Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | Director | December 01, 2017 | December 01, 2017 |
| Carlyle Secured Lending IIINONE · Entity 81366 | Director | August 30, 2021 | August 30, 2021 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | Director | March 10, 2021 | March 12, 2021 |
| New Carlyle Credit SolutionsNONE · Entity 184181 | Director | October 01, 2026 | October 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Carlyle Credit Solutions, Inc.
Report date December 01, 2017 · Filed December 01, 2017
This filing explicitly reported no securities owned.
Carlyle Secured Lending III
Report date August 30, 2021 · Filed August 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-08-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Carlyle Secured Lending, Inc.
Report date March 10, 2021 · Filed March 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
After 2021-03-10 transaction · row 1
1 source rowRow 1 · 2021-03-10 · Purchase · Acquired 1,000 · Balance 1,000 |
New Carlyle Credit Solutions
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 10, 2021 Filed Mar 12, 2021 21:13 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 1,000 | $13.13 | $13,130.00 |
DisclosureSEC source: 0001720712-21-000003 · wf-form4_161558359465974.xml · nonDerivative · entry 1 Bradford Leslie E · CIK 0001720712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.