Recent 8-K filings for MLCI

• August 11, 2026, 5:05 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  Mount Logan Q2 Segment Income $4.3M, up 69% H1; Yieldstreet close expected Q3

  Segment Income $4.3M in Q2 2026, up $2.1M YoY and $1.0M vs Q1 2026.

• June 26, 2026, 5:25 PM ET other materiality 0.05 neutral item 5.07

  Mount Logan Capital holders elect two Class I directors, ratify auditor

  Elected Parker A. Weil and Matthew Westwood as Class I directors until 2029.

• May 14, 2026, 4:54 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  Mount Logan Q1 2026 Segment Income $3.3M, up 41% YoY; declares $0.03 quarterly dividend

  FRE $1.2M, SRE $2.0M, Segment Income $3.3M (+41% YoY); SRE up $2.0M YoY.

• April 15, 2026, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01

  Mount Logan appoints Jordan Mangum as EVP and COO effective April 13, 2026

  Jordan Mangum, age 33, appointed Executive Vice President and Chief Operating Officer.

• April 13, 2026, 7:59 PM ET debt materiality 0.40 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Mount Logan Capital assumes guaranty under subsidiary's credit facility with $40M net worth covenant

  Entered Third Amended and Restated Guaranty on April 7, 2026, for MLC US Holdings LLC's Credit Agreement.

• March 19, 2026, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Mount Logan-managed SOFIX to acquire >$100M assets from Yieldstreet AIF; sees $2.8M FRE boost

  SOFIX to acquire over $100M in assets from YS AIF, nearly doubling fund size.

• March 19, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Mount Logan posts FY2025 net loss of $60.8M, EPS ($7.08); announces $100M+ asset acquisition and $40M notes

  Full year 2025 net loss $60.8M vs $10.4M loss in 2024; EPS ($7.08) vs ($1.70).

• February 10, 2026, 6:59 PM ET leadership materiality 0.65 neutral item 5.02item 7.01item 9.01

  Mount Logan Capital names Brandon Satoren as CFO; Nikita Klassen to depart

  CFO Nikita Klassen resigns effective March 31, 2026; Brandon Satoren appointed CFO and Corporate Secretary effective April 1, 2026.

• January 26, 2026, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Mount Logan Capital issues $40M of 8.00% senior notes due 2031

  $40.0M aggregate principal of 8.00% Notes due January 31, 2031, issued on January 26, 2026.

• January 16, 2026, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 7.01item 9.01 ◈ Material Agreements

  Mount Logan Capital prices $40M 8.00% senior notes due 2031; overallotment option $6M

  $40M aggregate principal of 8.00% senior unsecured notes due January 31, 2031 priced.

• December 29, 2025, 6:59 PM ET other material materiality 0.65 negative item 7.01item 8.01

  Mount Logan Capital updates TURN portfolio exit and discloses employee misconduct investigation

  Business combination with 180 Degree Capital closed Sept 12; legacy TURN portfolio reduced from 6 to 3 positions, appreciated $2M; full exit expected by H1 2026.

• December 29, 2025, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Mount Logan Capital commences $15M self-tender at $9.43/share, 14% premium to market

  Tender offer to buy up to $15M of common stock (~1,590,600 shares) at $9.43/share, representing ~12% of outstanding shares.

• December 11, 2025, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Mount Logan initiates $15M tender offer at $9.43/share, 22.5% premium to market

  Tender offer to repurchase up to $15M of common stock at $9.43 per share.

• November 24, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 2.01item 9.01item 5.06item 4.01

  Mount Logan Capital completes business combination, provides unaudited financials and pro forma statements

  Business combination closed on Sep 12, 2025; company now trading on Nasdaq under symbol MLCI with 12,786,792 shares outstanding as of Sep 30, 2025.

• November 19, 2025, 6:59 PM ET other material materiality 0.55 neutral item 1.01item 9.01

  Mount Logan enters staffing/resource agreement with BC Partners; quarterly fee based on AUM

  Agreement dated Nov 18, 2025; BCPA provides personnel and resources to support MLC's investment advisory operations.

• November 14, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Mount Logan Q3 net loss $13.4M; declares first $0.03/share dividend after business combo

  Q3 net loss $13.4M vs $2.4M loss in 2024; EPS ($1.64) vs ($0.40).

• November 7, 2025, 6:59 PM ET other material materiality 0.70 negative item 4.01item 9.01 ◈ Auditor Changes ×2

  Mount Logan Capital dismisses EisnerAmper, appoints Deloitte & Touche; Eisner had going concern doubt

  EisnerAmper dismissed as auditor on Nov 5, 2025; no disagreements on accounting principles.

• September 16, 2025, 7:59 PM ET M&A materiality 0.85 positive item 2.01item 2.03item 3.03item 5.01item 5.02item 5.03item 7.01item 9.01 ◈ Governance Changes ×2◈ M&A Transactions

  Mount Logan Capital and 180 Degree Capital close all-stock merger; begins trading as MLCI on Nasdaq

  Closing merger value ~US$122.7M implies $9.43 per share; ~13M shares outstanding post-combination.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event other_material

5 positive 4 negative 9 neutral

source · MLCI on sec.gov