New Mountain Finance Corporation filings document the regulatory record of a closed-end management investment company focused on direct lending. Its disclosures cover operating results, net investment income, distributions, net asset value, portfolio composition, credit quality and investment exposure across sectors such as software, business services and healthcare.
Material-event filings also describe credit-facility amendments, revolving loan arrangements, stock repurchase authorization, completed asset-sale activity, officer and board governance matters, and listed securities including common stock and 8.250% notes due 2028. Proxy materials cover director elections, auditor ratification and annual meeting voting matters.
New Mountain Finance Corporation (NMFC) filed its Q3 2025 10‑Q outlining portfolio composition and credit status as of September 30, 2025. The filing lists investments across first‑lien, second‑lien, subordinated debt, structured finance obligations, and equity and warrants, with broad exposure to sectors including software, business services, healthcare, consumer services, education, energy and others. Instruments span floating‑rate and fixed‑rate debt.
Several positions are disclosed on non‑accrual status as of September 30, 2025, including American Achievement Corporation, National HME, Inc. (second lien), and Eclipse Topco Holdings, Inc. (junior preferred shares). The report enumerates numerous drawn and undrawn facilities and delayed‑draw terms across many portfolio companies, indicating ongoing funding commitments.
The company also references notes labeled 6.20% due 2027, 8.25% due 2028, and 6.875% due 2029, and membership interests in NMFC Senior Loan Program III and IV. Geographic tags include the U.S., U.K., Australia, Jersey, and Hong Kong.
New Mountain Finance Corporation reported that it issued a press release announcing financial results for the quarter ended September 30, 2025, and declared a fourth quarter 2025 distribution of $0.32 per share.
The distribution is payable on December 31, 2025 to shareholders of record as of December 17, 2025. The company also posted a supplemental investor presentation tied to the earnings release on its website.
New Mountain Finance Corporation authorized a new stock repurchase program of up to $100 million of its common stock, replacing a prior program that terminated on October 8, 2025 after repurchasing $50 million. Repurchases are at management’s discretion and must follow the Company’s Code of Ethics and Rule 10b-18 constraints. The program ends on the earlier of completing $100 million in repurchases or December 31, 2026.
The Company also entered into a Third Amended and Restated Uncommitted Revolving Loan Agreement on October 27, 2025, extending the Facility’s maturity from December 2027 to December 2030. The lender is NMF Investments III, L.L.C., an affiliate of the Company’s investment adviser. The facility remains discretionary and unsecured, with advances considered from time to time during the facility period.
New Mountain Finance Corp director Steven B. Klinsky reported indirect open-market purchases of company common stock on September 16, 2025. Trusts associated with him bought 21,339 shares and 85,352 shares at $9.7813 per share.
After these transactions, one trust holds 965,111 shares and another holds 4,370,857 shares. Klinsky also reports 109,251.61 shares directly and additional indirect holdings through several long-term and revocable family trusts. He disclaims beneficial ownership of many of these positions except to the extent of his pecuniary interest.
Adam B. Weinstein, EVP, CAO and Director of New Mountain Finance Corp (NMFC), reported an insider purchase of 49,750 shares of NMFC common stock on 09/15/2025 at a reported price of $10.0267 per share (Transaction Code P). After the reported transaction Mr. Weinstein is shown as beneficially owning 652,490.08 shares (direct ownership). The filing states that the total includes shares acquired under the issuer's dividend reinvestment plan since his prior Form 4 filed on November 6, 2024. The Form 4 is signed by Mr. Weinstein on 09/16/2025.
David Ogens, a director of New Mountain Finance Corporation (NMFC), reported acquisitions of common stock dated 08/11/2025. He acquired 18,000 shares directly at a reported price of $10.23, bringing his direct beneficial ownership to 216,189 shares. He also reported two indirect acquisitions held through family-benefit trusts: 4,000 shares at $10.257 (indirect holdings reported as 12,000 shares) and 4,000 shares at $10.2199 (indirect holdings reported as 16,000 shares).
The filing states these additions include shares acquired under NMFC's dividend reinvestment plan since Mr. Ogens' prior Form 4 on March 10, 2025. No derivative securities were reported.
Kris Corbett, identified as an officer (CFO and Treasurer) of New Mountain Finance Corp (NMFC), filed a Form 4 reporting an acquisition of common stock on 08/07/2025. The filing reports the purchase of 750 shares at a price of $10.1363 per share, with 9,750 shares reported as beneficially owned following the transaction. The ownership is stated as indirect, held through the Corbett Living Trust, for which Mr. Corbett serves as trustee.
The Form 4 is signed by Mr. Corbett on 08/11/2025 and lists his address as c/o New Mountain Capital, L.L.C., 1633 Broadway, 48th Floor, New York, NY 10019. The filing shows transaction code P for the reported activity and includes an explanation that the shares are held indirectly by trust. No derivative transactions are reported on this form.