CION
CION Investment Corp
NYSEAccelerated filer
Total Trades
59
Buys
59
Sells
0
Largest Trade
$100K–$500K
Insiders
11
Institutional Funds
131
Inst. Value
$1M+
Activist Filings
1
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| FINLAY PETER I. | Director | BUY | $1K–$15K | 200 | $9.66 | May 28, 2025 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $1K–$15K | 600 | $9.48 | May 22, 2025 |
| Breakstone Robert A | Director | BUY | $1K–$15K | 500 | $9.72 | May 19, 2025 |
| Gatto Mark | Co-Chairman & Co-CEO | BUY | $15K–$50K | 2K | $9.66 | May 13, 2025 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 515 | $9.69 | May 13, 2025 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 2K | $10.45 | Apr 2, 2025 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 490 | $10.45 | Mar 31, 2025 |
| Breakstone Robert A | Director | BUY | $1K–$15K | 500 | $10.75 | Mar 25, 2025 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 3K | $10.81 | Mar 20, 2025 |
| FINLAY PETER I. | Director | BUY | $1K–$15K | 250 | $10.76 | Mar 19, 2025 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $1K–$15K | 455 | $10.93 | Mar 18, 2025 |
| Breakstone Robert A | Director | BUY | $1K–$15K | 500 | $11.05 | Mar 18, 2025 |
| Pinero Eric A. | Chief Legal Officer | BUY | $1K–$15K | 465 | $10.72 | Mar 18, 2025 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 437 | $11.44 | Nov 22, 2024 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $1K–$15K | 435 | $11.53 | Nov 21, 2024 |
| Breakstone Robert A | Director | BUY | $1K–$15K | 1K | $11.34 | Nov 18, 2024 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 2K | $11.41 | Nov 14, 2024 |
| Arestia Charlie | See Remarks | BUY | $1K–$15K | 750 | $11.39 | Nov 13, 2024 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 400 | $12.33 | Aug 27, 2024 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $1K–$15K | 450 | $12.18 | Aug 21, 2024 |
| Pinero Eric A. | Chief Legal Officer | BUY | $1K–$15K | 403 | $12.42 | May 29, 2024 |
| Pinero Eric A. | Chief Legal Officer | BUY | $1K–$15K | 450 | $11.11 | Apr 5, 2024 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $1K–$15K | 450 | $11.05 | Apr 1, 2024 |
| Gatto Mark | Co-Chairman & Co-CEO | BUY | $1K–$15K | 1K | $11.02 | Mar 29, 2024 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 469 | $10.65 | Mar 26, 2024 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 4K | $10.78 | Mar 21, 2024 |
| FINLAY PETER I. | Director | BUY | $1K–$15K | 300 | $10.88 | Nov 27, 2023 |
| Gatto Mark | Co-Chairman & Co-CEO | BUY | $1K–$15K | 905 | $11.05 | Nov 17, 2023 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 434 | $11.06 | Nov 15, 2023 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 460 | $10.89 | Aug 23, 2023 |
| Franz Keith S | CFO & Treasurer | BUY | $100K–$500K | 16K | $9.52 | Jun 5, 2023 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 2K | $9.45 | Jun 2, 2023 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 4K | $9.88 | May 27, 2023 |
| Choi Catherine | Director | BUY | $15K–$50K | 2K | $9.92 | May 24, 2023 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 500 | $9.78 | May 23, 2023 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $1K–$15K | 1K | $9.26 | May 17, 2023 |
| Schwartz Aron I | Director | BUY | $15K–$50K | 2K | $9.25 | May 17, 2023 |
| Breakstone Robert A | Director | BUY | $15K–$50K | 2K | $9.33 | May 16, 2023 |
| Pinero Eric A. | Chief Legal Officer | BUY | $1K–$15K | 1K | $9.42 | May 16, 2023 |
| Breakstone Robert A | Director | BUY | $1K–$15K | 1K | $10.10 | Dec 2, 2022 |
| Franz Keith S | CFO & Treasurer | BUY | $100K–$500K | 10K | $10.01 | Dec 1, 2022 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $1K–$15K | 1K | $10.35 | Nov 25, 2022 |
| FINLAY PETER I. | Director | BUY | $1K–$15K | 1K | $10.25 | Nov 22, 2022 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 5K | $9.17 | Sep 2, 2022 |
| BRESNER GREGG A. | President & CIO | BUY | $15K–$50K | 5K | $9.79 | Sep 1, 2022 |
| Franz Keith S | CFO & Treasurer | BUY | $50K–$100K | 8K | $10.28 | Sep 1, 2022 |
| Pinero Eric A. | Chief Legal Officer | BUY | $15K–$50K | 3K | $9.32 | Sep 1, 2022 |
| Gatto Mark | Co-Chairman & Co-CEO | BUY | $50K–$100K | 5K | $10.29 | Aug 24, 2022 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $50K–$100K | 5K | $10.47 | Aug 23, 2022 |
| FINLAY PETER I. | Director | BUY | $1K–$15K | 640 | $10.50 | Aug 19, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 131 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Bulldog Investors, LLP | 1.5M | $1M+ | SH |
| North Ground Capital | 1.1M | $1M+ | SH |
| LPL Financial LLC | 934K | $1M+ | SH |
| Cambridge Investment Research Advisors, Inc. | 756K | $1M+ | SH |
| Callodine Capital Management, LP | 562K | $1M+ | SH |
| Berger Financial Group, Inc | 485K | $1M+ | SH |
| Hennion & Walsh Asset Management, Inc. | 415K | $1M+ | SH |
| Closed-End Fund Advisors, Inc. | 415K | $1M+ | SH |
| MORGAN STANLEY | 402K | $1M+ | SH |
| BlackRock, Inc. | 376K | $1M+ | SH |
| LSV ASSET MANAGEMENT | 352K | $1M+ | SH |
| Advisors Asset Management, Inc. | 292K | $1M+ | SH |
| Kestra Advisory Services, LLC | 286K | $1M+ | SH |
| Sigma Planning Corp | 280K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 261K | $1M+ | SH |
| JANE STREET GROUP, LLC | 257K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 233K | $1M+ | SH |
| PINKERTON WEALTH, LLC | 229K | $1M+ | SH |
| VAN ECK ASSOCIATES CORP | 225K | $1M+ | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 217K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Apollo Principal Holdings III, L.P.
SC 13G/A · Feb 13, 2023
0.1%
60K shares