Portman Ridge Finance Corp

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Portman Ridge Finance Corp
TickerBCIC
CIK #0001372807
CUSIP73688F201
Sector -
Address650 Madison Avnue 23Rd Floor, New York, NY 10022
Source [EDGAR]
CIK Filing 2011 - 2026
[0001372807] 10-K
[0001372807] 10-Q
[0001372807] 3
[0001372807] 4
[0001372807] 8-K
[0001372807] D
[0001372807] SC 13D
[0001372807] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Silver Creek Capital Management LLC Portman Ridge Finance Corp [2022-02-14] 0.0
Silver Creek Capital Management LLC Portman Ridge Finance Corp [2021-02-18] 5.12
Sarpa Partners LP Portman Ridge Finance Corp [2021-02-17] 7.4
Callodine Capital Management LP Portman Ridge Finance Corp [2020-02-05] 5.2
RiverNorth Capital Management LLC KCAP Financial Inc [2019-02-14] 0.72
Credit Suisse AG/ KCAP Financial Inc [2019-02-13] 890.0
Private Management Group Inc KCAP Financial Inc [2019-01-23] 6.59
Karpus Management Inc KCAP Financial Inc [2017-09-08] 40.0
DG Capital Management LLC KCAP Financial Inc [2015-10-06] 3.1
Virginia Retirement System KCAP Financial Inc [2014-02-14] 6.09
[2012-03-07] None
[2012-03-07] None
Whitebox Advisors LLC Kohlberg Capital Corp [2012-02-14] 6.3
Virginia Retirement System Kohlberg Capital Corp [2012-02-14] 9.18
Form 3/4/5 Filer 2011 - 2026
Goldthorpe Edward J
BCP Investment Corp
Kehler Dean C
Grunebaum George
Held David
Duka Alexander
Schafer Patrick
Satoren Brandon
Morea Joseph
Repertoire Partners LP
Repertoire Master Fund LP
Hazelwood Tricia Nicole
Chou Jennifer K
Roos Jason T
Westwood Matthew Joseph
Warshauer Robert Herman
Lacovara Christopher
Devine Andrew
Dell Graeme
Moffitt David
Stevens C Turney JR
Pastino Albert G
Gilpin Edward U
Pearson Dayl W
Corless R Jon
Jacobi C Michael
Ward John A III
Gilligan Daniel P
Simeone Jill
Bloom Jay R
Cademartori Gary
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Kehler Dean C
Common Stock
2026-03-23 Sell 37,100 $7.38 273,798
Satoren Brandon
Common Stock
2026-03-23 Buy 325 $7.47 2,428
Held David
Common Stock
2026-03-23 Buy 938 $7.35 6,894
Grunebaum George
Common Stock
2026-03-23 Buy 6,800 $7.54 51,272
Schafer Patrick
Common Stock
2026-03-20 Buy 2,655 $7.48 19,859
Duka Alexander
Common Stock
2026-03-20 Buy 2,000 $7.34 14,680
Kehler Dean C
Common Stock
2026-03-19 Sell 27,378 $7.60 208,073
Kehler Dean C
Common Stock
2026-03-18 Sell 3,089 $8.02 24,774
Kehler Dean C
Common Stock
2026-03-18 Sell 23,000 $7.97 183,310
Kehler Dean C
Common Stock
2026-03-12 Sell 16,200 $8.84 143,208
Kehler Dean C
Common Stock
2026-03-12 Sell 500 $8.80 4,400
Kehler Dean C
Common Stock
2026-03-11 Sell 854 $9.02 7,703
Kehler Dean C
Common Stock
2026-03-11 Sell 9,000 $9.04 81,360
Kehler Dean C
Common Stock
2025-12-29 Sell 28,673 $11.86 340,062
Kehler Dean C
Common Stock
2025-12-29 Sell 957 $11.90 11,388
Schafer Patrick
Common Stock
2025-12-12 Buy 11,005 $13.63 149,998
Grunebaum George
Common Stock
2025-12-12 Buy 7,336 $13.63 99,990
Satoren Brandon
Common Stock
2025-12-12 Buy 2,567 $13.63 34,988
Goldthorpe Edward J
Common Stock
2025-12-12 Buy 73,367 $13.63 999,992
Morea Joseph
Common Stock
2025-12-12 Buy 3,668 $13.63 49,995
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 52 1,666,960
2025-12-31 49 2,282,401
2025-09-30 38 2,020,181
2025-06-30 40 1,443,714
2025-03-31 38 1,271,843
2024-12-31 41 1,523,881
2024-09-30 43 1,643,363
2024-06-30 46 2,033,798
2024-03-31 43 2,388,117
2023-12-31 43 2,904,804
2023-09-30 38 2,788,645
2023-06-30 28 2,770,662
Form 13F Holdings
Firm Period DFND Voting Shares
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 0 157,910
IFP Advisors LLC [2026-06-30] SOLE 457 457
Community Financial Services Group LLC [2026-06-30] DFND 127 127
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