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New Mountain Finance Corporation reported that its Board of Directors has received and accepted the resignation of Kris Corbett as Chief Financial Officer and Treasurer. He will remain in both roles until a successor is in place, with the transition expected to be completed by May 29, 2026. The company states that, in submitting his resignation, Mr. Corbett did not express any disagreement regarding its operations, policies, or practices, indicating an orderly leadership change rather than a dispute-driven departure.
New Mountain Finance Corp executive Adam B. Weinstein, who serves as EVP, CAO and Director, made an open-market purchase of 12,900 shares of common stock on March 17, 2026 at $7.609 per share. Following this transaction, he directly holds 751,756.32 shares of the company’s common stock, indicating this was a relatively small addition to an already substantial position.
New Mountain Finance Corporation completed an asset sale and amended a key credit facility. On March 10, 2026, the company sold approximately $468.0 million of assets held by it and its subsidiary at 94% of their fair value as of December 31, 2025, to Eagle Credit entities, covering full or partial positions in fifteen portfolio companies.
Pro forma as of December 31, 2025, total investments at fair value fall from $2,742.0 million to $2,274.0 million, borrowings decline by $372.4 million, and total net assets decrease by $35.2 million to $1,153.0 million, turning a net increase in net assets from operations of $16.5 million into a $18.7 million decrease. Separately, a Fifteenth Amendment to the Loan and Security Agreement extends the revolving period end date to March 2029, pushes facility maturity to March 2031, and reduces the applicable spread on the interest rate to 1.85% from 1.95%.
New Mountain Finance Corp director and 10% owner Steven B. Klinsky reported a net purchase of 500,000 shares of Common Stock in open-market transactions at $8.05 per share on March 10 and 11, 2026. These shares are held indirectly through various trusts and related entities, and the filing notes that Klinsky disclaims beneficial ownership except for his pecuniary interest. The Form 4 also lists updated direct and indirect share balances for multiple trusts and family-related accounts.
New Mountain Finance Corporation’s chairman and related trusts reported increased ownership in the company’s common stock. Steven B. Klinsky and affiliated trusts now beneficially own 12,330,153.91 shares, or 12.52% of the outstanding common stock, including holdings by several 2024 revocable trusts and long-term family trusts.
Between March 3 and March 11, 2026, Klinsky and his trusts acquired an aggregate 1,175,273 shares through open‑market purchases and the company’s dividend reinvestment plan, funded with his personal (non‑borrowed) capital. Co‑reporting person Adam B. Weinstein holds 738,856.32 shares, or 0.75% of the common stock, and did not purchase additional shares in this period.
New Mountain Finance Corp director and 10% owner Steven B. Klinsky reported indirect open-market purchases of a total of 237,873 shares of the company’s common stock at a price of $8.10 per share on March 5, 2026.
The purchases were made through entities associated with him, including various trusts such as the Steven B. Klinsky 2008 Long Term Trust, the Steven B. Klinsky Non-GST Exempt Trust, and several 2024 Revocable Trusts. The filing notes that he disclaims beneficial ownership of many of these indirectly held shares except to the extent of his pecuniary interest, and it also references shares previously acquired under the dividend reinvestment plan.
New Mountain Finance Corp director and ten percent owner Steven B. Klinsky reported indirect open-market purchases of a total of 437,400 shares of common stock. These purchases occurred on 2026-03-03 and 2026-03-04 at prices of $7.9426 and $8.1671 per share.
The transactions were executed through various trusts and family-related entities, including long-term and revocable trusts and trusts for immediate family members. The filing notes that these entities directly own the shares and that Klinsky disclaims beneficial ownership except to the extent of his pecuniary interest. Some reported line items simply update indirect and direct share holdings, including shares previously acquired under the dividend reinvestment plan.
New Mountain Finance Corp director David Ogens reported open-market purchases of the company's common stock. On March 3, 2026, he bought 10,100 shares at an average price of $7.87 per share and 2,400 shares at $7.86 per share, for a total of 12,500 shares acquired. Following these transactions, his directly owned holdings rose to 241,556 shares. He also reports 16,000 shares held indirectly through trusts benefiting family members, reflecting additional exposure via a family trust structure.
New Mountain Finance Corporation received an updated Schedule 13D/A from long-time investor Steven B. Klinsky, several related trusts, and Adam B. Weinstein, reflecting increased share ownership. Klinsky now beneficially owns 11,154,880.91 shares of common stock, representing 11.01% of the outstanding class, through direct holdings and multiple trusts.
From November 26, 2024 through March 2, 2026, Klinsky and his related trusts acquired an additional 745,622.68 shares, while Weinstein bought 186,321.82 shares, using personal funds via open-market purchases and the company’s dividend reinvestment plan. The filing states they bought the shares because they viewed them as an attractive investment opportunity.
New Mountain Finance Corp director Steven B. Klinsky reported net open-market purchases of 324,727 shares of common stock on February 27 and March 2. The buy transactions were executed at per-share prices of $7.6924 and $7.7852.
The purchases were made indirectly through multiple trusts and an immediate family member, which directly hold the shares. The filing states that Klinsky disclaims beneficial ownership of these trust-held shares except to the extent of his pecuniary interest. Several additional entries update direct and indirect share balances without new buy or sell codes.