Every 8-K that Portman Ridge Finance Corporation (PTMN) 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 PTMN 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 PTMN filings page.
BCP Investment Corporation reported first quarter 2026 results showing stronger income but weaker net asset value. Total investment income rose to $17.6 million from $12.1 million a year earlier, while net investment income increased to $6.9 million, or $0.55 per share.
However, significant unrealized losses on investments led to a net decrease in net assets of $10.2 million, or $0.82 per share, and NAV fell to $15.60 from $16.68 at year-end 2025. Management highlighted that about 70% of the quarter’s unrealized depreciation was concentrated in software and software-exposed holdings. The company declared second-quarter 2026 total distributions of $0.30 per share, including a $0.03 supplemental payment, and set a third-quarter base distribution of $0.27 per share paid monthly.
BCP Investment Corporation reported that its wholly owned subsidiary, Great Lakes Portman Ridge Funding LLC, entered into a third amendment to its senior secured revolving credit facility with JPMorgan Chase Bank on March 9, 2026. The amendment decreases the aggregate financing commitments under the facility to $125,000,000. JPMorgan continues as administrative agent, U.S. Bank National Association remains collateral agent, securities intermediary and collateral administrator, and BCP Investment Corporation serves as portfolio manager. A conformed copy of the Loan and Security Agreement through this Third Amendment is filed as Exhibit 10.1.
Portman Ridge Finance Corporation has approved a corporate rebranding. The company filed a certificate of amendment in Delaware on August 20, 2025 to change its legal name to BCP Investment Corporation, with the name change becoming effective after the market closes on August 22, 2025.
The company states that this name change does not affect the rights of its security holders and that no other changes were made to its certificate of incorporation or bylaws. On August 25, 2025, its common stock, currently trading on the NASDAQ Global Select Market under the symbol “PTMN”, will begin trading under the new ticker symbol “BCIC”.
Portman Ridge Finance Corporation furnished a press release announcing its financial results for the fiscal quarter ended June 30, 2025 and provided a related investor presentation on its website. The press release is included as Exhibit 99.1 and the investor presentation as Exhibit 99.2 to this Current Report. The company notes these materials are being furnished (not filed) for purposes of the Exchange Act and are incorporated by reference only as expressly stated in future filings. No financial figures or additional transaction details are included in this report itself.
Portman Ridge Finance Corporation (PTMN) held its Annual Meeting on June 24, 2025, where stockholders voted on two key proposals:
Proposal 1: Election of three directors to serve until 2028:
- George Grunebaum: Received 1,794,787 votes in favor
- Dean C. Kehler: Received 2,294,364 votes in favor
- Matthew Westwood: Received 2,279,564 votes in favor
Proposal 2: Stockholders ratified the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for fiscal year 2025, with 5,475,857 votes in favor (97.1% approval rate).
As of the April 25, 2025 record date, 9,202,870 shares of common stock were outstanding and entitled to vote. The filing was signed by CFO Brandon Satoren.