Buys | $0 | 0 | – |
Sells | $0 | 0 | – |
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
Over the last 12 months, insiders at Fidus Investment Corporation have bought $0 and sold $0 worth of Fidus Investment Corporation stock.
On average, over the past 5 years, insiders at Fidus Investment Corporation have bought $0 and sold $0 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 2,000 shares for transaction amount of $19,680 was made by HYMAN CHARLES D (director) on 2020‑03‑13.
2020-03-13 | HYMAN CHARLES D | director | 2,000 0.0079% | $9.84 | $19,680 | +5.09% | ||
2020-03-12 | ROSS EDWARD H | See Remarks | 4,000 0.0165% | $9.31 | $37,240 | +15.92% | ||
2020-03-12 | Sherard Shelby E | See Remarks | 5,000 0.0208% | $9.36 | $46,800 | +15.92% | ||
2020-03-12 | Anstiss Raymond L. Jr. | director | 1,500 0.006% | $9.00 | $13,500 | +15.92% | ||
2020-03-12 | Tune Edward X. | director | 3,000 0.0125% | $9.43 | $28,290 | +15.92% | ||
2020-03-11 | Lauer Thomas Charles | President | 2,000 0.008% | $11.45 | $22,900 | -5.06% | ||
2020-03-11 | Anstiss Raymond L. Jr. | director | 6,150 0.0252% | $11.66 | $71,709 | -5.06% | ||
2020-03-10 | ROSS EDWARD H | See Remarks | 2,000 0.008% | $11.81 | $23,620 | -8.30% | ||
2020-03-09 | Lauer Thomas Charles | President | 5,000 0.0209% | $12.40 | $62,000 | -8.70% | ||
2020-03-09 | Sherard Shelby E | See Remarks | 5,950 0.0254% | $12.64 | $75,191 | -8.70% | ||
2019-08-08 | Sherard Shelby E | See Remarks | 1,750 0.0069% | $14.25 | $24,938 | +0.51% | ||
2019-08-07 | Sherard Shelby E | See Remarks | 1,350 0.0054% | $14.40 | $19,440 | +1.16% | ||
2019-08-06 | Anstiss Raymond L. Jr. | director | 1,000 0.0041% | $14.65 | $14,650 | +1.55% | ||
2019-06-03 | Anstiss Raymond L. Jr. | director | 2,740 0.0112% | $15.94 | $43,688 | -0.85% | ||
2019-05-13 | Anstiss Raymond L. Jr. | director | 2,250 0.0092% | $16.00 | $35,995 | -0.72% | ||
2018-12-06 | Sherard Shelby E | See Remarks | 3,675 0.015% | $13.60 | $49,980 | +16.59% | ||
2018-03-09 | Sherard Shelby E | See Remarks | 2,186 0.0088% | $12.75 | $27,872 | +14.57% | ||
2018-03-08 | Lauer Thomas Charles | President | 4,000 0.0164% | $12.80 | $51,200 | +15.35% | ||
2018-03-08 | HYMAN CHARLES D | director | 1,500 0.0061% | $12.79 | $19,192 | +15.35% | ||
2018-03-08 | Sherard Shelby E | See Remarks | 1,314 0.0054% | $12.75 | $16,754 | +15.35% |
PineBridge Secondary Partners II Holdings, L.P. | 10 percent owner | 942297 2.7784% | $19.61M | 0 | 17 | |
ROSS EDWARD H | See Remarks | 177455 0.5232% | $3.69M | 7 | 0 | +16.59% |
Lauer Thomas Charles | President | 81600 0.2406% | $1.7M | 9 | 0 | +11.99% |
Sherard Shelby E | See Remarks | 31660 0.0934% | $658,844.60 | 9 | 0 | +8.5% |
Schaefer Cary L | CFO, CCO & Secretary | 25755 0.0759% | $535,961.55 | 3 | 0 | +20.37% |
HYMAN CHARLES D | director | 25200 0.0743% | $524,412.00 | 7 | 0 | +13.59% |
Anstiss Raymond L. Jr. | director | 10500 0.031% | $218,505.00 | 7 | 0 | +8.07% |
Mazzarino John A. | director | 10000 0.0295% | $208,100.00 | 1 | 0 | <0.0001% |
Tune Edward X. | director | 6000 0.0177% | $124,860.00 | 1 | 0 | +15.92% |
$51,393,680 | 191 | 4.08% | $765.46M | |
$11,078,248 | 144 | 25.95% | $466.21M | |
$11,451,183 | 137 | 8.40% | $1.14B | |
$65,907,882 | 117 | 13.29% | $932.34M | |
$8,121,707 | 113 | 7.88% | $502.09M | |
$4,260,367 | 95 | 4.30% | $620.1M | |
$20,502,573 | 94 | 14.44% | $519.48M | |
$3,466,167 | 92 | 9.96% | $427.47M | |
$5,304,044 | 86 | 11.86% | $673.81M | |
$7,647,981 | 80 | 13.21% | $999.18M | |
$29,898,201 | 63 | 14.61% | $687.53M | |
$3,606,814 | 57 | -2.58% | $1.09B | |
$8,137,807 | 51 | 10.22% | $1.02B | |
$3,053,175 | 47 | 12.53% | $849.96M | |
$1,732,067 | 45 | 8.35% | $582.76M | |
Fidus Investment Corporation (FDUS) | $1,528,008 | 44 | 11.99% | $705.76M |
$1,743,968 | 36 | 9.94% | $798.28M | |
$29,554,520 | 21 | -5.74% | $658.95M | |
$30,000,003 | 1 | 3.62% | $893.15M |
Increased Positions | 67 | +63.21% | 2M | +28.39% |
Decreased Positions | 43 | -40.57% | 900,616 | -11.68% |
New Positions | 20 | New | 2M | New |
Sold Out Positions | 14 | Sold Out | 276,481 | Sold Out |
Total Postitions | 130 | +22.64% | 9M | +16.71% |
Raymond James Financial Inc | $20,051.00 | 2.87% | 977,123 | +977,123 | New | 2024-12-31 |
Van Eck Associates Corp | $16,806.00 | 2.41% | 819,011 | +9,600 | +1.19% | 2024-12-31 |
Raymond James & Associates | $11,228.00 | 1.61% | 547,181 | -9,772 | -1.75% | 2024-09-30 |
Invesco Ltd. | $11,090.00 | 1.59% | 540,466 | -64,521 | -10.66% | 2024-12-31 |
Raymond James Financial Services Advisors, Inc. | $8,181.00 | 1.17% | 398,695 | -16,411 | -3.95% | 2024-09-30 |
Cetera Investment Advisers | $6,226.00 | 0.89% | 303,421 | +48,034 | +18.81% | 2024-12-31 |
Envestnet Asset Management Inc | $6,172.00 | 0.89% | 300,799 | +50,447 | +20.15% | 2024-12-31 |
Morgan Stanley | $5,830.00 | 0.84% | 284,105 | -162,469 | -36.38% | 2024-12-31 |
Columbus Macro, Llc | $5,477.00 | 0.79% | 266,895 | +266,895 | New | 2024-12-31 |
Two Sigma Advisers, Lp | $4,509.00 | 0.65% | 219,713 | -127,400 | -36.7% | 2024-12-31 |