Recent 8-K filings for MLCI

• May 14, 2026 20:54 UTC earnings materiality 0.65 positive item 2.02item 9.01

  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.

• Mar 19, 2026 23:59 UTC m_and_a materiality 0.75 positive item 1.01item 7.01item 9.01

  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.

• Mar 19, 2026 23:59 UTC 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).

• Feb 10, 2026 23:59 UTC 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.

• Jan 16, 2026 23:59 UTC debt materiality 0.60 neutral item 1.01item 7.01item 9.01

  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.

• Dec 29, 2025 23:59 UTC 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.

• Dec 29, 2025 23:59 UTC 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.

• Dec 11, 2025 23:59 UTC 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.

• Nov 24, 2025 23:59 UTC m_and_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.

• Nov 14, 2025 23:59 UTC 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).

• Nov 07, 2025 23:59 UTC other_material materiality 0.70 negative item 4.01item 9.01

  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.

• Sep 16, 2025 23:59 UTC m_and_a materiality 0.85 positive item 2.01item 2.03item 3.03item 5.01item 5.02item 5.03item 7.01item 9.01

  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

4 positive 4 negative 8 neutral

source · MLCI on sec.gov