BCP Investment Corporation filings document the public-company record of the former Portman Ridge Finance Corporation, including its business development company structure, middle-market investment portfolio and common stock transition from PTMN to BCIC on the Nasdaq Global Select Market.
The filing record includes Form 8-K reports for quarterly results, supplemental investor presentations, material definitive agreements and debt obligations, including a revolving credit facility involving Great Lakes Portman Ridge Funding LLC. Proxy materials document annual meeting matters such as director elections and auditor ratification, while amendment filings record the corporate name change from Portman Ridge Finance Corporation to BCP Investment Corporation.
BCIC affiliate filed a Form 144 reporting a proposed sale of 23,000 shares of Common Stock.
The filing also lists recent executed sales in the past three months, including Dean C. Kehler Revocable Trust 28,673 shares on 12/29/2025, the trust 16,200 shares on 03/12/2026, and an individual sale of 9,000 shares on 03/11/2026. The notice provides dates and share counts for the reported transactions.
BCIC affiliate filed a Form 144 reporting a proposed sale of 23,000 shares of Common Stock.
The filing also lists recent executed sales in the past three months, including Dean C. Kehler Revocable Trust 28,673 shares on 12/29/2025, the trust 16,200 shares on 03/12/2026, and an individual sale of 9,000 shares on 03/11/2026. The notice provides dates and share counts for the reported transactions.
Form 144 notice reports proposed and recent sales of Common Stock by Dean C. Kehler and an affiliated revocable trust. The filing lists multiple dispositions in the past three months, including 28,673 shares sold by the DEAN C KEHLER REVOCABLE TRUST on 12/29/2025 and other sales on 03/11/2026, 03/12/2026. The filing names Morgan Stanley Smith Barney LLC as the broker and identifies NASDAQ as the market. This document is a notice of proposed resale under Form 144 and does not state proceeds treatment beyond per‑transaction sale amounts.
Form 144 notice reports proposed and recent sales of Common Stock by Dean C. Kehler and an affiliated revocable trust. The filing lists multiple dispositions in the past three months, including 28,673 shares sold by the DEAN C KEHLER REVOCABLE TRUST on 12/29/2025 and other sales on 03/11/2026, 03/12/2026. The filing names Morgan Stanley Smith Barney LLC as the broker and identifies NASDAQ as the market. This document is a notice of proposed resale under Form 144 and does not state proceeds treatment beyond per‑transaction sale amounts.
BCIC affiliate filed a Form 144 reporting a proposed sale of 500 shares of Common Stock. The filing lists the proposed sale date of 03/12/2026 and an indicated price of $4,400.00 associated with the 500-share entry.
The filing also discloses multiple recent dispositions by related parties: examples shown include a 9,000-share sale on 03/11/2026 and a 28,673-share sale on 12/29/2025, each shown with corresponding proceeds. These entries reflect prior sales reported for the same reporting persons.
BCIC affiliate filed a Form 144 reporting a proposed sale of 500 shares of Common Stock. The filing lists the proposed sale date of 03/12/2026 and an indicated price of $4,400.00 associated with the 500-share entry.
The filing also discloses multiple recent dispositions by related parties: examples shown include a 9,000-share sale on 03/11/2026 and a 28,673-share sale on 12/29/2025, each shown with corresponding proceeds. These entries reflect prior sales reported for the same reporting persons.
BCIC submitted a Form 144 reporting a proposed sale of 16,200 common shares through Morgan Stanley Smith Barney LLC, dated 03/12/2026, for trading on NASDAQ. The filing lists recent sales by related parties in prior months.
The excerpt shows completed dispositions totaling 38,384 shares across transactions on 12/29/2025 and 03/11/2026 by Dean C. Kehler and the Dean C Kehler Revocable Trust; the filing records individual sale amounts and proceeds for each trade.
BCIC submitted a Form 144 reporting a proposed sale of 16,200 common shares through Morgan Stanley Smith Barney LLC, dated 03/12/2026, for trading on NASDAQ. The filing lists recent sales by related parties in prior months.
The excerpt shows completed dispositions totaling 38,384 shares across transactions on 12/29/2025 and 03/11/2026 by Dean C. Kehler and the Dean C Kehler Revocable Trust; the filing records individual sale amounts and proceeds for each trade.
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.
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.
BCP Investment Corporation, which trades on the NASDAQ Global Select Market under the symbol BCIC, filed its annual report describing a diversified investment portfolio focused on debt and equity of non-control, affiliated and controlled portfolio companies.
The company invests across first lien and second lien senior secured loans, subordinated debt, preferred stock and units, common stock and membership interests, derivatives and collateralized loan obligations. Many credit investments reference SOFR plus sizable spreads, often resulting in double-digit stated interest rates, with maturities extending into the late 2020s and early 2030s across sectors such as financial services, health care, software, consumer services, industrials and energy.
As of June 30, 2025, the aggregate market value of BCIC’s voting and non-voting common stock held by non-affiliates was approximately $115.0 million, based on a closing price of $12.52 per share. The company reported 12,386,519 shares of common stock outstanding as of March 2, 2026. The filing also includes detailed risk disclosures and forward-looking statements highlighting dependence on economic conditions, portfolio company performance, liquidity, and the investment activities of its adviser, Sierra Crest Investment Management LLC.
BCP Investment Corporation, which trades on the NASDAQ Global Select Market under the symbol BCIC, filed its annual report describing a diversified investment portfolio focused on debt and equity of non-control, affiliated and controlled portfolio companies.
The company invests across first lien and second lien senior secured loans, subordinated debt, preferred stock and units, common stock and membership interests, derivatives and collateralized loan obligations. Many credit investments reference SOFR plus sizable spreads, often resulting in double-digit stated interest rates, with maturities extending into the late 2020s and early 2030s across sectors such as financial services, health care, software, consumer services, industrials and energy.
As of June 30, 2025, the aggregate market value of BCIC’s voting and non-voting common stock held by non-affiliates was approximately $115.0 million, based on a closing price of $12.52 per share. The company reported 12,386,519 shares of common stock outstanding as of March 2, 2026. The filing also includes detailed risk disclosures and forward-looking statements highlighting dependence on economic conditions, portfolio company performance, liquidity, and the investment activities of its adviser, Sierra Crest Investment Management LLC.
Patrick Schafer, who is listed as a Director and Chief Investment Officer of the issuer, reported an open-market purchase of 809 shares of Common Stock of BCP Investment Corp (BCIC) on 09/19/2025 at a price of $12.3338 per share. After the transaction, the filing reports beneficial ownership of 13,114.598 shares, held directly and noted as joint tenancy with Katherine Schafer. The Form 4 was signed by Patrick Schafer on 09/22/2025. The filing indicates the transaction code P (purchase) and identifies the reporting person as filing individually.
Brandon Satoren, who serves as CFO, Treasurer and Secretary, reported an open-market purchase of 1,000 shares of the issuer's common stock on 09/19/2025 at a price of $12.35 per share. Following the transaction he reports beneficial ownership of 2,116.1298 shares. The Form 4 is signed by the reporting person on 09/22/2025. The filing identifies the issuer as BCP Investment Corp [BCIC] and indicates the Form 4 was filed by one reporting person.
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.