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Popularity #4,111Ex-dividend in 3d · $0.34
LIEN · NASDAQ · Asset Management

Chicago Atlantic BDC (LIEN)

Direct lender to underserved companies in complex regulated industries.

$10.35
vs last close+0.08 (+0.73%)

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13F · 13D/G · Form 4

Insiders13.53%3.09M shares
8 holders · as of Sep 1, 2026
Strategic holders82.10%18.74M shares
2 holders · as of May 21, 2025
Other4.37%997.2K shares
remainder

22.82M company shares as of Sep 22, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Chicago Atlantic Loan Portfolio, LLC1Strategic10 percent owner
69.45%15.85Mfiled Oct 11, 2024
Scott GordonInsiderdirector, officer: Co-Chief Investment Officer
13.07%2.98Mfiled Sep 1, 2026
Chicago Atlantic BDC Advisers, LLC2,3Strategic10 percent owner
12.65%3.82Mfiled May 21, 2025
John MazarakisInsider10 percent owner
0.26%60,000filed Aug 19, 2026
Andreas BodmeierInsiderofficer: Chief Executive Officer
0.11%25,000filed Oct 11, 2024
Umesh MahajanInsiderofficer: Secretary; Co-CIO
0.03%6,997filed Aug 19, 2026
Peter SackInsiderdirector, officer: Chief Executive Officer
0.03%5,918filed Sep 22, 2025
Bernardino ColonnaInsiderofficer: President
0.02%5,030filed Sep 1, 2026
Thomas GeoffroyInsiderofficer: Interim CFO
0.00%413filed Jul 24, 2025
Gianni James Lezziere FazioInsiderofficer: Chief Accounting Officer
0.00%200filed Aug 19, 2026
Graticule Asset Management Asia, L.P.Institution
—5.90% of class, as filed—filed Feb 14, 2022
  1. Chicago Atlantic Loan Portfolio, LLC's transaction reports restate only vehicles that traded; the 2024 ownership statement (15.85M) is used instead.
  2. Chicago Atlantic BDC Advisers, LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (3.82M) less the 928.6K net shares sold since is used instead.
  3. Chicago Atlantic BDC Advisers, LLC reports a block also reported by Scott Gordon; it is counted once, under Scott Gordon.

13F

No 13F holders on record.

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Chicago atlantic Loan Portfolio, llc69.45%15.85M13DOct 11, 2024
Chicago Atlantic BDC Advisers, LLC16.70%3.82M13GFeb 14, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 31, 2026
Scott Gordondirector, officer: Co-Chief Investment Officer
Purchase134$10.2296,190
Aug 31, 2026
Bernardino Colonnaofficer: President
Purchase750$10.255,030
Aug 28, 2026
Bernardino Colonnaofficer: President
Purchase250$10.184,280
Aug 26, 2026
Bernardino Colonnaofficer: President
Purchase600$10.163,430
Aug 25, 2026
Bernardino Colonnaofficer: President
Purchase400$10.182,830
Aug 27, 2026
Bernardino Colonnaofficer: President
Purchase600$10.184,030
Aug 27, 2026
Scott Gordondirector, officer: Co-Chief Investment Officer
Purchase5,000$10.1996,056
Aug 26, 2026
Scott Gordondirector, officer: Co-Chief Investment Officer
Purchase2,483$10.1591,056
Aug 25, 2026
Scott Gordondirector, officer: Co-Chief Investment Officer
Purchase250$10.1288,573
Aug 24, 2026
Scott Gordondirector, officer: Co-Chief Investment Officer
Purchase1,520$10.1188,323

House and Senate disclosures

Not reported.