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Capital Southwest CSWC Shares Reserved for Future Issuance Under Stock Plans

Shares Reserved for Future Issuance Under Stock Plans at other companies

Hercules Capital logo
Hercules CapitalHTGC
3-100.0%
Blue Owl Capital logo
Blue Owl CapitalOBDC
4.7M+10,070%
Goldman Sachs BDC logo
Goldman Sachs BDCGSBD
119.3K-96.7%
Prospect Capital logo
Prospect CapitalPSEC
5.4K-46.2%
Golub Capital logo
Golub CapitalGBDC
93K0.0%
MidCap Financial Investment Corporation logo
MidCap Financial Investment CorporationMFIC
36.3K+3,573%

Other financials

Income statement

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Net income$27.5M+56.5%
EPS (diluted)$0.44+25.7%

Balance sheet

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Cash & equivalents$29.4M-34.4%
Total debt$1.1B+18.2%
Total equity$1.0B+14.4%
Total assets$2.2B+15.7%

Cash flow

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Operating cash flow-$59.1M-0.7%
CapEx$49.0K-87.6%
Free cash flow-$59.2M-0.1%

Valuation

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Market cap$1.43B+22.4%
Enterprise value$2.53B+21.7%
P/E12.6×-3.9×

Returns & leverage

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Return on equity11.9%+3.3pp
Debt / equity1.1×0.0×

Where this comes from

Reported directly by Capital Southwest in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedBalanceShares.

The official record: Capital Southwest’s 10-K, filed May 19, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Capital Southwest's shares reserved for future issuance under stock plans?
Capital Southwest (CSWC) reported shares reserved for future issuance under stock plans of 11K in Q1 2026.
How has Capital Southwest's shares reserved for future issuance under stock plans changed year-over-year?
Capital Southwest's shares reserved for future issuance under stock plans decreased by 99.8% year-over-year, from 5.4M to 11K.
What is the long-term trend for Capital Southwest's shares reserved for future issuance under stock plans?
Over 4 years (2022 to 2026), Capital Southwest's shares reserved for future issuance under stock plans has grown at a -58.6% compound annual growth rate (CAGR), from 374.5K to 11K.
What does shares reserved for future issuance under stock plans mean?
This represents the total number of common shares authorized and set aside for future issuance to employees and directors under equity compensation plans. It provides insight into the potential future dilution of existing shareholders. Investors monitor this to assess the firm's long-term incentive structure.