Tender Offer - Stellus Private Credit BDC

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Form Type: SC TO-I

Filing Date: 2025-06-20

Corporate Action: Tender-offer

Type: New

Accession Number: 000110465925061189

Filing Summary: Stellus Private Credit BDC has filed a Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 to purchase up to 543,666.03 shares of its issued and outstanding common shares of beneficial interest, representing approximately 5.0% of the Company's outstanding shares as of March 31, 2025. The tender offer is detailed in an Offer to Purchase dated June 20, 2025, and includes terms such as share purchase price and related conditions. The issuer, Stellus Private Credit BDC, is a non-diversified investment management company regulated under the Investment Company Act of 1940 and based in Houston, Texas. The objective of this offer is to repurchase shares from existing shareholders and to adjust the proportional holdings of trustees and executive officers since they do not intend to tender any of their shares. The funding for the offer will come from cash on hand and/or borrowings, without any alternative financing arrangements. As of June 17, 2025, the issuer had 11,048,146.674 common shares outstanding, and there is no established trading market for the shares.

Additional details:

Issuer Name: Stellus Private Credit BDC


Tender Offer Amount: 543,666.03


Common Shares Outstanding: 11,048,146.674


Offer Date: 2025-06-20


Purchase Price: not specified


Source Of Funds: cash on hand and/or borrowings


Form Type: SC TO-I/A

Filing Date: 2025-04-03

Corporate Action: Tender-offer

Type: Update

Accession Number: 000110465925031743

Filing Summary: This document is an amendment to the Tender Offer Statement filed by Stellus Private Credit BDC on March 4, 2025. It details the issuer's tender offer to purchase 535,755 shares of its common shares of beneficial interest at a price of $15.16 per share. The offer expired on April 1, 2025, at 11:59 P.M. ET, with approximately 22,608.876 shares being validly tendered and not withdrawn. The total purchase price for these shares was around $342,750.56. This amendment indicates that all terms and conditions set forth in the original Offer to Purchase remain unchanged, and it serves as a final amendment reporting the results of the tender offer.

Additional details:

Tender Offer Price: 15.16


Aggregate Purchase Price: 342750.56


Shares Validly Tendered: 22608.876


Total Shares Offered: 535755


Form Type: SC TO-I/A

Filing Date: 2024-12-30

Corporate Action: Tender-offer

Type: Update

Accession Number: 000110465924132526

Filing Summary: This document is an amendment to a tender offer statement filed by Stellus Private Credit BDC, specifically Amendment No. 2 to the Schedule TO. It details the company's offer to purchase 469,749 shares of its common shares of beneficial interest at a price of $15.04 per share. The offer was made in connection with the scheduled Tender Offer that commenced on December 4, 2024, and expired on December 27, 2024. A total of 132,978 shares were validly tendered and not withdrawn by the expiration date. The total aggregate purchase price for the shares purchased was approximately $1,999,989.12. The document also certifies the accuracy of the filings.

Additional details:

Tender Offer Price: 15.04


Tender Offer Shares: 469749


Shares Tendered: 132978


Aggregate Purchase Price: 1999989.12


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