New Mountain Finance Corp
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Alan S. LowenthalHouse · D · CA |
NMFCNew Mountain Finance Corp · Stock |
Sale $1,001 - $15,000 |
May 5, 2015 | May 16, 2014 | Filing ↗ |
Alan S. LowenthalHouse · D · CA |
NMFCNew Mountain Finance Corp · Stock |
Sale $1,001 - $15,000 |
May 31, 2014 | May 16, 2014 | Filing ↗ |
Whale Activity
- Increased2
- New0
- Held0
- Decreased3
- Closed0
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 707.3K | $5.1M | decreased |
| BlackRock, Inc. | 347.0K | $2.5M | decreased |
| D. E. Shaw & Co., Inc. | 247.2K | $1.8M | decreased |
| MILLENNIUM MANAGEMENT LLC | 124.6K | $893K | increased |
| CITADEL ADVISORS LLC | 102.9K | $737K | increased |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Malfettone John PDirector | Sale | −77.5K | $7.89 | $611K | Jun 15, 2026 | Form 4 ↗ |
| Weinstein Adam B.EVP, CAO and Director · Director | Purchase | +12.9K | $7.61 | $98K | Mar 17, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +184.2K | $8.05 | $1.5M | Mar 11, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +92.1K | $8.05 | $741K | Mar 11, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +149.2K | $8.05 | $1.2M | Mar 10, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +74.6K | $8.05 | $600K | Mar 10, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +158.6K | $8.10 | $1.3M | Mar 5, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +79.3K | $8.10 | $642K | Mar 5, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +124.6K | $8.17 | $1.0M | Mar 4, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +62.3K | $8.17 | $509K | Mar 4, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +167.0K | $7.94 | $1.3M | Mar 3, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector · 10% owner | Purchase | +83.5K | $7.94 | $663K | Mar 3, 2026 | Form 4 ↗ |
| Ogens DavidDirector | Purchase | +2,400 | $7.86 | $19K | Mar 3, 2026 | Form 4 ↗ |
| Ogens DavidDirector | Purchase | +10.1K | $7.87 | $79K | Mar 3, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector | Purchase | +124.5K | $7.79 | $970K | Mar 2, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector | Purchase | +62.2K | $7.79 | $485K | Mar 2, 2026 | Form 4 ↗ |
| Weinstein Adam B.EVP, CAO and Director · Director | Purchase | +3,307 | $7.73 | $26K | Mar 2, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector | Purchase | +92.0K | $7.69 | $707K | Feb 27, 2026 | Form 4 ↗ |
| KLINSKY STEVEN BDirector | Purchase | +46.0K | $7.69 | $354K | Feb 27, 2026 | Form 4 ↗ |
| Weinstein Adam B.EVP, CAO and Director · Director | Purchase | +38.4K | $7.76 | $298K | Feb 27, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 2.2M | $17.3M | 4.05% | May 31, 2026 |
| VanEck BDC Income ETF VanEck ETF Trust | 1.7M | $11.9M | 0.73% | Jun 30, 2026 |
| GraniteShares HIPS U.S. High Income ETF GraniteShares ETF Trust | 303.3K | $2.2M | 1.98% | Jun 30, 2026 |
| FT Confluence BDC & Specialty Finance Income ETF First Trust Exchange-Traded Fund VIII | 196.8K | $1.6M | 4.59% | May 31, 2026 |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 199.8K | $1.4M | 0.08% | Jun 30, 2026 |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 178.0K | $1.2M | 0.17% | Jul 31, 2026 |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 95.3K | $683K | 0.08% | Jun 30, 2026 |
| Virtus Private Credit Strategy ETF ETFis Series Trust I | 67.3K | $463K | 1.53% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 53.3K | $426K | 0.00% | May 31, 2026 |
| RiverNorth Active Income ETF Elevation Series Trust | 28.6K | $197K | 0.50% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list NMFC's shares (CUSIP 647551100), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming New Mountain Finance Corp as the client.
Government Contracts
No federal contract awards found for New Mountain Finance Corp.
U.S. Patents
No USPTO patent applications found for New Mountain Finance Corp.
Annual Financials
No annual XBRL figures on record for NMFC. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in NMFC's price history.
Material Events (8-K)
- 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureAug 3, 2026
EDGAR ↗ - 8-K · Items 2.03, 8.01Direct financial obligation · Other eventsJun 18, 2026
EDGAR ↗ - 8-K · Items 8.01Other eventsJun 5, 2026
EDGAR ↗ - 8-K · Items 5.07, 9.01Shareholder voteMay 15, 2026
EDGAR ↗ - 8-K · Items 2.02, 5.02, 7.01, 9.01Results of operations · Officer / director change · Reg FD disclosureMay 4, 2026
EDGAR ↗

