Highest-materiality recent filing
Gladstone Investment Q1 NII $0.40/share; NAV down to $16.24; credit facility expanded to $405M
Net investment income of $15.9M ($0.40/share) vs net investment loss of $10.6M ($0.27/share) in prior quarter; adjusted NII $0.26/share.
SFEG Holdings agreed to sell Specialized Fabrication Equipment Group to Enerpac Tool Group Corp.
Gladstone Investment expands credit facility to $405M, extends maturity to June 2030
Credit facility size increased from $300M to $405M; can be further raised to $500M.
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%.
Gladstone Investment expands credit facility to $200M from $135M
Credit facility increased by $65M to $200M via Amendment No. 9 dated Feb 5, 2024.
Gladstone Investment Q3 NII $0.28; NAV $13.01; realized gain $43.5M
Net investment income of $9.7M ($0.28/share) vs $(0.05)/share prior quarter; adjusted NII $0.26/share, up 8.3%.
Shareholders voted 15.8M for, 0.9M against to approve new investment advisory agreement with Gladstone Management Corp.
Net investment loss of $(0.05) per share; adjusted net investment income $0.24 per share (non-GAAP).
Gladstone Investment declares additional $0.88 supplemental distribution for Dec 2023
Supplemental distribution of $0.88 per common share; record Dec 5, payable Dec 15, 2023.
Gladstone Investment Q1 NII $0.25/shr, down 13.8% QoQ; invests $48M, issues $74.8M notes
Net investment income $8.4M ($0.25/share), down from $9.6M ($0.29/share) QoQ.
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.
On April 14, 2023, Terry L. Brubaker notified Gladstone Investment Corporation (the “Company”) that he is resigning from the Company’s board of directors, effective immediately.
On October 12, 2022, Gladstone Investment Corporation (the “Company”) announced the election of Paula Novara to its Board of Directors (the “Board”), effective October 11, 2022.
On January 8, 2022, Caren Merrick notified Gladstone Investment Corporation (the “Company”) that she is resigning from the board of directors of the Company effective immediately.
On December 13, 2021, Gladstone Investment Corporation (the “Company”) appointed Rachael Easton to serve as Chief Financial Officer and Treasurer of the Company, with such appointment effective immediately.
On October 7, 2021, Julia Ryan gave notice that she was resigning as the Chief Financial Officer of Gladstone Investment Corporation (the “Company”), effective December 3, 2021.
Max materiality 0.80 · Median 0.55 · Most common event earnings