Welcome to our dedicated page for Palmer Square Capital Bdc SEC filings (Ticker: PSBD), 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.
This page provides access to U.S. Securities and Exchange Commission filings for Palmer Square Capital BDC Inc. (NYSE: PSBD), an externally managed, non-diversified closed-end management investment company that has elected to be regulated as a business development company under the Investment Company Act of 1940. Through these filings, investors can review the regulatory record that describes the company’s investment objective, portfolio composition, capital structure, and governance.
Palmer Square Capital BDC Inc. files annual reports on Form 10-K and quarterly reports on Form 10-Q, which include audited or reviewed financial statements, consolidated statements of assets and liabilities, statements of operations, and detailed portfolio schedules. These reports outline the company’s focus on lending to and investing in corporate debt loans and other debt securities, including senior secured loans, CLO mezzanine and equity interests, corporate bonds, and equity investments, as well as the proportion of floating-rate assets and income-producing investments.
The company also submits current reports on Form 8-K to disclose material events such as dividend declarations, estimates of net asset value per share, amendments to credit facilities, and the release of quarterly financial results. For example, Form 8-K filings describe supplemental and base dividends, changes to borrowing arrangements, and management’s unaudited estimates of NAV per share as of specific month-end dates. Proxy materials on Schedule 14A detail matters submitted to stockholders, including director elections and the ratification of the independent registered public accounting firm.
On Stock Titan, PSBD’s filings are updated in near real time as they are made available on EDGAR. AI-powered tools can help summarize lengthy documents, highlight key sections on portfolio performance, leverage, fees, and distributions, and surface items such as voting results from annual meetings. Users can also review disclosures related to credit facilities and other direct financial obligations. Together, these filings offer a structured view of how Palmer Square Capital BDC Inc. reports its financial condition, investment activities, and corporate actions within the BDC regulatory framework.
Excelsior Holdings D2 LLC has filed an Amendment No. 1 to Schedule 13D regarding its ownership in Palmer Square Capital BDC. The filing discloses that Excelsior Holdings D2, along with OV Management LLC and RMS Family Trust Company LLC, collectively own 3,730,065 shares representing 11.52% of the company's common stock.
Key details of the filing include:
- Initial share purchases: 1,250,000 shares at $20.00/share (January 23, 2020) and 1,363,051 shares at $18.34/share (March 17, 2020)
- Additional shares were acquired through dividend reinvestment plan
- OV Management LLC serves as manager of Excelsior Holdings D2
- RMS Family Trust Company LLC acts as manager of OV Management
The amendment corrects a previous error in the Original Statement which incorrectly identified Excelsior Holdings D LLC as a reporting person. All three reporting entities share voting and dispositive power over the reported shares, with their principal business activities focused on securities investment and trust asset management.
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.