New Mountain Finance Corp (NMFCZ) shareholders
NMFCZNasdaqFiscal year ends December 31Also trades as NMFC
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 2, 2026Score 11/3074% below fair value
$25.06+0.05 (+0.20%)
Close on Nov 2, 2026Market cap $671.56MP/E –Yield 18.00%
Ownership
Who owns New Mountain Finance's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
20 buys · 1 sales
Net bought $11.99M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Klinsky Steven B Joint filing with Steven B. Klinsky 2024 Revocable Trust (2024 Trust 1) (5.45%) | 12,330,154 | 12.52% | 13D (active) amendment | Mar 10, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| John R. Kline | CEO, President and Director | 389,685 | Sep 11, 2026 |
| Adam B. Weinstein | EVP, CAO and Director | 751,756 | Mar 18, 2026 |
| John Kline | CEO, President, and Director | 314,643 | Nov 8, 2024 |
| Laura C. Holson Boswerger | COO | 81,030 | Mar 2, 2026 |
| Kris Corbett | CFO and Treasurer | 9,750 | Aug 11, 2025 |
| John P. Malfettone | Director | 0 | Jun 16, 2026 |
| Steven B. Klinsky | Director, 10% owner | 2,436,934 | Mar 12, 2026 |
| David Ogens | Director | 257,556 | Mar 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John P. Malfettone Director | Jun 15, 2026 | Sale | −77,500 | $7.89 | $611.48K | 0 |
| John R. Kline CEO, President and Director | Jun 10, 2026 | Inheritance | +2,000 | – | – | 389,685 |
| Adam B. Weinstein EVP, CAO and Director | Mar 17, 2026 | Buy | +12,900 | $7.61 | $98.17K | 751,756 |
| Steven B. Klinsky Director, 10% owner | Mar 11, 2026 | Buy | +92,080 | $8.05 | $741.24K | 1,465,110 |
| Steven B. Klinsky Director, 10% owner | Mar 11, 2026 | Buy | +184,162 | $8.05 | $1.48M | 5,370,858 |
| Steven B. Klinsky Director, 10% owner | Mar 10, 2026 | Buy | +74,586 | $8.05 | $600.42K | 1,373,030 |
| Steven B. Klinsky Director, 10% owner | Mar 10, 2026 | Buy | +149,172 | $8.05 | $1.20M | 5,186,696 |
| Steven B. Klinsky Director, 10% owner | Mar 5, 2026 | Buy | +79,291 | $8.10 | $642.26K | 1,298,444 |
| Steven B. Klinsky Director, 10% owner | Mar 5, 2026 | Buy | +158,582 | $8.10 | $1.28M | 5,037,524 |
| Steven B. Klinsky Director, 10% owner | Mar 4, 2026 | Buy | +124,604 | $8.17 | $1.02M | 4,878,942 |
| Steven B. Klinsky Director, 10% owner | Mar 4, 2026 | Buy | +62,301 | $8.17 | $509.00K | 1,219,153 |
| Steven B. Klinsky Director, 10% owner | Mar 3, 2026 | Buy | +83,498 | $7.94 | $662.97K | 1,156,852 |
| Steven B. Klinsky Director, 10% owner | Mar 3, 2026 | Buy | +166,997 | $7.94 | $1.33M | 4,754,338 |
| David Ogens Director | Mar 3, 2026 | Buy | +2,400 | $7.86 | $18.86K | 241,556 |
| David Ogens Director | Mar 3, 2026 | Buy | +10,100 | $7.87 | $79.49K | 239,156 |
| Steven B. Klinsky Director | Mar 2, 2026 | Buy | +62,242 | $7.79 | $484.87K | 1,073,354 |
| Steven B. Klinsky Director | Mar 2, 2026 | Buy | +124,483 | $7.79 | $969.72K | 4,587,341 |
| Adam B. Weinstein EVP, CAO and Director | Mar 2, 2026 | Buy | +3,307 | $7.73 | $25.56K | 738,856 |
| Steven B. Klinsky Director | Feb 27, 2026 | Buy | +46,001 | $7.69 | $353.75K | 1,011,112 |
| Steven B. Klinsky Director | Feb 27, 2026 | Buy | +92,001 | $7.69 | $707.49K | 4,462,858 |
| Adam B. Weinstein EVP, CAO and Director | Feb 27, 2026 | Buy | +38,400 | $7.76 | $297.98K | 735,549 |
| Laura C. Holson Boswerger COO | Feb 27, 2026 | Buy | +12,500 | $7.74 | $96.75K | 81,030 |
| Steven B. Klinsky Director | Sep 16, 2025 | Buy | +85,352 | $9.78 | $834.74K | 4,370,857 |
| Steven B. Klinsky Director | Sep 16, 2025 | Buy | +21,339 | $9.78 | $208.70K | 965,111 |
| Adam B. Weinstein EVP, CAO and Director | Sep 15, 2025 | Buy | +49,750 | $10.03 | $498.99K | 652,490 |
| David Ogens Director | Aug 11, 2025 | Buy | +4,000 | $10.22 | $40.88K | 16,000 |
| David Ogens Director | Aug 11, 2025 | Buy | +18,000 | $10.23 | $184.14K | 216,189 |
| David Ogens Director | Aug 11, 2025 | Buy | +4,000 | $10.26 | $41.04K | 12,000 |
| Kris Corbett CFO and Treasurer | Aug 7, 2025 | Buy | +750 | $10.14 | $7.61K | 9,750 |
| David Ogens Director | Mar 7, 2025 | Buy | +5,000 | $11.30 | $56.50K | 194,020 |
| David Ogens Director | Mar 6, 2025 | Buy | +5,000 | $11.32 | $56.60K | 189,020 |
| David Ogens Director | Mar 5, 2025 | Buy | +5,000 | $11.31 | $56.55K | 184,020 |
| David Ogens Director | Mar 4, 2025 | Buy | +5,000 | $11.44 | $57.20K | 179,020 |
| Steven B. Klinsky Director | Dec 17, 2024 | Buy | +24,093 | $11.28 | $271.77K | 943,772 |
| Steven B. Klinsky Director | Dec 17, 2024 | Buy | +48,187 | $11.28 | $543.55K | 4,285,505 |
| Steven B. Klinsky Director | Dec 16, 2024 | Buy | +60,967 | $11.74 | $715.75K | 4,237,318 |
| Steven B. Klinsky Director | Dec 16, 2024 | Buy | +30,484 | $11.74 | $357.88K | 919,679 |
| Steven B. Klinsky Director | Dec 13, 2024 | Buy | +6,034 | $11.74 | $70.84K | 4,176,351 |
| Steven B. Klinsky Director | Dec 13, 2024 | Buy | +3,017 | $11.74 | $35.42K | 889,195 |
| Steven B. Klinsky Director | Dec 12, 2024 | Buy | +5.89 | $11.74 | $69 | 886,178 |
| Steven B. Klinsky Director | Dec 12, 2024 | Buy | +11,771 | $11.74 | $138.19K | 4,170,317 |
| Steven B. Klinsky Director | Dec 11, 2024 | Buy | +6,607 | $11.74 | $77.57K | 880,293 |
| Steven B. Klinsky Director | Dec 11, 2024 | Buy | +13,213 | $11.74 | $155.12K | 4,158,546 |
| Steven B. Klinsky Director | Dec 6, 2024 | Buy | +11,596 | $11.74 | $136.14K | 4,145,333 |
| Steven B. Klinsky Director | Dec 6, 2024 | Buy | +5,798 | $11.74 | $68.07K | 873,686 |
| Steven B. Klinsky Director | Dec 5, 2024 | Buy | +11,082 | $11.74 | $130.10K | 4,133,737 |
| Steven B. Klinsky Director | Dec 5, 2024 | Buy | +5,542 | $11.74 | $65.06K | 867,888 |
| Steven B. Klinsky Director | Dec 3, 2024 | Buy | +2,067 | $11.75 | $24.29K | 862,346 |
| Steven B. Klinsky Director | Dec 3, 2024 | Buy | +4,133 | $11.75 | $48.56K | 4,122,655 |
| Steven B. Klinsky Director | Nov 26, 2024 | Buy | +1,600 | $11.74 | $18.78K | 4,118,522 |
| Steven B. Klinsky Director | Nov 26, 2024 | Buy | +800 | $11.74 | $9.39K | 860,279 |
| Steven B. Klinsky Director | Nov 22, 2024 | Buy | +12,241 | $11.71 | $143.34K | 859,479 |
| Steven B. Klinsky Director | Nov 22, 2024 | Buy | +24,480 | $11.71 | $286.66K | 4,116,922 |
| Steven B. Klinsky Director | Nov 21, 2024 | Buy | +18,059 | $11.59 | $209.30K | 847,238 |
| Steven B. Klinsky Director | Nov 21, 2024 | Buy | +36,118 | $11.59 | $418.61K | 4,092,442 |
| Steven B. Klinsky Director | Nov 20, 2024 | Buy | +11,622 | $11.51 | $133.77K | 829,179 |
| Steven B. Klinsky Director | Nov 20, 2024 | Buy | +23,245 | $11.51 | $267.55K | 4,056,324 |
| Steven B. Klinsky Director | Nov 19, 2024 | Buy | +18,270 | $11.63 | $212.48K | 817,557 |
| Steven B. Klinsky Director | Nov 19, 2024 | Buy | +36,541 | $11.63 | $424.97K | 4,033,079 |
| Steven B. Klinsky Director | Nov 18, 2024 | Buy | +15,154 | $11.52 | $174.57K | 799,287 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
+117.8%
From 0M shares
Short volume, 20 days
52.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of New Mountain Finance's stock actually held short. Settlement fails (shares not delivered on time) peaked at 487 shares on Sep 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| John P. Malfettone Affiliate | Jun 15, 2026 | 77,500 | $616.13K | Jun 15, 2026 | Purchase |