{"filings":[{"id":2633959,"accession_number":"0000017313-26-000136","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-09-02T21:21:44+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Capital Southwest ups credit facility to $595M, cuts margin to 2.00%, extends maturity to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver commitments raised from $510M to $595M; accordion increased from $750M to $1B.","Final maturity extended from Aug 2028 to Sept 2031; revolving period to Sept 2030.","Applicable margin cut from 2.15% to 2.00% and SOFR adjustment removed.","Unused commitment fees reduced to 0.50%-0.75% per annum (from 0.50%-1.00%).","CFO cites expanded borrowing capacity, lower financing cost, no debt maturities until 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":"2026-09-02","daily_digest_url":"/daily/2026-09-02","daily_digest_rank":10},{"id":2605957,"accession_number":"0000017313-26-000133","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-09-01T20:54:40+00:00","items":["5.03","5.07","7.01","9.01"],"status":"ready","headline":"Capital Southwest shareholders approve increase in authorized shares to 135M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved charter amendment increasing authorized common shares from 75M to 135M.","Vote: 41,613,652 for, 4,810,196 against, 1,503,080 abstentions.","Amendment filed with Texas Secretary of State on Sept 1, 2026.","CEO cites need for equity capital to fund investments and manage leverage."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2521516,"accession_number":"0000017313-26-000131","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-08-27T20:33:07+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest declares $0.64 total quarterly dividend for Q4 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular dividend of $0.58/share for quarter ending Dec 31, 2026, paid monthly at $0.1934 for Oct, Nov, Dec.","Supplemental dividend of $0.06/share payable Dec 31, 2026; record date Dec 15, 2026.","Total dividends per share for quarter: $0.64 ($0.58 regular + $0.06 supplemental).","Board reviews taxable income estimates when declaring dividends; final tax attributes determined after year close.","Dividend reinvestment plan (DRIP) available for registered stockholders through transfer agent Equiniti Trust Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2135358,"accession_number":"0000017313-26-000106","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-08-07T21:09:30+00:00","items":["1.01","9.01"],"status":"ready","headline":"Capital Southwest adds RBC Capital Markets as ATM sales agent; $1.1B capacity remains","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered equity distribution agreement with RBC Capital Markets on Aug 7, 2026.","RBC joins Jefferies, Raymond James, Citizens, and B. Riley as ATM sales agents.","ATM program capacity is $2.0B; approximately $1.1B remains available as of Aug 7, 2026.","Agreement terms are substantially similar to existing equity distribution agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2024158,"accession_number":"0000017313-26-000093","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-08-03T20:05:00+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest Q1 NII $0.57/sh, NAV $16.61, originations $222M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income $35.0M ($0.57/sh); total investment income $61.0M, up from $57.8M prior quarter.","NAV per share $16.61, down from $16.69; total net assets $1,058.5M.","Originations $222.3M in 11 new and 16 existing companies; 99% 1st lien senior secured debt.","Non-accruals at fair value $23.4M (1.1% of portfolio), cost $65.7M (2.9% of portfolio).","Dividends declared: $0.58 regular + $0.06 supplemental for next quarter, unchanged from prior."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1805116,"accession_number":"0000017313-26-000084","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-07-22T21:26:58+00:00","items":["5.07"],"status":"ready","headline":"Capital Southwest annual meeting results: directors elected, charter amendment vote adjourned to Sept 1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six director nominees elected with >26M votes for each; broker non-votes ~17.8M.","Advisory vote on executive compensation passed with 22.1M for, 3.4M against.","Ratification of RSM US LLP as auditor approved with 43.4M for.","Shareholders approved adjournment to Sept 1, 2026 to solicit more proxies for charter amendment to increase authorized shares (41.5M for, 2.0M against).","The charter amendment vote remains open; polls will stay open until reconvened meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1691562,"accession_number":"0000017313-26-000082","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-07-16T20:04:51+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest provides preliminary Q1 FY2027 NII estimate of $0.58-$0.59 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary pre-tax NII $0.57-$0.58 per share for Q1 FY2027 (ended June 30, 2026).","Preliminary net investment income $0.58-$0.59 per share.","Preliminary NAV per share $16.55-$16.65 as of June 30, 2026.","Final Q1 results due Aug 3, 2026 after close; webcast Aug 4, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":695597,"accession_number":"0000017313-26-000044","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-05-27T20:07:55+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest declares regular and supplemental dividends totaling $0.64 per share for September quarter","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular quarterly dividend $0.58/share paid in monthly installments of $0.1934 in July, August, September 2026.","Supplemental dividend $0.06/share payable on September 30, 2026 (ex-date September 15, 2026).","Total dividends per share for quarter ending September 30, 2026: $0.64.","Dividend reinvestment plan (DRIP) available for registered shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":529476,"accession_number":"0000017313-26-000036","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-05-19T21:29:47+00:00","items":["1.01","9.01"],"status":"ready","headline":"Capital Southwest expands ATM equity program capacity to $2.0B from $1.0B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered Sixth Amendments on May 19, 2026, raising maximum ATM offering to $2.0 billion.","Approximately $1.1 billion in shares remains available for sale under the expanded program.","Amendments executed with Jefferies, Raymond James, Citizens JMP Securities, and B. Riley.","Program capacity doubled from $1.0 billion; previous amendments raised capacity to $1.0B.","Technical updates include renaming subsidiary 'I-45 SLF LLC' to 'CapTrin Partners, LLC'."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":68451,"accession_number":"0000017313-26-000030","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-05-13T20:15:19+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest Q4 pre-tax NII $35.2M ($0.59/sh); portfolio grows to $2.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax NII $35.2M ($0.59/sh) vs $34.6M prior qtr; total investment income $57.8M.","Portfolio fair value $2.1B, up 17% YoY; 99% 1st lien senior secured; non-accruals 1.1%.","Q4 dividends: $0.58 regular + $0.06 supplemental = $0.64/sh; regular dividend declared for June qtr.","NAV $16.69/sh vs $16.75 prior qtr; net realized/unrealized loss $7.1M.","Post-qtr: CapTrin JV closed $150M revolver, accordion to $350M; SBIC II leverage commitment $90M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95066,"accession_number":"0000017313-26-000023","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest prelim Q4 NII $0.57-$0.58/sh; NAV $16.67-$16.72","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary pre-tax NII $0.59-$0.60 per share for fiscal Q4 ended March 31, 2026.","Preliminary net investment income $0.57-$0.58 per share; NAV $16.67-$16.72 per share.","Final Q4 results to be released May 13, 2026; conference call May 14, 2026 at 11:00 AM ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107867,"accession_number":"0000017313-26-000016","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest declares $0.1934 monthly regular and $0.06 supplemental dividends for Q2 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Monthly regular dividends of $0.1934/share for April, May, June 2026; total $0.58/share for quarter.","Supplemental dividend of $0.06/share payable June 30, 2026 (record date June 15, 2026).","Total dividends per share for quarter ending June 30, 2026: $0.64.","Dividend reinvestment plan available for registered stockholders through Equiniti Trust Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107866,"accession_number":"0000017313-26-000010","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CSWC Q3 FY2026 pre-tax NII $0.60/shr; NAV $16.75; dividend $0.64","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income of $34.6M ($0.60/shr), up from $34.0M prior quarter; total investment income $61.4M.","NAV per share $16.75 (up $0.13 QoQ); net realized/unrealized loss of $1.9M on $2.0B portfolio.","Originated $244M in new commitments (8 new & 16 add-on cos); received $89.1M from prepayments/exits.","Post-quarter: formed off-balance sheet JV with private credit manager for first-out senior secured debt opportunities.","Regular monthly dividend $0.1934/shr + $0.06 supplemental for March quarter; total $0.64/shr for Dec quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107865,"accession_number":"0000017313-26-000004","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest: 2025 dividends $2.56/share, 100% ordinary income, 26.11% qualified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total dividends $2.56 per share for tax year 2025, 100% ordinary income including net short-term capital gains.","Ordinary income split: 73.89% taxed as ordinary income, 26.11% as qualified dividends.","For non-U.S. shareholders, 82.55% of dividends relate to interest/short-term capital gains, exempt from U.S. withholding tax.","Posted on company website; supersedes any prior estimated classifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107864,"accession_number":"0000017313-26-000002","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest prelim Q3 NII $0.63-$0.64, NAV $16.72-$16.77, non-accruals 3.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary pre-tax net investment income $0.59-$0.60 per share for quarter ended Dec 31, 2025.","Preliminary net investment income $0.63-$0.64 per share; net asset value per share $16.72-$16.77.","Non-accruals as % of total portfolio: 3.2% at cost, 1.5% at fair value.","Final Q3 results to be released Feb 2, 2026 after market close; conference call Feb 3."],"consensus_eps_estimate":null,"consensus_eps_actual":1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124264,"accession_number":"0000017313-25-000151","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest declares monthly regular dividends for Q1 2026 and quarterly supplemental dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Monthly regular dividend of $0.1934 per share declared for January, February, and March 2026.","Quarterly supplemental dividend of $0.06 per share declared, payable on March 31, 2026.","Total dividends per share for the quarter ending March 31, 2026 are $0.64.","Dividend reinvestment plan (DRIP) available for registered stockholders through Equiniti Trust Company.","Board reviewed estimates of taxable income; final tax attributes determined after year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124263,"accession_number":"0000017313-25-000145","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest Q2 FY2026 NII $34M ($0.61/sh); NAV $16.62; issues $350M 5.95% notes due 2030","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax NII $34.0M ($0.61/share); total investment income $56.9M vs $55.9M prior quarter.","Credit portfolio $1.7B (99% 1st lien); weighted average yield 11.5%; $245.5M new commitments in 7 new and 10 existing companies.","NAV per share $16.62 vs $16.59 prior quarter; net realized/unrealized loss of $6.4M (0.3% of investments).","Issued $350M 5.950% notes due 2030; redeemed $150M Oct 2026 notes and $71.9M Aug 2028 notes at par, no make-whole; expects $2.2M realized loss on extinguishment.","Regular monthly dividend $0.1934/sh + quarterly supplemental $0.06/sh declared for Q ending Dec 2025; total $0.64/sh; 104% LTM pre-tax NII regular dividend coverage."],"consensus_eps_estimate":null,"consensus_eps_actual":0.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124262,"accession_number":"0000017313-25-000138","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest prelim Q2 FY2026 NII range $0.56-$0.57/sh, NAV $16.60-$16.64","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Prelim pre-tax net investment income $0.60-$0.61/sh; net NII $0.56-$0.57/sh for quarter ended Sep 30, 2025.","Prelim net asset value per share as of Sep 30, 2025: $16.60-$16.64.","Non-accruals at 2.6% of portfolio at cost and 1.0% at fair value.","Final Q2 results to be released Nov 3, 2025; conference call scheduled Nov 4, 2025 at 11:00 am ET."],"consensus_eps_estimate":null,"consensus_eps_actual":0.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140945,"accession_number":"0000017313-25-000133","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Capital Southwest issues $350M 5.950% notes due 2030; refinances higher-rate debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $350M of 5.950% notes due 2030 with net proceeds of ~$343.6M after discount and underwriting costs.","Proceeds to redeem all outstanding 7.75% notes due 2028 and 3.375% notes due 2026.","Also will repay a portion of borrowings under corporate credit facility and SPV facility.","Notes are unsecured, rank pari passu with existing unsecured debt; interest payable semi-annually.","Maturity September 18, 2030; callable at make-whole prior to August 18, 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140944,"accession_number":"0000017313-25-000126","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Capital Southwest prices $350M 5.950% notes due 2030; to redeem $150M and $71.9M notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Underwritten offering of $350M aggregate principal of 5.950% Notes due 2030; closing expected Sept 18, 2025.","Company will redeem all $150M of 3.375% Notes due 2026 on Oct 13, 2025, plus make-whole premium.","Company will redeem all $71.875M of 7.75% Notes due 2028 on Oct 13, 2025, at par plus accrued interest.","Underwriters include Deutsche Bank, ING, Morgan Stanley, SMBC Nikko, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140943,"accession_number":"0000017313-25-000101","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest declares $0.1934/mo regular and $0.06 supplemental dividends for Q4 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular monthly dividends of $0.1934 per share for October, November, and December 2025.","Supplemental quarterly dividend of $0.06 per share payable December 31, 2025.","Total dividends per share for quarter ending December 31, 2025: $0.64.","Ex-dividend dates: Oct 15, Nov 14, Dec 15 for regular; Dec 15 for supplemental.","Dividend reinvestment plan (DRIP) available through Equiniti Trust Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140942,"accession_number":"0000017313-25-000070","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest Q1 FY2026 pre-tax NII $32.7M ($0.61/sh); NAV $16.59","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income $32.7M ($0.61/share), up from $28.5M in prior quarter.","Total investment income $55.9M ($52.4M prior); total portfolio $1.8B, 99% 1st lien senior secured.","NAV per share $16.59 vs $16.70; regular dividend $0.58/sh + supplemental $0.06/sh, LTM coverage 106%.","Originated $115.2M in new commitments; raised $41.7M via ATM at $20.50/sh.","Switched regular dividend from quarterly to monthly starting July 2025; received second SBIC license in April 2025."],"consensus_eps_estimate":0.5746,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140941,"accession_number":"0000017313-25-000067","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Capital Southwest shareholders approve all proposals at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 6 director nominees elected with 92-96% of votes cast in favor (excluding broker non-votes).","Advisory vote on executive compensation passed with 73% of votes cast in favor.","Amendment to 2021 Employee Restricted Stock Award Plan approved with 93% of votes cast in favor.","Ratification of RSM US LLP as auditor for FY ending March 31, 2026 approved with 97% of total votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140940,"accession_number":"0000017313-25-000063","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest prelim Q1 NII $0.58-$0.59/sh; NAV $16.55-$16.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax NII per share estimated at $0.60-$0.61; net NII at $0.58-$0.59 for quarter ended June 30, 2025.","Net asset value per share as of June 30 estimated between $16.55 and $16.65.","Non-accruals comprise 2.6% of portfolio at cost and 0.8% at fair value.","Full Q1 FY2026 results due Aug 6, 2025 after close; webcast on Aug 7 at 1 p.m. ET."],"consensus_eps_estimate":0.5746,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158713,"accession_number":"0000017313-25-000059","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest shifts to monthly dividends, declares $0.64 total for Q3 FY2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Transition from quarterly to monthly regular dividends starting July 2025.","Monthly regular dividend of $0.1934 per share for July, August, September 2025.","Supplemental dividend of $0.06 per share payable in September 2025.","Total dividends of $0.64 per share for quarter ending September 30, 2025.","CEO cites strong earnings and credit quality enabling recurring distributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158712,"accession_number":"0000017313-25-000036","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CSWC Q4 pre-tax NII $28.5M ($0.56/sh); total dividends $0.64/sh; NAV $16.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted pre-tax NII $31.3M ($0.61/sh) excluding $2.8M CEO departure costs; LTM regular dividend coverage 110%.","Credit portfolio grew 19% YoY to $1.6B, 99% 1st lien; $146M new commitments in Q4.","Board declared $0.58 regular + $0.06 supplemental dividend for Q1 FY2026, payable June 30, 2025.","Estimated UTI $0.79/sh; management intends to continue quarterly supplemental dividends.","New SBIC II license adds up to $175M in SBA debenture capacity; total SBIC capacity now $350M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158711,"accession_number":"0000017313-25-000034","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest declares $0.58 regular and $0.06 supplemental dividend for June quarter","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular dividend of $0.58 per share declared for quarter ending June 30, 2025.","Supplemental dividend of $0.06 per share declared alongside regular dividend.","Ex-dividend and record date: June 13, 2025; payment date: June 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158710,"accession_number":"0000017313-25-000032","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Capital Southwest receives second SBIC license from SBA, adding $175M debenture capacity","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Wholly owned subsidiary Capital Southwest SBIC II, LP granted SBIC license by U.S. Small Business Administration.","SBIC II can issue up to $175M in SBA-guaranteed debentures; total program capacity now $350M.","SBA debentures have ten-year maturity, fixed interest rate linked to 10-year Treasury yield.","This is the second SBIC license; first received April 2021. SEC exemptive relief excludes these debentures from senior securities test."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158709,"accession_number":"0000017313-25-000029","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest prelim Q4 NII $0.54-$0.55; adj NII $0.59-$0.60, NAV $16.65-$16.75","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Preliminary pre-tax NII $0.55-$0.56/sh, net NII $0.54-$0.55/sh for Q4 ended Mar 31.","Adjusted pre-tax NII $0.60-$0.61/sh, adjusted NII $0.59-$0.60/sh, excluding $2.8M one-time CEO departure costs.","NAV per share estimated at $16.65-$16.75 as of Mar 31, 2025.","Non-accruals at 3.5% (cost) and 1.7% (fair value) of total investment portfolio.","Final Q4 results to be released May 14, 2025 after market close; webcast May 15."],"consensus_eps_estimate":null,"consensus_eps_actual":1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158708,"accession_number":"0000017313-25-000027","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Capital Southwest increases credit facility by $25M to $510M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total commitments under revolving credit facility increased by $25M from $485M to $510M.","Apple Bank increased commitment by $15M; Mitsubishi HC Capital America by $10M.","Accordion feature permits future increases up to $750M; terms identical to existing loans.","Effective April 9, 2025; conditions met including no default and fees paid."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177105,"accession_number":"0000017313-25-000015","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["1.01","5.02","8.01","9.01"],"status":"ready","headline":"Capital Southwest CEO Bowen Diehl steps down; Michael Sarner named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bowen Diehl resigned as President, CEO, and director effective Feb 17, 2025; will serve as advisor for 12 months.","Michael Sarner appointed President, CEO, and Board member; he previously served as CFO, CCO, and Secretary.","Chris Rehberger promoted to CFO, Treasurer, and Secretary; Tabitha Geiger promoted to Chief Compliance Officer.","Diehl receives $625,000 lump sum base salary, $375,000 bonus in lieu, 12 months COBRA, and vesting of 107,324 restricted shares; 95,000 shares forfeited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177104,"accession_number":"0000017313-25-000009","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CSWC Q3 pre-tax NII $0.64/share; total dividend raised to $0.64 for March qtr","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax NII of $0.64/share ($30.7M); total investment income $52.0M.","New originations of $317.5M; portfolio $1.7B; weighted avg debt yield 12.1%; non-accruals 2.7%.","Dividend increased to $0.64/share for March quarter ($0.58 regular + $0.06 supplemental), up from $0.63.","Raised $53M via ATM at $22.68; issued $230M of 5.125% convertible notes due 2029.","Net realized/unrealized depreciation $13.7M; NAV $16.59 unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177103,"accession_number":"0000017313-25-000005","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest: 2024 dividends of $2.53/share are 100% ordinary income","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total dividends paid in 2024: $2.53 per share, 100% classified as ordinary income (including net short-term capital gains).","For non-U.S. shareholders, ~92.89% of dividends are interest-related or short-term capital gain dividends, generally exempt from U.S. withholding tax.","Tax classifications supersede any prior estimates for 2024 dividends; details posted on Company website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177102,"accession_number":"0000017313-25-000002","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest prelim Q3 NII $0.62-$0.64/sh, NAV $16.57-$16.62","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Pre-tax NII estimate $0.63-$0.64 per share; net investment income $0.62-$0.63 per share for Q3 fiscal 2025.","NAV per share estimated at $16.57-$16.62 as of Dec 31, 2024.","Investment assets at fair value approx $1.7 billion.","Final Q3 results to be released Feb 3, 2025; conference call Feb 4."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193884,"accession_number":"0000017313-24-000135","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Capital Southwest receives SBA green light to apply for second SBIC license; up to $175M additional capacity","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["SBA issued 'green light' letter inviting Capital Southwest to submit application for a second SBIC license.","If approved, second license would provide access to up to $175M in SBA-guaranteed debentures, total SBIC capacity reaching $350M.","First SBIC license received in April 2021; license approval not assured and no timeline given.","SBIC debentures have 10-year maturities with fixed rates tied to the 10-Year U.S. Treasury rate.","CFO cites SBIC program as strategic priority to diversify long-term capital and maintain balance sheet flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193883,"accession_number":"0000017313-24-000127","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Capital Southwest issues $230M 5.125% convertible notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $230M aggregate principal of 5.125% Convertible Notes due 2029, including full over-allotment exercise.","Net proceeds of ~$222.7M to redeem 4.50% Notes due 2026, repay credit facility, and for general corporate purposes.","Initial conversion rate: 40 shares per $1,000 principal ($25.00 conversion price); company may redeem after Nov 20, 2027 if stock >=130% conversion price.","Notes mature Nov 15, 2029; interest payable quarterly beginning Feb 15, 2025.","Notes are unsecured, rank pari passu with existing unsubordinated debt, structurally subordinated to subsidiary obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193882,"accession_number":"0000017313-24-000103","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Capital Southwest updates ATM program to new shelf; $412.2M of $1B capacity remains","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered Fifth Amendments to equity distribution agreements with Jefferies, Raymond James, Citizens JMP, and B. Riley.","ATM Program aggregate offering amount remains $1.0 billion; approximately $412.2 million available as of Oct 30, 2024.","Amendments migrate the ATM Program to new automatic shelf registration statement on Form N-2ASR (File No. 333-282873).","Terms of Equity Distribution Agreements are substantially unchanged; reflects new shelf registration statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193881,"accession_number":"0000017313-24-000086","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CSWC Q2 FY2025 pre-tax NII $0.64/shr; declares $0.63 total dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax NII $0.64/shr ($30.0M); total investment income $48.7M, down from $51.4M prior quarter.","Portfolio $1.5B (98% 1st lien), NAV $16.59 stable; net realized/unrealized loss $8.5M.","Regular $0.58 and supplemental $0.05 per share for Q ending Dec 31, 2024; coverage 119% LTM.","Originated $89.8M in new commitments, prepayments $45.2M; expects robust net portfolio growth in Q3.","Raised $20.6M via ATM (weighted avg $24.49); $412.2M remaining; credit facility increased to $485M."],"consensus_eps_estimate":0.5971,"consensus_eps_actual":1.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210209,"accession_number":"0000017313-24-000078","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Capital Southwest increases revolving credit facility by $25M to $485M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Added $25M commitment from JA Mitsui Leasing Capital Corporation.","Total commitments under credit facility now $485M.","Increase executed via accordion feature; cap remains at $750M.","Terms and conditions identical to existing commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210208,"accession_number":"0000017313-24-000054","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest reports Q1 pre-tax NII $0.69/sh, raises regular dividend to $0.58, declares supplemental $0.06","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income of $31.3M ($0.69 per share) for quarter ended June 30, 2024.","Regular dividend increased to $0.58 per share (from $0.57) and supplemental dividend of $0.06 declared for Sep quarter, total $0.64.","Total investment income $51.4M, up from $46.4M prior quarter; portfolio yield 13.3% on $1.5B investments.","NAV per share $16.60 (down $0.17 from prior quarter); net realized/unrealized depreciation of $14.8M.","Originated $108.1M in new commitments; raised $38.4M via ATM and added $50M SPV facility capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210207,"accession_number":"0000017313-24-000051","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Capital Southwest shareholders elect directors, approve say-on-pay and auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six director nominees elected: votes for ranged from 15.8M to 16.5M; broker non-votes 14.4M.","Advisory 'Say-on-Pay' approved: 14.5M for, 1.4M against, 0.9M abstentions.","Ratification of RSM US LLP as auditor for FY2025 approved: 30.5M for, 0.25M against.","Quorum of 31.2M shares out of 45.9M outstanding present at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210206,"accession_number":"0000017313-24-000049","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Capital Southwest preliminary Q1 NII $0.68-$0.69/sh, NAV $16.55-$16.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income estimated at $0.68-$0.69 per share; net investment income $0.62-$0.63 per share.","Net asset value per share estimated at $16.55-$16.65 as of June 30, 2024.","Regulatory leverage estimated at 0.73x-0.77x debt to equity.","Full Q1 FY2025 results to be released Aug 5, 2024 after market close; webcast Aug 6 at 11:00 AM ET."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228488,"accession_number":"0000017313-24-000023","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Capital Southwest increases ATM equity offering capacity to $1.0B from $650M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Maximum ATM offering increased to $1.0B from $650M; ~$471M remains available as of May 21, 2024.","Settlement date changed to T+1 effective May 28, 2024, from T+2.","Amendments entered with Jefferies, Raymond James, Citizens JMP, and B. Riley Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228487,"accession_number":"0000017313-24-000015","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CSWC Q4 pre-tax NII $0.68/sh, total dividend $0.63; NAV $16.77","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income $29.8M ($0.68/sh) for Q4 ended Mar 31, 2024; total portfolio $1.5B.","Board declares $0.63/sh total dividend for June quarter ($0.57 regular + $0.06 supplemental), payable Jun 28.","FY2024 pre-tax NII $2.72/sh, up 18% YoY from $2.30; NAV per share $16.77 vs $16.37 a year ago.","Closed new $150M SPV credit facility in March; raised $49.3M via ATM at $23.80/sh during Q4.","Net realized and unrealized losses of $15.9M in Q4, primarily from credit portfolio depreciation."],"consensus_eps_estimate":null,"consensus_eps_actual":2.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247165,"accession_number":"0000017313-24-000012","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-03-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Capital Southwest enters $150M-$400M SPV credit facility with Deutsche Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Initial commitments of $150M, increasing to $200M by June 20, 2024, with accordion option up to $400M.","Interest at 3-month Term SOFR + 2.50% during revolving period (to March 20, 2027), then +2.85%.","Facility matures March 20, 2029; non-recourse to Capital Southwest Corporation.","Deutsche Bank is facility agent; U.S. Bank Trust Co. as collateral agent; U.S. Bank N.A. as collateral custodian."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247164,"accession_number":"0000017313-24-000010","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Capital Southwest announces 2023 dividends tax treatment: $2.42/sh, 100% ordinary income","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total 2023 dividends of $2.42 per share classified 100% as ordinary income including net short-term capital gains.","For non-U.S. shareholders, 94.17% of 2023 dividends are interest-related or short-term capital gains, generally exempt from U.S. withholding tax.","Tax classification is final and supersedes any prior estimated information; details posted on company website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247163,"accession_number":"0000017313-24-000003","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest Q3 fiscal 2024 pre-tax NII $0.72 per share; NAV up to $16.77; declares $0.63 total dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax net investment income of $29.8M ($0.72/share) for Dec 2023 quarter; total investment income $48.6M.","Net asset value per share increased to $16.77 from $16.46 in prior quarter.","Total dividends declared for March 2024 quarter: $0.57 regular + $0.06 supplemental = $0.63/share.","Originated $116.3M in new commitments (4 new and 12 add-on portfolio companies); 97% first-lien senior secured.","Non-accruals at 2.2% of portfolio ($29.4M fair value); sold 3.0M shares via ATM at $21.92 avg."],"consensus_eps_estimate":null,"consensus_eps_actual":2.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264603,"accession_number":"0000017313-23-000145","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Capital Southwest increases credit facility by $25M to $460M via accordion feature","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total commitments under Third Amended Credit Agreement increased from $435M to $460M.","Increase executed under accordion feature permitting total commitments up to $750M.","Apple Bank for Savings provided the $25M incremental commitment as new lender.","Terms and conditions of incremental commitment identical to existing commitments.","All conditions precedent satisfied; effective date December 7, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264602,"accession_number":"0000017313-23-000121","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Capital Southwest Q2 pre-tax NII $0.67/sh; raises total dividend to $0.63 for Dec quarter","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pre-tax NII of $0.67/share on total investment income $42.8M for quarter ended Sept 30, 2023.","Regular dividend increased to $0.57/share plus $0.06 supplemental, total $0.63 for Dec quarter, up from $0.62.","NAV per share rose to $16.46 from $16.38; portfolio $1.4B with 97% 1st lien debt.","Originations of $110M in new commitments during quarter.","Net realized/unrealized depreciation of $4.2M (0.3% of portfolio)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264601,"accession_number":"0000017313-23-000119","cik":17313,"company_name":"CAPITAL SOUTHWEST CORP","ticker":"CSWC","form_type":"8-K","filed_at":"2023-10-17T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Capital Southwest increases authorized common shares from 40M to 75M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed Certificate of Amendment on Oct 11, 2023, increasing authorized common shares from 40,000,000 to 75,000,000.","Common stock trades as CSWC on Nasdaq; also has 7.75% Notes due 2028 (CSWCZ).","No immediate equity offering announced; amendment provides flexibility for future capital needs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1456516552.2385476,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-10-17T23:59:59+00:00|264601"}