Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGL Private Credit Income FundNONE · Entity 70708 | Director · Chief Executive Officer | September 28, 2026 | September 30, 2026 |
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | Chief Investment Officer | August 03, 2020 | August 12, 2020 |
| Carlyle Secured Lending IIINONE · Entity 81366 | Director · President | December 14, 2022 | December 15, 2022 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | Director · President & CIO | April 16, 2021 | May 16, 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.
AGL Private Credit Income Fund
Report date September 28, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy IRA | 10,159.78 |
Reported balance
After 2026-09-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-28 · Purchase · Acquired 477.8 · Balance 10,159.78 |
Carlyle Credit Solutions, Inc.
Report date August 03, 2020 · Filed August 12, 2020
This filing explicitly reported no securities owned.
Carlyle Secured Lending III
Report date December 14, 2022 · Filed December 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,393 |
Reported balance
After 2022-12-14 transaction · row 1
1 source rowRow 1 · 2022-12-14 · Purchase · Acquired 5,617 · Balance 14,393 |
Carlyle Secured Lending, Inc.
Report date April 16, 2021 · Filed May 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 93,862 |
Ending reported balance
After 2022-05-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-04-16 · Other · Acquired 2,338 · Balance 91,612 F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2020 reporting year and the first half of the 2021 reporting year. Row 2 · 2022-05-16 · Purchase · Acquired 2,250 · Balance 93,862 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2020 reporting year and the first half of the 2021 reporting year.
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 |
|---|---|---|---|---|---|---|
| September 28, 2026 Filed Sep 30, 2026 21:39 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Shares of Beneficial Interest | 477.8 | $23.42 | $11,190.08 |
DisclosureSEC source: 0001193125-26-408818 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 10,159.78 Read SEC document |
| December 29, 2025 Filed Dec 31, 2025 18:14 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Shares of Beneficial Interest | 500.56 | $23.37 | $11,698.09 |
DisclosureSEC source: 0001193125-25-338073 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 9,681.99 Read SEC document |
| September 24, 2025 Filed Sep 25, 2025 21:40 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Shares of Beneficial Interest | 2,280.71 | $24.62 | $56,151.08 |
DisclosureSEC source: 0001193125-25-218040 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 9,181.43 Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 12:36 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Shares of Beneficial Interest | 1,870.93 | $25.01 | $46,791.96 |
DisclosureSEC source: 0000950170-25-088187 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 6,900.72 Read SEC document |
| March 27, 2025 Filed Mar 31, 2025 20:35 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Shares of Beneficial Interest | 666.23 | $25.11 | $16,729.04 |
DisclosureSEC source: 0000950170-25-047812 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 5,029.79 Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 23:01 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Shares of Beneficial Interest | 1,325.07 | $25.19 | $33,381.03 |
DisclosureSEC source: 0000950170-25-000572 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 4,363.56 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 00:32 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Stock | 313.73 | $25.41 | $7,971.88 |
DisclosureSEC source: 0000950170-24-137508 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 3,038.49 Read SEC document |
| November 22, 2024 Filed Nov 23, 2024 02:54 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Stock | 731.84 | $25.19 | $18,435.05 |
DisclosureSEC source: 0000950170-24-130402 · ownership.xml · nonDerivative · entry 2 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 2,724.76 Read SEC document |
| November 04, 2024 Filed Nov 23, 2024 02:54 UTC | AGL Private Credit Income Fund NONE · Entity 70708 | PurchaseCommon Stock | 1,992.92 | $25.00 | $49,823.00 |
DisclosureSEC source: 0000950170-24-130402 · ownership.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,992.92 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 16:15 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 5,617 | $19.86 | $111,553.62 |
DisclosureSEC source: 0001820157-22-000010 · wf-form4_167113893710180.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,393 Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 16:11 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 802 | $19.86 | $15,927.72 |
DisclosureSEC source: 0001820157-22-000008 · wf-form4_166370465642512.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,776 Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 16:38 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 4,786 | $19.98 | $95,624.28 |
DisclosureSEC source: 0001820157-22-000006 · wf-form4_165593026912286.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,974 Read SEC document |
| May 16, 2022 Filed May 16, 2022 20:21 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 2,250 | $14.21 | $31,972.50 |
DisclosureSEC source: 0001820157-22-000004 · wf-form4_165273231889391.xml · nonDerivative · entry 2 Boswell Taylor · CIK 0001820157 · Director · President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,862 Read SEC document |
| March 31, 2022 Filed Apr 13, 2022 16:46 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 3,187 | $20.00 | $63,740.00 |
DisclosureSEC source: 0001820157-22-000002 · wf-form4_164988275949233.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,187 Read SEC document |
| April 16, 2021 Filed May 16, 2022 20:21 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | OtherCommon Stock | 2,338 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820157-22-000004 · wf-form4_165273231889391.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Director · President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,612 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2020 reporting year and the first half of the 2021 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2020 reporting year and the first half of the 2021 reporting year. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:31 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 22,000 | $9.45 | $207,900.00 |
DisclosureSEC source: 0001544206-20-000091 · wf-form4_160521668888974.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,274 Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 20:08 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 25,000 | $9.20 | $230,000.00 |
DisclosureSEC source: 0001820157-20-000006 · wf-form4_159726291612019.xml · nonDerivative · entry 1 Boswell Taylor · CIK 0001820157 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,274 F1 · price: Represents the weighted average purchase price per share. The shares were purchased at prices ranging from $9.19 to $9.20 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.