According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Capital Southwest are President And Ceo Michael Scott Sarner (470.46K shares), President And Ceo Bowen S Diehl (303.94K shares), Senior Managing Director & Cio Joshua S. Weinstein (301.52K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Michael Scott Sarner | President And Ceo | 470,460 | 10 Jun, 2025 |
| Bowen S Diehl | President And Ceo | 303,943 | 11 Jun, 2024 |
| Joshua S. Weinstein | Senior Managing Director & Cio | 301,522 | 11 Jun, 2025 |
| Chris Rehberger | Chief Financial Officer | 149,151 | 10 Jun, 2025 |
| Jack D Furst | 47,948 | 14 Aug, 2025 | |
| David R Brooks | 40,944 | 13 Aug, 2025 | |
| William R Iii Thomas | 24,344 | 13 Aug, 2025 | |
| Ramona Lynn Rogers-Windsor | 21,612 | 01 Oct, 2025 | |
| Christine Battist | 20,496 | 09 Feb, 2026 | |
| Thomas Duane Morgan | 4,776 | 31 Aug, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Feb, 2026 | Christine Battist | Common Stock | A | 600 | $23.16 | 13,215 | D | P |
| 01 Oct, 2025 | Ramona Lynn Rogers-Windsor | - | - | 21,612 | D | |||
| 01 Oct, 2025 | Ramona Lynn Rogers-Windsor | Common Stock | A | 463 | $21.55 | 21,612 | D | P |
| 20 Aug, 2025 | Christine Battist | Common Stock | A | 667 | $22.45 | 12,615 | D | P |
| 12 Aug, 2025 | Jack D Furst | Common Stock | A | 2,193 | $0.00 | 47,948 | D | A |
| 12 Aug, 2025 | William R Iii Thomas | Common Stock | A | 2,193 | $0.00 | 18,344 | D | A |
| 12 Aug, 2025 | William R Iii Thomas | - | - | 18,344 | D | |||
| 12 Aug, 2025 | Christine Battist | Common Stock | A | 2,193 | $0.00 | 11,948 | D | A |
| 12 Aug, 2025 | David R Brooks | Common Stock | A | 2,193 | $0.00 | 40,944 | D | A |
| 12 Aug, 2025 | Ramona Lynn Rogers-Windsor | Common Stock | A | 2,193 | $0.00 | 20,828 | D | A |
| 23 Jun, 2025 | Ramona Lynn Rogers-Windsor | Common Stock | A | 471 | $21.19 | 18,092 | D | P |
| 10 Jun, 2025 | Michael Scott Sarner | - | - | 470,460 | D | |||
| 10 Jun, 2025 | Michael Scott Sarner | Common Stock | D | 15,319 | $21.35 | 470,460 | D | F |
| 10 Jun, 2025 | Joshua S. Weinstein | Common Stock | D | 12,041 | $21.35 | 301,522 | D | F |
| 10 Jun, 2025 | Chris Rehberger | Common Stock | D | 3,041 | $21.35 | 149,151 | D | F |
| 09 Jun, 2025 | Michael Scott Sarner | - | - | 485,779 | D | |||
| 09 Jun, 2025 | Michael Scott Sarner | - | - | 405,779 | D | |||
| 09 Jun, 2025 | Michael Scott Sarner | Common Stock | D | 3,648 | $21.06 | 405,779 | D | F |
| 09 Jun, 2025 | Michael Scott Sarner | Common Stock | A | 80,000 | $0.00 | 485,779 | D | A |
| 09 Jun, 2025 | Joshua S. Weinstein | Common Stock | A | 65,000 | $0.00 | 313,563 | D | A |