person · Reporting owner
Basmadjian Lauren Michelle
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Income FundCCIF · Entity 7137 | Director | March 16, 2026 | March 17, 2026 |
| XAI Floating Rate & Alternative Income TrustXFLT · Entity 5990 | Portfolio Manager | January 11, 2019 | January 15, 2019 |
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 March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,448 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Purchase · Acquired 16,000 · Balance 37,448 |
XAI Floating Rate & Alternative Income Trust
Report date January 11, 2019 · Filed January 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 17,500 |
Ending reported balance
After 2019-01-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-01-11 · Purchase · Acquired 4,434 · Balance 9,434 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.06 to $8.10, inclusive. The reporting person undertakes to provide to XAI Octagon Floating Rate & Alternative Income Term Trust, any security holder of XAI Octagon Floating Rate & Alternative Income Term Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Row 2 · 2019-01-14 · Purchase · Acquired 8,066 · Balance 17,500 F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.97 to $8.10, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.06 to $8.10, inclusive. The reporting person undertakes to provide to XAI Octagon Floating Rate & Alternative Income Term Trust, any security holder of XAI Octagon Floating Rate & Alternative Income Term Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.97 to $8.10, inclusive.
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 16, 2026 Filed Mar 17, 2026 20:25 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 16,000 | $3.22 | $51,520.00 |
DisclosureSEC source: 0001717844-26-000002 · wk-form4_1773779119.xml · nonDerivative · entry 1 Basmadjian Lauren Michelle · CIK 0001717844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,448 Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 21:06 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 7,898 | $6.33 | $49,994.34 |
DisclosureSEC source: 0001628280-25-033802 · wk-form4_1751403977.xml · nonDerivative · entry 1 Basmadjian Lauren Michelle · CIK 0001717844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,448 Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 21:46 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 4,000 | $7.79 | $31,160.00 |
DisclosureSEC source: 0001717844-23-000006 · wk-form4_1703108773.xml · nonDerivative · entry 2 Basmadjian Lauren Michelle · CIK 0001717844 · Director · Principal Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,550 Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:46 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 9,550 | $7.85 | $74,967.50 |
DisclosureSEC source: 0001717844-23-000006 · wk-form4_1703108773.xml · nonDerivative · entry 1 Basmadjian Lauren Michelle · CIK 0001717844 · Director · Principal Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,550 F1 · price: Represents the weighted average purchase price per share. The shares were purchased at prices ranging from $7.85 to $7.86 per share. Full information regarding the number of shares purchased at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| January 14, 2019 Filed Jan 15, 2019 16:59 UTC | XAI Floating Rate & Alternative Income Trust XFLT · Entity 5990 | PurchaseCommon Shares | 8,066 | $7.99 | $64,447.34 |
DisclosureSEC source: 0000894579-19-000010 · form4.xml · nonDerivative · entry 2 Basmadjian Lauren Michelle · CIK 0001717844 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.97 to $8.10, inclusive. Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 16:59 UTC | XAI Floating Rate & Alternative Income Trust XFLT · Entity 5990 | PurchaseCommon Shares | 4,434 | $8.08 | $35,826.72 |
DisclosureSEC source: 0000894579-19-000010 · form4.xml · nonDerivative · entry 1 Basmadjian Lauren Michelle · CIK 0001717844 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,434 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.06 to $8.10, inclusive. The reporting person undertakes to provide to XAI Octagon Floating Rate & Alternative Income Term Trust, any security holder of XAI Octagon Floating Rate & Alternative Income Term Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. 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.