Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stellus Capital Investment CorpSCM · Entity 6137 | Director | March 13, 2026 | March 17, 2026 |
| Stellus Private Credit BDCNONE · Entity 36702 | Trustee | February 20, 2022 | February 22, 2022 |
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.
Stellus Capital Investment Corp
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 228,055 |
Ending reported balance
After 2026-03-13 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-13 · Purchase · Acquired 19,417 · Balance 201,982 F1: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.70 to $8.80 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Row 2 · 2026-03-13 · Purchase · Acquired 10,362 · Balance 212,344 F2: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.65 to $8.71 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Row 3 · 2026-03-13 · Purchase · Acquired 11,111 · Balance 223,455 F3: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.65 to $8.81 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Row 4 · 2026-03-13 · Purchase · Acquired 4,600 · Balance 228,055 |
Filing footnotes · ownership attribution and instrument terms
F1: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.70 to $8.80 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price.
F2: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.65 to $8.71 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price.
F3: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.65 to $8.81 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price.
Stellus Private Credit BDC
Report date February 20, 2022 · Filed February 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-02-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 21:11 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 4,600 | $8.75 | $40,250.00 |
DisclosureSEC source: 0001104659-26-029596 · tm269078-1_4seq1.xml · nonDerivative · entry 4 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,055 Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:11 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 11,111 | $8.73 | $96,999.03 |
DisclosureSEC source: 0001104659-26-029596 · tm269078-1_4seq1.xml · nonDerivative · entry 3 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,455 F3 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.65 to $8.81 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:11 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 10,362 | $8.70 | $90,149.40 |
DisclosureSEC source: 0001104659-26-029596 · tm269078-1_4seq1.xml · nonDerivative · entry 2 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,344 F2 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.65 to $8.71 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:11 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 19,417 | $8.76 | $170,092.92 |
DisclosureSEC source: 0001104659-26-029596 · tm269078-1_4seq1.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,982 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $8.70 to $8.80 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 20:37 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 17,543 | $11.35 | $199,113.05 |
DisclosureSEC source: 0001104659-22-073539 · tm2219097-1_4seq1.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,565 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $11.22 to $11.50 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 18:06 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 17,360 | $5.75 | $99,820.00 |
DisclosureSEC source: 0001104659-20-038160 · tm2013779d1_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,022 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $5.73 to $5.76 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:21 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 14,700 | $6.75 | $99,225.00 |
DisclosureSEC source: 0001104659-20-036868 · tm2013135d2_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,662 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $6.73 to $6.75 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:49 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 11,111 | $9.00 | $99,999.00 |
DisclosureSEC source: 0001104659-20-034784 · tm2012922d1_4.xml · nonDerivative · entry 2 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,962 Read SEC document |
| March 12, 2020 Filed Mar 17, 2020 20:49 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 20,000 | $9.92 | $198,400.00 |
DisclosureSEC source: 0001104659-20-034784 · tm2012922d1_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,851 Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 16:41 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 9,524 | $10.50 | $100,002.00 |
DisclosureSEC source: 0001104659-20-032912 · tm2012633d1_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,851 Read SEC document |
| December 21, 2018 Filed Dec 22, 2018 00:31 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 8,000 | $11.94 | $95,520.00 |
DisclosureSEC source: 0001144204-18-066114 · tv509776_form4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,327 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $11.91 to $11.95 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 16:49 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 8,000 | $12.60 | $100,800.00 |
DisclosureSEC source: 0001144204-18-065607 · tv509507_form4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,327 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $12.58 to $12.60 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| December 08, 2017 Filed Dec 20, 2017 22:38 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 8,039 | $12.20 | $98,075.80 |
DisclosureSEC source: 0001144204-17-064563 · tv481765_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,327 Read SEC document |
| November 16, 2017 Filed Nov 21, 2017 11:06 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | PurchaseCommon Stock | 9,013 | $12.34 | $111,220.42 |
DisclosureSEC source: 0001144204-17-060267 · tv479978_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,288 F1 · price: The price shown in Column 4 is the weighted average purchase price, rounded to the nearest hundredth, of the shares of common stock of Stellus Capital Investment Corporation (the "Issuer"), par value $0.001 per share, on the transaction date. The price range for the purchases is $12.27 to $12.40 per share. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer full information regarding the number of shares purchased at each separate price. F2 · balance_after: Since the filing of the Reporting Person's last filing on Form 4 and before the transaction reported herein, the Reporting Person acquired 458 shares under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:56 UTC | Stellus Capital Investment Corp SCM · Entity 6137 | SaleCommon Stock | 8,344 | $14.05 | $117,233.20 |
DisclosureSEC source: 0001144204-17-015182 · v461888_4.xml · nonDerivative · entry 1 Bilger Bruce R · CIK 0001561707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,817 F1 · balance_after: Since the filing of the Reporting Person's last filing on Form 4 and before the transaction reported herein, the Reporting Person acquired 8,453 shares under the Issuer's Dividend Reinvestment Plan. 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.