Home

Joshua S. Weinstein

CIK 1858765 · Senior Managing Director & CIO · last filed 2026-06-10

Joshua S. Weinstein is a Senior Managing Director & CIO who has filed 9 SEC Form 4 insider transactions across 2 companies since 2021. The most recent filing, for CSWC, was dated Jun 10, 2026. Current disclosed insider exposure totals $9.6M across reported positions. 10 SEC filings were submitted jointly with CAPITAL SOUTHWEST CORP.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Loading insider history…
Disclosed Exposure

$9.60M

Companies

2

Total Filings

9

Lifetime Open-Market Net

$0

Filer Profile

Reported Address
C/O CAPITAL SOUTHWEST CORPORATION
5400 LYNDON B JOHNSON FREEWAY, SUITE 130
DALLAS, TX 75240
Related Filers
CAPITAL SOUTHWEST CORP — 10 joint filings, latest 2026-06-10
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CSWC Senior Managing Director & CIO 390,573 $24.58 $9.60M $0 6 2026-06-10
CAPITAL SOUTHWEST CORP (CSWCZ) Delisted Senior Managing Director & CIO 313,963 $25.37 $7.97M $0 3 2025-06-11

Recent Filings

9 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-06-10 CSWC Mixed +79,063 -$489.9K EDGAR
2025-06-11 CAPITAL SOUTHWEST CORP (CSWCZ) Delisted Mixed +49,832 -$322.9K EDGAR
2024-06-11 CAPITAL SOUTHWEST CORP (CSWCZ) Delisted Mixed +46,323 -$357.4K EDGAR
2023-11-16 CAPITAL SOUTHWEST CORP (CSWCZ) Delisted Tax (F) −1,131 -$25.1K EDGAR
2023-06-13 CSWC Mixed +43,283 -$160.5K EDGAR
2022-11-16 CSWC Tax (F) −3,688 -$70.4K EDGAR
2022-06-10 CSWC Mixed +33,138 -$93.7K EDGAR
2021-11-17 CSWC Tax (F) −5,364 -$146.9K EDGAR
2021-06-10 CSWC Mixed +31,144 -$54.3K EDGAR
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.