Insider Trading March 5, 2026

Nuveen Churchill CEO Buys $130,384 in Company Stock as Refinancing Moves Forward

Kenneth J. Kencel increases his stake while the company advances a near-$300M debt securitization refinancing

By Priya Menon NCDL
Nuveen Churchill CEO Buys $130,384 in Company Stock as Refinancing Moves Forward
NCDL

Kenneth J. Kencel, CEO and President of Nuveen Churchill Direct Lending Corp. (NCDL), purchased 10,000 shares of common stock on March 3, 2026, for $130,384. The company is also pursuing a roughly $299.7 million debt securitization refinancing slated to close around February 20, 2026, subject to customary conditions and agreed ratings from S&P Global Ratings.

Key Points

  • Kenneth J. Kencel, CEO and President of NCDL, purchased 10,000 shares on March 3, 2026 at $13.0384 per share, totaling $130,384.
  • Following the purchase, Kencel's holdings include 58,117 shares in a trust, 38,117 shares held by his spouse, and 26,824 shares in a joint account.
  • Nuveen Churchill Direct Lending is moving forward with a 2026 Debt Securitization Refinancing of approximately $299.7 million via a wholly owned subsidiary, with an anticipated close around February 20, 2026, subject to customary conditions and S&P Global Ratings assignment.

Kenneth J. Kencel, who serves as chief executive officer and president of Nuveen Churchill Direct Lending Corp. (NCDL), reported a personal purchase of 10,000 shares of the company's common stock on March 3, 2026. The shares were acquired at $13.0384 apiece, producing a total outlay of $130,384.

Since the transaction, the stock has traded up to $13.56 and remains near its 52-week low of $12.54. The purchase increased Kencel's personal holdings across several accounts: he directly holds 58,117 shares through a trust, 38,117 shares are held by his spouse, and 26,824 shares are held in a joint account.

Nuveen Churchill Direct Lending currently offers a dividend yield of 11.09%, a yield noted in market data cited alongside this disclosure. That dividend profile is among the company-level metrics highlighted for investors examining income characteristics.


Separately, the company has disclosed plans to refinance an existing term debt securitization with an amount of approximately $299.7 million. The transaction is identified as the 2026 Debt Securitization Refinancing and will be carried out through Churchill NCDLC CLO-II, LLC, a wholly owned subsidiary of Nuveen Churchill Direct Lending.

According to a statement filed with the SEC, the company expects the refinancing to conclude around February 20, 2026. Completion is conditioned on customary closing requirements and on assignment of the agreed-upon ratings by S&P Global Ratings. The filing frames the action as part of Nuveen Churchill Direct Lending's continuing efforts to manage and optimize its financial structure.

Investors and stakeholders are positioned to track both the insider purchase and the progress of the refinancing as indicators of management activity and balance-sheet adjustments. The insider purchase, the dividend yield, and the scheduled refinancing together present operational and capital-structure developments that market participants may monitor.

Risks

  • The refinancing is contingent on customary closing conditions and assignment of agreed ratings by S&P Global Ratings - any delays or rating issues could affect timing and cost of the transaction.
  • The company’s stock is trading near its 52-week low, indicating potential market sensitivity to company-specific or sector dynamics.
  • Dividend yield and insider buying do not guarantee future performance; investors face risks tied to the company's ability to execute its refinancing and manage debt obligations, which can impact financial stability.

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