Portman Ridge Finance Corporation (PTMN) has 20 known insider and institutional holders on record. The largest holder is Kehler Dean C with 1,674,000 shares. Other notable holders include Bloom Jay R and FRIEDER SAMUEL P.
Over the last 12 months, insiders have made 4 transactions in PTMN stock — 4 buys (valued at $48.29K) and 0 sells (valued at RSU Award). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
PTMN Insider Ownership
Top Holder
Kehler Dean C
1,674,000 shares
Buys (12 mo)
4
$48.29K value
Sells (12 mo)
0
$0.00 value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Kehler Dean C |
Director |
1,674,000 |
2018-05-03 |
|
| 2 |
Bloom Jay R |
Director |
1,470,000 |
2014-06-02 |
|
| 3 |
Frieder Samuel P |
Vice President |
513,903 |
2011-04-19 |
|
| 4 |
Kratzman E A |
Vice President |
371,984 |
2011-10-12 |
|
| 5 |
Pearson Dayl W |
President and CEO |
343,493 |
2018-06-27 |
|
| 6 |
Repertoire Partners Lp |
10 Percent Owner |
316,633 |
2023-11-17 |
|
| 7 |
Lacovara Christopher |
Director |
212,634 |
2019-11-19 |
|
| 8 |
Kohlberg James A |
10 Percent Owner, Officer: Vice President |
210,000 |
2006-12-11 |
|
| 9 |
Gilpin Edward U |
CFO, Treasurer and Secretary |
108,755 |
2018-06-27 |
|
| 10 |
Corless R Jon |
Chief Investment Officer |
99,966 |
2018-06-27 |
|
| 11 |
Gilligan Daniel P. |
Vice President |
99,947 |
2017-09-20 |
|
| 12 |
Westwood Matthew Joseph |
Director |
43,263 |
2020-10-28 |
|
| 13 |
Jacobi C Michael |
Director |
43,190 |
2018-05-03 |
|
| 14 |
Simeone Jill |
General Counsel and Cco |
27,718 |
2015-06-23 |
|
| 15 |
Pastino Albert G |
Director |
27,497 |
2018-05-03 |
|
| 16 |
Stevens C Turney Jr |
Director |
24,500 |
2018-05-03 |
|
| 17 |
Warshauer Robert Herman |
Director |
20,000 |
2020-08-27 |
|
| 18 |
Morea Joseph |
Director |
18,210 |
2020-10-28 |
|
| 19 |
Goldthorpe Edward J. |
See Remark |
11,520 |
2025-05-15 |
|
| 20 |
Duka Alexander |
Director |
10,000 |
2020-08-26 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2025-05-13 |
Satoren Brandon |
See Remark |
Informative Buy |
1,000 |
$12.43 |
$12.43K |
| 2025-05-13 |
Held David |
Chief Compliance Officer |
Informative Buy |
320 |
$12.39 |
$3.96K |
| 2025-05-13 |
Schafer Patrick |
Chief Investment Officer |
Informative Buy |
802 |
$12.46 |
$9.99K |
| 2025-05-13 |
Goldthorpe Edward J. |
See Remark |
Informative Buy |
1,755 |
$12.48 |
$21.9K |
