Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GOLUB CAPITAL BDC, Inc.GBDC · Entity 4156 | Director | August 09, 2024 | December 06, 2024 |
| GOLUB CAPITAL DIRECT LENDING CORPNONE · Entity 67376 | Director | August 30, 2021 | August 30, 2021 |
| GOLUB CAPITAL INVESTMENT CorpNONE · Entity 154930 | Director | November 29, 2016 | November 29, 2016 |
| Golub Capital BDC 3, Inc.NONE · Entity 90239 | Director | November 28, 2017 | November 28, 2017 |
| Golub Capital BDC 4, Inc.NONE · Entity 67471 | Director | May 31, 2022 | May 31, 2022 |
| Golub Capital Direct Lending Unlevered CorpNONE · Entity 67375 | Director | May 31, 2022 | May 31, 2022 |
| Golub Capital Private Credit FundNONE · Entity 67374 | Director | June 30, 2023 | June 30, 2023 |
| Golub Capital Private Income Fund INONE · Entity 55300 | Director | December 30, 2025 | December 30, 2025 |
| Golub Capital Private Income Fund SNONE · Entity 67366 | Director | December 30, 2025 | December 30, 2025 |
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.
GOLUB CAPITAL BDC, Inc.
Report date August 09, 2024 · Filed December 06, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectBy Trusts | 26,791 |
Reported balance
After 2024-08-09 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-08-09 · Purchase · Acquired 3,500 · Balance 26,791 F1: On August 12, 2024, the reporting person filed a Form 4 that inadvertently omitted the full number of shares purchased due to administrative oversight. This amendment is being filed to correct the number of shares purchased from 3,000 to 3,500 in transactions that occurred on August 9, 2024 by certain trusts for which the reporting person serves as trustee. F2: Includes shares held in trusts for the benefit of Ms. Rival's children, for which Ms. Rival serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 12, 2024, the reporting person filed a Form 4 that inadvertently omitted the full number of shares purchased due to administrative oversight. This amendment is being filed to correct the number of shares purchased from 3,000 to 3,500 in transactions that occurred on August 9, 2024 by certain trusts for which the reporting person serves as trustee.
F2: Includes shares held in trusts for the benefit of Ms. Rival's children, for which Ms. Rival serves as trustee.
GOLUB CAPITAL DIRECT LENDING CORP
Report date August 30, 2021 · Filed August 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-08-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
GOLUB CAPITAL INVESTMENT Corp
Report date November 29, 2016 · Filed November 29, 2016
This filing explicitly reported no securities owned.
Golub Capital BDC 3, Inc.
Report date November 28, 2017 · Filed November 28, 2017
This filing explicitly reported no securities owned.
Golub Capital BDC 4, Inc.
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Golub Capital Direct Lending Unlevered Corp
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Golub Capital Private Credit Fund
Report date June 30, 2023 · Filed June 30, 2023
This filing explicitly reported no securities owned.
Golub Capital Private Income Fund I
Report date December 30, 2025 · Filed December 30, 2025
This filing explicitly reported no securities owned.
Golub Capital Private Income Fund S
Report date December 30, 2025 · Filed December 30, 2025
This filing explicitly reported no securities owned.
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 09, 2024 Filed Aug 12, 2024 20:17 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 3,000 | $14.37 | $43,110.00 |
DisclosureSEC source: 0001476765-24-000075 · wk-form4_1723493816.xml · nonDerivative · entry 3 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 26,291 F1 · ownership.nature: Includes shares held in trusts for the benefit of Ms. Rival's children, for which Ms. Rival serves as trustee. Read SEC document |
| August 09, 2024 Filed Dec 6, 2024 21:17 UTC Amendment | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 3,500 | $14.37 | $50,295.00 |
DisclosureSEC source: 0001476765-24-000133 · wk-form4a_1733519835.xml · nonDerivative · entry 1 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 26,791 F1 · shares: On August 12, 2024, the reporting person filed a Form 4 that inadvertently omitted the full number of shares purchased due to administrative oversight. This amendment is being filed to correct the number of shares purchased from 3,000 to 3,500 in transactions that occurred on August 9, 2024 by certain trusts for which the reporting person serves as trustee. F2 · ownership.nature: Includes shares held in trusts for the benefit of Ms. Rival's children, for which Ms. Rival serves as trustee. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:17 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 2,000 | $14.29 | $28,580.00 |
DisclosureSEC source: 0001476765-24-000075 · wk-form4_1723493816.xml · nonDerivative · entry 2 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 23,291 F1 · ownership.nature: Includes shares held in trusts for the benefit of Ms. Rival's children, for which Ms. Rival serves as trustee. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:17 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 26,000 | $14.40 | $374,400.00 |
DisclosureSEC source: 0001476765-24-000075 · wk-form4_1723493816.xml · nonDerivative · entry 1 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,000 Read SEC document |
| May 25, 2023 Filed May 30, 2023 20:16 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 8,000 | $13.02 | $104,160.00 |
DisclosureSEC source: 0001522002-23-000002 · wk-form4_1685477745.xml · nonDerivative · entry 1 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,000 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 20:35 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 5,000 | $13.91 | $69,550.00 |
DisclosureSEC source: 0001476765-22-000083 · wf-form4_166189172420638.xml · nonDerivative · entry 2 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,000 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 20:35 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 5,000 | $13.92 | $69,600.00 |
DisclosureSEC source: 0001476765-22-000083 · wf-form4_166189172420638.xml · nonDerivative · entry 1 Rival Anita J. · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,000 Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:36 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 7,819 | $14.84 | $116,033.96 |
DisclosureSEC source: 0001476765-21-000182 · wf-form4_163960415007041.xml · nonDerivative · entry 2 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:36 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 2,181 | $14.83 | $32,344.23 |
DisclosureSEC source: 0001476765-21-000182 · wf-form4_163960415007041.xml · nonDerivative · entry 1 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,181 Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:01 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 2,216 | $9.17 | $20,320.72 |
DisclosureSEC source: 0001476765-20-000084 · wf-form4_158992206325984.xml · nonDerivative · entry 2 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 21,291 F1 · kind: Represents shares acquired pursuant to exercise of the over-subscription privilege associated with subscription rights issued in the rights offering completed by the issuer. F2 · ownership.direct: Includes shares held in trusts for the benefit of Ms. Rosenberg's children, for which Ms. Rosenberg serves as trustee. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:01 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 1,000 | $9.17 | $9,170.00 |
DisclosureSEC source: 0001476765-20-000084 · wf-form4_158992206325984.xml · nonDerivative · entry 1 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,000 F1 · kind: Represents shares acquired pursuant to exercise of the over-subscription privilege associated with subscription rights issued in the rights offering completed by the issuer. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:31 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | OtherSubscription Rights (Right to buy) · Derivative | 3,840 | $0.00 Strike: $9.17 | $0.00 |
DisclosureSEC source: 0001476765-20-000065 · wf-form4_158896986649905.xml · derivative · entry 4 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 3,840 shares Expires 2020-05-06 F1 · ownership.direct: Includes shares held in trusts for the benefit of Ms. Rosenberg's children, for which Ms. Rosenberg serves as trustee. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:31 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | OtherSubscription Rights (Right to buy) · Derivative | 7,975 | $0.00 Strike: $9.17 | $0.00 |
DisclosureSEC source: 0001476765-20-000065 · wf-form4_158896986649905.xml · derivative · entry 3 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 7,975 shares Expires 2020-05-06 Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:31 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | OtherCommon Stock, par value $0.001 per share | 3,840 | $9.17 | $35,212.80 |
DisclosureSEC source: 0001476765-20-000065 · wf-form4_158896986649905.xml · nonDerivative · entry 2 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 19,200 F1 · ownership.direct: Includes shares held in trusts for the benefit of Ms. Rosenberg's children, for which Ms. Rosenberg serves as trustee. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:31 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | OtherCommon Stock, par value $0.001 per share | 7,975 | $9.17 | $73,130.75 |
DisclosureSEC source: 0001476765-20-000065 · wf-form4_158896986649905.xml · nonDerivative · entry 1 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,875 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 12:27 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 18,500 | $15.67 | $289,895.00 |
DisclosureSEC source: 0001476765-20-000043 · wf-form4_158410243872703.xml · nonDerivative · entry 1 Rosenberg Anita R · CIK 0001522002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,260 F1 · ownership.direct: Includes shares held in trusts for the benefit of Ms. Rosenberg's children, for which Ms. Rosenberg serves as trustee. 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.