Barings BDC, Inc. — fact timeline

Barings BDC, Inc. entered into New CSA with Barings LLC valued at $10,994,928 (effective 2026-05-29).

“Barings BDC, Inc. (the “Company”) and Barings LLC (the “Adviser”) entered into a new Credit Support Agreement (the “New CSA”). The New CSA provides similar credit support as previously provided under the Prior CSA for the remaining unrealized investments in two portfolio companies previously covered by the Prior CSA in an amount equal to the $10,994,928 fair value of such investments as of May 29, 2026 (the “Remaining Obligation”).”

Barings BDC, Inc. terminated Prior CSA with Barings LLC valued at $67,027,611 (effective 2026-05-29).

“On May 29, 2026, the Company entered into the Termination and Cancellation Agreement (the “Termination Agreement”) with the Adviser to terminate all rights and obligations under the Prior CSA in exchange for the Adviser’s cash payment, on or before June 30, 2026, of $67,027,611 to the Company”

Barings BDC, Inc. shareholders approved Election of three Class II directors to serve for a three-year term and until their successors have been duly elected and qualify at the 2026-05-07 meeting.

“All director nominees listed in the Election of Directors Proposal were elected by the Company’s stockholders at the Annual Meeting as Class II directors to serve until the Company’s 2029 annual meeting of stockholders and until their successors have been duly elected and qualified. The final voting results for each director nominee are set forth below: Director For Against Abstain Broker Non-Votes Steve Byers 48,671,676 3,980,169 1,481,514 — Valerie Lancaster-Beal 48,601,268 4,040,199 1,491,892 — John A. Switzer 47,570,162 5,080,126 1,483,071 —”

Barings BDC, Inc. reported first quarter of 2026 results: net income Net investment income $25.9, EPS $0.25.

“Ended Income Statement March 31, 2026 December 31, 2025 (dollars in millions, except per share data) Total Amount Per Share (1) Total Amount Per Share (2) Net investment income $25.9 $0.25 $28.0 $0.27 Net realized gains (losses) $(10.8) $(0.10) $(5.2) $(0.05) Net unrealized appreciation (depreciation) $4.9 $0.05 $2.5 $0.02 Net increase in net assets resulting”

Barings BDC, Inc. incurred term loan of €85,000,000 with ING Capital LLC, as administrative agent.

“n Amended and Restated Senior Secured Credit Agreement, dated as of November 5, 2024 (as amended by the First Amendment, the “ING Credit Facility”) among BBDC, as borrower, Energy Hardware Holdings, Inc., as subsidiary guarantor, the lenders party thereto and ING Capital LLC, as administrative agent. The First Amendment, among other changes (a) extended the revolving period under the ING Credit Facility from November 5, 2028 to November 13, 2029; (b) extended the stated maturity date from November 5, 2029 to November 13, 2030; and (c) added a new €85,000,000 term loan facility.”

Barings BDC, Inc. amended credit facility with ING Capital LLC, as administrative agent maturing November 13, 2030.

“n Amended and Restated Senior Secured Credit Agreement, dated as of November 5, 2024 (as amended by the First Amendment, the “ING Credit Facility”) among BBDC, as borrower, Energy Hardware Holdings, Inc., as subsidiary guarantor, the lenders party thereto and ING Capital LLC, as administrative agent. The First Amendment, among other changes (a) extended the revolving period under the ING Credit Facility from November 5, 2028 to November 13, 2029; (b) extended the stated maturity date from November 5, 2029 to November 13, 2030; and (c) added a new €85,000,000 term loan facility.”

Barings BDC, Inc. incurred senior notes of $300.0 million aggregate principal amount with U.S. Bank Trust Company, National Association, as trustee at 5.200% per year maturing September 15, 2028.

“Third Supplemental Indenture, dated September 15, 2025, to the indenture between the Company and the Trustee, dated November 23, 2021 (the “Base Indenture” and, together with the Third Supplemental Indenture, the “Indenture”). The Third Supplemental Indenture relates to the Company’s issuance of $300.0 million aggregate principal amount of its 5.200% notes due 2028 (the “Notes”). The Notes will mature on September 15, 2028”

Barings BDC, Inc. reported financial results for first quarter of 2024.

“On May 7, 2024, Barings BDC, Inc. (the “Company” or “Barings BDC”) issued a press release announcing its financial results for the quarter ended March 31, 2024.”

Barings BDC, Inc. shareholders approved Election of three Class III directors at the 2024-05-07 meeting.

“All director nominees listed in the Director Election Proposal were elected by the Company’s stockholders at the Annual Meeting as Class III directors to serve until the Company’s 2027 annual meeting of stockholders and until their successors have been duly elected and qualified. The final voting results for each director nominee are set forth below: Director For Against Abstain Broker Non-Votes David Mihalick 57,545,088 2,692,472 1,563,801 — Thomas W. Okel 50,998,191 9,157,643 1,645,527 — Jill Olmstead 50,923,256 9,283,027 1,595,078 —”

Elizabeth Murray changed role as principal accounting officer at Barings BDC, Inc..

“Elizabeth Murray, the Company’s Chief Financial Officer and Chief Operating Officer, will serve as the Company’s principal accounting officer.”

Michael DeSieno resigned as Chief Accounting Officer at Barings BDC, Inc..

“On March 14, 2024, Michael DeSieno notified Barings BDC, Inc. (the “Company”) of his resignation as the Company’s Chief Accounting Officer, effective as of the close of business on March 21, 2024, to pursue other business opportunities.”

Matthew Freund was appointed as President at Barings BDC, Inc..

“On March 8, 2024, Ian Fowler resigned from his position as President of Barings BDC, Inc. (the “Company”), effective immediately, to pursue other business opportunities and, after his resignation, the Company’s Board of Directors appointed Matthew Freund as President of the Company, effective March 10, 2024.”

Ian Fowler resigned as President at Barings BDC, Inc..

“On March 8, 2024, Ian Fowler resigned from his position as President of Barings BDC, Inc. (the “Company”), effective immediately, to pursue other business opportunities and, after his resignation, the Company’s Board of Directors appointed Matthew Freund as President of the Company, effective March 10, 2024.”

Barings BDC, Inc. reported quarter and year ended December 31, 2023 results: net income net increase in net assets resulting from operations of $29.9 million, EPS $0.28.

“On February 22, 2024 , Barings BDC, Inc. (the “Company” or “Barings BDC”) issued a press release announcing its financial results for the quarter and year ended December 31, 2023.”

Barings BDC, Inc. incurred senior notes of $300 million with U.S. Bank Trust Company, National Association at 7.000% per year maturing February 15, 2029.

“the issuance and sale of $300 million in aggregate principal amount (the "Offering") of the Company's 7.000% senior, unsecured notes due 2029”

Barings BDC, Inc. entered into Second Supplemental Indenture with U.S. Bank Trust Company, National Association, as trustee valued at Second Supplemental Indenture, dated February 12, 2024, to the indenture, dated November 23, 2021, b (effective 2024-02-12).

“The Offering closed on February 12, 2024 and the Notes were issued under a Second Supplemental Indenture, dated February 12, 2024, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), to the indenture, dated November 23, 2021, between the Company and the Trustee (the “Base Indenture” and, together with the Second Supplemental Indenture, the “Indenture”).”

Barings BDC, Inc. entered into Underwriting Agreement with Wells Fargo Securities, LLC, SMBC Nikko Securities America, Inc., BMO Capital Markets Corp., and Fifth Third Securities, Inc., as representatives of the several underwriters named in Schedule A valued at $300 million in aggregate principal amount of the Company’s 7.000% senior, unsecured notes due 2029 (effective 2024-02-07).

“On February 7, 2024, Barings BDC, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) among the Company, Barings LLC, and Wells Fargo Securities, LLC, SMBC Nikko Securities America, Inc., BMO Capital Markets Corp., and Fifth Third Securities, Inc., as representatives of the several underwriters named in Schedule A thereto , in connection with the issuance and sale of $300 million in aggregate principal amount (the “Offering”) of the Company’s 7.000% senior, unsecured notes due 2029 (the “Notes”).”

Barings BDC, Inc. reported the fourth quarter of 2023 results: net income $0.25 - $0.29.

“Barings BDC, Inc. (NYSE: BBDC) (“Barings BDC” or the “Company”) today reported preliminary financial and operating results for the fourth quarter of 2023.”

Barings BDC, Inc. reported financial results for quarter ended September 30, 2023.

“Barings BDC, Inc. (the “Company” or “Barings BDC”) issued a press release announcing its financial results for the quarter ended September 30, 2023.”

Barings BDC, Inc. reported financial results for second quarter of 2023.

“On August 9, 2023 , Barings BDC, Inc. (the “Company” or “Barings BDC”) issued a press release announcing its financial results for the quarter ended June 30, 2023.”

Barings BDC, Inc. amended revolving credit with ING Capital LLC maturing February 21, 2026.

“On May 9, 2023, Barings BDC, Inc. (“BBDC”) entered into an amendment (the “Fourth Amendment”) to the Senior Secured Revolving Credit Agreement, dated as of February 3, 2019”

Barings BDC, Inc. reported first quarter of 2023 results: revenue $67.2 million, net income $39.7 million, EPS $0.37 per share.

“During the three months ended March 31, 2023, the Company reported total investment income of $67.2 million, net investment income of $27.5 million, or $0.25 per share, and a net increase in net assets resulting from operations of $39.7 million, or $0.37 per share.”

Barings BDC, Inc. shareholders approved to authorize the Company, pursuant to subsequent approval of its Board of Directors, to issue and sell shares of its common stock (during the 12 months following such authorization) at a price below the Company’s then-current net asset value per share in one or more offerings, subject to certain lim at the 2023-05-04 meeting.

“The final voting results for the Below-NAV Share Issuance Proposal, which was approved by the Company’s stockholders, are set forth below: For Against Abstain Broker Non-Votes 56,358,896 10,160,012 1,939,600 —”

Barings BDC, Inc. shareholders approved to elect three Class II directors to serve for a three-year term and until their successors have been duly elected and qualify at the 2023-05-04 meeting.

“All director nominees listed in the Director Election Proposal were elected by the Company’s stockholders at the Annual Meeting as Class II directors to serve until the Company’s 2026 annual meeting of stockholders and until their successors have been duly elected and qualified. The final voting results for each director nominee are set forth below: Director For Against Abstain Broker Non-Votes Steve Byers 57,036,322 9,745,626 1,676,560 — Valerie Lancaster-Beal 57,161,139 9,696,676 1,600,693 — John A. Switzer 57,054,378 9,768,500 1,635,630 —”

Elizabeth Murray was appointed as Chief Financial Officer at Barings BDC, Inc..

“On April 3, 2023, the Company’s Board of Directors appointed Elizabeth Murray as Chief Financial Officer of the Company, effective as of the close of business on April 4, 2023.”

Jonathan Landsberg resigned as Chief Financial Officer at Barings BDC, Inc..

“On March 30, 20223, Jonathan Landsberg notified Barings BDC, Inc. (the “Company”) that he will step down as the Company’s Chief Financial Officer, effective as of the close of business on April 4, 2023, to pursue other business opportunities.”

Barings BDC, Inc. reported financial results for quarter and year ended December 31, 2022.

“On February 23, 2023, Barings BDC, Inc. (the “Company” or “Barings BDC”) issued a press release announcing its financial results for the quarter and year ended December 31, 2022.”

Eric Lloyd was appointed as Chief Executive Officer at Barings BDC, Inc..

“On December 14, 2022, the Company’s Board of Directors appointed Eric Lloyd as Chief Executive Officer of the Company, effective as of the close of business on December 16, 2022.”

Jonathan Bock resigned as Chief Executive Officer at Barings BDC, Inc..

“Jonathan Bock notified Barings BDC, Inc. (the “Company”) that he will step down as the Company’s Chief Executive Officer, effective as of the close of business on December 16, 2022, to pursue other business opportunities.”

Christopher DeFrancis was appointed as interim Chief Compliance Officer at Barings BDC, Inc..

“On December 1, 2022, the Company’s Board of Directors appointed Christopher DeFrancis to serve as interim Chief Compliance Officer of the Company, effective as of the close of business on December 9, 2022,”

Benjamin Tecmire resigned as Chief Compliance Officer at Barings BDC, Inc..

“On November 28, 2022, Benjamin Tecmire notified Barings BDC, Inc. (the “Company”) of his resignation as the Company’s Chief Compliance Officer, effective as of the close of business on December 9, 2022.”

Barings BDC, Inc. reported the quarter ended September 30, 2022 results: revenue $56.3 million, net income net increase in net assets resulting from operations of $9.9 million, EPS $0.09 per share. Guidance initiated.

“During the three months ended September 30, 2022, the Company reported total investment income of $56.3 million, net investment income of $27.9 million, or $0.26 per share, and a net increase in net assets resulting from operations of $9.9 million, or $0.09 per share.”

Benjamin Tecmire was appointed as Chief Compliance Officer at Barings BDC, Inc..

“On September 7, 2022, the Company’s Board of Directors appointed Benjamin Tecmire as Chief Compliance Officer of the Company, effective as of the close of business on September 16, 2022.”

Michael Cowart resigned as Chief Compliance Officer at Barings BDC, Inc..

“On August 31, 2022, Michael Cowart notified Barings BDC, Inc. (the “Company”) of his resignation as the Company’s Chief Compliance Officer, effective as of the close of business on September 16, 2022.”

Valerie Lancaster-Beal was appointed as Director at Barings BDC, Inc..

“the Board increased the size of the Board from eight directors to 10 directors and appointed Steve Byers and Valerie Lancaster-Beal, both former directors of Sierra who were selected by the Company, to fill the vacancies created by the expansion of the Board.”

Steve Byers was appointed as Director at Barings BDC, Inc..

“the Board increased the size of the Board from eight directors to 10 directors and appointed Steve Byers and Valerie Lancaster-Beal, both former directors of Sierra who were selected by the Company, to fill the vacancies created by the expansion of the Board.”