undamentalytics Newsletter

MSC Income Fund, Inc. insider trading

Every open-market purchase and sale by MSC Income Fund, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
MSC Income Fund, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following MSC Income Fund, Inc.’s insiders pay?

From October 18, 2012 to August 27, 2026, 14 insiders reported 38 open-market purchases and 0 sales not made under a pre-set plan in MSC Income Fund, Inc. Twelve months after each purchase was reported, the shares were −23.7% against the S&P 500 on average (median −25.1%), over 14 purchases with a full year of prices; 0% beat the index. That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on January 31, 2025 into $8,701 by November 2, 2026, −7.7% a year. It held shares 100% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $12,817 (+15.3% a year), and held throughout $12,817 (+15.3%).

$0$5.0k$10.0k 20252026 $12.8k$12.8k$8.7k
Copying MSC Income Fund, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by MSC Income Fund, Inc.'s insiders from January 31, 2025, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 100% of the time.
MSC Income Fund, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Niemann John O. JR. Director 8 −20.9% (4) 0% 0 — May 19, 2026
Hyzak Dwayne L. CEO, SMD 6 −22.6% (2) 0% 0 — June 30, 2026
Gilbert Cory CFO and Treasurer 4 −25.1% (2) 0% 0 — June 15, 2026
Magdol David L. PRESIDENT, CIO AND SMD 3 −22.9% (2) 0% 0 — September 30, 2025
Walker Jeffrey B. Director 3 −17.8% (1) 0% 0 — June 8, 2026
Beauvais Jason B EVP, GC, SECRETARY 2 −29.3% (1) 0% 0 — January 30, 2025
Marks Nataly Michelle Director 2 — — 0 — August 27, 2026
Meserve Nicholas Managing Director 2 −30.9% (1) 0% 0 — June 25, 2026
Schugart Sherri W Chairman, CEO and President 2 — — 0 — May 2, 2016
Sims Ryan T. CFO and Secretary 2 — — 0 — June 10, 2016
Covington David Matthew Chief Accounting Officer 1 — — 0 — May 12, 2016
Dudley Susan Chief Compliance Officer 1 — — 0 — October 18, 2012
Kay Robert L. Director 1 — — 0 — November 3, 2021
Morris Jesse E EVP, COO and SMD 1 −29.3% (1) 0% 0 — January 30, 2025

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded MSC Income Fund, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of MSC Income Fund, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged −9.2% against the index. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20262 buying−18.4%−18.2%not yet
September 30, 20254 buying−2.0%−0.4%−15.9%
January 31, 20256 buying+2.6%−9.1%−29.3%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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