Every 8-K that Palmer Square Capital Bdc Inc. (PSBD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PSBD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PSBD filings page.
Palmer Square Capital BDC Inc. reported an unaudited estimate of net asset value (NAV) per share for its common stock of $13.39 as of July 31, 2026. This NAV figure reflects management’s estimate of the value of the company’s assets minus its liabilities, allocated on a per-share basis. The company’s common stock, par value $0.001 per share, trades on the New York Stock Exchange under the symbol PSBD.
Palmer Square Capital BDC Inc. appointed Ben Wiesenfeld as Chief Compliance Officer effective August 3, 2026, succeeding Scott Betz. The Board’s unanimous decision places Wiesenfeld, currently Chief Compliance Officer and General Counsel of Palmer Square Capital Management LLC, in charge of the company’s compliance program.
Betz, age 48, continues as Chief Operating Officer, a position he has held since 2019, drawing on prior senior roles at Scout Investments and UMB Bank. Wiesenfeld, also 48, previously led compliance for funds and broker-dealer operations at Pacific Life Insurance Company. The company states there are no special arrangements, family relationships, or related-party transactions involving either executive that require disclosure.
Palmer Square Capital BDC Inc. reported Q2 2026 total investment income of $27.3 million, down from $31.7 million a year earlier. Net investment income was $12.0 million, or $0.39 per share, versus $13.8 million, or $0.43 per share, in Q2 2025. Net realized and unrealized losses were $3.6 million compared with $6.7 million of losses in the prior-year quarter. Net asset value was $13.21 per share as of June 30, 2026, versus $13.30 as of March 31, 2026. For the first half of 2026, total return was (4.33)% and NAV declined from $14.85 to $13.21 per share.
The investment portfolio had $1.1 billion of fair value across 206 companies, 96% in senior secured loans and 98% at floating rates, with an 11.95% weighted average yield and 0.29% of investments on non-accrual. Debt-to-equity was 1.71x, total net assets were $406.2 million, and available liquidity was about $331.0 million against $21.5 million of unfunded commitments. Net investment income per share of $0.39 matched dividends earned per share of $0.39; a third-quarter base dividend of $0.36 per share was declared, payable October 13, 2026, to shareholders of record on September 25, 2026, with a supplemental dividend expected to be announced in September. Management stated that it increased and extended its share repurchase program and took proactive steps to improve its liability structure and lower its cost of capital.
After quarter-end, the company completed the CLO Reset Transaction, refinancing a $300 million term debt securitization by issuing $228.00 million of Class A-R notes at Term SOFR plus 1.27% and $72.00 million of Class B-R notes at Term SOFR plus 1.75%. On July 1, 2026, it reduced aggregate commitments under its Bank of America credit facility to $350 million from $525 million.
Palmer Square Capital BDC Inc. completed a refinancing of a $300.00 million term debt securitization through a CLO reset for its wholly owned subsidiary Palmer Square BDC CLO 1, Ltd. The CLO provides long-term balance sheet financing for part of the investment portfolio, and the Notes are subject to the company’s regulatory asset coverage requirement.
As part of the reset, the Issuer issued $228.00 million AAA Class A-R Notes due 2039 at Term SOFR plus 1.28% and $72.00 million AA Class B-R Notes due 2039 at Term SOFR plus 1.75%. Palmer Square Capital BDC retains 100% of the subordinated notes, which receive residual cash flows from the loan portfolio, and has irrevocably waived all collateral management fees while it serves as collateral manager. The Notes are scheduled to mature on July 15, 2039 and may be redeemed on any business day after the refinancing date. They were issued in a private offering and are not registered under U.S. securities laws.
Palmer Square Capital BDC Inc. reported that management’s unaudited estimate of the net asset value per share of its common stock was $13.21 as of June 30, 2026.
This figure reflects management’s internal estimate and is described as unaudited, rather than a final audited value.
Palmer Square Capital BDC Inc., through its wholly owned subsidiary Palmer Square BDC Funding I LLC, reduced aggregate commitments under its revolving credit facility to $350 million from $525 million.
The change was made under existing terms of the facility with Bank of America and other lenders, and no other provisions were amended. The reduction became effective on July 1, 2026. Because the SPV pays commitment fees on unused capacity, this lower commitment is expected to cut those fees while still leaving what the company views as an appropriate level of unused borrowing capacity to support future portfolio growth.
Palmer Square Capital BDC Inc. declared a second quarter 2026 supplemental dividend of $0.03 per share. This payment is in addition to the previously declared second quarter 2026 base dividend of $0.36 per share.
Both the supplemental and base dividends are payable on July 13, 2026 to shareholders of record as of June 26, 2026. The supplemental dividend will be funded from the excess of the company’s quarterly undistributed net investment income over the base dividend amount.
Palmer Square Capital BDC Inc. is refinancing a $300.00 million term debt securitization through its wholly owned indirect subsidiary, Palmer Square BDC CLO 1, Ltd. The CLO reset, executed via private placement, is expected to close on July 15, 2026.
The Issuer will offer $228.00 million of AAA Class A Notes bearing interest at Term SOFR plus 1.28% and $72.00 million of Class B Notes bearing interest at Term SOFR plus 1.75%. The notes will be secured by a diversified portfolio of primarily senior secured loans and related instruments.
The Company will continue as collateral manager and will retain 100% of the subordinated notes in line with U.S. risk retention and EU/UK securitization rules. The Palmer Square BDC CLO 1 Notes are expected to mature on July 15, 2039 and will be issued under an existing indenture, as amended by a supplemental indenture on the refinancing date.
Palmer Square Capital BDC Inc. filed an update reporting management’s unaudited estimate of its net asset value (NAV) per share. As of May 31, 2026, the estimated NAV for its common stock was $13.63 per share.
The company’s common stock, par value $0.001 per share, trades on the New York Stock Exchange under the symbol PSBD. The update was provided as an Item 8.01 "Other Events" disclosure.
Palmer Square Capital BDC Inc. reported that its board approved an increase and extension of its common stock repurchase program. The company is authorized to repurchase an additional $30 million of shares and extended the program’s expiration to June 22, 2027.
To date, Palmer Square Capital BDC has repurchased approximately $22.2 million of stock under the program. It also expects to enter into a Rule 10b5-1 share repurchase plan to buy up to $10 million of stock when the market price trades at a set discount to the most recently reported net asset value per share, subject to legal and market constraints.
Palmer Square Capital BDC Inc. provides an unaudited estimate of its net asset value per share. Management estimates the net asset value of its common stock was $13.59 per share as of April 30, 2026. The company’s common stock, par value $0.001 per share, trades on the New York Stock Exchange under the symbol PSBD.
Palmer Square Capital BDC Inc. reported first quarter 2026 results with total investment income of $26.2 million and net investment income of $11.0 million, or $0.35 per share, down from $0.40 a year earlier. Net asset value per share fell to $13.30 from $14.85 at year-end, driven by $48.3 million of net realized and unrealized losses and a total return of (7.22)% for the quarter.
As of March 31, 2026, total assets were $1.2 billion and net assets were $413.8 million, with debt-to-equity of 1.70x. The portfolio totaled $1.15 billion in fair value across 214 companies, 96% in senior secured loans and 98% floating-rate, with virtually no non-accrual exposure by fair value. The company paid $0.37 per share in first quarter distributions and declared a second quarter base dividend of $0.36 per share, with an additional supplemental dividend expected to be announced in June.
Palmer Square Capital BDC Inc. reported that management’s unaudited estimate of the company’s net asset value (NAV) per share was $13.30 as of March 31, 2026. NAV per share reflects the value of the business development company’s investment portfolio and other net assets on a per-share basis.
Palmer Square Capital BDC Inc. declared a first quarter 2026 supplemental dividend of $0.01 per share, payable on April 9, 2026 to shareholders of record on March 27, 2026. This is in addition to the previously declared base dividend of $0.36 per share for the same quarter.
The supplemental dividend will be funded from the excess of the company’s quarterly undistributed net investment income over the base dividend, reflecting earnings above the level already committed to regular payouts.
Palmer Square Capital BDC Inc. reported an unaudited management estimate of its net asset value (NAV) per share of common stock of $13.82 as of February 28, 2026. The company’s common stock, par value $0.001 per share, trades on the New York Stock Exchange under the symbol PSBD.
Palmer Square Capital BDC Inc. reported fourth-quarter 2025 total investment income of $29.8 million, down from $34.9 million a year earlier, and net investment income of $13.1 million, or $0.41 per share. Net asset value was $14.85 per share as of December 31, 2025, versus $15.39 at September 30, reflecting $18.4 million of net realized and unrealized losses.
For full-year 2025, total investment income was $124.4 million and net investment income was $53.5 million, or $1.66 per share, while realized and unrealized losses of $56.6 million led to a small net decrease in net assets from operations. Net assets were $464.1 million, or $14.85 per share, with a debt-to-equity ratio of 1.54x.
The investment portfolio had a fair value of about $1.2 billion across 205 companies in 42 industries, with 95% in senior secured loans and only 0.09% of investments on non-accrual by fair value. The company paid $0.43 per share in cash distributions for the quarter and declared a first-quarter 2026 base dividend of $0.36 per share, payable April 9, 2026, with a supplemental dividend expected to be announced in March.
Palmer Square Capital BDC Inc. reported that management’s unaudited estimate of its net asset value (NAV) per share was $14.48 as of January 31, 2026. This NAV figure reflects management’s internal estimate of the value of the company’s assets minus its liabilities on a per-share basis.
Palmer Square Capital BDC Inc. reported that management’s unaudited estimate of its net asset value (NAV) per share was $14.83 as of December 31, 2025. NAV per share represents the value of the company’s investment portfolio and other assets, minus its liabilities, divided by the number of shares. This estimate gives investors a snapshot of what the company believes each share was worth based on underlying assets at year-end 2025, before any audit adjustments.
Palmer Square Capital BDC Inc. declared a fourth quarter 2025 supplemental dividend of $0.07 per share. This supplemental dividend is payable on January 14, 2026 to stockholders of record as of December 29, 2025. It will be paid from the excess of the company’s quarterly undistributed net investment income above the previously declared fourth quarter 2025 base dividend of $0.36 per share, which is also payable on January 14, 2026 to shareholders of record as of December 29, 2025. Together, these amounts bring total declared cash dividends for the quarter to $0.43 per share.
Palmer Square Capital BDC Inc. reported the results of a shareholder vote. Stockholders voted on the election of directors, with Christopher D. Long receiving 16,299,929 votes for and 13,280 votes withheld, and Megan L. Webber receiving 15,318,776 votes for and 994,433 votes withheld.
A separate proposal received 24,316,281 votes for, 5,483 votes against, and 42 abstentions, indicating strong overall support among voting shareholders.
Palmer Square Capital BDC Inc. reported management’s unaudited estimate of its net asset value (NAV) per share at $15.31 as of November 30, 2025. NAV per share represents the value of the company’s assets minus its liabilities, divided by the number of common shares, and helps investors gauge the underlying value of the business development company’s portfolio.
Palmer Square Capital BDC Inc. reported that management’s unaudited estimate of its net asset value (NAV) per share was $15.27 as of October 31, 2025. NAV per share represents the value of the company’s assets minus its liabilities, divided by the number of shares, and helps investors gauge what the underlying investment portfolio is worth on a per-share basis. This update is presented as an estimate and is unaudited, meaning it has been prepared by management and has not been reviewed or audited by independent accountants.
Palmer Square Capital BDC Inc. (PSBD) amended its secured credit facility. On November 4, 2025, its wholly owned subsidiary entered Amendment No. 5 with Wells Fargo as administrative agent. The amendment increases the facility size from $175,000,000 to $200,000,000, extends the stated maturity to November 4, 2030, and lengthens the reinvestment period to November 3, 2028.
Pricing terms were also updated: the applicable spread moves to 1.95% over Daily Simple SOFR (from 2.50%), and the non‑usage fee now ranges from 0.50% to 1.45% depending on utilization. These changes provide a larger borrowing capacity, a longer tenor, and lower margin over SOFR under the facility’s terms.
Palmer Square Capital BDC Inc. furnished a press release announcing its financial results for the quarter ended September 30, 2025, via a Form 8-K.
The company also made a supplemental investor presentation available on its website in connection with the third quarter 2025 earnings release. The press release is included as Exhibit 99.1, and the furnished materials are not deemed “filed” under the Exchange Act.
Palmer Square Capital BDC Inc. (PSBD) reported a management unaudited estimate of its net asset value (NAV) per share of $15.39 as of September 30, 2025. NAV per share reflects the value of the company’s investment portfolio and other net assets allocated to each share.
The update was disclosed in a current report and provides a fresh point-in-time valuation metric for shareholders.
Palmer Square Capital BDC Inc. filed an amended report to correct the key dates associated with its previously announced third quarter 2025 dividends. The company confirmed a supplemental dividend of $0.06 per share, payable on October 14, 2025 to stockholders of record as of September 26, 2025. It also reaffirmed a previously declared base dividend of $0.36 per share with the same record and payment dates.
The supplemental dividend will be funded from the excess of quarterly undistributed net investment income above the base dividend, meaning it reflects income generated beyond the regular payout. The amendment primarily updates the record and payment dates and replaces the prior press release with a corrected version.
Palmer Square Capital BDC Inc. disclosed that it will pay a third quarter 2025 supplemental dividend of $0.06 per share. This dividend is in addition to the previously declared third quarter 2025 base dividend of $0.36 per share, giving shareholders a total cash distribution of $0.42 per share for the quarter.
Both the supplemental and base dividends are payable on October 13, 2025 to stockholders of record as of September 25, 2025. The supplemental dividend will be funded from the excess of the company’s quarterly undistributed net investment income above the base dividend level.
Palmer Square Capital BDC Inc. reported an unaudited management estimate of its net asset value (NAV) per share. NAV per share represents the value of the company’s assets minus its liabilities, divided by the number of shares outstanding, and is a key measure for business development companies.
As of August 31, 2025, management estimated Palmer Square Capital BDC Inc.’s NAV per share at $15.94. This figure gives investors a reference point for the underlying value of the company’s investment portfolio at that date, separate from its stock market trading price.
Palmer Square Capital BDC Inc. filed a current report describing an upcoming investor presentation. On September 04, 2025, the company plans to present at its investor forum, and the related slide deck is provided as Exhibit 99.1, titled “Investor Forum Presentation, dated September 04, 2025.”
The company notes that the information in this investor presentation is being furnished under Regulation FD, meaning it is not treated as filed for liability purposes under Section 18 of the Exchange Act and is not automatically incorporated into other Securities Act or Exchange Act filings.
Palmer Square Capital BDC Inc. reported an unaudited management estimate of its net asset value (NAV) per share. The estimated NAV per share of the company’s common stock was $15.93 as of July 31, 2025. NAV per share represents the value of the company’s assets minus its liabilities, divided by the number of shares, and is a key metric for business development companies and their investors.
Palmer Square Capital BDC Inc. (NYSE: PSBD) filed a Form 8-K announcing a shareholder–friendly capital distribution. On 23 June 2025 the Board declared a supplemental dividend of $0.06 per share for 2Q-25, payable 14 July 2025 to holders of record on 27 June 2025. The payment will be funded from excess quarterly undistributed net investment income. The supplemental amount is in addition to the previously declared base dividend of $0.36 per share scheduled for the same payment and record dates, lifting the total 2Q-25 cash distribution to $0.42 per share.
No other operational or financial metrics were disclosed in the filing. There were no changes to previously announced guidance, no material transactions, and no adjustments to the Company’s capital structure.
Key dates:
- Record date: 27 June 2025
- Payment date: 14 July 2025
- Supplemental dividend: $0.06/sh
- Base dividend: $0.36/sh
The declaration signals continued excess net investment income generation and reinforces the Company’s intent to return surplus earnings to shareholders in cash.