Chicago Atlantic BDC, Inc.

Financial Services

NASDAQ:LIEN · NASDAQ Global Market

Market Cap $227.46M Beta 0.26 P/E (TTM) 6.7
$10.00 +0.91%

+$0.09 today

52W Low $8.92High $11.44

Vol 0.05M · Avg 0.07M

EPS (TTM)$1.50
Div Yield13.60%
Asset Management

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

11.0%

avg 104.0%

ROIC

10.5%

avg 4.0%

ROA

9.7%

avg -54.1%

Analysis

ROE is currently the strongest return metric at 11.0% versus its period average of 104.0%. 2 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Umesh Bhaskar Mahajan

Co-Chief Investment Officer & Secretary55$2,712.000.01%

William Healy

Partner & Head of Capital Formation62

Alexander James Woodcock

Chief Compliance Officer37$0.00<0.01%

Andrew Thomas Lovitt

Chief Compliance Officer & General Counsel35$412.55<0.01%

Bernardino Colonna

President47$2,430.000.01%

Gianni Fazio

Chief Accounting Officer30$0.00<0.01%

Peter S. Sack

Chief Executive Officer37$5,918.000.03%

Scott Charles Gordon

Co-Chief Investment Officer & Executive Chairman65$3.60M15.78%

Thomas Napoleon Geoffroy

Interim Chief Financial Officer52$412.55<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

2

$15,523.50

Sells

0

$0.00

Net Sentiment

+$15,523.50

Net buying

Most Active

Sack Peter

2 transactions

DateInsiderTypeSharesPriceValue
Sep 19, 2025

Sack Peter

Direct

Buy450$11.23$5,053.50
Jul 17, 2025

Sack Peter

Direct

Buy1.0K$10.47$10,470.00

Analysis

Insiders reported 2 buys worth $15,523.50 and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $15,523.50. Sack Peter was the most active insider with 2 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
+18.1% (4yr)1 analysts
RevenueN/AN/A+1112.8%
+48.8% (4yr)1 analysts
Net IncomeN/AN/AN/A
+43.9% (4yr)1 analysts
EBITN/AN/AN/A
+26.4% (4yr)1 analysts

Analysis

Recent growth has been strongest in Revenue at +1112.8% over three years. Forward estimates point to Revenue at +48.8% (4yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages LIEN?

Chicago Atlantic BDC, Inc. (LIEN) lists 9 active executives. The top listed executive is Umesh Bhaskar Mahajan, Co-Chief Investment Officer & Secretary.

Are LIEN insiders buying or selling?

Recent insider activity shows net buying of $558,326.24.

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