Updated Jul 16, 2026
Weinstein Joshua S. has filed 1 SEC Form 4 filing across 1 company in the last 90 days.

Joshua S. Weinstein is a senior investment professional who, as of June 10, 2026, serves as Senior Managing Director and Chief Investment Officer (CIO) at Capital Southwest Corp. In this role, he oversees the firm’s investment strategy, portfolio construction and risk management. He is a member of Capital Southwest’s executive leadership team and investment committees. The SEC filing context identifies him specifically in the capacity of Senior Managing Director & CIO, but does not publicly disclose prior employers, education, or other elements of his professional history.
| Role | Senior Managing Director & CIO |
|---|---|
| Notability | 52/100 |
| Date | Ticker | Company | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-06-10 | CSWC | CAPITAL SOUTHWEST CORP | F — Tax withholding / forfeiture | 9.6K | $23.54 | $226K |
| 2026-06-10 | CSWC | CAPITAL SOUTHWEST CORP | A — Grant or award | 100.0K | $0.00 | |
| 2026-06-10 | CSWC | CAPITAL SOUTHWEST CORP | F — Tax withholding / forfeiture | 11.3K | $23.28 | $264K |
Joshua S. Weinstein is a senior investment professional who, as of June 10, 2026, serves as Senior Managing Director and Chief Investment Officer (CIO) at Capital Southwest Corp. In this role, he oversees the firm’s investment strategy, portfolio construction and risk management. He is a member of Capital Southwest’s executive leadership team and investment committees. The SEC …
1 primary Form 4 filings in the last 90 days, covering 1 company.
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
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