KLINSKY STEVEN B 4
4 · New Mountain Finance Corp · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
New Mountain Finance (NMFC) Director Steven Klinsky Buys Shares
What Happened
- Steven B. Klinsky, a director of New Mountain Finance Corporation (NMFC), completed multiple purchases coded as "P" (open market or private purchases). On 2026-02-27 he acquired 46,001 shares at $7.69 ($353,858) and 92,001 shares at $7.69 ($707,708). On 2026-03-02 he acquired 62,242 shares at $7.79 ($484,566) and 124,483 shares at $7.79 ($969,125). Total acquired across the four trades: 324,727 shares for approximately $2,515,257. These are outright purchases (a buy signal) rather than sales or option exercises.
Key Details
- Transaction dates & prices:
- 2026-02-27: 46,001 @ $7.69 ($353,858) and 92,001 @ $7.69 ($707,708)
- 2026-03-02: 62,242 @ $7.79 ($484,566) and 124,483 @ $7.79 ($969,125)
- Total: 324,727 shares, ~$2.52M.
- Shares owned after transaction: Not specified in the provided summary — see the official Form 4 filing for post-transaction holdings.
- Footnotes: Several holdings are held directly by trusts (e.g., Steven B. Klinsky 2008 Long Term Trust, multiple 2024 Revocable Trusts) or indirectly through immediate family-member trusts; the reporting person disclaims beneficial ownership of certain trust-held shares except to the extent of his pecuniary interest. F1 notes inclusion of shares from the company’s dividend reinvestment plan.
- Filing timeliness: Form filed 2026-03-03. Based on the trade dates (2/27 and 3/02), the filing appears timely under the usual two-business-day Form 4 requirement.
Context
- These were purchases (P = purchase), which are generally more informative to investors than routine sales. No options were exercised and no awards, gifts, or tax-withholding transactions were reported in the provided data. For exact post-transaction ownership and full footnote details, consult the SEC filing (Accession 0001580642-26-001367).
Insider Transaction Report
Form 4
KLINSKY STEVEN B
Director10% Owner
Transactions
- Purchase
Common Stock
[F2]2026-02-27$7.69/sh+46,001$353,858→ 1,011,112 total(indirect: See Note) - Purchase
Common Stock
[F2]2026-03-02$7.79/sh+62,242$484,566→ 1,073,354 total(indirect: See Note) - Purchase
Common Stock
[F8]2026-02-27$7.69/sh+92,001$707,708→ 4,462,858 total(indirect: See Note) - Purchase
Common Stock
[F8]2026-03-02$7.79/sh+124,483$969,125→ 4,587,341 total(indirect: See Note)
Holdings
- 116,823.91
Common Stock
[F1] - 1,020,267(indirect: See Note)
Common Stock
[F3] - 11,191(indirect: See Note)
Common Stock
[F4] - 11,175(indirect: See Note)
Common Stock
[F5] - 11,175(indirect: See Note)
Common Stock
[F6] - 11,175(indirect: See Note)
Common Stock
[F7] - 3,457,379(indirect: See Note)
Common Stock
[F9] - 855,000(indirect: See Note)
Common Stock
[F10]
Footnotes (10)
- [F1]Includes shares previously acquired under the New Mountain Finance Corporation dividend reinvestment plan.
- [F10]The Steven B. Klinsky 2024 Revocable Trust ("2024 Trust 3") directly owns these shares. The reporting person disclaims beneficial ownership held by 2024 Trust 3 except to the extent of his pecuniary interest therein.
- [F2]The Steven B. Klinsky 2008 Long Term Trust directly owns these shares. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
- [F3]The Steven B. Klinsky Non-GST Exempt Trust directly owns these shares. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
- [F4]Includes (i) 16 shares held directly and (ii) 11,175 shares held indirectly through a trust by an immediate family member of the reporting person. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
- [F5]Shares are held indirectly through a trust by an immediate family member of the reporting person. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
- [F6]Shares are held indirectly through a trust by an immediate family member of the reporting person. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
- [F7]Shares are held indirectly through a trust by an immediate family member of the reporting person. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
- [F8]The Steven B. Klinsky 2024 Revocable Trust ("2024 Trust 1") directly owns these shares. The reporting person disclaims beneficial ownership held by 2024 Trust 1 except to the extent of his pecuniary interest therein.
- [F9]The Steven B. Klinsky 2024 Revocable Trust ("2024 Trust 2") directly owns these shares. The reporting person disclaims beneficial ownership held by 2024 Trust 2 except to the extent of his pecuniary interest therein.
Signature
Steven B. Klinsky|2026-03-03