CSWC CAPITAL SOUTHWEST CORP Insider Trading

Director Christine Battist buys 860 CSWC shares at $23.23; stock now $22.98, down 5.9% from 52-week high

Christine Battist purchased 860 shares at $23.23, increasing her holdings by 6.5% to 14,075 shares. The stock is currently trading at $22.98, a modest 0.6% decline over 30 days but positioned 5.9% below its 52-week high of $24.43. At this ticker specifically, Battist's prior five buys showed mixed 90-day performance: 2 of the 5 trades subsequently delivered positive 90-day returns, while the others did not. CSWC's fundamentals remain solid with a P/E of 9.82, annual revenue growth of 16.1%, and net income of $32,896,000.00 against quarterly revenue of $6,972,000.00. This purchase represents a discretionary open-market accumulation in a modestly valued business.

Director Thomas bought 5,000 shares at $23.40 and sold 4,661 at $23.29 on 2026-06-05, netting +339 shares (+1.8%).

William R Iii Thomas (Director) executed two offsetting open-market transactions on the same day at nearly identical prices ($23.40 buy vs $23.29 sell), resulting in a modest net purchase of 339 shares and a 1.8% increase in his 18.3K pre-transaction stake. The current stock price of $23.21 sits 5.0% below the 52-week high, while the company shows solid fundamentals with a P/E of 9.92 and annual revenue growth of +16.1%. His prior trade at CSWC (June 2024 buy) generated negative 90-day returns, and his broader cross-ticker track record shows 0% win rate on buys at the 90-day mark, suggesting no consistent pattern of well-timed entry decisions. The near-parity of buy and sell prices, combined with negligible net share movement and the absence of any scheduled plan flag, indicates this was a discretionary rebalancing transaction rather than a conviction-driven commitment signal.

CEO Michael Scott bought 2,694 shares of CSWC at $21.90; holdings now 473,154 shares

Michael Scott, President and CEO of Capital Southwest Corp, purchased 2,694 shares at $21.90 on 2026-02-27, representing a 0.6% increase to his post-transaction holdings of 473,154 shares. The stock has declined 3.9% over the prior 30 days and sits 5.0% below its 52-week high of $23.72, providing modest downside entry relative to recent trading levels. The company shows solid fundamentals with net income of $32,896,000.00 against quarterly revenue of $6,972,000.00, annual revenue growth of +16.1%, and a P/E of 13.18. The open-market purchase by the CEO at a modest dip to recent price levels, combined with the company's positive profitability and growth trajectory, represents typical insider accumulation activity without notable unusual characteristics.

Director Christine Battist bought 600 CSWC shares at $23.16, raising stake to 13,215 shares as stock trades near 52-week high of $23.81.

Christine Battist, a director at Capital Southwest Corp, purchased 600 shares at $23.16 on 2026-02-09, increasing her holdings by 4.8% to 13,215 shares post-transaction. The transaction occurred with the stock at $23.25 (current), just 2.4% below its 52-week high of $23.81, and representing a 30-day gain of 1.2% and a 90-day gain of 11.6%. Examining her prior purchase pattern at CSWC specifically: of 5 previous buy transactions at this ticker, only 2 were well-timed on a 90-day basis (achieving positive returns), suggesting mixed historical accuracy in execution. The company's fundamentals show robust annual revenue growth of 16.1%, a P/E of 13.60, and a market cap of $1,398,766,965.00, providing a backdrop of measured valuation and operational expansion. This purchase adds to a sequence of regular accumulation at the company without clear evidence of exceptional timing discipline.

Director Ramona Lynn Rogers-Windsor buys 463 CSWC shares at $21.55; holdings reach 21,612 shares, stock down -16.1% from 52-week high.

Rogers-Windsor purchased 463 shares of Capital Southwest Corp at $21.55 on October 1, 2025, adding to her director position. The stock has declined -5.5% over the prior 30 days and -16.1% from its 52-week high of $25.85, while current price stands at $21.69. Her prior trades at CSWC show mixed timing outcomes (1 of 5 prior buys achieved positive 90-day returns), and across her broader cross-ticker history of 20 prior buys, the average 90-day return is +1.4%. The underlying company shows strong fundamentals with net income of $27,001,000.00, annual revenue growth of +16.1%, and a P/E of 14.46, though the recent quarter generated $7.0M in revenue.

Director Christine Battist bought 667 CSWC shares at $22.45; holdings now 12,615 shares (+5.6%)

Christine Battist, a director of Capital Southwest Corp, purchased 667 shares at $22.45 on 2025-08-20, increasing her holdings by 5.6% to 12,615 shares. This represents an open-market acquisition of $14,972.15. At her prior four measurable trades in CSWC stock, timing outcomes were mixed: she achieved positive 90-day returns on 2 of 4 prior buys (2024-06-21 and 2024-05-29), demonstrating a 50% success rate on same-ticker buy timing. The current stock price of $22.39 sits 13.4% below the 52-week high of $25.85, though the company shows solid fundamentals with $27.0M net income and +16.1% annual revenue growth against a P/E of 14.93. The buy follows a 30-day decline of 3.1%, creating a modest recovery window for evaluation.

Director Ramona Lynn Rogers-Windsor buys 471 CSWC shares at $21.19; 5 prior CSWC purchases show 0 of 4 measurable outcomes well-timed.

Director Ramona Lynn Rogers-Windsor purchased 471 shares of Capital Southwest Corp at $21.19 on 2025-06-23, a modest $9,980.49 buy that increased her holdings by 2.7% to 18,091 shares. This transaction occurs at a price 21.6% below the 52-week high of $27.07. However, her prior trading history at this ticker presents a concerning pattern: across 5 previous open-market purchases at CSWC, 0 of 4 measurable 90-day outcomes showed positive returns; her same-ticker buys have posted 90-day returns ranging from -1.3% to -13.2%. While her cross-ticker track record shows a 55.56% 90-day win rate, this divergence suggests she has not demonstrated reliable timing specifically at CSWC. The current P/E of 21.23 and annual revenue growth of 16.1% indicate a moderately valued, growing business, but the investor should note that this director's prior accumulation attempts at this security have not historically preceded upside moves.

Director Battist Christine bought 476 shares of CSWC at $20.87 on 2025-05-27, holdings now 9,755 shares (+5.1%)

Director Battist Christine purchased 476 shares of Capital Southwest Corp at $20.87, increasing her holdings by 5.1% to 9,755 shares. The purchase occurred when the stock was trading -23.8% below its 52-week high of $27.07, having declined 10.6% over the prior 90 days. Her prior trades at CSWC show mixed outcomes: of her 4 prior purchases at this ticker, only 1 exhibited a positive 90-day return (well-timed), with 3 of 4 showing 90-day losses ranging from -0.9% to -2.6%. The company demonstrates solid fundamentals with 16.1% annual revenue growth and net income of $16.3M against quarterly revenue of $7.0M, though the current P/E of 20.62 is elevated relative to the broader market. This purchase adds to an accumulation pattern at this ticker over the past year, though the timing success rate at CSWC (25%) underperforms her cross-ticker win rate.

Director Ramona Lynn Rogers-Windsor buys 450 CSWC shares at $22.52, bringing holdings to 17,237 shares; stock down 17.2% from 52-week high.

Director Ramona Lynn Rogers-Windsor purchased 450 shares of CAPITAL SOUTHWEST CORP at $22.52 on 2025-03-26, a modest addition to her 16,787-share position. The stock is currently trading at $22.53, essentially flat from the transaction price, but stands 17.2% below its 52-week high of $27.20 and has declined 2.8% over the past 30 days. Examining her prior purchase history at CSWC reveals a consistent pattern: across 5 prior buys at this ticker, none generated positive 90-day returns—outcomes ranged from -13.2% to +2.6%—suggesting her timing at this stock has not been favorable. This purchase arrives within the context of broader company fundamentals that show strength (16.1% annual revenue growth, $16.3M net income on $7.0M quarterly revenue, P/E of 17.20), yet the director's specific track record at this holding warrants attention as a cautionary signal rather than a confidence indicator.

Director Rogers-Windsor buys 250 shares of CSWC at $22.67; stock down 17.1% from 52-week high of $27.20.

Director Ramona Lynn Rogers-Windsor purchased 250 shares at $22.67 on 2024-12-12, increasing her holdings by +1.5% to 16,406 shares. The purchase occurs as CSWC trades at $22.54, down 17.1% from its 52-week high of $27.20 and down 9.5% over the past 90 days. At this ticker specifically, the director's prior trades show a 1 of 3 well-timed win rate at the 90-day mark, suggesting mixed execution timing historically. Fundamentally, the company shows strong recent results with $22.7M net income on $7.0M quarterly revenue and +16.1% annual revenue growth, though the stock's year-to-date weakness and flat 30-day performance (-1.6%) warrant monitoring of investor reception relative to these operational metrics.