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WhiteHorse Finance, Inc. filings document regulatory disclosures for a business development company with common stock and listed 7.875% notes due 2028 on Nasdaq. Recent Form 8-K reports cover results of operations, quarterly and special distributions, Regulation FD earnings presentations, and financial-results announcements.
The filing record also includes material agreement disclosures involving WhiteHorse Finance Credit I, LLC and amendments to its loan arrangements, as well as governance and reporting matters such as changes in the registrant's certifying accountant. These filings provide formal disclosure on portfolio-manager obligations, capital structure, debt securities, board and audit-committee actions, and public-company reporting controls.
WhiteHorse Finance director-related entities increased their stake through open-market purchases of common stock. Entities associated with director John Bolduc bought a total of 14,280 shares on June 4–5, 2026 at prices between $6.74 and $6.93 per share. Following these indirect acquisitions, the entities collectively held 309,607 shares of WhiteHorse Finance common stock. The filing notes that Mr. Bolduc disclaims beneficial ownership of shares held by Bolduc Family LP and Bolduc Investments X, LLC except to the extent of his pecuniary interest.
WhiteHorse Finance, Inc. director-related entities increased their holdings through open-market purchases of common stock. Entities associated with director John Bolduc bought a total of 14,280 shares of WhiteHorse Finance common stock in four open-market transactions on June 1 and June 2, 2026, each for 3,570 shares.
The reported purchase prices were weighted-average prices around $6.81–$6.88 per share within disclosed intraday ranges. Following the most recent transaction, one indirect holding reported in the filing stood at 302,467 shares. The shares are held by Bolduc Family LP and Bolduc Investments X, LLC, and Bolduc disclaims beneficial ownership except for his pecuniary interest.
WhiteHorse Finance, Inc. director John Paul Volpe reported an open-market purchase of 1,000 shares of common stock at $6.74 per share. After this transaction on May 29, 2026, he directly owns 2,000 shares. This filing reflects a relatively small insider buy in the company’s stock.
WhiteHorse Finance, Inc. director-linked entities increased their stake through a series of open-market purchases of common stock. Over May 27–29, 2026, entities associated with John Bolduc bought a total of 21,420 shares at weighted average prices between $6.76 and $6.91 per share.
The shares are held indirectly by Bolduc-related vehicles, including Bolduc Family LP and Bolduc Investments X, LLC, and Bolduc disclaims beneficial ownership except for his pecuniary interest. Following these transactions, his indirect holdings reported in this filing rose to 295,327 shares of WhiteHorse Finance common stock.
WhiteHorse Finance, Inc. Chief Financial Officer Thomas Joyson reported an open-market purchase of the company’s common stock. On May 21, he bought 3,000 shares at a price of $6.62 per share, bringing his directly held position to 25,000.835 shares of common stock.
WhiteHorse Finance, Inc. director and Chief Executive Officer Stuart D. Aronson reported buying additional company stock. On May 21–22, 2026, he made open-market purchases totaling 32,000 shares of common stock at prices between $6.38 and $6.67 per share. Following these transactions, his direct holdings increased to 112,000 shares of WhiteHorse Finance common stock.
WhiteHorse Finance, Inc. reported a small net loss for the quarter ended March 31, 2026 as credit losses and valuation moves offset steady interest income. Net assets were $250.3 million with net asset value of $11.47 per share, down from $11.68 at year-end.
Total investments at fair value were $543.0 million versus $578.6 million on December 31, 2025, while debt remained broadly stable at $324.1 million. Investment income was $15.9 million, down from $18.8 million a year earlier, reflecting lower interest and fee income.
After total expenses of $10.1 million, net investment income after excise tax was $5.6 million, compared with $6.8 million in the prior-year quarter. Net realized and unrealized losses on investments and foreign currency of $6.3 million drove the overall net decrease in net assets from operations of $0.7 million, or $(0.03) per share. The company declared dividends of $0.26 per share and repurchased common stock for $3.0 million. Cash, cash equivalents and restricted cash increased to $49.4 million, supported by $28.2 million of net cash provided by operating activities.
WhiteHorse Finance, Inc. reported first quarter 2026 results and maintained its regular shareholder payout. Total investment income was $15.9 million and net investment income was $5.6 million, or $0.253 per share, compared with $0.287 per share in the prior quarter.
Net asset value per share was $11.47 as of March 31, 2026, slightly lower than $11.68 at year-end 2025, reflecting net realized and unrealized losses. The investment portfolio had a fair value of $543.0 million across 65 companies, with a weighted average effective yield of 10.8% on income-producing debt.
The board declared a distribution of $0.25 per share for the quarter ending June 30, 2026, payable on July 6, 2026 to stockholders of record on May 21, 2026. WhiteHorse Advisers also voluntarily reduced the incentive fee rate on net investment income from 20.00% to 17.50% for the fiscal quarter ending June 30, 2026.
WhiteHorse Finance, Inc. announced it will release its first quarter 2026 financial results for the period ended March 31, 2026 on May 7, 2026. The company will host a conference call that day at 2:00 p.m. ET, with live and replay access via phone and webcast.
WhiteHorse Finance is a business development company focused on lending to privately held lower middle market companies, with investment activities managed by an affiliate of H.I.G. Capital, which has over $74 billion of capital under management.
WhiteHorse Finance, Inc. Chief Executive Officer Stuart D. Aronson bought additional common stock in two open-market transactions. He purchased 5,000 shares at $7.10 per share on March 20, 2026 and 8,000 shares at $6.95 per share on March 23, 2026. Following these buys, he directly owns 80,000 shares of WhiteHorse Finance common stock.