Portman Ridge Finance Corp - PTMN

Include option trades

Include indirect trades

Latest data: 6/3/2026 10:02:29 PM

EDGAR CIK

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $1,452,407

Sell Breakdown

Total $1,015,818

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
05/18/2026	05/19/2026	Kehler Dean C Director	Sell	-15,000 @ $7.64	($114,667.50)	5,649	(-72.64%)	Direct
03/23/2026	03/24/2026	Grunebaum George Director	Buy	6,800 @ $7.54	$51,271.32	14,136	(92.69%)	Direct
03/23/2026	03/24/2026	Held David Chief Compliance Officer Officer	Buy	938 @ $7.35	$6,894.21	1,258	(293.12%)	Direct
03/23/2026	03/24/2026	Kehler Dean C Director	Sell	-37,100 @ $7.38	($273,694.12)	20,649	(-64.24%)	Direct
03/23/2026	03/23/2026	Satoren Brandon CFO, Treasurer and Secretary CFO	Buy	325 @ $7.47	$2,427.75	5,011	(6.94%)	Direct
03/20/2026	03/23/2026	Duka Alexander Director	Buy	2,000 @ $7.33	$14,670.00	3,000	(200.00%)	Direct
03/20/2026	03/23/2026	Schafer Patrick Chief Investment Officer Officer Director	Buy	2,655 @ $7.48	$19,852.50	27,265	(10.79%)	Direct
03/19/2026	03/19/2026	Kehler Dean C Director	Sell	-27,378 @ $7.60	($208,171.36)	57,749	(-32.16%)	Direct
03/18/2026	03/19/2026	Kehler Dean C Director	Sell	-23,000 @ $7.97	($183,381.30)	85,127	(-21.27%)	Direct
03/12/2026	03/13/2026	Kehler Dean C Director	Sell	-16,200 @ $8.84	($143,162.64)	111,216	(-12.71%)	Direct
03/11/2026	03/13/2026	Kehler Dean C Director	Sell	-9,000 @ $9.04	($81,352.80)	127,916	(-6.57%)	Direct
12/29/2025	12/30/2025	Kehler Dean C Director	Sell	-957 @ $11.90	($11,388.30)	137,770	(-0.69%)	Direct
12/12/2025	12/16/2025	Goldthorpe Edward J. President, CEO CEO Director	Buy	73,367 @ $13.63	$999,992.21	86,140	(574.39%)	Direct
12/12/2025	12/16/2025	Grunebaum George Director	Buy	7,336 @ $13.63	$99,989.68	7,336	(100.00%)	Direct
12/12/2025	12/16/2025	Morea Joseph Director	Buy	3,668 @ $13.63	$49,994.84	4,530	(425.52%)	Direct
12/12/2025	12/16/2025	Satoren Brandon CFO, Treasurer and Secretary CFO	Buy	2,567 @ $13.63	$34,988.21	4,686	(121.14%)	Direct
12/12/2025	12/16/2025	Schafer Patrick Chief Investment Officer Officer Director	Buy	11,005 @ $13.63	$149,998.15	24,610	(80.89%)	Direct
09/19/2025	09/23/2025	Satoren Brandon CFO, Treasurer and Secretary CFO	Buy	1,000 @ $12.35	$12,350.00	2,116	(89.60%)	Direct
09/19/2025	09/23/2025	Schafer Patrick Chief Investment Officer Officer Director	Buy	809 @ $12.33	$9,978.04	13,115	(6.57%)	Direct