Joshua S. Weinstein CFA Net Worth

Mr. Joshua S. Weinstein CFA biography

Joshua S. Weinstein CFA is the Sr. Managing Director at Capital Southwest.

How old is Mr CFA?

Mr CFA is 43, he's been the Sr. Managing Director of Capital Southwest since . There are 9 older and no younger executives at Capital Southwest. The oldest executive at Capital Southwest Corp. is Thomas Morgan, 70, who is the Independent Director.

What's Mr CFA's mailing address?

Joshua's mailing address filed with the SEC is C/O CAPITAL SOUTHWEST CORPORATION, 8333 DOUGLAS AVE, SUITE 1100, DALLAS, TX, 75225.

Insiders trading at Capital Southwest

Over the last 21 years, insiders at Capital Southwest have traded over $14,644,421 worth of Capital Southwest stock and bought 611,058 units worth $6,807,491 . The most active insiders traders include David R Brooks, Joseph B Armes, and Bowen S Diehl. On average, Capital Southwest executives and independent directors trade stock every 35 days with the average trade being worth of $159,616. The most recent stock trade was executed by Christine Battist on 9 August 2024, trading 406 units of CSWC stock currently worth $9,720.

What does Capital Southwest do?

capital southwest (nasdaq: cswc), is an internally-managed, credit-focused bdc that is an active lender to middle market companies across the capital structure. cswc provides flexible capital that fills financing needs that traditional first lien senior lenders are unwilling to meet. in particular, cswc is well-positioned to finance lower middle market businesses with $3 to $12 million of ebitda. the company is managed by an investment team with decades of experience working with one another. the firm and all of its employees are located in dallas, texas. investment criteria: - $5 to $50 million financings with active network of co-investors - $5 to $20 million commitment size per deal - minimum ebitda of $3 million - a management team with a proven track record, motivated by continued ownership; - an established market position and history of positive cash flow - us-based investment structures: - unitranche debt (network of first out senior lending relationships) - first lien debt - s

Capital Southwest executives and stock owners

Capital Southwest executives and other stock owners filed with the SEC include:

• Bowen Diehl,
  President, Chief Executive Officer, Director
• Bowen S. Diehl,
  Pres, CEO & Director
• Michael Sarner,
  Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary
• Michael Scott Sarner,
  CFO, Chief Compliance Officer, Sec. & Treasurer
• William Thomas,
  Independent Director
• Thomas Morgan,
  Independent Director
• Jack Furst,
  Independent Director
• Christine Battist,
  Independent Director
• Joshua Weinstein,
  Managing Director
• Douglas Kelley,
  Managing Director
• David Brooks,
  Independent Chairman of the Board
• Laura Zengilowski,
  Principal
• Rachel Bazan CFA,
  VP
• Amy Baker,
  Controller
• Chris Rehberger,
  VP of Fin. & Treasurer
• Grant Eason,
  Sr. VP
• Spencer Klein,
  Sr. VP
• Ryan Kelly,
  Managing Director
• Joshua S. Weinstein CFA,
  Sr. Managing Director
• William M Ashbaugh,
  Sr. VP, Managing Director
• Partners Lp Moab Capital Pa...,
  
• Capital Partners Llc Moab P...,
  
• John H Wilson,
  Director
• Joseph B Armes,
  Director
• Matthew Bailey Golden,
  Vice President
• Ray D. Schwertner,
  Vice President
• Glenn M. Neblett,
  Vice President
• Kelly Tacke,
  Chief Financial Officer
• Samuel B Ligon,
  Director
• Gary L Martin,
  Vice President
• Jeffrey G Peterson,
  Vice President
• Marquez D Bela,
  Vice President
• Donald W Burton,
  Director
• Henry James Gohlke,
  Vice President
• Tracy L. Morris,
  Chief Financial Officer; Secy
• Christopher Scott Shedd,
  Vice President
• William R Thomas,
  President & Chairman
• Patrick F Hamner,
  Vice-President
• Graeme W Henderson,
  Director
• Richard F. Strup,
  Director
• Susan K Hodgson,
  Secretary-Treasurer
• Ramona Lynn Rogers Windsor,
  Director