New Mountain Finance (NMFC)

Owner	Title	From	%Ownership
Hamwee, Robert, Alan	Chief Executive Officer	10/2010	< 5%
Weinstein, Adam	Executive Vice President and Chief Administrative Officer	01/2013	< 5%
Klinsky, Steven, Bruce	Chairman of the Board	10/2010	5-10%
Kline, John, Randolph	President and Chief Operating Officer	01/2013	< 5%
Jerry, Karrie, Jean	Chief Compliance Officer and Corporate Secretary	06/2015	< 5%
Kajee, Shiraz, Younus	Chief Financial Officer	12/2015	< 5%

Latest filings (excl ownership)

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10-Q

2025 Q1

Quarterly report

5 May 25

8-K

Reports First Quarter Net Investment Income of $0.32 per Share and Declares a Second Quarter Distribution of $0.32 per Share

5 May 25

DEFA14A

Additional proxy soliciting materials

Entry into a Material Definitive Agreement

2 Apr 25

SC TO-I/A

Issuer tender offer statement (amended)

Reports Fourth Quarter Net Investment Income of $0.32 per Share and Declares a First Quarter Distribution of $0.32 per Share

26 Feb 25

8-K

Entry into a Material Definitive Agreement

4 Feb 25

SC TO-I

Issuer tender offer statement

21 Jan 25

Transcripts

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NMFC

Earnings call transcript

2025 Q1

6 May 25

NMFC

Earnings call transcript

2024 Q4

27 Feb 25

NMFC

Earnings call transcript

2024 Q3

31 Oct 24

NMFC

Earnings call transcript

2024 Q2

1 Aug 24

NMFC

Earnings call transcript

2024 Q1

2 May 24

NMFC

Earnings call transcript

2023 Q4

27 Feb 24

NMFC

Earnings call transcript

2023 Q3

3 Nov 23

NMFC

Earnings call transcript

2023 Q2

8 Aug 23

NMFC

Earnings call transcript

2023 Q2

3 Aug 23

NMFC

Earnings call transcript

2023 Q1

9 May 23

Latest ownership filings

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Financial summary

Financial statements Chart NMFC financial data

Quarter (USD)	Mar 25	Dec 24	Sep 24	Jun 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	85.50 mm	85.50 mm	85.50 mm	85.50 mm	85.50 mm	85.50 mm
Cash burn (monthly)	(no burn)	1.83 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	2.76 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	82.74 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	45.2	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

NMFC institutional ownership history Ownership history

31.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	167	169	-1.2%
Opened positions	27	27	–
Closed positions	29	21	+38.1%
Increased positions	54	46	+17.4%
Reduced positions	51	54	-5.6%

13F shares	Current	Prev Q	Change
Total value	316.16 bn	347.42 bn	-9.0%
Total shares	34.07 mm	36.02 mm	-5.4%
Total puts	12.30 k	1.80 k	+583.3%
Total calls	49.60 k	77.20 k	-35.8%
Total put/call ratio	0.2	0.0	+963.6%

Largest owners	Shares	Value	Change
Cerity Partners	3.69 mm	$41.51 bn	-3.6%
Allspring Global Investments	2.88 mm	$32.71 bn	-6.0%
HighTower Advisors	2.65 mm	$29.85 bn	-21.5%
LSV Asset Management	2.42 mm	$27.22 mm	-2.4%
Van Eck Associates	2.34 mm	$26.38 mm	+4.1%
JPM JPMorgan Chase & Co.	1.24 mm	$13.95 bn	-1.6%
MS Morgan Stanley	1.11 mm	$12.49 bn	-23.8%
IVZ Invesco	985.92 k	$11.10 bn	+1929.2%
Two Sigma Advisers	959.27 k	$10.80 bn	-6.5%
Dimension Capital Management	895.86 k	$10.09 bn	-16.0%

Largest transactions	Shares	Bought/sold	Change
IVZ Invesco	985.92 k	+937.33 k	+1929.2%
HighTower Advisors	2.65 mm	-725.62 k	-21.5%
Klinsky Steven B	411.69 k	-608.58 k	-59.6%
Brandywine Global Investment Management	0.00	-470.30 k	EXIT
MS Morgan Stanley	1.11 mm	-346.34 k	-23.8%
International Assets Investment Management	31.26 k	-343.23 k	-91.7%
Lindbrook Capital	969.00	-324.40 k	-99.7%
Tranquility Partners	90.87 k	-307.47 k	-77.2%
Condor Capital Management	16.76 k	-298.17 k	-94.7%
Millennium Management	519.53 k	+262.63 k	+102.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

NMFC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
7 Mar 25	Ogens David	Common Stock	Buy	Acquire P	No	No	11.3	5,000	56.50 k	194,020
6 Mar 25	Ogens David	Common Stock	Buy	Acquire P	No	No	11.32	5,000	56.60 k	189,020
5 Mar 25	Ogens David	Common Stock	Buy	Acquire P	No	No	11.31	5,000	56.55 k	184,020
4 Mar 25	Ogens David	Common Stock	Buy	Acquire P	No	No	11.44	5,000	57.20 k	179,020
17 Dec 24	Klinsky Steven B	Common Stock	Buy	Acquire P	Yes	No	11.2842	48,187	543.75 k	4,285,505
17 Dec 24	Klinsky Steven B	Common Stock	Buy	Acquire P	Yes	No	11.2842	24,093	271.87 k	943,772
16 Dec 24	Klinsky Steven B	Common Stock	Buy	Acquire P	Yes	No	11.7374	60,967	715.59 k	4,237,318
16 Dec 24	Klinsky Steven B	Common Stock	Buy	Acquire P	Yes	No	11.7374	30,484	357.80 k	919,679
13 Dec 24	Klinsky Steven B	Common Stock	Buy	Acquire P	Yes	No	11.7384	6,034	70.83 k	4,176,351
13 Dec 24	Klinsky Steven B	Common Stock	Buy	Acquire P	Yes	No	11.7384	3,017	35.41 k	889,195