Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | Director · CFO | December 31, 2025 | February 13, 2026 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | Director · CFO and President | March 04, 2026 | March 05, 2026 |
| New Carlyle Credit SolutionsNONE · Entity 184181 | Director · CFO and President | 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 31, 2025 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,921.037 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Other · Acquired 2,332.037 · Balance 19,921.037 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 Secured Lending, Inc.
Report date March 04, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,324.587 |
Reported balance
After 2026-03-04 transaction · row 1
1 source rowRow 1 · 2026-03-04 · Purchase · Acquired 4,430 · Balance 101,324.587 |
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 |
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 January 17, 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 |
Ending reported balance
After 2025-03-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-01-17 · Other · Acquired 175.176 · Balance 5,796.434 F1: Shares were acquired through dividend reinvestments. Row 2 · 2025-03-26 · Other · Acquired 219.367 · Balance 6,015.801 F1: Shares were acquired through dividend reinvestments. Row 3 · 2025-03-27 · Disposition to issuer · Disposed 6,015.801 · Balance 0 F2: 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: Shares were acquired through dividend reinvestments.
F2: 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 |
|---|---|---|---|---|---|---|
| May 15, 2020 Filed May 18, 2020 21:32 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 216 | $18.90 | $4,082.40 |
DisclosureSEC source: 0001702510-20-000033 · wf-form4_158983750640620.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,894 Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 21:19 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 584 | $19.53 | $11,405.52 |
DisclosureSEC source: 0001702510-20-000015 · wf-form4_158473918221357.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,678 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 21:04 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 14,075 | $7.12 | $100,153.48 |
DisclosureSEC source: 0001734741-20-000006 · wf-form4_158456547206159.xml · nonDerivative · entry 2 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,947 F1 · shares: Represents the aggregate of purchases effected on the same day at different prices. F3 · price: Represents the weighted average purchase price per share. The shares were purchased at prices ranging from $6.75000 to $7.52990 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 |
| March 16, 2020 Filed Mar 18, 2020 21:04 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 3,365 | $8.15 | $27,428.12 |
DisclosureSEC source: 0001734741-20-000006 · wf-form4_158456547206159.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,872 F1 · shares: Represents the aggregate of purchases effected on the same day at different prices. F2 · price: Represents the weighted average purchase price per share. The shares were purchased at prices ranging from $7.70000 to $8.20582 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 |
| March 13, 2020 Filed Mar 17, 2020 20:52 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 15,685 | $9.71 | $152,244.88 |
DisclosureSEC source: 0001734741-20-000004 · wf-form4_158447833731724.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,507 F1 · shares: Represents the aggregate of purchases effected on the same day at different prices. F2 · price: Represents the weighted average purchase price per share. The shares were purchased at prices ranging from $9.2837 to $9.93865 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 |
| March 06, 2020 Filed Mar 9, 2020 20:45 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 159 | $20.42 | $3,246.78 |
DisclosureSEC source: 0001702510-20-000007 · wf-form4_158378673303551.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 22:18 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 100 | $20.49 | $2,049.00 |
DisclosureSEC source: 0001702510-19-000078 · wf-form4_157653467316449.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,935 Read SEC document |
| October 25, 2019 Filed Oct 29, 2019 23:34 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 395 | $20.63 | $8,148.85 |
DisclosureSEC source: 0001702510-19-000065 · wf-form4_157239190525971.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,835 Read SEC document |
| September 13, 2019 Filed Sep 16, 2019 20:01 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 297 | $20.52 | $6,094.44 |
DisclosureSEC source: 0001702510-19-000048 · wf-form4_156866408526885.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,440 Read SEC document |
| August 02, 2019 Filed Aug 5, 2019 22:28 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 234 | $20.88 | $4,885.92 |
DisclosureSEC source: 0001702510-19-000042 · wf-form4_156504412049321.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:18 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 238 | $20.60 | $4,902.80 |
DisclosureSEC source: 0001734741-19-000006 · wf-form4_156080271372099.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,909 Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 20:22 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 97 | $20.91 | $2,028.27 |
DisclosureSEC source: 0001702510-19-000015 · wf-form4_155665573476871.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,671 Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 20:20 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 158 | $20.61 | $3,256.38 |
DisclosureSEC source: 0001734741-19-000004 · wf-form4_155294042075429.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,574 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:09 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 137 | $20.87 | $2,859.19 |
DisclosureSEC source: 0001734741-19-000002 · wf-form4_155069697373151.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,416 Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:04 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 1,475 | $14.44 | $21,299.00 |
DisclosureSEC source: 0001734741-18-000018 · wf-form4_154464864224890.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,822 Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 21:19 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 1,200 | $15.00 | $17,994.96 |
DisclosureSEC source: 0001734741-18-000016 · wf-form4_154447673436240.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,347 Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 21:19 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 800 | $14.92 | $11,938.64 |
DisclosureSEC source: 0001734741-18-000014 · wf-form4_154421754098272.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,147 F1 · shares: Represents the aggregate of purchases effected on the same day at different prices. F2 · price: Represents the weighted average purchase price per share. The shares were purchased at prices ranging from $14.9200 to $14.9266 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 |
| September 14, 2018 Filed Sep 18, 2018 14:42 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 128 | $20.72 | $2,652.16 |
DisclosureSEC source: 0001734741-18-000012 · wf-form4_153728174175529.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279 Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 13:41 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 82 | $20.96 | $1,718.72 |
DisclosureSEC source: 0001734741-18-000010 · wf-form4_153425408145155.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 22:01 UTC Amendment | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | PurchaseCommon Stock | 257 | $20.44 | $5,253.08 |
DisclosureSEC source: 0001734741-18-000008 · wf-form4a_152884088234704.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 16:02 UTC | Carlyle Credit Solutions, Inc. NONE · Entity 58569 | GrantCommon Stock | 257 | $20.44 | $5,253.08 |
DisclosureSEC source: 0001734741-18-000006 · wf-form4_152881935353787.xml · nonDerivative · entry 1 Hennigan Thomas M · CIK 0001734741 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069 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.