Highest-materiality recent filing
Gladstone Investment reports Q4 net investment loss $0.27/sh; adjusted NII $0.20/sh; NAV $16.78
Q4 net investment loss $10.6M ($0.27/sh); adjusted net investment income $7.9M ($0.20/sh).
David Gladstone stepped down as CEO effective March 20, 2026; remains Chairman of the Board.
Gladstone Investment issues $115M of 7.125% Notes due 2031
$115M aggregate principal, 7.125% interest, mature May 1, 2031; quarterly interest starts May 1, 2026.
Gladstone Investment Q3 net investment loss $6.5M; adjusted NII $0.21; NAV rises to $14.95
Net investment loss of $6.5M ($0.16/share) vs income of $4.3M prior quarter; adjusted NII of $0.21/share (down from $0.24) excludes $14.7M incentive fee accrual.
Gladstone Investment Q2 NII $0.11, adj NII $0.24; realized loss $29.9M on J.R. Hobbs
Net investment income $4.3M ($0.11/share) vs $9.1M ($0.25) prior quarter; $4.9M capital gains incentive fee accrued.
Gladstone Investment Q1 NII $0.25/sh, NAV $12.99, new investments $62.8M
Net investment income $9.1M ($0.25/sh) vs $7.2M ($0.20/sh) prior quarter; adjusted NII $0.24/sh.
Gladstone Investment adds M&T Securities as sales agent for up to $75M ATM offering
Entered amendments to existing sales agreements and a new agreement with M&T Securities, collectively authorizing up to $75M in common stock ATM sales.
Gladstone Investment Q4 NII $0.20/sh, adj $0.26; NAV $13.55, up 1.9% QoQ
Q4 net investment income $7.2M ($0.20/sh) vs $1.2M ($0.03) prior quarter; adj NII $0.26/sh.
Gladstone Investment Q3 net investment income $0.03/sh, down 85% from prior Q; NAV $13.30
Net investment income $1.2M ($0.03/sh) vs $7.3M ($0.20/sh) in prior Q; adjusted NII $0.23/sh (4% decline).
Gladstone Investment prices $110M of 7.875% Notes due 2030
Issued $110M aggregate principal amount of 7.875% Notes due 2030 in underwritten public offering.
Gladstone Investment COO Terry Brubaker retiring Dec 2; LiCalsi assumes more duties
Terry Lee Brubaker retiring as COO effective December 2, 2024.
Gladstone Investment Q2 NII $0.20 (down 41% QoQ), adjusted NII flat $0.24, $42.3M realized gain
Net investment income $7.3M ($0.20/share), down from $12.4M ($0.34) in prior quarter; adjusted NII $8.9M ($0.24) unchanged.
Gladstone Investment declares $0.70 supplemental distribution for October 2024
Supplemental distribution of $0.70 per common share, payable Oct 14, 2024 (record Oct 4).
Gladstone Investment enters into $75M common stock ATM offering program
Entered sales agreements with Oppenheimer, B. Riley, and Virtu Americas as sales agents.
Gladstone Investment Q4 NII $0.15/share, down 46% QoQ; fiscal year NII $0.63, down 43%
Q4 net investment income $5.3M ($0.15/share) vs $9.7M ($0.28) prior quarter, down 45.4%.
On June 1, 2026, the Board of Directors (the “Board”) of Gladstone Investment Corporation (the “Company”) elected George “Chip” Stelljes, III to the Board, effective June 1, 2026.
On November 13, 2024, Terry Lee Brubaker gave notice that he will be retiring as the Chief Operating Officer of Gladstone Investment Corporation (the “Company”) effective December 2, 2024.
On October 15, 2024, the Company appointed Taylor Ritchie to serve as the Chief Financial Officer and Treasurer of the Company, with such appointment effective November 8, 2024.
On October 10, 2024, Rachael Easton gave notice that she was resigning as the Chief Financial Officer and Treasurer of Gladstone Investment Corporation (the "Company") effective November 8, 2024.
On August 22, 2024, Gladstone Investment Corporation (the “Company”) announced the election of Katharine Cornell Gorka to its Board of Directors (the “Board”), effective August 22, 2024.
Max materiality 0.80 · Median 0.55 · Most common event earnings