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.
John O. Niemann Jr., a director of MSC Income Fund, Inc. (MSIF), purchased 1,713 shares of the issuer's common stock on 09/26/2025 at a reported price of $13.50 per share. Following that transaction, the reporting person beneficially owned 36,080.471 shares. The Form 4 was filed as a single reporting person filing and signed by an attorney-in-fact on 09/29/2025. No derivative transactions or other securities classes are reported on this filing.
Insider purchases recorded for MSC Income Fund, Inc. (MSIF). Director Jeffrey B. Walker acquired a total of 3,700 shares through two open-market purchases on 09/25/2025 and 09/26/2025 at a reported price of $13.55 per share, increasing his beneficial ownership from 18,340.387 to 20,585.387 shares. The Form 4 was signed by an attorney-in-fact on 09/26/2025.
John O. Niemann Jr., a director of MSC Income Fund, Inc. (MSIF), purchased 2,000 shares of the issuer's common stock on 09/23/2025 at a price of $13.75 per share. After the reported transaction, the filing shows he beneficially owned 34,367.471 shares in a direct ownership form. The Form 4 was signed by an attorney-in-fact on 09/24/2025.
Reporting person: Niemann John O. Jr., a director of MSC Income Fund, Inc. (MSIF), filed a Form 4 disclosing an open-market purchase on 09/09/2025.
The filing shows 4,240 shares of Common Stock were acquired at a weighted-average price of $13.92 (transactions ranged from $13.90 to $13.93). After the transactions, the reporting person beneficially owned 32,367.471 shares. The purchase was reported on the form signed by an attorney-in-fact on 09/10/2025. The filer’s business address on the form is 1300 Post Oak Blvd, 8th Floor, Houston, TX 77056.
Gilbert Cory, the CFO and Treasurer of MSC Income Fund, Inc. (MSIF), reported two open-market purchases of the issuer's common stock. On 08/28/2025 he acquired 1,050 shares at a weighted-average price of $13.98, increasing his beneficial holdings to 3,096.4499 shares. On 08/29/2025 he acquired an additional 750 shares at a weighted-average price of $14.09, bringing his total to 3,846.4499 shares. The filing states the reported prices reflect weighted averages from multiple executions within the disclosed ranges and the reporting person will provide transaction-level detail upon request.
John O. Niemann Jr., a director of MSC Income Fund, Inc. (MSIF), acquired 611.345 shares of the issuer's common stock on 08/01/2025 at a price of $15.32 per share. The filing reports this purchase was executed under the fund's dividend reinvestment plan and was exempt from Section 16 under Rule 16a-11. After the transaction, the reporting person beneficially owned 28,127.471 shares.
The Form 4 was signed by an attorney-in-fact and filed to disclose the change in beneficial ownership; no derivative transactions or additional dispositions are reported in this filing.
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.