PhenixFIN Corp
PFXAs of the close on Sep 25, 2026
Price
$45.59
Market cap
$88M
P/E (diluted TTM)
19.0
EPS (TTM)
$2.40
Four quarters to Jun 30, 2026
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 PhenixFIN 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 5 annual periods. The latest annual period ends Sep 30, 2025. The latest insider filing shown is dated Jun 3, 2026. 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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 2026-03-31 | 400 | $15.6K | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 3 | $117 | SEC filing |
| Bulldog Investors, LLP | 2026-03-31 | 19,218 | $751K | SEC filing |
| Archer Investment Corp | 2026-03-31 | 126 | $4.92K | SEC filing |
| Sound Income Strategies, LLC | 2026-03-31 | 78 | $3.04K | SEC filing |
| UBS Group AG | 2026-03-31 | 488 | $19.1K | SEC filing |
| 22NW, LP | 2026-03-31 | 43,115 | $1.68M | SEC filing |
| Adalta Capital Management LLC | 2026-03-31 | 175,569 | $6.86M | SEC filing |
| AMERICAN FINANCIAL GROUP INC | 2026-03-31 | 64,327 | $2.51M | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 54,958 | $2.15M | SEC filing |
| MAI Capital Management | 2026-03-31 | 11 | $430 | SEC filing |
| Allworth Financial LP | 2026-03-31 | 286 | $11.2K | SEC filing |
| Legacy Wealth Managment, LLC/ID | 2026-03-31 | 200 | $7.81K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 15,140 | $602K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 251 | $9.79K | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2026-03-31 | 23,938 | $935K | SEC filing |
| Archer Investment Corp | 2025-12-31 | 126 | $5.57K | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2025-12-31 | 22,368 | $988K | SEC filing |
| 22NW, LP | 2025-12-31 | 117,885 | $5.21M | SEC filing |
| Sound Income Strategies, LLC | 2025-12-31 | 78 | $3.41K | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- RAYMOND JAMES FINANCIAL INC: 22,368 shares reported 2025-12-31; 23,938 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 250 shares reported 2025-12-31; 251 shares reported 2026-03-31.
- Legal & General Group Plc: 13,093 shares reported 2025-12-31; 15,140 shares reported 2026-03-31.
- Legacy Wealth Managment, LLC/ID: 200 shares reported 2025-12-31; 200 shares reported 2026-03-31.
- Allworth Financial LP: 286 shares reported 2025-12-31; 286 shares reported 2026-03-31.
- MAI Capital Management: 11 shares reported 2025-12-31; 11 shares reported 2026-03-31.
- AMERICAN FINANCIAL GROUP INC: 64,327 shares reported 2025-12-31; 64,327 shares reported 2026-03-31.
- Adalta Capital Management LLC: 175,569 shares reported 2025-12-31; 175,569 shares reported 2026-03-31.
- 22NW, LP: 117,885 shares reported 2025-12-31; 43,115 shares reported 2026-03-31.
- UBS Group AG: 130 shares reported 2025-12-31; 488 shares reported 2026-03-31.
- Sound Income Strategies, LLC: 78 shares reported 2025-12-31; 78 shares reported 2026-03-31.
- Archer Investment Corp: 126 shares reported 2025-12-31; 126 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
5 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 PhenixFIN Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-03 · Lorber David A: Larger than 16 of the 17 other insider purchases of COMMON STOCK on file. SEC filing
- 2026-05-12 · Lorber David A: Larger than all 17 other insider purchases of COMMON STOCK on file. SEC filing
- 2026-03-03 · Amster Howard: Larger than all 22 other insider purchases of COMMON STOCK, $0.001 par value on file. SEC filing
- 2025-09-09 · ROBINSON LOWELL W: Larger than 20 of the 22 other insider purchases of COMMON STOCK, $0.001 par value on file. SEC filing
- 2025-08-14 · McMillan Ellida: Larger than 21 of the 22 other insider purchases of COMMON STOCK, $0.001 par value on file. SEC filing
- 2020-07-20 · Drawbridge Special Opportunities Fund LP: Larger than 65 of the 66 other insider sales of Common Stock on file. SEC filing
- 2020-07-17 · Drawbridge Special Opportunities Fund LP: Larger than 63 of the 66 other insider sales of Common Stock on file. SEC filing
- 2019-12-19 · Drawbridge Special Opportunities Fund LP: Larger than 61 of the 66 other insider sales of Common Stock on file. SEC filing
- 2019-12-17 · Drawbridge Special Opportunities Fund LP: Larger than all 66 other insider sales of Common Stock on file. SEC filing
- 2019-12-13 · Drawbridge Special Opportunities Fund LP: Larger than 62 of the 66 other insider sales of Common Stock on file. SEC filing
- 2019-12-02 · Drawbridge Special Opportunities Fund LP: Larger than 64 of the 66 other insider sales of Common Stock on file. SEC filing
- 2019-11-26 · Drawbridge Special Opportunities Fund LP: Larger than 60 of the 66 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2025-09-16–2025-09-23: 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 )
- 2025-08-14–2025-08-20: 6 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 , filing )
- 2025-08-12–2025-08-19: 6 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 , filing )
- 2025-08-11–2025-08-18: 6 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 , filing )
- 2025-08-08–2025-08-15: 6 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 , filing )
- 2025-03-03–2025-03-10: 6 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 , filing )
- 2025-02-12–2025-02-19: 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 )
- 2025-02-11–2025-02-12: 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 )
- 2024-06-14–2024-06-20: 4 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 )
- 2024-06-12–2024-06-18: 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 )
- 2023-06-07–2023-06-14: 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 )
- 2023-06-06–2023-06-07: 4 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 )
- 2023-02-21–2023-02-28: 4 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 )
- 2023-02-14–2023-02-21: 4 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 )
- 2022-02-24–2022-03-02: 4 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 )
- 2022-02-14–2022-02-16: 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 )
- 2021-05-17–2021-05-24: 10 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 , filing , filing , filing )
- 2021-05-14–2021-05-21: 9 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 , filing , filing , filing , filing , filing )
- 2017-07-03–2017-07-10: 10 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 , filing , filing , filing , filing , filing )
- 2017-06-30–2017-07-07: 10 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 , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-03 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +800 | 44.40 | SEC filing |
| 2026-06-03 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +3,183 | 45.49 | SEC filing |
| 2026-06-02 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +2,473 | 44.95 | SEC filing |
| 2026-06-01 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +1 | 41.20 | SEC filing |
| 2026-06-01 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +1,363 | 44.37 | SEC filing |
| 2026-06-01 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +836 | 44.99 | SEC filing |
| 2026-05-12 | Lorber David A · CHAIRMAN AND CEO | COMMON STOCK | P — Open market or private purchase | +42,065 | 39.95 | SEC filing |
| 2026-03-03 | Amster Howard · Director, 10% owner | COMMON STOCK, $0.001 par value | P — Open market or private purchase | +11,500 | 42.56 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-04-23 | Amster Howard · Director, 10% owner | Common Stock, $0.001 par value | G — Bona fide gift | −200 | SEC filing |
| 2024-11-20 | Amster Howard · Director, 10% owner | Common Stock, $0.001 par value | G — Bona fide gift | −6,934 | SEC filing |
Showing 2 of 2 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.