Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | President | June 19, 2019 | June 25, 2019 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | Director | March 27, 2025 | April 01, 2025 |
| New Carlyle Credit SolutionsNONE · Entity 184181 | Director | 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 June 19, 2019 · Filed June 25, 2019
This filing explicitly reported no securities owned.
Carlyle Secured Lending, Inc.
Report date March 27, 2025 · Filed April 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,436 |
Reported balance
After 2025-03-27 transaction · row 1
1 source rowRow 1 · 2025-03-27 · Grant · Acquired 14,862 · Balance 57,436 F1: Acquired 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), 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: Acquired 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), 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.
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 March 27, 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 |
Reported balance
After 2025-03-27 transaction · row 1
1 source rowRow 1 · 2025-03-27 · Disposition to issuer · Disposed 12,245.559 · Balance 0 F1: 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: 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 |
|---|---|---|---|---|---|---|
| March 27, 2025 Filed Apr 1, 2025 11:28 UTC | Carlyle Secured Lending III NONE · Entity 81366 | Disposition to issuerCommon Stock | 12,245.559 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-015782 · wk-form4_1743521308.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 15:42 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | GrantCommon Stock | 14,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-015802 · wk-form4_1743522149.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,436 F1 · price: Acquired 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), 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. Read SEC document |
| January 07, 2025 Filed Jan 8, 2025 16:02 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,814.224 | $20.67 | $37,500.01 |
DisclosureSEC source: 0001780592-25-000002 · wk-form4_1736370128.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,245.559 Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 16:24 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 887.364 | $21.13 | $18,750.00 |
DisclosureSEC source: 0001628280-24-042146 · wk-form4_1727987081.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,431.335 Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 17:03 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 589.067 | $21.22 | $12,500.00 |
DisclosureSEC source: 0001780592-24-000004 · wk-form4_1719608586.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,543.971 Read SEC document |
| March 27, 2024 Filed Apr 1, 2024 16:16 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 885.269 | $21.18 | $18,750.00 |
DisclosureSEC source: 0001780592-24-000002 · wk-form4_1712002587.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,954.904 Read SEC document |
| December 13, 2023 Filed Dec 18, 2023 16:43 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,197 | $20.88 | $24,993.36 |
DisclosureSEC source: 0001780592-23-000006 · wk-form4_1702935782.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,070 Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 16:16 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 601 | $20.79 | $12,494.79 |
DisclosureSEC source: 0001780592-23-000004 · wk-form4_1695154591.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,872 Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 17:49 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 627 | $19.95 | $12,508.65 |
DisclosureSEC source: 0001780592-23-000002 · wf-form4_167934896088834.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,271 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 16:19 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 2,203 | $19.86 | $43,751.58 |
DisclosureSEC source: 0001780592-22-000012 · wf-form4_167113913260862.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,645 Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 16:16 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 315 | $19.86 | $6,255.90 |
DisclosureSEC source: 0001780592-22-000010 · wf-form4_166370498320199.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,442 Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 16:19 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,877 | $19.98 | $37,502.46 |
DisclosureSEC source: 0001780592-22-000008 · wf-form4_165592914867772.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,127 Read SEC document |
| March 31, 2022 Filed Apr 13, 2022 16:38 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,250 | $20.00 | $25,000.00 |
DisclosureSEC source: 0001780592-22-000004 · wf-form4_164988225738684.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:02 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 7,702 | $12.87 | $99,124.74 |
DisclosureSEC source: 0001780592-21-000003 · wf-form4_161532371281156.xml · nonDerivative · entry 2 Pace Linda · CIK 0001780592 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,204 Read SEC document |
| March 08, 2021 Filed Apr 28, 2022 20:21 UTC Amendment | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 7,072 | $12.87 | $91,016.64 |
DisclosureSEC source: 0001780592-22-000006 · wf-form4a_165117724256167.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,574 F1 · shares: This Form 4 is being amended to correct an overstatement in the number of shares purchased by the reporting person on March 8, 2021. Only 7,072 shares were purchased on that day. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:02 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 800 | $12.63 | $10,104.00 |
DisclosureSEC source: 0001780592-21-000003 · wf-form4_161532371281156.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,502 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 20:40 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 10,000 | $6.81 | $68,052.00 |
DisclosureSEC source: 0001780592-20-000004 · wf-form4_158456403350726.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,702 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 $6.64 to $6.98 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 04, 2020 Filed Mar 4, 2020 21:38 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 9,984 | $12.77 | $127,495.68 |
DisclosureSEC source: 0001780592-20-000002 · wf-form4_158335788736087.xml · nonDerivative · entry 2 Pace Linda · CIK 0001780592 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,702 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:38 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 10,000 | $12.40 | $124,000.00 |
DisclosureSEC source: 0001780592-20-000002 · wf-form4_158335788736087.xml · nonDerivative · entry 1 Pace Linda · CIK 0001780592 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,718 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.