Comparable stake leader
Legacy Knight Strategic Opportunities Fund - SCM Series
SEC ownership of Stellus Private Credit BDC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001901037.
Disclosed value leader
Legacy Knight Strategic Opportunities Fund - SCM Series
Comparable rows
0/6
Latest evidence
15 Sep 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Legacy Knight Strategic Opportunities Fund - SCM Series
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
15 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001901037
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Stellus Private Credit BDC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Legacy Knight Strategic O...
Disclosed value leader
Legacy Knight Strategic O...
Comparable rows
0/6
Latest evidence
15 Sep 2026
3/4/5
Highest disclosed value: $16,827,919
6 rows are not safely comparable across share classes.
Quick read
Legacy Knight Strategic Opportunities Fund - SCM Series has the largest disclosed position value at $16.83M.
0 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Legacy Knight Strategic Opportunities Fund - SCM Series's linked filing trail.
Disclosed position value
Top 5
Legacy Knight Strategic Opportuni...
$16.83M
Phoenix Financial Ltd.
$5.76M
Ladd Robert T.
$656.7K
William C. Repko
$449.1K
Dean D'Angelo
$409.9K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 6 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Legacy Knight Strategic Opportunities Fund - SCM Series |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$16,827,919
1,007,063 shares
|
+$864,082 | 26 Feb 2026 |
| Phoenix Financial Ltd. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$5,755,477
377,161 shares
|
— | 21 May 2024 |
| Ladd Robert T. |
3/4/5
CEO and President, Trustee
|
—
class O/S missing
|
$656,657
43,038 shares
|
+$38,616 | 15 Sep 2026 |
| William C. Repko |
3/4/5
Trustee
|
—
class O/S missing
|
$449,079
29,701 shares
|
+$348,516 | 29 May 2026 |
| Dean D'Angelo |
3/4/5
Former Trustee
|
—
class O/S missing
|
$409,889
26,878 shares
|
+$46,064 | 15 Sep 2026 |
| W. Todd Huskinson |
3/4/5
CFO, CCO and Secretary
|
—
class O/S missing
|
$94,554
6,200 shares
|
+$11,426 | 15 Sep 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$1,308,704.
Buys
$1,308,704
Insiders: 5
Sells
$0
Insiders: 0
Net
+$1,308,704
Shares: +85,989
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 85,989
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 2,498 | 0 | $38,094 | $0 | +$38,094 |
| 3-6 | 24,737 | 0 | $374,023 | $0 | +$374,023 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 58,754 | 0 | $896,586 | $0 | +$896,586 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-8 of 8 reporting-owner rows connected to Stellus Private Credit BDC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
8
Largest Forms 3/4/5 holder
Legacy Knight Strategic Opportunities Fund - SCM Series
Net 12M change
+$1,308,704
Latest report
15 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Legacy Knight Strategic Opportunities Fund - SCM Series | 10%+ Owner | $16,827,919 | +$864,082 | +5.4% | Mixed | 26 Feb 2026 |
| Phoenix Financial Ltd. | 10%+ Owner | $5,755,477 | Mixed | 21 May 2024 | ||
| Ladd Robert T. | CEO and President, Trustee | $656,657 | +$38,616 | +6.2% | Filing P/S | 15 Sep 2026 |
| William C. Repko | Trustee | $449,079 | +$348,516 | +347% | Filing P/S | 29 May 2026 |
| Dean D'Angelo | Former Trustee | $409,889 | +$46,064 | +13% | Filing P/S | 15 Sep 2026 |
| W. Todd Huskinson | CFO, CCO and Secretary | $94,554 | +$11,426 | +14% | Filing P/S | 15 Sep 2026 |
| Bruce R. Bilger | Trustee | Mixed | 20 Feb 2022 | |||
| J. Tim Arnoult | Trustee | Mixed | 20 Feb 2022 |
Recent insider transactions for Stellus Private Credit BDC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ladd Robert T. | Common Shares | Purchase | 6.24% | 2,527 | 43,038 | 15 Sep 2026 | Direct | |||
| W. Todd Huskinson | Common Shares | Purchase | 6.42% | $5,704 | $15.25 | 374 | 6,200 | 15 Sep 2026 | Direct | |
| Dean D'Angelo | Common Shares | Purchase | 8.58% | $32,391 | $15.25 | 2,124 | 26,878 | 15 Sep 2026 | Direct | |
| W. Todd Huskinson | Common Shares | Purchase | 3.97% | $3,296 | $15.12 | 218 | 5,707 | 16 Jun 2026 | Direct | |
| Ladd Robert T. | Common Shares | Purchase | 3.84% | $22,211 | $15.12 | 1,469 | 39,682 | 16 Jun 2026 | Direct | |
| Dean D'Angelo | Common Shares | Purchase | 5.2% | 1,224 | 24,754 | 16 Jun 2026 | Direct | |||
| William C. Repko | Common Shares | Purchase | 346.6% | $348,516 | $15.12 | 23,050 | 29,701 | 29 May 2026 | Direct | |
| Legacy Knight Strategic Opportunities Fund - SCM Series | Common Shares | Purchase | 1.88% | 18,577 | 1,007,063 | 17 Apr 2026 | Holds interest of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP | |||
| Ladd Robert T. | Common Shares | Purchase | 6.5% | 2,300 | 37,664 | 17 Apr 2026 | Direct | |||
| W. Todd Huskinson | Common Shares | Purchase | 6.73% | 341 | 5,410 | 17 Apr 2026 | Direct | |||
| Dean D'Angelo | Common Shares | Purchase | 8.87% | 1,917 | 23,530 | 17 Apr 2026 | Direct | |||
| Legacy Knight Strategic Opportunities Fund - SCM Series | Common Shares | Other | -10.4% | -114,261 | 988,486 | 26 Feb 2026 | Holds interest of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP | |||
| Legacy Knight Strategic Opportunities Fund - SCM Series | Common Shares | Purchase | 5.41% | $864,082 | $15.26 | 56,624 | 1,102,747 | 16 Dec 2025 | Holds interest of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP | |
| Ladd Robert T. | Common Shares | Purchase | 3.24% | $16,404 | $15.26 | 1,075 | 34,301 | 16 Dec 2025 | Direct | |
| W. Todd Huskinson | Common Shares | Purchase | 3.34% | $2,426 | $15.26 | 159 | 4,917 | 16 Dec 2025 | Direct | |
| Dean D'Angelo | Common Shares | Purchase | 4.32% | $13,673 | $15.26 | 896 | 21,613 | 16 Dec 2025 | Direct | |
| Legacy Knight Strategic Opportunities Fund - SCM Series | Common Shares | Other | -14.5% | -176,879 | 1,046,123 | 22 Oct 2025 | Holds interest of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP |
* marks a reported price that did not pass the local price check.