Independent
Tenure on this board
19.5 yrs
Meeting calendar
SAR · Annual meeting · Thursday, September 25, 2025
Saratoga Investment Corp
2 nominees · 2 ballot items.
Election of two director nominees and ratification of Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending February 28, 2026.
Market cap
$367M
1Y TSR
+4.8%
Board grade
A-
Record date
Jul 29, 2025
Filing
DEF 14A
Meeting concluded · Sep 25, 2025
Follow how the vote landed and what changed on Saratoga Investment Corp’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot2
- 1
Election of Director Nominees
ManagementBoard: FORElection of Steven M. Looney and Charles S. Whitman III as directors to serve until the 2028 Annual Meeting of Stockholders or until their respective successor is duly elected and qualified.
- 2
Ratification of the Selection of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm
ManagementBoard: FORRatify Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending February 28, 2026.
Director elections
Nominees on the ballot2
Independent
Tenure on this board
19.5 yrs
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.2% | 199,138 | $4M |
| 2 | Private Advisor Group, LLC | 1.0% | 165,139 | $4M |
| 3 | Hennion Walsh Asset Management, Inc. | 0.8% | 137,675 | $3M |
| 4 | Legal General Group Plc | 0.8% | 122,941 | $3M |
| 5 | LPL Financial LLC | 0.7% | 113,995 | $2M |
| 6 | Advisors Asset Management, Inc. | 0.7% | 106,625 | $2M |
| 7 | WELLS FARGO COMPANY/MN | 0.5% | 85,017 | $2M |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.5% | 82,407 | $2M |
| 9 | TWO SIGMA INVESTMENTS, LP | 0.3% | 54,746 | $1M |
| 10 | BlackRock, Inc. | 0.3% | 54,596 | $1M |
Peers
Nearest market capOther Financial Services sector meetings6
Upcoming shareholder meetings at Saratoga Investment Corp’s closest sector peers — compare boards, ballots, and ownership across the cohort.
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Bit Digital IncBTBT
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Capital Southwest CorpCSWC
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Reference
Frequently asked questions
- When is the Saratoga Investment Corp 2025 annual meeting?
- Saratoga Investment Corp (SAR) holds its 2025 annual shareholder meeting on Thursday, September 25, 2025.
- What is the record date for the Saratoga Investment Corp 2025 meeting?
- The record date for the Saratoga Investment Corp 2025 meeting is Tuesday, July 29, 2025. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Saratoga Investment Corp's 2025 meeting?
- The board is presenting 2 director nominees at the Saratoga Investment Corp 2025 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Saratoga Investment Corp 2025 meeting?
- Shareholders will vote on 2 proposals at the Saratoga Investment Corp 2025 meeting, each tagged with who proposed it and the board's recommendation.
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