KLINSKY STEVEN B 4

What Happened
Steven B. Klinsky, a reported 10% owner of New Mountain Finance Corp (NMFC), purchased a total of 237,873 shares on 2026-03-05 in two open-market/private purchase transactions. The purchases were: 79,291 shares at $8.10 ($642,257) and 158,582 shares at $8.10 ($1,284,514), for a combined cash outlay of $1,926,771. These were purchases (code P), which are generally seen as a net buy/bullish action rather than a sale.

Key Details

• Transaction date: 2026-03-05 (filed 2026-03-06) — filing appears timely (next-business-day filing).
• Prices and amounts: 79,291 shares @ $8.10 = $642,257; 158,582 shares @ $8.10 = $1,284,514; total = 237,873 shares for $1,926,771.
• Transaction type: Purchases (code P) — listed as open market or private purchase.
• Shares owned after transaction: Not aggregated in the provided excerpt. The filing shows multiple trust-held positions; the reporting person disclaims beneficial ownership of many shares held in trusts except to the extent of his pecuniary interest.
• Notable footnotes: several trusts listed (e.g., 2024 Revocable Trusts, 2008 Long Term Trust, Non-GST Exempt Trust) and family-member trusts; F1 notes some shares include dividend reinvestment plan (DRIP) acquisitions. Many footnotes state he disclaims beneficial ownership except for pecuniary interest.
• Filing timeliness: Reported the day after the transactions (no late-filing flag indicated).

Context

• As a 10% owner (rather than a routine executive trade), Klinsky is a significant shareholder; purchases by large holders can matter to investors but do not indicate management-level insider views.
• These were straightforward purchases (no options exercised, no gifts, no tax-withholding). The filing shows accumulation across trusts and via DRIP in addition to the open-market purchases reported here.