CSWC CAPITAL SOUTHWEST CORP

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 5, 2026 Processed 7d 13h ago
Insider cluster: 2 insiders, $114K total

Price Chart

Loading chart...

Executive Summary

A director at Capital Southwest Corp. (CSWC) executed both an open-market purchase and sale of shares totaling ~$117K in purchase and ~$109K in sale on the same day, while another director made a small $5K purchase. The net dollar value is trivial relative to CSWC's $1.5B market cap (<0.01%), and the transactions show mixed insider activity rather than a clear directional signal. This cluster does not provide a material trading signal.

Key Financial Metrics

Direction
mixed
Total Value
$12.1K
Insiders
2

Actionable Insight

The insider cluster shows no material directional conviction — the director's simultaneous buy and sell on the same day suggests portfolio rebalancing rather than information-driven trading. Monitor CSWC's upcoming quarterly earnings and net asset value (NAV) release for fundamental signals; this insider activity alone provides no actionable trading edge.

Key Facts

  • Director Thomas William R III bought 5,000 shares (~$117K) and sold 4,661 shares (~$109K) on June 5, 2026, essentially offsetting each other.
  • Director Rogers-Windsor Ramona Lynn purchased 213 shares (~$5K) on June 1, 2026.
  • Total net insider activity was ~$12K, approximately 0.0008% of CSWC's $1.5B market cap — far below any materiality threshold.
  • No C-suite executives participated; both insiders are directors, carrying less signal weight.

Financial Impact

Total insider transactions of approximately $226K in gross volume and ~$12K net buy — less than 0.01% of market cap, economically trivial.

Risk Factors

  • Director Thomas's simultaneous buy and sell on the same day could indicate hedging or tax-management that masks true sentiment.
  • Prior CSWC reports showed negative T+20 alpha vs. SPY (-0.67% average) with a 25% win rate, suggesting the stock tends to underperform following analyst reports.

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
71% bullish (14 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CSWC-1780689698030
12 reports for CSWC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CSWC — sortable, filterable
Type Now
Jun 5, 2026
7d ago
Insider Buy
NEUTRAL ★ 3/10
$23.21 awaiting T+1awaiting T+1$23.54 (+1.42%)
Jun 5, 2026
7d ago
Insider Buy
NEUTRAL ★ 2/10
$23.21 awaiting T+1awaiting T+1$23.54 (+1.42%)
Jun 5, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
$23.21 awaiting T+1awaiting T+1$23.54 (+1.42%)
Jun 3, 2026
9d ago
DEFA14A
NEUTRAL ★ 2/10
$23.55 $23.21▼ −1.44%▲ +1.15%$23.54 (−0.04%)
Jun 2, 2026
10d ago
DEFA14A
NEUTRAL ★ 2/10
$23.17 $23.55▲ +1.64%▲ +1.24%$23.54 (+1.60%)
May 27, 2026
16d ago
Press Release
NEUTRAL ★ 4/10
$23.32 $23.22▼ −0.43%▼ −0.67%$23.54 (+0.94%)
May 19, 2026
24d ago
8-K
NEUTRAL ★ 3/10
$23.24 $23.08▼ −0.69%▼ −0.88%$23.54 (+1.29%)
May 13, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$23.82 $23.57▼ −1.04%▲ +0.19%$23.54 (−1.16%)
Apr 16, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$24.30 $23.89▼ −1.69%▼ −1.50%$23.54 (−3.13%)
Apr 16, 2026
8w ago
Press Release
BULLISH ★ 7/10
$24.30 $23.89▼ −1.69%▼ −1.50%$23.54 (−3.13%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (52h 15m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access