Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSC INCOME FUND, INC.MSIF · Entity 5377 | Managing Director | June 23, 2026 | June 25, 2026 |
| Main Street Capital CORPMAIN · Entity 2159 | MANAGING DIRECTOR | April 01, 2026 | April 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MSC INCOME FUND, INC.
Report date June 23, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,500 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Purchase · Acquired 2,500 · Balance 12,500 |
Main Street Capital CORP
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,444.7027 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 21,762 · Balance 104,144.7027 F1: Shares issued under the Main Street Capital Corporation 2022 Equity and Incentive Plan. Row 2 · 2026-04-01 · Tax withholding · Disposed 7,700 · Balance 96,444.7027 F2: Shares withheld for payment of tax liability upon vesting of restricted shares granted under the Main Street Capital Corporation 2022 Equity and Incentive Plan. This withholding transaction was approved by the Compensation Committee of Main Street's Board of Directors in accordance with Rule 16b-3(d)(1) of the Securities Exchange Act of 1934 (the "Act"), and as such, the sale is exempt from section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued under the Main Street Capital Corporation 2022 Equity and Incentive Plan.
F2: Shares withheld for payment of tax liability upon vesting of restricted shares granted under the Main Street Capital Corporation 2022 Equity and Incentive Plan. This withholding transaction was approved by the Compensation Committee of Main Street's Board of Directors in accordance with Rule 16b-3(d)(1) of the Securities Exchange Act of 1934 (the "Act"), and as such, the sale is exempt from section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 15, 2019 Filed Aug 26, 2019 20:40 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 25.592 | $42.30 | $1,082.54 |
DisclosureSEC source: 0001593968-19-001799 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,561.2667 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| July 15, 2019 Filed Jul 26, 2019 20:20 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 25.553 | $42.16 | $1,077.31 |
DisclosureSEC source: 0001593968-19-001667 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,535.6747 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| June 25, 2019 Filed Jul 3, 2019 22:38 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 31.438 | $41.54 | $1,305.93 |
DisclosureSEC source: 0001593968-19-001577 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,510.1217 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| June 14, 2019 Filed Jun 26, 2019 20:20 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 25.042 | $41.52 | $1,039.74 |
DisclosureSEC source: 0001593968-19-001493 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,478.6837 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| May 15, 2019 Filed May 24, 2019 20:09 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 25.559 | $40.48 | $1,034.63 |
DisclosureSEC source: 0001593968-19-001212 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,453.6417 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| April 15, 2019 Filed Apr 25, 2019 20:55 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 26.81 | $38.39 | $1,029.24 |
DisclosureSEC source: 0001593968-19-000993 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,428.0827 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:23 UTC | Main Street Capital CORP MAIN · Entity 2159 | Tax withholdingCommon Stock | 5,010 | $37.20 | $186,372.00 |
DisclosureSEC source: 0001593968-19-000913 · primary_01.xml · nonDerivative · entry 2 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,401.2727 F2 · kind: Shares withheld for payment of tax liability upon vesting of restricted shares granted under the Main Street Capital Corporation 2015 Equity and Incentive Plan. This withholding transaction was approved by the Compensation Committee of Main Street's Board of Directors in accordance with Rule 16b-3(d)(1) of the Securities Exchange Act of 1934 (the"Act"), and as such, the sale is exempt from section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:23 UTC | Main Street Capital CORP MAIN · Entity 2159 | GrantCommon Stock | 14,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-000913 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,411.2727 F1 · kind: Shares issued under the Main Street Capital Corporation 2015 Equity and Incentive Plan. Read SEC document |
| March 15, 2019 Filed Mar 27, 2019 20:34 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 26.103 | $38.25 | $998.44 |
DisclosureSEC source: 0001593968-19-000849 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,842.2727 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 15, 2019 Filed Mar 1, 2019 21:21 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 26.536 | $37.43 | $993.24 |
DisclosureSEC source: 0001593968-19-000596 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,816.1697 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| January 15, 2019 Filed Jan 23, 2019 22:08 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 26.801 | $36.49 | $977.97 |
DisclosureSEC source: 0001593968-19-000208 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,789.6337 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| December 27, 2018 Filed Jan 4, 2019 21:58 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 40.544 | $34.09 | $1,382.14 |
DisclosureSEC source: 0001593968-19-000100 · primary_01.xml · nonDerivative · entry 2 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,762.8327 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| December 27, 2018 Filed Jan 4, 2019 21:58 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 0.0021 | $34.09 | $0.07 |
DisclosureSEC source: 0001593968-19-000100 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,722.2887 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| December 14, 2018 Filed Dec 31, 2018 21:19 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 26.0163 | $37.48 | $975.09 |
DisclosureSEC source: 0001593968-18-001657 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,722.2865 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| October 15, 2018 Filed Oct 29, 2018 18:34 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 26.976 | $37.49 | $1,011.33 |
DisclosureSEC source: 0001593968-18-001376 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,696.2702 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| September 14, 2018 Filed Sep 26, 2018 20:45 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 24.6844 | $39.73 | $980.71 |
DisclosureSEC source: 0001593968-18-001255 · primary_01.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,669.2942 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| August 15, 2018 Filed Aug 30, 2018 21:17 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 24.2208 | $40.30 | $976.10 |
DisclosureSEC source: 0001209191-18-048983 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,644.6099 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| July 16, 2018 Filed Jul 25, 2018 21:02 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 25.2877 | $38.41 | $971.30 |
DisclosureSEC source: 0001209191-18-043920 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,620.389 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| June 26, 2018 Filed Jul 3, 2018 21:02 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 36.8742 | $37.85 | $1,395.69 |
DisclosureSEC source: 0001209191-18-041166 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,595.101 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 20:53 UTC | Main Street Capital CORP MAIN · Entity 2159 | Tax withholdingCommon Stock | 1,101 | $38.55 | $42,443.55 |
DisclosureSEC source: 0001209191-18-039263 · doc4.xml · nonDerivative · entry 2 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,558.227 F2 · kind: Shares withheld for payment of tax liability upon vesting of restricted shares granted under the Main Street Capital Corporation 2008 Equity Incentive Plan and/or 2015 Equity and Incentive Plan. This withholding transaction was approved by the Compensation Committee of Main Street's Board of Directors in accordance with Rule 16b-3(d)(1) of the Securities Exchange Act of 1934 (the "Act"), and as such, the sale is exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder. Read SEC document |
| June 15, 2018 Filed Jun 22, 2018 20:53 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 24.6938 | $38.68 | $955.16 |
DisclosureSEC source: 0001209191-18-039263 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,659.227 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| May 15, 2018 Filed May 24, 2018 21:00 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 24.7512 | $38.58 | $954.90 |
DisclosureSEC source: 0001209191-18-033041 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,634.533 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| April 16, 2018 Filed Apr 25, 2018 21:03 UTC | Main Street Capital CORP MAIN · Entity 2159 | OtherCommon Stock | 25.6762 | $37.00 | $950.02 |
DisclosureSEC source: 0001209191-18-026114 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,609.78 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:50 UTC | Main Street Capital CORP MAIN · Entity 2159 | GrantCommon Stock | 14,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023731 · doc4.xml · nonDerivative · entry 2 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,584.11 F2 · kind: Shares issued under the Main Street Capital Corporation 2015 Equity and Incentive Plan. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:50 UTC | Main Street Capital CORP MAIN · Entity 2159 | Tax withholdingCommon Stock | 4,695 | $36.76 | $172,588.20 |
DisclosureSEC source: 0001209191-18-023731 · doc4.xml · nonDerivative · entry 1 Meserve Nicholas · CIK 0001563461 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,647.11 F1 · kind: Shares withheld for payment of tax liability upon vesting of restricted shares granted under the Main Street Capital Corporation 2008 Equity Incentive Plan and/or 2015 Equity and Incentive Plan. This withholding transaction was approved by the Compensation Committee of Main Street's Board of Directors in accordance with Rule 16b-3(d)(1) of the Securities Exchange Act of 1934 (the "Act"), and as such, the sale is exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.