| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
CEO, President, and Director | President and COO
1 company
John Kline last filed a Form 4 in November 2024, as CEO, President, and Director at NMFC. John Kline's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, John Kline's trades have earned a middling insider score of 57/100 across 3 rated trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +6.9%.
At the last filing, the largest reported position was 351,783 shares of NMFC. Net of sales, the NMFC filings show accumulation of 153,302 shares.
John Kline has 13 Form 4 filings on record from November 2016 to November 2024, all as CEO, President, and Director at New Mountain Finance (NMFC), 2016–2024.
The 32 reported transactions were 28 open-market purchases, 2 open-market sales and 2 stock awards.
Counted by filing, the open-market trades come to 12 purchases worth about $1.9M and 1 sale worth about $16K.
The largest open-market purchase was 41,550 shares of NMFC at an average $10.92 on November 6, 2024, about $454K. Twelve months later NMFC was down 12%.
The only open-market sale was 1,238 shares of NMFC at an average $12.55 on April 22, 2024, about $16K. Twelve months later NMFC was down 23%.
Shares as reported in the last Form 4 for each company; the most recent is from November 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2024 | NMFC New Mountain Finance Corp | CEO, President, and Director | Buy | 41,550 | $10.92 | $453,682.13 | +13.4% | +6.3% | -12.4% | |
| Apr 22, 2024 | NMFC New Mountain Finance Corp | CEO, President, and Director | Sell | 1,238 | $12.55 | $15,540.63 | -0.5% | -2.4% | -23.4% | |
| Mar 10, 2023 | NMFC New Mountain Finance Corp | CEO, President, and Director | Buy | 8,200 | $12.05 | $98,808.45 | +3.7% | +7.1% | +9.6% | |
| Jun 16, 2020 | NMFC New Mountain Finance Corp | President and COO | Buy | 15,000 | $9.58 | $143,640.93 | +9.7% | - | - | |
| Oct 23, 2019 | NMFC New Mountain Finance Corp | President and COO | Buy | 10,000 | $13.25 | $132,500.00 | +7.7% | - | - | |
| Sep 9, 2019 | NMFC New Mountain Finance Corp | President and COO | Buy | 7,500 | $13.52 | $101,385.75 | +6.3% | - | - | |
| Dec 17, 2018 | NMFC New Mountain Finance Corp | President and COO | Buy | 17,000 | $12.69 | $215,665.20 | +18.2% | - | - | |
| Sep 12, 2018 | NMFC New Mountain Finance Corp | President and COO | Buy | 17,250 | $13.77 | $237,550.00 | +23.4% | - | - | |
| Mar 5, 2018 | NMFC New Mountain Finance Corp | President and COO | Buy | 20,000 | $13.14 | $262,774.00 | +39.2% | - | - | |
| Dec 12, 2017 | NMFC New Mountain Finance Corp | President and COO | Buy | 900 | $14.20 | $12,775.50 | +2.1% | - | - |