Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AG Twin Brook BDC, Inc.NONE · Entity 124725 | General Counsel & Secretary | November 15, 2021 | June 10, 2022 |
| AGTB Private BDCNONE · Entity 120862 | General Counsel & Secretary | June 10, 2022 | June 10, 2022 |
| TPG Mortgage Investment Trust, Inc.MITT · Entity 6278 | General Counsel & Secretary | January 13, 2026 | January 15, 2026 |
| TPG Private Equity Opportunities, L.P.N/A · Entity 35736 | General Counsel | February 28, 2025 | February 28, 2025 |
| TPG Twin Brook Capital Income FundN/A · Entity 27612 | General Counsel & Secretary | December 15, 2022 | December 20, 2022 |
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.
AG Twin Brook BDC, Inc.
Report date November 15, 2021 · Filed June 10, 2022
This filing explicitly reported no securities owned.
AGTB Private BDC
Report date June 10, 2022 · Filed June 10, 2022
This filing explicitly reported no securities owned.
TPG Mortgage Investment Trust, Inc.
Report date January 13, 2026 · Filed January 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,360 |
Reported balance
After 2026-01-13 transaction · row 1
1 source rowRow 1 · 2026-01-13 · Tax withholding · Disposed 7,640 · Balance 92,360 F1: The shares were withheld by the Issuer in satisfaction of withholding taxes incurred in connection with the vesting of certain shares acquired through a prior grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were withheld by the Issuer in satisfaction of withholding taxes incurred in connection with the vesting of certain shares acquired through a prior grant.
TPG Private Equity Opportunities, L.P.
Report date February 28, 2025 · Filed February 28, 2025
This filing explicitly reported no securities owned.
TPG Twin Brook Capital Income Fund
Report date December 15, 2022 · Filed December 20, 2022
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| January 13, 2026 Filed Jan 15, 2026 16:10 UTC | TPG Mortgage Investment Trust, Inc. MITT · Entity 6278 | Tax withholdingCommon Stock | 7,640 | $8.86 | $67,690.40 |
DisclosureSEC source: 0001628280-26-002174 · wk-form4_1768511411.xml · nonDerivative · entry 1 Neslin Jenny B · CIK 0001650951 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,360 F1 · shares: The shares were withheld by the Issuer in satisfaction of withholding taxes incurred in connection with the vesting of certain shares acquired through a prior grant. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 16:17 UTC | TPG Mortgage Investment Trust, Inc. MITT · Entity 6278 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001514281-24-000162 · wk-form4_1734729433.xml · nonDerivative · entry 1 Neslin Jenny B · CIK 0001650951 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 F1 · shares: Represents shares of restricted Common Stock granted to the reporting person by the Issuer, which vest ratably in three annual installments beginning on January 13, 2026. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 18:16 UTC | TPG Mortgage Investment Trust, Inc. MITT · Entity 6278 | OtherCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001514281-21-000098 · wf-form4_162690577093242.xml · nonDerivative · entry 1 Neslin Jenny B · CIK 0001650951 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 F1 · kind: Represents restricted shares of common stock of the Issuer that have been awarded by Angelo, Gordon & Co., L.P. ("Angelo Gordon"), an affiliate of the manager of the Issuer, to the reporting person pursuant to a compensatory plan adopted by Angelo Gordon. Two-thirds of the restricted shares vest on December 31, 2021 and the remaining one-third vest on December 31, 2022, in each case, subject to continued employment with Angelo Gordon. 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.