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. director reports no beneficial ownership
Nataly Michelle Marks, a director of MSC Income Fund, Inc., filed an initial ownership report stating that she does not beneficially own any company securities. The filing shows no non-derivative or derivative holdings, indicating a zero ownership position at the time of the event.
MSC Income Fund, Inc. expanded its board of directors from four to five members and appointed Nataly M. Marks to fill the new seat for the remainder of the current term. She was also named to the board’s audit committee.
Marks is President of Triple-S Steel Holdings, Inc., one of the nation’s largest family-owned steel service centers, and previously spent about 20 years in banking at JPMorgan in senior roles covering middle market and corporate clients. The board determined she is an independent director and an audit committee financial expert. She will receive MSC Income’s standard non-employee director compensation, is party to its standard indemnification agreement, and has no disclosable related-party transactions or selection arrangements.
MSC Income Fund, Inc. furnished a current report describing that it has released a press release with preliminary estimates of its financial condition and results of operations for the fiscal year ended December 31, 2025. The press release, dated January 20, 2026, is included as an exhibit to the report and is incorporated by reference into the company’s Securities Act filings. Information on the company’s website referenced in the press release is explicitly excluded from this incorporation.
MSC Income Fund, Inc. filed a current report to note that it has furnished a press release about its results of operations and financial condition. The company states that this press release, dated January 8, 2026, is attached as Exhibit 99.1 and incorporated by reference into the report. The information in this exhibit is described as being furnished rather than filed, which means it is not subject to certain liability provisions under securities laws unless specifically incorporated into other documents.
MSC Income Fund, Inc. insider activity shows the company’s CEO and director reported buying additional shares of the firm’s common stock. On 12/30/2025, the reporting person purchased 3,712 shares of MSC Income Fund common stock in an open-market transaction at a price of $13.43 per share, as indicated by the transaction code "P" for a purchase.
After this transaction, the insider directly owned a total of 59,781.418 shares of MSC Income Fund common stock. The filing indicates this is a direct ownership position and shows no derivative securities transactions reported for the same date.
MSC Income Fund (MSIF) disclosed a director’s share acquisition on Form 4. On 10/31/2025, the reporting person acquired 481.035 shares of common stock at $12.64 per share through a dividend reinvestment plan (Transaction Code J).
After the transaction, the insider directly owns 21,066.422 common shares. The filing notes the transaction was under a dividend reinvestment plan exempt from Section 16 pursuant to Rule 16a-11.
MSC Income Fund, Inc. (MSIF) reported a Form 4 showing a director acquired 758.57 shares of common stock on 10/31/2025 at a price of $12.64 per share. The shares were obtained through a dividend reinvestment plan, noted as exempt from Section 16 under Rule 16a-11.
Following this transaction, the director’s beneficial ownership stands at 36,839.041 shares, held directly.
MSC Income Fund (MSIF) Form 4: The company’s CFO and Treasurer reported automatic share acquisitions on 10/31/2025 under the issuer’s dividend reinvestment plan. Two dividend reinvestment transactions (code J(1)) added 100.1082 shares and 5.4907 shares at a price of $12.64 per share, as exempt under Rule 16a-11. Following these transactions, the filing shows direct beneficial ownership entries of 4,446.5581 and 4,452.0488 shares.
MSC Income Fund, Inc. (MSIF) filed a Form 4 showing an officer transaction. On 10/31/2025, the President, CIO and SMD acquired 274.209 shares of common stock at $12.64 per share through a dividend reinvestment plan, noted as exempt under Rule 16a-11. Following the transaction, the officer beneficially owned 45,899.535 shares, held directly.
MSC Income Fund (MSIF) filed a Form 4 reporting that its CEO and director acquired shares through a dividend reinvestment. On 10/31/2025, the reporting person acquired 342.761 shares of common stock at $12.64 per share, coded J. The filing notes these shares were acquired “pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.” Following the transaction, the insider beneficially owned 56,069.418 shares, held directly.