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PhenixFIN Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Lorber David A, was filed 14 May 2026.
PhenixFIN Corp: what insiders have been doing
PhenixFIN Corp is a Finance & Banking company. Its directors and officers file their transactions with SEC (Form 4). Over the twelve months to 20 October 2026, 6 filings were filed, from 3 insiders.
Not one open-market sale was filed. On the buying side, 3 insiders reported 6 purchases totalling €1.9M. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Among those who bought: 1 finance chief, 1 senior executive and 1 chief executive. One trade stands out by size: a purchase of €1.4M from Lorber David A, disclosed on 14 May 2026, or 1.5% of market capitalisation.
Compared with its exchange (5,453 companies, median 22 filings), a count of 6 filings is below the norm. Looking back to 2017, when coverage begins, insiders filed 151 purchases and 71 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 30 September 2025 lists net income at 4.2 m USD.
In the case of 3 purchases, another manager of the company was buying within the same 30 days. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The latest purchase dates back some time: it was published 160 days ago, on 14 May 2026. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. US insiders must file a Form 4 within two business days of a trade.
Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
224
Thresholds
n/a
Buy Volume
€62M
151 ops. · all time
Sell Volume
€3M
71 ops. · all time
Who traded when
BuySaleDavid A. Lorber8 buys
Lowell W. Robinson8 buys
Ellida McMillan5 buys
Howard Amster2 buys
Karin Hirtler-Garvey1 buy
Since the insiders bought
- +5.7%Entry US$41.62 · Close 16 Oct 2026 US$44.00
- +13.6%Entry US$40.06 · Close at T+90 US$45.50
- -2.9%Entry US$45.31 · Close 16 Oct 2026 US$44.00
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,457 of 26,279 companies
48.6
score / 100
Value32
Quality65
FCF yld-79%
Earn yld4.9%
EV/EBITDA·
ROE3.0%
Gross mgn·
Net mgn30%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended September 2025 · cache
US$44.00
Analyst consensus
3.00/5
Income statement
RevenueUS$13.8M
Net incomeUS$4.2M18.6% margin
Valuation
PER (trailing)18.9x
PER (forward)17.5x
P/Book0.5x
Beta0.31
Balance sheet & cash
Market capUS$85M
Total debtUS$148M
Free Cash Flow-US$67.3M
Debt / Equity94%
Profitability & ownership
ROE3.0%
ROA3.2%
% insiders28.0%
% institutions17.1%
Last declaration on 14 May 2026
Declarations224 total
42,065 shares@ US$39.951.50% mcap26.2% of flowCOMMON STOCKSEC:0001213900-26-056877:0
Canonical exit: 10 Aug 2026 (T+90)
11,500 shares@ US$42.5679.0% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-26-024222:0
Canonical exit: 1 Jun 2026 (T+90)
6 shares@ US$45.000.2% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-126079:0
Canonical exit: 22 Mar 2026 (T+90)
1,000 shares@ US$45.440.041% mcap0.7% of flowCOMMON STOCKSEC:0001213900-25-126081:0
Canonical exit: 22 Mar 2026 (T+90)
37 shares@ US$44.001.3% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-124030:0
Canonical exit: 17 Mar 2026 (T+90)
100 shares@ US$44.330.1% of flowCOMMON STOCKSEC:0001213900-25-122887:0
Canonical exit: 15 Mar 2026 (T+90)
248 shares@ US$47.759.6% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-091704:0
Canonical exit: 22 Dec 2025 (T+90)
86 shares@ US$48.093.8% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-089089:0
Canonical exit: 15 Dec 2025 (T+90)
162 shares@ US$48.057.1% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-087773:0
Canonical exit: 10 Dec 2025 (T+90)
250 shares@ US$48.1711.1% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-086911:0
Canonical exit: 8 Dec 2025 (T+90)
100 shares@ US$48.234.5% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-085571:0
Canonical exit: 2 Dec 2025 (T+90)
200 shares@ US$47.830.2% of flowCOMMON STOCKSEC:0001213900-25-085082:0
Canonical exit: 2 Dec 2025 (T+90)
189 shares@ US$49.258.6% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-079332:0
Canonical exit: 17 Nov 2025 (T+90)
132 shares@ US$48.8956.0% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-077974:0
Canonical exit: 12 Nov 2025 (T+90)
1 shares@ US$48.120.0% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-077978:0
Canonical exit: 21 Sept 2025 (T+90)
27 shares@ US$49.001.2% of flowCOMMON STOCK, $0.001 par valueSEC:0001213900-25-075060:0
Canonical exit: 6 Nov 2025 (T+90)
315 shares@ US$48.642.5% of flowCommon Stock, $0.001 par valueSEC:0001213900-25-056285:0
Canonical exit: 15 Sept 2025 (T+90)
700 shares@ US$47.910.5% of flowCOMMON STOCKSEC:0001213900-25-055719:0
Canonical exit: 14 Sept 2025 (T+90)
200 shares0Common Stock, $0.001 par valueSEC:0001213900-25-035095:0
127 shares@ US$53.956.1% of flowCommon Stock, $0.001 par valueSEC:0001140361-25-008143:0
Canonical exit: 5 Jun 2025 (T+90)
800 shares@ US$53.720.8% of flowCommon Stock, $0.001 par valueSEC:0001140361-25-007266:0
Canonical exit: 1 Jun 2025 (T+90)
400 shares@ US$52.000.4% of flowCommon Stock, $0.001 par valueSEC:0001140361-25-005404:0
Canonical exit: 20 May 2025 (T+90)
500 shares@ US$49.270745.5% of flowCommon Stock, $0.001 par valueSEC:0001140361-25-004925:0
Canonical exit: 13 May 2025 (T+90)
400 shares@ US$48.788520.4% of flowCommon Stock, $0.001 par valueSEC:0001140361-25-004262:0
Canonical exit: 12 May 2025 (T+90)
10,871 shares@ US$48.12829.1% of flowCommon Stock, $0.001 par valueSEC:0001140361-24-050078:0
Canonical exit: 18 Mar 2025 (T+90)
25 of 224 declarations
About PhenixFIN Corp
PhenixFIN Corp. (NASDAQ: PFX) is a U.S.-listed specialty finance company trading on the NASDAQ in the United States. The company traces its current identity back to Medley Capital Corporation, which rebranded as PhenixFIN Corporation effective January 1, 2021, as part of a broader corporate and listing transition. Its headquarters are in New York City at 445 Park Avenue, New York, NY 10022, placing it close to the core of the U.S. financial markets. PhenixFIN is incorporated in Delaware and operates as an internally managed business development company (BDC), a structure that differs from many externally advised public credit funds.
PhenixFIN’s core business is providing capital to middle-market companies, primarily through private credit and selective equity investments. Its portfolio generally consists of senior secured first-lien loans, senior secured second-lien loans, and equity positions. In practical terms, the company seeks to earn current income from debt investments while retaining upside potential from equity-related holdings. That combination gives PhenixFIN a hybrid profile within the U.S. listed credit universe and positions it in competition with other public BDCs and specialty direct lenders focused on middle-market financing.
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From a strategy standpoint, the company emphasizes origination, structuring, execution, and ongoing management of credit and equity investments. Management frames the business around current income generation and NAV accretion, with the goal of delivering total shareholder return. Because the portfolio spans multiple industries, PhenixFIN offers some sector diversification, although its performance remains tied to credit conditions, asset quality, leverage, and the fair-value marks applied to portfolio investments.
Recent company updates show an active reporting cadence. PhenixFIN announced its fiscal second-quarter 2026 results on May 5, 2026, followed by its first-quarter 2026 results in February 2026 and fiscal year/fourth-quarter 2025 results in December 2025. SEC filings also show ongoing Form 4 insider transaction reporting, which is relevant for investors monitoring ownership changes and management alignment. Overall, PhenixFIN is best understood as a small-cap U.S. listed finance company on the NASDAQ, focused on private credit and equity investments, with a New York base and a risk profile driven by the U.S. middle-market lending environment.
