Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Income FundCCIF · Entity 7137 | PFO, PAO & Treasurer | June 22, 2026 | June 24, 2026 |
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | PAO | March 22, 2023 | March 29, 2023 |
| Carlyle Secured Lending IIINONE · Entity 81366 | PAO | March 22, 2023 | March 29, 2023 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | PAO | November 10, 2025 | November 12, 2025 |
| Carlyle Tactical Private Credit FundTAKIX · Entity 35835 | PAO and Treasurer | March 02, 2023 | July 27, 2023 |
| New Carlyle Credit SolutionsNONE · Entity 184181 | PAO | 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 Income Fund
Report date June 22, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,700 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Purchase · Acquired 2,000 · Balance 5,700 |
Carlyle Credit Solutions, Inc.
Report date March 22, 2023 · Filed March 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-03-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Carlyle Secured Lending III
Report date March 22, 2023 · Filed March 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-03-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Carlyle Secured Lending, Inc.
Report date November 10, 2025 · Filed November 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,500 |
Reported balance
After 2025-11-10 transaction · row 1
1 source rowRow 1 · 2025-11-10 · Purchase · Acquired 1,500 · Balance 1,500 |
Carlyle Tactical Private Credit Fund
Report date March 02, 2023 · Filed July 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-03-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jun 24, 2026 20:10 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 2,000 | $2.73 | $5,460.00 |
DisclosureSEC source: 0001971028-26-000003 · wk-form4_1782331847.xml · nonDerivative · entry 1 Joseph Nelson · CIK 0001971028 · PFO, PAO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,700 Read SEC document |
| December 22, 2025 Filed Dec 23, 2025 21:00 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 1,200 | $4.70 | $5,640.00 |
DisclosureSEC source: 0001971028-25-000005 · wk-form4_1766523612.xml · nonDerivative · entry 1 Joseph Nelson · CIK 0001971028 · PFO, PAO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,700 Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 21:05 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 1,500 | $11.84 | $17,760.00 |
DisclosureSEC source: 0001971028-25-000003 · wk-form4_1762981508.xml · nonDerivative · entry 1 Joseph Nelson · CIK 0001971028 · PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| December 21, 2023 Filed Dec 21, 2023 23:43 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 2,500 | $7.80 | $19,500.00 |
DisclosureSEC source: 0001971028-23-000010 · wk-form4_1703202218.xml · nonDerivative · entry 1 Joseph Nelson · CIK 0001971028 · PFO, PAO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 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.