CION Investment Corp
CIONAs of the close on Sep 25, 2026
Price
$7.16
Market cap
$352M
P/E (diluted TTM)
—
Per-share earnings are not available for each of the last four quarters
EPS (TTM)
—
Per-share earnings are not available for each of the last four quarters
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How CION Investment Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Aug 13, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2026-03-31 | 17,197 | Not shown | SEC filing |
| ENVESTNET ASSET MANAGEMENT INC | 2026-03-31 | 208,386 | Not shown | SEC filing |
| Campbell & CO Investment Adviser LLC | 2026-03-31 | 66,313 | Not shown | SEC filing |
| Aquatic Capital Management LLC | 2026-03-31 | 2,428 | Not shown | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2026-03-31 | 176,084 | Not shown | SEC filing |
| Osbon Capital Management LLC | 2026-03-31 | 226 | Not shown | SEC filing |
| Koshinski Asset Management, Inc. | 2026-03-31 | 29,440 | Not shown | SEC filing |
| Triumph Capital Management | 2026-03-31 | 13,043 | Not shown | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 1,578 | Not shown | SEC filing |
| AVISO WEALTH MANAGEMENT | 2026-03-31 | 14,632 | Not shown | SEC filing |
| MAI Capital Management | 2026-03-31 | 3,562 | Not shown | SEC filing |
| AE Wealth Management LLC | 2026-03-31 | 56,447 | Not shown | SEC filing |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-03-31 | 3,666 | Not shown | SEC filing |
| Apollon Wealth Management, LLC | 2026-03-31 | 84,234 | Not shown | SEC filing |
| WEDBUSH SECURITIES INC | 2026-03-31 | 36,175 | Not shown | SEC filing |
| Concurrent Investment Advisors, LLC | 2026-03-31 | 40,573 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 250,265 | Not shown | SEC filing |
| OneDigital Investment Advisors LLC | 2026-03-31 | 140,140 | Not shown | SEC filing |
| Symmetry Partners, LLC | 2026-03-31 | 33,214 | Not shown | SEC filing |
| TT Capital Management LLC | 2026-03-31 | 25,832 | Not shown | SEC filing |
- Each value is checked against CION Investment Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among CION Investment Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2023-06-01 · Franz Keith S: Larger than 47 of the 48 other insider purchases of Common stock, $0.001 par value on file. SEC filing
- 2022-11-30 · Franz Keith S: Larger than 45 of the 48 other insider purchases of Common stock, $0.001 par value on file. SEC filing
- 2022-08-30 · Franz Keith S: Larger than 44 of the 48 other insider purchases of Common stock, $0.001 par value on file. SEC filing
- 2022-08-15 · BRESNER GREGG A.: Larger than 34 of the 37 other insider purchases of Common Stock, $0.001 par value on file. SEC filing
- 2022-05-18 · BRESNER GREGG A.: Larger than all 37 other insider purchases of Common Stock, $0.001 par value on file. SEC filing
- 2022-05-13 · Franz Keith S: Larger than all 48 other insider purchases of Common stock, $0.001 par value on file. SEC filing
- 2021-11-24 · Franz Keith S: Larger than 45 of the 48 other insider purchases of Common stock, $0.001 par value on file. SEC filing
- 2021-11-18 · BRESNER GREGG A.: Larger than 35 of the 37 other insider purchases of Common Stock, $0.001 par value on file. SEC filing
- 2021-11-17 · BRESNER GREGG A.: Larger than 36 of the 37 other insider purchases of Common Stock, $0.001 par value on file. SEC filing
Independent insiders buying near the same time
- 2025-05-22–2025-05-27: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-05-16–2025-05-22: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-05-12–2025-05-16: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-03-28–2025-04-01: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-03-24–2025-03-31: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-03-17–2025-03-24: 7 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2024-11-15–2024-11-21: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-11-12–2024-11-15: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-08-21–2024-08-26: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-08-12–2024-08-15: 5 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-03-25–2024-04-01: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2023-11-15–2023-11-16: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-05-15–2023-05-22: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-05-12–2023-05-15: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-11-23–2022-11-30: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-08-30–2022-09-01: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2022-08-23–2022-08-30: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-08-17–2022-08-23: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-08-15–2022-08-18: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-05-31–2022-06-02: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-08-12 | Reisner Michael A · Co-Chairman & Co-CEO | Common stock, $0.001 par value | P — Open market or private purchase | +472 | 10.57 | SEC filing |
| 2025-05-27 | FINLAY PETER I. · Director | Common stock, $0.001 par value | P — Open market or private purchase | +200 | 9.66 | SEC filing |
| 2025-05-22 | ROMAN STEPHEN · CCO & Secretary | Common stock, $0.001 par value | P — Open market or private purchase | +600 | 9.48 | SEC filing |
| 2025-05-16 | Breakstone Robert A · Director | Common stock, $0.001 par value | P — Open market or private purchase | +500 | 9.72 | SEC filing |
| 2025-05-12 | Gatto Mark · Co-Chairman & Co-CEO | Common stock, $0.001 par value | P — Open market or private purchase | +2,070 | 9.66 | SEC filing |
| 2025-05-12 | Reisner Michael A · Co-Chairman & Co-CEO | Common stock, $0.001 par value | P — Open market or private purchase | +515 | 9.69 | SEC filing |
| 2025-04-01 | BRESNER GREGG A. · President & CIO | Common stock, $0.001 par value | P — Open market or private purchase | +1,000 | 10.48 | SEC filing |
| 2025-03-31 | BRESNER GREGG A. · President & CIO | Common stock, $0.001 par value | P — Open market or private purchase | +1,000 | 10.41 | SEC filing |
Showing 8 of 10 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-06-25 | BRESNER GREGG A. · President & CIO | Common Stock, $0.001 par value | W — Acquisition or disposition by will or laws of descent | +2,000 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.