LMP Capital & Income SEC Filings

SCD NYSE

Welcome to our dedicated page for LMP Capital & Income SEC filings (Ticker: SCD), 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 a closed-end fund that juggles equities, convertibles, and high-yield bonds isn’t simple. LMP Capital & Income Fund (SCD) packs leverage details, distribution policy shifts, and portfolio turnover data into dense SEC documents that routinely top 200 pages. If you have ever wondered how to interpret an LMP Capital & Income 8-K material events explained or needed LMP Capital & Income insider trading Form 4 transactions in real time, you know the challenge.

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Every filing, from daily 497 notices to headline-grabbing 8-Ks, is indexed and updated the moment it hits EDGAR—so you’re never behind. Complex fund disclosures, now clear, actionable, and always at your fingertips.

07/15/2025 04:57 PM

Filing

[Form 4] LMP Capital and Income Fund, Inc. Insider Trading Activity

Rhea-AI Summary

Zimmer Biomet Holdings, Inc. ("Parent") and its wholly owned Honey Badger Merger Sub, Inc. ("Merger Sub") have filed a Schedule 13D disclosing their plan to acquire Monogram Technologies Inc. (MGRM) via a cash-and-CVR merger executed on 11 July 2025.

The Merger Agreement stipulates that each outstanding Monogram common share will be converted into (i) $4.04 in cash plus (ii) one contingent value right (CVR) that could deliver up to $12.37 in additional cash across five milestone payments, making the maximum potential consideration $16.41 per share. Series D and Series E preferred shares will be redeemed for $2.25 (plus accrued dividends) and $100.00 per share, respectively.

To secure stockholder approval, the Parent entered into separate Voting Agreements with four key holders—Pro-Dex, Benjamin Sexson, Douglas Unis and Kamran Shamaei—covering 9,754,256 common shares, or 27 % of shares outstanding. No cash changed hands; the agreements only obligate these holders to vote in favor of the transaction and against competing proposals.

Completion of the merger is subject to customary conditions, including (1) majority shareholder approval, (2) HSR clearance, (3) absence of legal restraints, and (4) no material adverse effect on Monogram. Either party may terminate if closing has not occurred by 11 January 2026 (extendable three months for regulatory delay). A $11 million termination fee is payable by Monogram under certain circumstances, including acceptance of a superior offer.

Should the deal close, Monogram will become a wholly owned subsidiary of Zimmer Biomet, adding the target’s robotic and digital orthopedic portfolio to Parent’s global med-tech platform. Investors must weigh the guaranteed $4.04 cash component against the uncertain CVR payouts, the regulatory timeline, and the break-fee/termination provisions.

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FAQ

What is the current stock price of LMP Capital & Income (SCD)?

The current stock price of LMP Capital & Income (SCD) is $15.42 as of July 17, 2025.

What is the market cap of LMP Capital & Income (SCD)?

The market cap of LMP Capital & Income (SCD) is approximately 274.8M.

What is LMP Capital & Income?

LMP Capital & Income is a closed-end fund that focuses on generating both capital appreciation and steady income through a diversified investment strategy. It leverages the combined expertise of legacy asset managers to provide a balanced approach.

How does the fund generate revenue?

The fund generates revenue primarily through income distributions and capital gains. Its closed-end fund structure allows it to invest in a range of asset classes, capturing opportunities across different market conditions.

What types of investments does LMP Capital & Income focus on?

The fund invests in a diversified portfolio of asset classes, including equities and fixed income instruments. This diversification helps manage risk and enhances the potential for both income generation and capital appreciation.

How is the closed-end fund structure beneficial?

The closed-end fund structure allows LMP Capital & Income to maintain a long-term investment strategy without the pressures of continuous inflows and outflows, enabling managers to capitalize on market inefficiencies and maintain a stable asset base.

What role does the management team play in the fund?

The management team, with roots in Legg Mason and Franklin Templeton, applies extensive financial expertise and rigorous risk management practices. Their experience is key to the fund’s disciplined investment strategy and portfolio diversification.

How does LMP Capital & Income compare with similar investment products?

The fund distinguishes itself with its focus on both steady income and capital appreciation, coupled with a diversified investment approach. This positions it favorably against traditional mutual funds and other closed-end funds that may focus on a single strategy.

What is the primary value proposition of LMP Capital & Income?

The primary value proposition lies in its balanced strategy to generate attractive income streams while pursuing capital gains over the long term. The fund’s disciplined management and diversified portfolio make it a unique offering in the investment landscape.

Are there any key risks associated with the fund?

Like all investment products, there are inherent risks, including market volatility and asset-specific issues. However, the fund’s diversified approach and active management aim to mitigate these risks while striving to achieve stable returns.