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Facility

S••••••• H•••••••• L•• first lien term loan

first lienheld todayInsurance Brokerssponsor F•••••••• F•••• L•• carried
Principal held
at least $134M
sum of BDC pieces, a lower bound
Fair value
$134M
100c on cost
Unfunded
n/a
pieces' unfunded commitments
Pricing
SOFR+450 bp
floor 0.50%
PIK
none stated
Maturity
Jan 28, 2030
html_schedule
Lenders
3 holding
0 exited · 0 named on a deal
On the tape
14 quarters
Sep 30, 2022 to Jun 30, 2026
Lender group
every BDC that holds or held a piece; each row is that lender's own figures
LenderStatusPrincipalFair valueSpreadHeld
A••• S•••••••• I••••• F•••
A••• C•••••• M••••••••• L••
held$66.5M$66.5M
101c
450 bpDec 31, 2025 to Jun 30, 2026
A••• C•••••• C•••
A••• C•••••• M••••••••• L••
held · 2 pieces$58.2M$58.2M
100c
450 bpSep 30, 2022 to Jun 30, 2026
S•••••••• P•••••• C••••• F••• L••
S•••••••• G•••• P•••••• D••• L••
held · 4 pieces$9.7M$9.6M
100c
450 bpMar 31, 2025 to Jun 30, 2026
Facility through time
pieces summed per quarter end across the BDCs holding it
Quarter endBDCsPrincipal heldOn costSpreadPIKMaturity
Jun 30, 20263$134M100c450 bpJan 28, 2030
Mar 31, 20263$175M100c475 bpJan 28, 2030
Dec 31, 20253$191M100c475 bp1.44%Jan 28, 2030
Sep 30, 20252$155M100c475 bpJan 28, 2030
Jun 30, 20252$117M100c475 bpJan 28, 2030
Mar 31, 20252$117M100c500 bpJan 28, 2030
Dec 31, 20241$26.0M100c500 bpJan 1, 2030
Sep 30, 20241$63.8M100c500 bpJan 1, 2030
Jun 30, 20241$300,000100c575 bpJan 1, 2028
Mar 31, 20241$300,000100c575 bpJan 1, 2028
Dec 31, 20231$300,000100c575 bpJan 1, 2028
Mar 31, 20231$700,000100c575 bpJan 1, 2028
Dec 31, 20221$28.0M99c575 bp1.63%Jan 1, 2028
Sep 30, 20221$14.1M100c575 bp1.63%Jan 1, 2028
What changed on this facility
position and facility grain, including routine
  • PIK interest appears Dec 31, 2025
    ••• Locked
  • New lender joined a facility Dec 31, 2025
    ••• Locked
  • New lender joined a facility Mar 31, 2025
    ••• Locked
  • Maturity extended (observed) Sep 30, 2024
    ••• Locked
  • Spread changed (observed) Sep 30, 2024
    ••• Locked
Other pieces of this borrower's structure
How this facility is known
Grain
S••••••• H•••••••• L•• x first lien term loanderivedborrower group x kind x lien; tranches with different maturities sit under it
Size
lower bound: sum of BDC piecesderived
Sponsor basis
the sponsor's own portfolio page lists a company of this namederived
Status
performingsignalnon-accrual, default and restructuring are not on this tape and are never inferred from a mark
Origin
bdc tapereported