Capital Southwest Corporation (CSWC) Insider Trading

Over the last 3 months, CSWC insiders made 4 open-market buys and 1 sale, a net purchase of $38K (SEC Form 4). Multiple insiders bought within days of each other (cluster buying). Over the last 6 months, 111 institutions increased and 112 reduced their position (13F).

Insider Activity

Sentiment
58/100
Buys (3m)
4
Sells (3m)
1
Net (3m)
$38.4K
Insiders buyingCluster buying
Insider trades by month Buys Sells
Jun
Aug
Oct
Feb
Mar
Jun
Context3-month price +7.5%Institutions mixed (13F)
DateInsiderTypeSharesPrice
Jun 30, 2026Rogers-Windsor Ramona LynndirectorBuy211$23.70
Jun 18, 2026BATTIST CHRISTINEdirectorBuy860$23.23
Jun 10, 2026Rehberger Chrisofficer: Chief Financial OfficerTax3,688$23.54
Jun 10, 2026Sarner Michael Scottdirector, officer: President and CEOGrant140,000
Jun 10, 2026Weinstein Joshua S.officer: Senior Managing Director & CIOGrant100,000
Jun 10, 2026Weinstein Joshua S.officer: Senior Managing Director & CIOTax9,588$23.54
Jun 10, 2026Weinstein Joshua S.officer: Senior Managing Director & CIOTax11,349$23.28
Jun 10, 2026Sarner Michael Scottdirector, officer: President and CEOTax13,765$23.28
Jun 10, 2026Rehberger Chrisofficer: Chief Financial OfficerTax4,492$23.28
Jun 10, 2026Rehberger Chrisofficer: Chief Financial OfficerGrant75,000
Jun 10, 2026Sarner Michael Scottdirector, officer: President and CEOTax11,705$23.54
Jun 5, 2026Thomas William R IIIdirectorSell4,661$23.29
Jun 5, 2026Thomas William R IIIdirectorBuy5,000$23.40
Jun 1, 2026Rogers-Windsor Ramona LynndirectorBuy213$23.42
Mar 2, 2026Sarner Michael Scottdirector, officer: President and CEOBuy2,695$21.90
Feb 9, 2026BATTIST CHRISTINEdirectorBuy600$23.16
Oct 1, 2025Rogers-Windsor Ramona LynndirectorBuy463$21.55
Aug 21, 2025BATTIST CHRISTINEdirectorBuy667$22.45
Aug 14, 2025FURST JACK DdirectorGrant2,193
Aug 13, 2025BATTIST CHRISTINEdirectorGrant2,193
Aug 13, 2025Rogers-Windsor Ramona LynndirectorGrant2,193
Aug 13, 2025Brooks David RdirectorGrant2,193
Aug 13, 2025Thomas William R IIIdirectorGrant2,193
Jun 23, 2025Rogers-Windsor Ramona LynndirectorBuy471$21.19
Jun 11, 2025Weinstein Joshua S.officer: Senior Managing Director & CIOGrant65,000
Jun 11, 2025Weinstein Joshua S.officer: Senior Managing Director & CIOTax3,127$21.06
Jun 11, 2025Weinstein Joshua S.officer: Senior Managing Director & CIOTax12,041$21.35
Jun 10, 2025Sarner Michael Scottdirector, officer: President and CEOTax3,648$21.06
Jun 10, 2025Sarner Michael Scottdirector, officer: President and CEOTax15,319$21.35
Jun 10, 2025Sarner Michael Scottdirector, officer: President and CEOGrant80,000

Source: CSWC SEC Form 4 filings, latest Jun 30, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their CSWC positions over the last 6 months (SEC Form 13F).

Increased
111
New positions
55
Reduced
112
Sold out
48
Largest moves
InstitutionActionSharesFiled
TWO SIGMA INVESTMENTS, LPIncreased2.3MMay 15, 2026
VAN ECK ASSOCIATES CORPReduced1.4MFeb 13, 2026
EMPOWERED FUNDS, LLCNew Position1.2MJun 16, 2026
EMPIRICAL FINANCE, LLCNew Position1.2MMay 15, 2026
VAN ECK ASSOCIATES CORPReduced1.1MMay 15, 2026
SANDERS MORRIS HARRIS LLCNew Position1.1MApr 9, 2026
TWO SIGMA ADVISERS, LPIncreased1.1MFeb 17, 2026
TWO SIGMA INVESTMENTS, LPIncreased1.0MFeb 17, 2026
SOUND INCOME STRATEGIES, LLCIncreased903KApr 27, 2026
SOUND INCOME STRATEGIES, LLCIncreased886KJan 21, 2026
UBS GROUP AGIncreased854KMay 5, 2026
UBS GROUP AGIncreased817KJan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased752KMay 15, 2026
PANORAMIC INVESTMENT ADVISORS, LLCNew Position516KMay 7, 2026
MELIA WEALTH LLCIncreased515KMay 8, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.