secwatch / observer
8-K filed February 6, 2026, 6:59 PM ET ticker SAR CIK 0001377936
debt confidence high sentiment neutral materiality 0.50

SARATOGA INVESTMENT CORP. (SAR): debt financing — Saratoga Investment Corp. issues $100M 7.50% Notes due 2031, proceeds to repay existing 4.375% notes

SARATOGA 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 0.95

SARATOGA INVESTMENT CORP. incurred senior notes of $100.0 million with U.S. Bank Trust Company, National Association at 7.50% per year maturing February 6, 2031.

Instrument
senior notes
Principal
$100.0 million
Counterparty
U.S. Bank Trust Company, National Association
Rate
7.50% per year
Maturity
February 6, 2031
Event
incurrence
Exact text from the filing
“Base Indenture”; and together with the Sixteenth Supplemental Indenture, the “Indenture”). The Sixteenth Supplemental Indenture relates to the Company’s issuance and sale of $100.0 million in aggregate principal amount of the Company’s 7.50% Notes due 2031 (the “Notes” and the issuance and sale of the Notes, the “Offering”). The Notes bear interest at a rate of
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.98

SARATOGA INVESTMENT CORP. entered into Sixteenth Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $100.0 million in aggregate principal amount (effective 2026-02-06).

Action
entry
Agreement
notes offering
Counterparty
U.S. Bank Trust Company, National Association
Value
$100.0 million in aggregate principal amount
Effective
2026-02-06
Exact text from the filing
on February 6, 2026, Saratoga Investment Corp. (the “Company”) and U.S. Bank Trust Company, National Association, as trustee (as successor in interest to U.S. Bank National Association) (the “Trustee”), entered into a Sixteenth Supplemental Indenture (the “Sixteenth Supplemental Indenture”) to the Base Indenture, dated May 10, 2013, by and between the Company and the Trustee (the “Base Indenture”; and together with the Sixteenth Supplemental Indenture, the “Indenture”).
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SARATOGA INVESTMENT CORP. filing history →

Source: SEC EDGAR
accession 0001213900-26-013267
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