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EdgarHawk

Rogers-Windsor Ramona Lynn

Director

Director
7 filings analyzed · 1 company · Latest 2025-10-01

Companies

Company Buys Sells Direction
CAPITAL SOUTHWEST CORP CSWC 7 0 Net buying

Activity

October 2025
2025-10-01 CAPITAL SOUTHWEST CORP CSWC
low
Buy
463 shares
$9,979
Significance 4/10

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.

June 2025
2025-06-23 CAPITAL SOUTHWEST CORP CSWC
low
Buy
471 shares
$9,980
Significance 4/10

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.

March 2025
2025-03-26 CAPITAL SOUTHWEST CORP CSWC
low
Buy
450 shares
$10,134
Significance 3/10

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.

December 2024
2024-12-12 CAPITAL SOUTHWEST CORP CSWC
medium
Buy
250 shares
$5,667
Significance 4/10

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.

November 2024
2024-11-07 CAPITAL SOUTHWEST CORP CSWC
medium
Buy
500 shares
$11,533
Significance 6/10

Director Rogers-Windsor buys 500 CSWC shares at $23.07; holding increases to 16,156 shares with mixed prior timing record at ticker

Rogers-Windsor Ramona Lynn, a Director, purchased 500 shares of Capital Southwest Corp at $23.07 on 2024-11-07, increasing her total holding from 15,656 to 16,156 shares. The current price of $23.31 sits -14.3% from the 52-week high and -7.7% over the past 30 days, placing the purchase in a near-recent trough. Her cross-ticker track record shows 16 prior buys with an average 90-day return of +2.7% and a 66.67% win rate; however, at this specific ticker (CSWC), her prior timing has been mixed—2 of 4 measurable 90-day outcomes were positive, suggesting inconsistent predictive power at this security. The company's fundamentals remain sound with a P/E of 15.14 and annual revenue growth of +16.1%, providing some background support for the purchase, though the recent price weakness and mixed insider trading history at CSWC counsel caution.

September 2024
2024-09-16 CAPITAL SOUTHWEST CORP CSWC
low
Buy
250 shares
$6,258
Significance 5/10

Director Ramona Lynn Rogers-Windsor buys 250 CSWC shares at $25.03; holds 15,363 shares (+1.7%).

Director Ramona Lynn Rogers-Windsor purchased 250 shares of CAPITAL SOUTHWEST CORP at $25.03 on 2024-09-16, increasing her holdings to 15,363 shares. At her prior trades at CSWC, outcomes were mixed: two of three measurable 90-day periods delivered positive returns (+7.1% on 2023-12-21 and +13.3% on 2023-11-02), while the 2024-05-23 purchase returned -4.6% at 90 days. The current price of $25.17 sits just 0.6% above her purchase price and -7.5% from the 52-week high; the stock has gained 3.4% over the past 30 days. CSWC's fundamentals remain solid with $7.0M quarterly revenue, $14.0M net income, and 16.1% annual revenue growth, though the P/E of 16.03 does not suggest an obvious valuation opportunity. This modest-sized purchase (+1.7% relative to pre-transaction holdings) is consistent with an existing commitment to the position rather than a major new conviction signal.

June 2024
2024-06-28 CAPITAL SOUTHWEST CORP CSWC
medium
Buy
200 shares
$5,226
Significance 6/10

Director Ramona Lynn Rogers-Windsor buys 200 shares of CSWC at $26.13; solid valuation backdrop with P/E 8.50 and 16.1% annual revenue growth.

Director Ramona Lynn Rogers-Windsor purchased 200 shares of Capital Southwest Corp at $26.13 on 2024-06-28, increasing her holdings from 12,598 to 12,798 shares (+1.6%). The trade occurs in a company trading at a P/E of 8.50 with strong fundamentals: net income of $23.5M, quarterly revenue of $7.0M, and annual revenue growth of +16.1%. Her prior two measurable trades at this ticker (2023-11-02 and 2023-12-21) both posted positive 90-day returns (+13.3% and +3.1%), indicating a pattern of buying before rallies. This current purchase at $26.13 is within 4.1% of the 52-week high of $27.20 and represents a continuation of her buying pattern at this ticker; the stock has appreciated +3.2% over the past 30 days and +4.5% over 90 days since the trade date.

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