secwatch / observer
8-K filed May 18, 2023, 7:59 PM ET ticker CION CIK 0001534254
debt confidence high sentiment neutral materiality 0.30

CION Investment Corp (CION): debt financing — CION extends JPM credit facility to May 2025, shifts to SOFR, cuts minimum borrowings to $550M

CION Investment Corp

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

CION Investment Corp amended credit facility of up to $675,000,000 with JPMorgan Chase Bank, National Association at three-month SOFR, plus a credit spread of 3.05% per year, and a LOFR to SOFR cre maturing May 15, 2025.

Instrument
credit facility
Principal
up to $675,000,000
Counterparty
JPMorgan Chase Bank, National Association
Rate
three-month SOFR, plus a credit spread of 3.05% per year, and a LOFR to SOFR cre
Maturity
May 15, 2025
Event
amendment
Exact text from the filing
Association, as securities intermediary, and CION Investment Management, LLC, CION’s investment adviser, as portfolio manager. Advances to 34 th Street remain unchanged of up to $675,000,000 but under the Second Amendment, all such advances bear interest at a floating rate equal to the three-month Secured Overnight Financing Rate (“SOFR”), plus a credit spread of
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

CION Investment Corp amended Second Amendment to Third Amended and Restated Loan and Security Agreement with JPMorgan Chase Bank, National Association valued at Advances up to $675,000,000 bearing interest at three-month SOFR plus 3.05% per year plus 0.15% cred (effective 2023-05-15).

Action
amendment
Agreement
credit facility
Counterparty
JPMorgan Chase Bank, National Association
Value
Advances up to $675,000,000 bearing interest at three-month SOFR plus 3.05% per year plus 0.15% cred
Effective
2023-05-15
Exact text from the filing
On May 15, 2023, 34 th Street Funding, LLC (“34 th Street”), a wholly-owned, special purpose financing subsidiary of CĪON Investment Corporation (“CION”), entered into a Second Amendment to Third Amended and Restated Loan and Security Agreement (the “Second Amendment”) with JPMorgan Chase Bank, National Association (“JPM”), as lender and administrative agent, U.S. Bank Trust Company, National Association, as collateral agent and collateral administrator, U.S. Bank National Association, as securities intermediary, and CION Investment Management, LLC, CION’s investment adviser, as portfolio manager.
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Source: SEC EDGAR
accession 0001104659-23-062100
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