v3.26.1
Common Stock and Share Transactions
3 Months Ended
Mar. 31, 2026
Common Stock and Share Transactions [Abstract]  
Common Stock and Share Transactions

Note 7. Common Stock and Share Transactions

As of March 31, 2026, the Company had 100,000,000 shares of common stock authorized and 66,481,923 shares outstanding. As of March 31, 2026, KAPC Investment Holdings, L.P., a controlled affiliate of Kayne Anderson, owned 957,217 shares of the Company. These shares were purchased on May 22, 2024 in conjunction with the Company’s IPO.

 

Share Repurchase Plan

On May 21, 2024, the Company entered into a share repurchase plan, or the Company 10b5-1 Plan, to acquire up to $100,000 in the aggregate of the Company’s Common Stock at prices below the Company’s net asset value per share over a specified period, in accordance with the guidelines specified in Rule 10b5-1 and Rule 10b-18 of the Securities Exchange Act of 1934, as amended. The Company 10b5-1 Plan was approved by the Board of Directors on March 6, 2024. The Company 10b5-1 Plan requires Morgan Stanley Corporation as the Company’s agent, to repurchase Common Stock on its behalf when the market price per share is below the most recently reported net asset value per share (including any updates, corrections or adjustments publicly announced by the Company to any previously announced net asset value per share, including any distributions declared). Under the Company 10b5-1 Plan, the volume of purchases would be expected to increase as the price of the Company’s Common Stock declines, subject to volume restrictions. The timing and amount of any share repurchases will depend on the terms and conditions of the Company 10b5-1 Plan, the market price of the Company’s Common Stock and trading volumes, and no assurance can be given that Common Stock be repurchased in any particular amount or at all. The repurchase of shares pursuant to the Company 10b5-1 Plan is intended to satisfy the conditions of Rule 10b5-1 and Rule 10b-18 under the Exchange Act, and will otherwise be subject to applicable law, including Regulation M, which may prohibit repurchases under certain circumstances. The Company 10b5-1 Plan commenced on July 23, 2024.

On May 1, 2025, the Board of Directors of the Company authorized an amendment to the Company 10b5-1 Plan to extend the expiration to May 24, 2026. Under the amended and restated plan (effective May 25, 2025), the Company may repurchase up to $100,000 of the outstanding common stock in the open market at a price per share that meets certain thresholds below its net asset value per share. The Company 10b5-1 Plan will terminate upon the earliest to occur of (i) the close of business on May 24, 2026, (ii) the end of the trading day on which the aggregate purchase price for all shares purchased under the Company 10b5-1 Plan equals $100,000 and (iii) the occurrence of certain other events described in the Company 10b5-1 Plan. See Note 12 – Subsequent Events.

For the three months ended March 31, 2026, the agent has repurchased shares of common stock pursuant to the Company 10b5-1 Plan as follows:

 

 

 

 

 

 

 

 

 

Approximate dollar

 

 

Approximate dollar

 

 

 

Total number

 

 

 

 

 

value of shares that have

 

 

value of shares that may

 

 

 

of shares

 

 

Average price

 

 

been purchased

 

 

yet be purchased

 

Period

 

repurchased

 

 

paid per share

 

 

under the plan

 

 

under the plan

 

January 1 - 31, 2026

 

 

528,149

 

 

$

14.49

 

 

$

7,651

 

 

$

52,290

 

February 1 - 28, 2026

 

 

743,792

 

 

$

13.91

 

 

 

10,350

 

 

$

41,940

 

March 1 - 31, 2026

 

 

244,320

 

 

$

13.85

 

 

 

3,384

 

 

$

38,556

 

Total stock repurchased

 

 

1,516,261

 

 

 

 

 

$

21,385

 

 

 

 

 

Dividends and Dividend Reinvestment

The following tables summarize the dividends declared and payable by the Company for the three months ended March 31, 2026 and 2025. For the three months ended March 31, 2025, the $0.10 per share dividend with a payment date of March 18, 2025 was one of three special dividends declared by the Board of Directors in conjunction with the Company’s IPO in May 2024.

 

For the three months ended March 31, 2026

 

Dividend

 

Dividend

 

Dividend

 

Dividend

 

declaration

 

record

 

payment

 

per

 

date

 

date

 

date

 

share

 

February 12, 2026

 

March 31, 2026

 

April 16, 2026

 

$

0.40

 

Total dividends declared

 

 

 

 

 

$

0.40

 

 

For the three months ended March 31, 2025

 

Dividend

 

Dividend

 

Dividend

 

Dividend

 

declaration

 

record

 

payment

 

per

 

date

 

date

 

date

 

share

 

May 8, 2024

 

March 3, 2025

 

March 18, 2025

 

$

0.10

 

March 3, 2025

 

March 31, 2025

 

April 15, 2025

 

 

0.40

 

Total dividends declared

 

 

 

 

 

$

0.50

 

 

The following tables summarize the amounts received and shares of common stock issued to shareholders pursuant to the Company’s dividend reinvestment plan (“DRIP”) for the three months ended March 31, 2026 and 2025. See Note 12 – Subsequent Events.

 

For the three months ended March 31, 2026

 

Dividend

 

Dividend

 

DRIP

 

 

 

 

record

 

payment

 

shares

 

 

DRIP

 

date

 

date

 

issued

 

 

value

 

December 31, 2025

 

January 16, 2026

 

 

-

 

 

$

-

 

 

 

 

 

 

-

 

 

$

-

 

 

For the dividend paid on January 16, 2026, the DRIP value was $219 and was fulfilled through open market purchases of common stock.

 

For the dividend paid on April 16, 2026, the DRIP value was $382 and was fulfilled through open market purchases of common stock. This DRIP is excluded from the table above, as the DRIP share activity was after March 31, 2026.

 

For the three months ended March 31, 2025

 

Dividend

 

Dividend

 

DRIP

 

 

 

 

record

 

payment

 

shares

 

 

DRIP

 

date

 

date

 

issued

 

 

value

 

December 31, 2024

 

January 15, 2025

 

 

205,626

 

 

$

3,434

 

March 3, 2025

 

March 18, 2025

 

 

35,346

 

 

 

593

 

 

 

 

 

 

240,972

 

 

$

4,027

 

 

For the dividend paid on January 15, 2025, the DRIP value was $3,923. Of this amount, $3,434 was reinvested into the Company through the issuance of 205,626 shares of common stock and $489 was fulfilled through open market purchases of common stock.

For the dividend paid on April 15, 2025, the DRIP value was $2,401 and was fulfilled through open market purchases of common stock. This DRIP is excluded from the table above, as the DRIP share activity was after March 31, 2025.