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.
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- 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.
Insider purchases of PhenixFIN Corp common stock reported by director Lowell W. Robinson. The filing discloses two open-market purchases totaling 130 shares at weighted-average prices of $48.09 and $48.26, increasing the reporting person’s beneficial ownership to 3,000 shares. Each reported price reflects multiple transactions within specified price ranges.
The disclosure is limited to these non-derivative purchases and includes undertakings to provide detailed per-transaction price breakdowns on request. No options, disposals, or other material changes to ownership form are reported.
Insider purchases of PhenixFIN common stock by Director Lowell W. Robinson. The Form 4 shows Mr. Robinson bought 250 shares on 09/09/2025 at a weighted average price of $48.17 and 34 shares on 09/10/2025 at $48.05. After these transactions he beneficially owns 2,608 shares. The filing notes the $48.17 figure is a weighted average for multiple executions between $48.15 and $48.20 and offers to provide detailed per-trade quantities on request. The report was signed by the reporting person on 09/11/2025.
Lowell W. Robinson, a director of PhenixFIN Corporation (ticker: PFX), reported purchases of the issuer's common stock across two transactions. The Form 4 shows a purchase of 100 shares on 09/03/2025 at a weighted average price of $48.23 (prices ranged $48.00–$48.75) and a purchase of 49 shares on 09/05/2025 at $48.15. After the second transaction the reporting person beneficially owned 2,324 shares. The transactions were direct purchases of common stock and the filer offered to provide, upon request, full breakdowns of the number of shares bought at each price within the disclosed range.
David A. Lorber, Chairman and CEO of PhenixFIN Corporation (ticker PFX), reported multiple purchases of the issuer's common stock in early September 2025 and filed a Form 4 on 09/05/2025. The filings show purchases of 200 shares on 09/03/2025 at a weighted-average price of $47.83, 300 shares on 09/04/2025 at a weighted-average price of $48.41, and 100 shares on 09/05/2025 at $48.93. Following these transactions Mr. Lorber directly beneficially owned 143,745 shares. The Form also reports 3,378 shares held by his spouse and 81,662.416 shares owned directly by FrontFour Master Fund, Ltd., of which Mr. Lorber disclaims beneficial ownership except to the extent of any pecuniary interest.
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.