Recent 8-K filings for BCIC

• May 8, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  BCIC Q1 NAV $15.60, core income $14.8M; Q2 total distribution $0.30

  Total investment income $17.6M; core investment income $14.8M (up from $14.2M Q4 2025).

• March 24, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  BCP Investment Corp issues $50M of 7.50% notes due 2029 to refinance debt

  Issued $50M aggregate principal of 7.50% notes due September 24, 2029.

• March 12, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  BCP Investment amends credit facility; JPMorgan commitments decreased to $125M

  Aggregate financing commitments under JPMorgan Revolving Credit Facility reduced to $125M.

• March 9, 2026, 7:59 PM ET earnings materiality 0.85 neutral item 2.02item 9.01

  BCIC posts FY2025 NII of $25.1M, NAV down to $16.68/sh; transitions to monthly distributions of $0.09/sh

  FY2025 total investment income $61.2M, NII $25.1M ($2.28 per share) vs $24.0M ($2.59 per share) in FY2024.

• November 7, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  BCIC Q3 NII up 94% to $0.71/share; launches $9M tender offer, declares $0.47 dividend

  Total investment income up 50% YoY to $18.9M; NII rose 94% to $8.8M ($0.71 diluted EPS).

• October 15, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02

  BCP Investment Corp director Matthew Westwood resigns; board shrinks to 8

  Matthew Westwood resigned from the Board on October 14, 2025, as part of rationalizing board size and reducing expenses.

• October 15, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 8.01item 9.01

  BCP Investment Corporation issues $110M in new senior notes at 7.50%-7.75% to redeem outstanding 4.875% notes due 2026

  Issued $35M 7.50% notes due 2028 and $75M 7.75% notes due 2030, aggregate $110M.

• August 21, 2025, 7:59 PM ET other material materiality 0.25 neutral item 5.03item 9.01 ◈ Governance Changes

  Portman Ridge Finance to rename to BCP Investment Corporation; ticker changes to BCIC

  Company filed certificate of amendment to change name from Portman Ridge Finance Corp to BCP Investment Corp effective Aug 22, 2025.

• August 11, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Portman Ridge Q2 NII $0.50/sh; completes Logan Ridge merger, rebrands to BCP Investment Corp

  Q2 NII $4.6M ($0.50/sh), up from Q1 $0.47 but down from $0.70 YoY; total investment income $12.6M.

• July 16, 2025, 7:59 PM ET M&A materiality 0.75 positive item 2.01item 2.03item 7.01item 9.01 ◈ Debt Financings ×2◈ M&A Transactions

  Portman Ridge closes merger with Logan Ridge, rebrands as BCP Investment Corp, announces share repurchase plan

  Merger closed July 15, 2025; LRFC shareholders received 1.5 PTMN shares each (approx. 4M shares issued).

• June 27, 2025, 7:59 PM ET M&A materiality 0.75 positive item 5.07item 7.01item 9.01

  Portman Ridge shareholders approve merger with Logan Ridge; closing expected July 15

  PTMN shareholders voted 4.16M for vs 541K against (88% approval) on merger share issuance.

• June 24, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Portman Ridge holds annual meeting; elects three directors, ratifies Deloitte as auditor

  Stockholders elected George Grunebaum, Dean C. Kehler, Matthew Westwood as directors; each received >1.7M votes for, with 2.99M broker non-votes.

• June 3, 2025, 7:59 PM ET M&A materiality 0.70 positive item 7.01item 9.01

  ISS and Glass Lewis recommend PTMN and LRFC stockholders vote FOR merger

  ISS and Glass Lewis both recommend voting FOR the merger of LRFC with and into PTMN.

• May 9, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Portman Ridge Q1 NII $0.47/sh, NAV $18.85; quarterly dividend held at $0.47

  Net investment income of $4.3M ($0.47/sh) vs $6.2M ($0.67/sh) YoY; total investment income $12.1M, down from $16.5M.

• March 18, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Portman Ridge Q4 NII $0.60; NAV $19.41; Merges with Logan Ridge (1.5:1)

  Q4 NII $5.5M ($0.60/sh) vs $11.2M ($1.19) YoY; full-year NII $24.0M ($2.59) vs $34.8M ($3.66).

• February 4, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 1.01item 9.01

  Portman Ridge to acquire Logan Ridge in stock-for-stock merger valued at 1.5x shares

  Each LRFC share converts to 1.500 newly issued PTMN shares; no cash component except fractional shares.

• November 12, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Portman Ridge Q3 NII $0.63/share, NAV $20.36; declares $0.69 dividend

  NII of $0.63 per share vs $0.75 in Q3 2023; total investment income $15.2M, down from $18.6M YoY.

• August 12, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Portman Ridge Q2 NII $0.70/share; NAV falls to $21.21; credit facility upsized to $200M

  Net investment income $6.5M ($0.70/share) vs $0.67 in Q1 and $0.83 in Q2 2023.

• July 29, 2024, 7:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 7.01item 9.01

  Portman Ridge upsizes credit facility to $200M, reduces margin to 2.50%

  Credit facility upsized to $200M (from $115M); margin reduced to 2.50% (from 2.80%).

• June 26, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Portman Ridge Finance announces annual meeting voting results

  Stockholders elected Ted Goldthorpe, Patrick Schafer, Alexander Duka to board until 2027 annual meeting.

• May 13, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Portman Ridge Q1 NII falls 43% QoQ to $0.67/sh; NAV $22.57; dividend $0.69

  NII of $6.2M ($0.67/sh) down from $11.2M ($1.18) Q4 2023 and $8.5M ($0.89) Q1 2023.

• March 15, 2024, 7:59 PM ET earnings materiality 0.70 positive item 7.01item 9.01

  Portman Ridge Q4/FY 2023 NII $3.66/share; dividend raised to $0.69; new $10M buyback; CFO transition

  Full-year 2023 total investment income $76.3M (+9.6% YoY); NII $34.8M ($3.66/share) vs $28.9M ($3.00/share) in 2022.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

6 positive 3 negative 13 neutral

source · BCIC on sec.gov