned by the reporting person following the transaction, held directly. The form states these shares were acquired through the fund's dividend reinvestment plan and that the reinvestment transaction is exempt from Section 16 under Rule 16a-11. The Form 4 was signed by an attorney-in-fact on 08/18/2025.
Jason B. Beauvais, an executive officer (EVP, General Counsel, Secretary) and director of MSC Income Fund, Inc. (MSIF), reported a non-derivative acquisition on 08/01/2025. The filing shows he acquired 110.494 shares of the issuer's common stock at $15.32 per share under a dividend reinvestment plan exempt from Section 16 under Rule 16a-11. After the transaction he beneficially owned 29,812.661 shares directly. The Form 4 is signed by Mr. Beauvais on 08/18/2025 and notes the acquisition was part of a dividend reinvestment transaction.
MSC Income Fund, Inc. (MSIF) reporting person Dwayne L. Hyzak, who serves as a director and as CEO, reported a non-derivative acquisition of 276.238 shares of the issuer's common stock on 08/01/2025 at a reported price of $15.32 per share. The filing shows the shares were acquired under a dividend reinvestment plan and the transaction was exempt from Section 16 under Rule 16a-11. After the transaction, the reporting person beneficially owned 52,031.657 shares in a direct ownership form. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 08/18/2025.
Insider acquisition via dividend reinvestment: Jeffrey B. Walker, a director of MSC Income Fund, Inc. (MSIF), acquired 387.675 shares of the issuer's common stock on 08/01/2025 under a dividend reinvestment plan. The transaction is reported as exempt from Section 16 under Rule 16a-11. Following the transaction, the reporting person beneficially owned 16,885.387 shares. The Form 4 was signed by an attorney-in-fact on 08/18/2025. No derivative transactions, amendments, or other material changes are disclosed in this filing.
MSC Income Fund, Inc. (MSIF) reported higher net assets and investment income for the quarter and six-month periods ended June 30, 2025. Total net assets rose to $722.8 million from $624.9 million at year-end, driven by increased investment fair value of $1,245.6 million (up from $1,177.5 million) and a successful equity offering that generated $90.5 million of net proceeds. Shares outstanding increased to 47,148,802, reflecting the offering.
Operating results were mixed: net investment income climbed to $16.3 million for the quarter (from $13.4 million a year earlier) and to $32.1 million year-to-date. However, the Company recorded a $16.3 million net realized loss for the six months, offset in part by $14.9 million of net unrealized appreciation. Net asset value per share declined to $15.33 from $15.53. Leverage remains significant: total portfolio company investments were 172.3% of net assets, with credit facility borrowings of $389.0 million.
MSC Income Fund, Inc. filed a Form 8-K to furnish a press release dated August 13, 2025 relating to its results of operations and financial condition. The press release is attached as Exhibit 99.1 and incorporated by reference. The company clarifies this information is furnished, not filed, under the Exchange Act.
MSC Income Fund, Inc. filed a current report on Form 8-K stating that it issued a press release on August 13, 2025. The company attached this press release as Exhibit 99.1, and it is incorporated by reference as an "Other Events" disclosure.