SAR — SARATOGA INVESTMENT CORP.
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
⚠ Includes an irregular or special distribution — this yield is unlikely to repeat.
Measured signals that fired on SAR
| date | signal | measured base rate |
|---|---|---|
| 2026-03-23 | Equal lows taken out structure | -0.64% over 21 days · t = -4.75 · n = 55,661 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-08-18 | Oberbeck Christian L CEO and Director | Other Acquisition/Disposition | 280 | 0.00 | 0 |
| 2026-07-22 | Oberbeck Christian L CEO and Director | Other Acquisition/Disposition | 2.6K | 0.00 | 0 |
| 2026-01-29 | Oberbeck Christian L CEO and Director | Gift | 1.0K | 0.00 | 0 |
| 2025-12-19 | Oberbeck Christian L CEO and Director | Gift | 1.0K | 0.00 | 0 |
| 2025-12-11 | Oberbeck Christian L CEO and Director | Gift | 7.8K | 0.00 | 0 |
| 2025-12-11 | Oberbeck Christian L CEO and Director | Gift | 7.8K | 0.00 | 0 |
| 2025-12-11 | Oberbeck Christian L CEO and Director | Gift | 5.2K | 0.00 | 0 |
| 2025-09-23 | Oberbeck Christian L CEO and Director | Other Acquisition/Disposition | 606 | 0.00 | 0 |
| 2025-07-31 | Oberbeck Christian L CEO and Director | Other Acquisition/Disposition | 2.3K | 0.00 | 0 |
| 2025-07-30 | Oberbeck Christian L CEO & Director | Other Acquisition/Disposition | 48 | 0.00 | 0 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| Lido Advisors, LLC | 4.4M | 199.1K |
| Private Advisor Group, LLC | 3.6M | 165.1K |
| Hennion & Walsh Asset Management, Inc. | 3.0M | 137.7K |
| Legal & General Group Plc | 2.7M | 122.9K |
| LPL Financial LLC | 2.5M | 114.0K |
| Advisors Asset Management, Inc. | 2.3M | 106.6K |
| WELLS FARGO & COMPANY/MN | 1.9M | 85.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.8M | 82.4K |
| Ethos Financial Group, LLC | 1.2M | 52.8K |
| TWO SIGMA INVESTMENTS, LP | 1.2M | 54.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| FWP | 2026-08-18 | — | on EDGAR ↗ |
| 497AD | 2026-08-18 | — | on EDGAR ↗ |
| 424B2 | 2026-08-18 | — | on EDGAR ↗ |
| 8-K | 2026-08-06 | 2026-08-05 | on EDGAR ↗ |
| 3 | 2026-08-05 | 2026-08-05 | on EDGAR ↗ |
| DEF 14A | 2026-08-05 | 2026-09-22 | on EDGAR ↗ |
| 4 | 2026-07-23 | 2026-07-22 | on EDGAR ↗ |
| 8-K | 2026-07-07 | 2026-07-07 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Recent headlines
- Saratoga Investment Corp. (SAR) filed form 8-K · 2026-08-19 · SEC EDGAR
- Saratoga Investment prices $85M notes offering at 8% · 2026-08-18
- Saratoga Investment announces offering of unsecured notes, receives BBB rating · 2026-08-18
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