Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | Director · CEO & President | December 31, 2025 | February 13, 2026 |
| Carlyle Group Inc.CG · Entity 3316 | Chief Financial Officer | August 26, 2026 | August 28, 2026 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | Director · CEO & President | March 27, 2025 | April 01, 2025 |
| Carlyle Tactical Private Credit FundTAKMX · Entity 35835 | Director | December 31, 2025 | February 12, 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 31, 2025 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,015.026 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Other · Acquired 2,592.449 · Balance 29,015.026 F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year.
Carlyle Group Inc.
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 852,461 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 3,769 · Balance 852,461 F1: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards.
Carlyle Secured Lending, Inc.
Report date March 27, 2025 · Filed April 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,295.875 |
Reported balance
After 2025-03-27 transaction · row 1
1 source rowRow 1 · 2025-03-27 · Grant · Acquired 5,944 · Balance 40,295.875 F1: Acquired by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share.
Carlyle Tactical Private Credit Fund
Report date December 31, 2025 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class M SharesSEC Table I · non-derivative | Direct | 75,529 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Other · Acquired 12,016 · Balance 75,529 F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Carlyle Secured Lending III
Report date March 27, 2025 · Filed April 01, 2025
Section 16 reporting ended · disclosed 2025-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-03-27 transaction · row 1
1 source rowRow 1 · 2025-03-27 · Disposition to issuer · Disposed 4,898.224 · Balance 0 F1: Disposed of by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), by and among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), by and among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share.
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 |
|---|---|---|---|---|---|---|
| August 26, 2026 Filed Aug 28, 2026 17:02 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001792041-26-000019 · wk-form4_1787950949.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 852,461 F1 · kind: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 21:06 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 62,533 | $46.02 | $2,877,768.66 |
DisclosureSEC source: 0001792041-26-000017 · wk-form4_1785877596.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 848,692 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon, as applicable). No shares of common stock were sold by the reporting person. Read SEC document |
| May 28, 2026 Filed May 29, 2026 21:11 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 4,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001792041-26-000015 · wk-form4_1780089066.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911,225 F1 · kind: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 23:49 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001792041-26-000012 · wk-form4_1771631371.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 907,148 F1 · kind: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| February 06, 2026 Filed Feb 6, 2026 22:19 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 46,176 | $55.41 | $2,558,612.16 |
DisclosureSEC source: 0001792041-26-000006 · wk-form4_1770416386.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903,717 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of a previously reported restricted stock unit award. No shares of common stock were sold by the reporting person. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 9,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001792041-26-000004 · wk-form4_1770158229.xml · nonDerivative · entry 3 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 949,893 F3 · kind: These securities are restricted stock unit awards and will vest 1/3 on each of February 1, 2027, February 1, 2028 and February 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 40,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001792041-26-000004 · wk-form4_1770158229.xml · nonDerivative · entry 2 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 940,189 F2 · kind: These securities are restricted stock unit awards and will vest 40% on August 1, 2027, an additional 30% on August 1, 2028 and the remaining 30% on August 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 2,792 | $58.78 | $164,113.76 |
DisclosureSEC source: 0001792041-26-000004 · wk-form4_1770158229.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 899,419 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person. Read SEC document |
| December 31, 2025 Filed Feb 12, 2026 21:44 UTC | Carlyle Tactical Private Credit Fund TAKMX · Entity 35835 | OtherClass M Shares | 12,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001792041-26-000008 · wk-form5_1770932641.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,529 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 21:02 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | OtherCommon Stock | 2,592.449 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001792041-26-000010 · wk-form5_1771016550.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,015.026 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2025 reporting year. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 11:34 UTC | Carlyle Secured Lending III NONE · Entity 81366 | Disposition to issuerCommon Stock | 4,898.224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-015789 · wk-form4_1743521668.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), by and among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share. F1 · price: Disposed of by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), by and among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 15:41 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | GrantCommon Stock | 5,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-015800 · wk-form4_1743522064.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,295.875 F1 · price: Acquired by the reporting person upon completion of the transactions contemplated by the Agreement and Plan of Merger, dated as of August 2, 2024 (as amended), among Carlyle Secured Lending III ("CSL III"), Carlyle Secured Lending, Inc. ("CGBD"), Blue Fox Merger Sub, Inc., and, for the limited purposes set forth therein, CSL III Advisor, LLC and Carlyle Global Credit Investment Management L.L.C., pursuant to which each common share of beneficial interest, $0.0001 per share, of CSL III held by the reporting person was converted into the right to receive 1.2137 shares of CGBD, and, if applicable, cash (without interest) in lieu of fractional shares of CGBD common stock, par value $0.01 per share. Read SEC document |
| January 07, 2025 Filed Jan 8, 2025 16:07 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 725.689 | $20.67 | $14,999.99 |
DisclosureSEC source: 0001792041-25-000002 · wk-form4_1736370426.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,898.224 Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 21:09 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | OtherCommon Stock | 1,080.457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-005703 · wk-form5_1739567332.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,422.577 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the second half of the 2024 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the second half of the 2024 reporting year. Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 21:12 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | OtherCommon Stock | 2,637.116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-005714 · wk-form5_1739567526.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,351.875 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 reporting year. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 16:23 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 354.946 | $21.13 | $7,500.01 |
DisclosureSEC source: 0001628280-24-042139 · wk-form4_1727987004.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,172.535 Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:00 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 25,342.12 | $19.73 | $500,000.03 |
DisclosureSEC source: 0001792041-24-000012 · wk-form4_1720036812.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,342.12 Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 17:15 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 235.627 | $21.22 | $5,000.00 |
DisclosureSEC source: 0001792041-24-000010 · wk-form4_1719609298.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,817.589 Read SEC document |
| March 27, 2024 Filed Apr 1, 2024 16:26 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 354.108 | $21.18 | $7,500.01 |
DisclosureSEC source: 0001792041-24-000008 · wk-form4_1712003187.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,581.962 Read SEC document |
| December 31, 2023 Filed Feb 12, 2024 21:47 UTC | Carlyle Tactical Private Credit Fund TAKMX · Entity 35835 | OtherClass M Shares | 3,489 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-004242 · wk-form5_1707774459.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,513 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2023 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2023 reporting year. Read SEC document |
| May 31, 2023 Filed Jun 5, 2023 20:59 UTC | Carlyle Tactical Private Credit Fund TAKMX · Entity 35835 | PurchaseClass M Shares | 60,024 | $8.33 | $499,999.92 |
DisclosureSEC source: 0001792041-23-000007 · wk-form4_1685998729.xml · nonDerivative · entry 1 Plouffe Justin · CIK 0001792041 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,024 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.