Cion Investment Corp (CICB) — SEC Filings

Cion Investment Corp (CICB) — 45 SEC filings. Latest: 8-K (Dec 18, 2025). Includes 34 8-K, 6 10-Q, 2 DEF 14A.

View Cion Investment Corp on SEC EDGAR

Overview

Cion Investment Corp (CICB) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 18, 2025: CION Investment Corp. entered into a material definitive agreement on December 16, 2025, related to its financial obligations. The company also filed financial statements and exhibits as part of this 8-K filing on December 18, 2025. Specific details regarding the nature of the agreement and the fina

Sentiment Summary

Across 45 filings, the sentiment breakdown is: 2 bullish, 42 neutral, 1 mixed. The dominant filing sentiment for Cion Investment Corp is neutral.

Filing Type Overview

Cion Investment Corp (CICB) has filed 34 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 1 DEFA14A with the SEC between Feb 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent SEC Filings (45)

Cion Investment Corp SEC Filing History
DateFormDescriptionRisk
Dec 18, 20258-KCION Investment Corp. Files 8-K on Definitive Agreementmedium
Nov 6, 20258-K8-K Filing
Nov 6, 202510-QCION Investment Corp's Net Income Surges Amidst Portfolio Shiftsmedium
Oct 1, 20258-KCION Investment Corp. Files 8-K on Financialslow
Aug 7, 20258-KCION Investment Corp. Files 8-K on Financials and Operationslow
Aug 7, 202510-QCION Investment Corp's Net Assets Jump 40% in Q2 2025medium
Jul 29, 20258-KCION Investment Corp. Files 8-K on Shareholder Votes and Financialslow
Jul 1, 20258-KCION Investment Corp. Files 8-K on Financialslow
May 30, 2025DEF 14ACION Investment Corp Sets Virtual Shareholder Meeting for July 28low
May 8, 20258-KCION Investment Corp. Files 8-K on Operations and Financialslow
May 8, 202510-QCION Investment Corp Q1 2025 10-Q Filingmedium
Apr 2, 20258-KCION Investment Corp. Files 8-K on Financialslow
Mar 13, 20258-K8-K Filing
Mar 13, 202510-KCION Investment Corp Files 2024 Annual Reportmedium
Feb 19, 20258-KCION Investment Corp. Enters New Debt Agreementmedium
Feb 3, 20258-KCION Investment Corp. Files 8-K on Financialslow
Jan 14, 20258-KCION Investment Corp. Enters Material Definitive Agreementmedium
Dec 23, 20248-KCION Investment Corp to Acquire Landmark Apartment Trust Assets for $1.1Bmedium
Nov 15, 20248-KCION Investment Corp. Files 8-K for Definitive Agreementmedium
Nov 7, 20248-KCION Investment Corp to Acquire Landmark Financial Services Assetsmedium

Risk Profile

Risk Assessment: Of CICB's 42 recent filings, 0 were flagged as high-risk, 22 as medium-risk, and 20 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Cion Investment Corp Financial Summary (10-Q, Nov 6, 2025)
MetricValue
Revenue$78,711,000
Net Income$38,567,000
Cash Position$3,931,000
Total Assets$1,883,944,000
Total Debt$1,078,522,000

Key Executives

  • Mark Gatto
  • Michael A. Reisner
  • Michael R. Riegel
  • David B. Miller
  • Michael J. Riegel

Industry Context

CION Investment Corp operates in the business development company (BDC) sector, which primarily invests in debt and equity of middle-market companies. The industry is characterized by its reliance on interest income and capital appreciation from its portfolio companies. BDCs are sensitive to interest rate environments and economic cycles, impacting both their income generation and the valuation of their investments.

Top Tags

financial-condition (8) · material-agreement (6) · financial-obligation (5) · debt (5) · disclosure (5) · financials (5) · material-definitive-agreement (4) · operations (4) · 8-K (4) · 10-Q (4)

Key Numbers

Cion Investment Corp Key Metrics
MetricValueContext
Net Investment Income After Taxes (Q3 2025)$38.567MIncreased from $21.618M in Q3 2024, showing significant income growth.
Total Investment Income (Q3 2025)$78.711MUp from $59.627M in Q3 2024, indicating stronger revenue generation.
Interest Income from Controlled Investments (Q3 2025)$19.717MSubstantial increase from $2.991M in Q3 2024, a key driver of income growth.
Net Realized Losses (Q3 2025)$9.605MIndicates losses on investment sales or repayments, a negative factor.
Net Realized and Unrealized Losses (Q3 2025)$2.689MOverall losses from investment valuation changes, impacting net assets.
Net Increase in Net Assets from Operations (Q3 2025)$35.878MSignificant turnaround from a $0.379M decrease in Q3 2024, showing improved operational profitability.
Net Asset Value per Share (Sept 30, 2025)$14.86Decreased from $15.43 at Dec 31, 2024, reflecting a decline in underlying asset value.
Total Assets (Sept 30, 2025)$1.883BDecreased from $1.945B at Dec 31, 2024, indicating a shrinking asset base.
Total Liabilities (Sept 30, 2025)$1.111BDecreased from $1.124B at Dec 31, 2024, showing some debt reduction.
Common Stock Shares Outstanding (Oct 29, 2025)51,670,947Reflects share count after repurchases, impacting per-share metrics.
Interest Rate on Notes7.5%Refers to the 'Seven and a half percent Notes due 2029'
Net increase in net assets from operations (Q2 2025)$25.5MIncreased from $18.2M in Q2 2024, representing a 40% growth.
Net increase in net assets from operations (YTD June 2025)$48.3MIncreased from $35.1M in YTD June 2024, showing sustained growth.
Total investments at fair value$1.89BSlight decrease from $1.91B at December 31, 2024, indicating minor portfolio adjustments.
Investments in unaffiliated issuers$1.79BDecreased from $1.81B at December 31, 2024, reflecting a shift in portfolio composition.

Forward-Looking Statements

  • {"claim":"CION Investment Corporation's stock price will experience increased volatility around February 28-29, 2024.","entity":"CION","targetDate":"2024-02-29","confidence":"medium"}
  • {"claim":"Analysts will update their price targets and ratings for CION Investment Corporation following the earnings release.","entity":"CION","targetDate":"2024-03-08","confidence":"high"}

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Frequently Asked Questions

What are the latest SEC filings for Cion Investment Corp (CICB)?

Cion Investment Corp has 45 recent SEC filings from Feb 2024 to Dec 2025, including 34 8-K, 6 10-Q, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of CICB filings?

Across 45 filings, the sentiment breakdown is: 2 bullish, 42 neutral, 1 mixed. The dominant sentiment is neutral.

Where can I find Cion Investment Corp SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Cion Investment Corp (CICB) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Cion Investment Corp?

Key financial highlights from Cion Investment Corp's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for CICB?

The investment thesis for CICB includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Cion Investment Corp?

Key executives identified across Cion Investment Corp's filings include Mark Gatto, Michael A. Reisner, Michael R. Riegel, David B. Miller, Michael J. Riegel.

What are the main risk factors for Cion Investment Corp stock?

Of CICB's 42 assessed filings, 0 were flagged high-risk, 22 medium-risk, and 20 low-risk.

What are recent predictions and forward guidance from Cion Investment Corp?

Recent forward-looking statements from Cion Investment Corp include guidance on {"claim":"CION Investment Corporation's stock price will experience increased volatility around February 28-29, 2024."," and 1 other predictions.

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