As of April 17, 2026, the three largest insider holders of CSWC are Michael Scott Sarner (President And Ceo, 473.15K shares), Michael Scott Sarner (President And Ceo, 473.15K shares), Bowen S Diehl (President And Ceo, 303.94K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael Scott Sarner | President And Ceo | 473,154 | 0 | 02 Mar, 2026 |
| Michael Scott Sarner | President And Ceo | 473,154 | 0 | 02 Mar, 2026 |
| Bowen S Diehl | President And Ceo | 303,943 | 0 | 11 Jun, 2024 |
| Bowen S Diehl | President And Ceo | 303,943 | 0 | 11 Jun, 2024 |
| Joshua S. Weinstein | Senior Managing Director Cio | 301,522 | 0 | 11 Jun, 2025 |
| Joshua S. Weinstein | Senior Managing Director Cio | 301,522 | 0 | 11 Jun, 2025 |
| Chris Rehberger | Chief Financial Officer | 149,151 | 0 | 10 Jun, 2025 |
| Chris Rehberger | Chief Financial Officer | 149,151 | 0 | 10 Jun, 2025 |
| David R Brooks | - | 40,944 | 0 | 13 Aug, 2025 |
| Ramona Lynn Rogers-Windsor | - | 21,612 | 0 | 01 Oct, 2025 |
| Ramona Lynn Rogers-Windsor | - | 21,612 | 0 | 01 Oct, 2025 |
| William R Iii Thomas | Vice President | 18,344 | 0 | 13 Aug, 2025 |
| William R Iii Thomas | Vice President | 18,344 | 0 | 13 Aug, 2025 |
| Christine Battist | - | 13,215 | 0 | 09 Feb, 2026 |
| William R Iii Thomas | - | 0 | 12,000 | 10 Sep, 2021 |
| William R Iii Thomas | - | 0 | 12,000 | 10 Sep, 2021 |
| Christine Battist | - | 0 | 7,281 | 12 Aug, 2024 |
| Thomas Duane Morgan | - | 4,776 | 0 | 31 Aug, 2021 |
| Thomas Duane Morgan | - | 4,776 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 27 Feb, 2026 | Michael Scott Sarner | Common Stock | A | 2,695 | $21.90 | 473,154 | D | P |
| 09 Feb, 2026 | Christine Battist | Common Stock | A | 600 | $23.16 | 13,215 | D | P |
| 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 | 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 |
| 12 Aug, 2025 | Christine Battist | Common Stock | A | 2,193 | $0.00 | 11,948 | D | A |
| 23 Jun, 2025 | Ramona Lynn Rogers-Windsor | Common Stock | A | 471 | $21.19 | 18,092 | D | P |
| 09 Jun, 2025 | Joshua S. Weinstein | Common Stock | D | 3,127 | $21.06 | 248,563 | D | F |
| 09 Jun, 2025 | Joshua S. Weinstein | Common Stock | A | 65,000 | $0.00 | 313,563 | D | A |
| 10 Jun, 2025 | Joshua S. Weinstein | Common Stock | D | 12,041 | $21.35 | 301,522 | D | F |
| 09 Jun, 2025 | Chris Rehberger | Common Stock | D | 1,126 | $21.06 | 107,192 | D | F |
| 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 | Chris Rehberger | Common Stock | A | 45,000 | $0.00 | 152,192 | D | A |
| 10 Jun, 2025 | Michael Scott Sarner | Common Stock | D | 15,319 | $21.35 | 470,460 | D | F |
| 10 Jun, 2025 | Chris Rehberger | Common Stock | D | 3,041 | $21.35 | 149,151 | D | F |
| 27 May, 2025 | Christine Battist | Common Stock | A | 476 | $20.87 | 9,755 | D | P |