Filer Snapshot

Steven B. Klinsky

CIK 0001018327. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

26

Latest filing

12 Mar 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

NMFC

10 Mar 2026 · 13% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 12 Mar 2026 for CIK 0001018327.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$220.42M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$44.22M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$220.42M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$44.22M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
EVER NMFC BLPH

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

NMFC

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

EVER NMFC BLPH

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

New Mountain Private Credit Fund NMFC
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O New Mountain Capital, L.L.C., 1633 Broadway, 48 Th Floor, New York, NY, 10019

Filer intelligence

What SEC filings say about Steven B. Klinsky

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $220.42M across 3 reported holdings for Q2 2015.
  • 2 recent 13D/G stake rows found; top row is NMFC at 13% ownership.
  • Forms 3/4/5 show insider context for NMFC worth $44.22M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 3 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

NMFC

10 Mar 2026 · Common Stock, par value $0.01 per share

13%
Issuer page 13D/G history

New Mountain Private Credit Fund

14 Feb 2025 · Common shares of beneficial interest, par value $0.001 per share

15%
Issuer page 13D/G history

Forms 3/4/5 insider context

NMFC

10 Mar 2026 · 10% owner

$44.22M
Issuer page Owner page

New Mountain Private Credit Fund

17 Dec 2024 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Steven B. Klinsky

Ownership report updated

Latest ownership report period: 10 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Mar 2026

Page type

Ownership filings

Latest period

10 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Mar 2026.

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SEC filing record

CIK 0001018327 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
26
First seen
14 Feb 2014
Latest filing
12 Mar 2026
Entity
Individual

Observed form types

13F-HR 3 4 SCHEDULE 13D SCHEDULE 13D/A

CIK-linked evidence first

Steven B. Klinsky SEC filings Steven B. Klinsky 13F portfolio Steven B. Klinsky 13D/G history Steven B. Klinsky owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for Steven B. Klinsky.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
12 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
03 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
14 Feb 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
23 Dec 2024
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
26 Jul 2023
Reporting date
24 Jul 2023
SEC evidence
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3

3 filing

Filing date
21 Jul 2023
Reporting date
21 Jul 2023
SEC evidence
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4

4 filing

Filing date
21 Mar 2023
Reporting date
17 Mar 2023
SEC evidence
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4

4 filing

Filing date
17 Mar 2023
Reporting date
15 Mar 2023
SEC evidence
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4

4 filing

Filing date
15 Mar 2023
Reporting date
13 Mar 2023
SEC evidence
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4

4 filing

Filing date
12 Dec 2022
Reporting date
08 Dec 2022
SEC evidence
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4

4 filing

Filing date
28 Oct 2022
Reporting date
26 Oct 2022
SEC evidence
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4

4 filing

Filing date
03 Oct 2022
Reporting date
18 Dec 2020
SEC evidence
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