Welcome to our dedicated page for Phenixfin SEC filings (Ticker: PFXNZ), 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.
PhenixFIN’s 10-Q isn’t just another quarterly earnings report—it’s a 200-page dive into loan-level fair-value marks, NAV per share shifts, and asset coverage ratios that determine dividend capacity. Finding that data quickly can feel impossible.
Stock Titan solves the problem. Our AI reads every line of each PhenixFIN quarterly earnings report 10-Q filing, flags non-accrual loans, and converts technical Level-3 valuation tables into plain English. When a sudden 8-K discloses a material portfolio write-down, you’ll see it here first—complete with context and trend graphs.
Use the menu below to open any filing type:
- Form 4 alerts surface PhenixFIN insider trading Form 4 transactions the moment executives buy or sell; real-time push keeps you ahead.
- The annual report—searchable as “PhenixFIN annual report 10-K simplified”—shows five-year NAV history, leverage tests, and fee structure side by side with AI commentary.
- Need board pay details? The latest "PhenixFIN proxy statement executive compensation" section is broken down into salary vs. incentive so you can benchmark against other BDCs.
Investors typically ask, “How do I track PhenixFIN Form 4 insider transactions in real-time?”, “What does a drop in fair value mean for distributions?”, and “Which sectors dominate the loan book?” Our platform answers each automatically. From PhenixFIN earnings report filing analysis to “understanding PhenixFIN SEC documents with AI,” every disclosure is translated into actionable insight—no jargon, no hunting through footnotes.
Whether you monitor covenant breaches, compare quarter-over-quarter portfolio composition, or watch for new baby-bond issuances, Stock Titan’s comprehensive, AI-powered coverage keeps every PhenixFIN 8-K material events explained and every number at your fingertips.
Lowell W. Robinson, a director of PhenixFIN Corporation (ticker PFX), purchased shares of the issuer’s common stock on two consecutive days. On 08/19/2025 he acquired 189 shares at a weighted average price of $49.25 per share, increasing his beneficial ownership to 2,100 shares. On 08/20/2025 he acquired an additional 75 shares at $49.28 per share, bringing his total to 2,175 shares. The Form 4 notes the 08/19 price is a weighted average for multiple trades that ranged from $49.10 to $49.27, and the reporting person offers to provide detailed fill-level prices on request.
Ellida McMillan, Chief Financial Officer of PhenixFIN Corp (PFX), reported two purchases of the issuer's common stock. The Form 4 shows a purchase on 06/23/2025 of 1 share at $48.12, after which Ms. McMillan beneficially owned 2,637 shares directly. A second purchase is reported for 08/14/2025 of 350 shares at $49.25, bringing direct beneficial ownership to 2,987 shares. The filing is signed by Ms. McMillan on 08/18/2025. All transactions are listed as direct holdings in common stock.
PhenixFIN Corporation (PFX) director Lowell W. Robinson reported purchases of the issuer's common stock in mid-August 2025. The Form 4 shows three non-derivative acquisitions: 132 shares on 08/14/2025 at a weighted-average price of $48.895, 15 shares on 08/15/2025 at $48.87, and 100 shares on 08/18/2025 at $49.03. The filing lists the reporter as a director and the transactions were reported as direct holdings. Following these trades, the amounts reported as beneficially owned after each transaction were 1,796 shares, 1,811 shares, and 1,911 shares respectively. The filing includes a footnote stating the 08/14 weighted average price reflects multiple executions between $48.70 and $49.25.
Lowell W. Robinson, a director of PhenixFIN Corp, reported three purchases of common stock in August 2025. He bought 27 shares on 08/08/2025 at $49 each, increasing his holdings to 1,527 shares; 101 shares on 08/11/2025 at $49.13 each, increasing to 1,628 shares; and 36 shares on 08/12/2025 at $49.13 each, bringing total holdings to 1,664 shares. The Form 4 is signed by Mr. Robinson on 08/12/2025.
PhenixFIN Corp. – Schedule 13D/A (Amendment No. 4) filed 18 June 2025
The filing updates the ownership position of David A. Lorber, FrontFour Master Fund, Ltd., and FrontFour Capital Group LLC (collectively, the “Reporting Persons”) in PhenixFIN Corp. (CUSIP 71742W103). The amendment reflects holdings as of the event date 16 June 2025 and is based on the company’s 2,019,778 outstanding common shares reported in the 10-Q filed 7 May 2025.
- Total beneficial ownership (group): 228,185.41 shares, representing 11.3 % of the outstanding common stock.
- David A. Lorber (individual): 143,145 shares held directly plus 3,378 shares held in his spouse’s IRA; combined direct & deemed ownership equals 146,523 shares (≈7.3 % of shares outstanding).
- FrontFour Master Fund, Ltd.: 81,662.416 shares, equating to 4.0 % of outstanding shares; sole voting and dispositive power.
- FrontFour Capital Group LLC: investment manager to the Master Fund; deemed beneficial owner of the same 81,662.416 shares (4.0 %).
- Voting / dispositive power: Mr. Lorber holds sole power over his direct shares and shared power over the spouse IRA; he may be deemed to share power over the Master Fund’s stake through his role at FrontFour.
- Funds used: Mr. Lorber invested personal funds totaling $6,057,747.10 to acquire his directly held shares and those in the spouse IRA.
This amendment supersedes prior filings made on 20 Dec 2021, 16 May 2022, 3 Jan 2023, and 5 Mar 2024, ensuring that the SEC and investors are informed of current ownership levels. Because the combined stake exceeds the 10 % threshold, the Reporting Persons are considered significant shareholders with potential influence over corporate decisions. No new purchase or sale transactions are detailed in the narrative; transaction specifics, if any, are provided in a separate Schedule 5(c) exhibit.
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