Source-grounded facts extracted from CAPITAL SOUTHWEST CORP's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
CAPITAL SOUTHWEST CORP reported preliminary financial results for the fourth quarter of its 2026 fiscal year (quarter ended March 31, 2026).
“Capital Southwest Announces Preliminary Estimate of Fourth Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule”
CAPITAL SOUTHWEST CORP incurred senior notes of $350.0 million with U.S. Bank Trust Company, National Association at 5.950% maturing September 18, 2030.
“The Seventh Supplemental Indenture relates to the Company’s issuance and sale of $350.0 million in aggregate principal amount of the Company’s 5.950% Notes due 2030”
CAPITAL SOUTHWEST CORP incurred senior notes of $350.0 million with Deutsche Bank Securities Inc., ING Financial Markets LLC, Morgan Stanley & Co. LLC, SMBC Nikko Securities America, Inc., and Wells Fargo Securities, LLC at 5.950% maturing 2030.
“in connection with the issuance and sale of $350.0 million in aggregate principal amount of the Company's 5.950% Notes due 2030”
Chris Rehberger was appointed as Chief Financial Officer, Treasurer and Secretary at CAPITAL SOUTHWEST CORP.
“the Board also promoted Chris Rehberger, Executive Vice President of Finance and Treasurer of the Company, to the positions of Chief Financial Officer, Treasurer and Secretary of the Company, effective immediately.”
Michael S. Sarner resigned as Chief Financial Officer, Chief Compliance Officer and Secretary at CAPITAL SOUTHWEST CORP.
“Mr. Sarner resigned from his positions of Chief Financial Officer, Chief Compliance Officer and Secretary of the Company, effective immediately.”
Michael S. Sarner was appointed as Director at CAPITAL SOUTHWEST CORP.
“The Board also appointed Mr. Sarner to the Board to fill the vacancy on the Board created by Mr. Diehl’s transition, effective immediately, for a term expiring at the Company’s 2025 annual meeting of shareholders.”
Michael S. Sarner was appointed as President and Chief Executive Officer at CAPITAL SOUTHWEST CORP.
“On February 17, 2025, the Board appointed Michael S. Sarner, the Chief Financial Officer, Chief Compliance Officer and Secretary of the Company, to succeed Mr. Diehl as the President and Chief Executive Officer of the Company, effective immediately.”
Bowen S. Diehl departed as President and Chief Executive Officer at CAPITAL SOUTHWEST CORP.
“Bowen S. Diehl notified the Board that he was stepping down as the President and Chief Executive Officer of the Company and as a director of the Board.”
CAPITAL SOUTHWEST CORP reported fourth fiscal quarter and fiscal year ended March 31, 2024 results: net income $0.68 per weighted average share outstanding, EPS $0.68 per weighted average share outstanding.
“Capital Southwest Announces Financial Results for Fourth Fiscal Quarter and Fiscal Year Ended March 31, 2024”
CAPITAL SOUTHWEST CORP incurred credit facility of $150 million with Deutsche Bank AG, New York Branch at three-month Term SOFR plus an applicable margin of 2.50% maturing March 20, 2029.
“Association as collateral agent, U.S. Bank National Association, as collateral custodian, and the lenders that are party thereto from time to time. The SPV Facility provides for $150 million of initial commitments with (i) an increase to $200 million of total commitments on the earlier of (a) June 20, 2024, the three month anniversary of the effective date of the”
CAPITAL SOUTHWEST CORP entered into Loan Financing and Servicing Agreement with Deutsche Bank AG, New York Branch valued at $150 million initial commitments, increase to $200 million, accordion up to $400 million (effective 2024-03-20).
“On March 20, 2024, Capital Southwest Corporation (the “Company”) entered into a Loan Financing and Servicing Agreement (the “Loan Agreement”) for a special purpose vehicle financing credit facility (the “SPV Facility”) by and among Capital Southwest SPV LLC (“Capital Southwest SPV”), as borrower, the Company, as equityholder and servicer, Deutsche Bank AG, New York Branch (“Deutsche Bank”), as facility agent, U.S. Bank Trust Company, National Association as collateral agent, U.S. Bank National Association, as collateral custodian, and the lenders that are party thereto from time to time. The SPV Facility provides for $150 million of initial commitments with (i) an increase to $200 million of total commitments on the earlier of (a) June 20, 2024, the three month anniversary of the effective date of the Loan Agreement, or (b) the date requested by the Company, in its sole discretion, and (ii) an accordion feature that allows increases up to $400 million of total commitments from new and”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.