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New Mountain Finance Corporation will hold its 2026 annual stockholder meeting as a fully virtual event on May 12, 2026 at 10:30 a.m. Eastern via webcast at www.virtualshareholdermeeting.com/NMFC2026. Stockholders of record at the close of business on March 13, 2026, when 98,509,563 common shares were outstanding, are entitled to vote.
Investors are asked to elect three Class III directors (Steven B. Klinsky, Daniel B. Hébert and Rome G. Arnold III) for terms expiring in 2029 and to ratify Deloitte & Touche LLP as independent auditor for the year ending December 31, 2026. The board, which is majority independent, recommends voting “FOR” all director nominees and the auditor ratification.
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 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 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 COO Laura C. Holson reported an open-market purchase of 12,500 shares of common stock at $7.74 per share. The transaction took place on February 27, 2026. Following this buy, her directly owned stake increased to 81,029.59 shares, which includes shares accumulated through the company’s dividend reinvestment plan since her prior Form 4 filed on May 15, 2023.
New Mountain Finance Corporation outlines its 2025 business and investment profile as a publicly traded BDC focused on senior secured lending to U.S. sponsor-backed middle market companies. The company operates as a regulated investment company and is externally managed by New Mountain Finance Advisers, L.L.C., part of New Mountain Capital.
As of December 31, 2025, the investment portfolio had a fair value of about $2.742 billion across 113 portfolio companies, invested 66.3% in first lien loans, 3.3% in second lien loans, 4.4% in subordinated debt, 0.1% in structured finance obligations and 25.8% in equity and other. The weighted average yield to maturity at cost on income-producing investments was approximately 10.5%. Top industry exposures were software, business services and healthcare, and the ten largest portfolio positions represented 33.2% of total assets. The aggregate market value of common stock held by non‑affiliates was $994.0 million based on a June 30, 2025 closing price of $10.55, with 100,806,575 shares outstanding as of February 24, 2026.
New Mountain Finance Corporation reported fourth-quarter 2025 net investment income of $33.0 million, or $0.32 per share, fully covering its $0.32 quarterly distribution. Net asset value per share declined to $11.52 from $12.06 as of September 30, 2025.
The company signed a definitive agreement to sell $477 million of assets at 94% of December 31, 2025 fair value to diversify the portfolio, reduce payment-in-kind income and enhance financial flexibility. Management also plans to permanently reduce NMFC’s incentive fee to 15% over an 8% hurdle.
NMFC declared a first-quarter 2026 distribution of $0.32 per share, payable March 31, 2026, to holders of record on March 17, 2026, but expects to reduce the dividend to $0.25 per share starting in Q2 2026 as base rates fall and the asset mix becomes more senior-focused.