Welcome to our dedicated page for Royce Small-Cap Trust SEC filings (Ticker: RVT), 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.
Tracking the shifting portfolio of Royce Small-Cap Trust (RVT) can feel like parsing a textbook on fund accounting—distribution breakdowns, leverage details, and hundreds of individual small-cap holdings buried in dense footnotes. Investors who simply want to know whether the latest payout contains return of capital or if trustees are buying shares on Form 4 often spend hours clicking through EDGAR.
Stock Titan solves this problem. Our AI reads every N-CSR annual report, 10-K, and even the hard-to-navigate N-PORT exhibits, then delivers plain-English answers to the questions people actually ask, like “Royce Small-Cap Trust insider trading Form 4 transactions” or “Royce Small-Cap Trust quarterly earnings report 10-Q filing—what changed in sector weights?” Real-time alerts surface 8-K material events explained minutes after they post. You’ll also see concise dashboards for “Royce Small-Cap Trust executive stock transactions Form 4” and “Royce Small-Cap Trust proxy statement executive compensation.”
Every filing—annual report 10-K simplified, 10-Q updates, 8-K corporate actions, Form 4 insider buys and sells—is indexed, summarized, and linked to the exact note that matters. Want portfolio turnover ratios without scrolling 200 pages? Need to confirm how much of last quarter’s dividend was income versus capital gains? Our AI-powered summaries highlight it instantly, letting you compare trends across periods and act with confidence. Save hours, spot insider sentiment, and understand the fund’s small-cap strategy at a glance—all from one page.
Royce Small-Cap Trust, Inc. (RVT) – Form 4 insider transaction
On 26 June 2025, long-time portfolio manager and current Senior Advisor Charles M. Royce reported the sale of 21,735 RVT common shares at $14.96 per share (transaction code “S”). Gross proceeds are approximately $325 thousand.
Following the sale, Royce’s reported beneficial ownership stands at:
- 86,938 shares held indirectly via a family investment entity (in which he retains a substantial, but variable, pecuniary interest).
- 147,962 shares indirectly held through the Royce Charitable Trust.
- 100,491 shares held directly.
Total post-transaction beneficial holdings equal 335,391 shares, meaning the disposed block represents roughly 6-7 % of his reported ownership. No derivative transactions were disclosed and no 10b5-1 plan was indicated.
The filing is a routine Section 16 disclosure and does not reference any corporate events, earnings data, or strategic shifts at RVT. The magnitude of the sale is modest relative to Royce’s remaining stake and therefore has limited fundamental implication for RVT shareholders, but investors often monitor insider activity for sentiment clues.
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