Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | VP and Head of Underwriting | March 29, 2022 | March 30, 2022 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | VP and Head of Underwriting | March 27, 2025 | April 01, 2025 |
| New Carlyle Credit SolutionsNONE · Entity 184181 | VP and Head of Underwriting | 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 March 29, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-03-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 | 18,277 |
Reported balance
After 2025-03-27 transaction · row 1
1 source rowRow 1 · 2025-03-27 · Grant · Acquired 12,777 · Balance 18,277 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 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 306.557 · Balance 10,143.758 F1: Shares were acquired through dividend reinvestments. Row 2 · 2025-03-26 · Other · Acquired 383.893 · Balance 10,527.651 F1: Shares were acquired through dividend reinvestments. Row 3 · 2025-03-27 · Disposition to issuer · Disposed 10,527.651 · 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 |
|---|---|---|---|---|---|---|
| March 27, 2025 Filed Apr 1, 2025 11:36 UTC | Carlyle Secured Lending III NONE · Entity 81366 | Disposition to issuerCommon Stock | 10,527.651 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-015793 · wk-form4_1743521785.xml · nonDerivative · entry 3 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · 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 15:43 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | GrantCommon Stock | 12,777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-015804 · wk-form4_1743522219.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,277 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 |
| March 26, 2025 Filed Apr 1, 2025 11:36 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 383.893 | $20.76 | $7,969.62 |
DisclosureSEC source: 0001628280-25-015793 · wk-form4_1743521785.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,527.651 F1 · kind: Shares were acquired through dividend reinvestments. F1 · price: Shares were acquired through dividend reinvestments. Read SEC document |
| January 17, 2025 Filed Apr 1, 2025 11:36 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 306.557 | $20.96 | $6,425.43 |
DisclosureSEC source: 0001628280-25-015793 · wk-form4_1743521785.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,143.758 F1 · kind: Shares were acquired through dividend reinvestments. F1 · price: Shares were acquired through dividend reinvestments. Read SEC document |
| January 07, 2025 Filed Jan 8, 2025 16:05 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,269.956 | $20.67 | $26,249.99 |
DisclosureSEC source: 0001913643-25-000002 · wk-form4_1736370324.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,837.201 Read SEC document |
| October 18, 2024 Filed Jan 8, 2025 16:05 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 287.903 | $21.28 | $6,126.58 |
DisclosureSEC source: 0001913643-25-000002 · wk-form4_1736370324.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,567.245 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 16:25 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 621.155 | $21.13 | $13,125.01 |
DisclosureSEC source: 0001628280-24-042152 · wk-form4_1727987122.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,279.342 Read SEC document |
| July 19, 2024 Filed Oct 3, 2024 16:25 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 182.223 | $21.32 | $3,884.99 |
DisclosureSEC source: 0001628280-24-042152 · wk-form4_1727987122.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,658.187 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 16:57 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 412.347 | $21.22 | $8,750.00 |
DisclosureSEC source: 0001913643-24-000006 · wk-form4_1719608258.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,475.964 Read SEC document |
| April 19, 2024 Filed Jun 28, 2024 16:57 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 161.02 | $21.07 | $3,392.69 |
DisclosureSEC source: 0001913643-24-000006 · wk-form4_1719608258.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,063.617 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| March 27, 2024 Filed Apr 1, 2024 16:47 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 619.688 | $21.18 | $13,124.99 |
DisclosureSEC source: 0001913643-24-000004 · wk-form4_1712004406.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,902.593 Read SEC document |
| December 31, 2023 Filed Feb 12, 2024 16:24 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 136.944 | $20.93 | $2,866.24 |
DisclosureSEC source: 0001913643-24-000002 · wk-form5_1707773042.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,282.905 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| December 13, 2023 Filed Dec 18, 2023 16:18 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 838 | $20.88 | $17,497.44 |
DisclosureSEC source: 0001913643-23-000008 · wk-form4_1702934316.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,146 Read SEC document |
| October 20, 2023 Filed Dec 18, 2023 16:18 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 124 | $20.28 | $2,514.72 |
DisclosureSEC source: 0001913643-23-000008 · wk-form4_1702934316.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,308 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 16:07 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 421 | $20.79 | $8,752.59 |
DisclosureSEC source: 0001913643-23-000006 · wk-form4_1695154044.xml · nonDerivative · entry 3 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,184 Read SEC document |
| July 21, 2023 Filed Sep 19, 2023 16:07 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 119 | $19.98 | $2,377.62 |
DisclosureSEC source: 0001913643-23-000006 · wk-form4_1695154044.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,763 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| April 20, 2023 Filed Sep 19, 2023 16:07 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 104 | $19.69 | $2,047.76 |
DisclosureSEC source: 0001913643-23-000006 · wk-form4_1695154044.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,644 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 17:43 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 439 | $19.95 | $8,758.05 |
DisclosureSEC source: 0001913643-23-000004 · wf-form4_167934859107942.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,540 Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 21:34 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 71.2 | $19.80 | $1,409.76 |
DisclosureSEC source: 0001913643-23-000002 · wf-form4_167470046987329.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,101.137 F1 · kind: Shares were acquired through dividend reinvestments. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 16:20 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,542 | $19.86 | $30,624.12 |
DisclosureSEC source: 0001913643-22-000014 · wf-form4_167113921519430.xml · nonDerivative · entry 4 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,029.937 Read SEC document |
| November 16, 2022 Filed Nov 16, 2022 21:04 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 1,500 | $14.18 | $21,273.60 |
DisclosureSEC source: 0001913643-22-000012 · wf-form4_166863263461828.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Read SEC document |
| October 19, 2022 Filed Dec 15, 2022 16:20 UTC | Carlyle Secured Lending III NONE · Entity 81366 | OtherCommon Stock | 78.831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001913643-22-000014 · wf-form4_167113921519430.xml · nonDerivative · entry 3 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,487.937 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value during the third quarter of 2022. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value during the third quarter of 2022. Read SEC document |
| September 28, 2022 Filed Dec 15, 2022 16:20 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 220.292 | $19.86 | $4,375.00 |
DisclosureSEC source: 0001913643-22-000014 · wf-form4_167113921519430.xml · nonDerivative · entry 2 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409.106 Read SEC document |
| June 30, 2022 Filed Dec 15, 2022 16:20 UTC | Carlyle Secured Lending III NONE · Entity 81366 | PurchaseCommon Stock | 1,313.814 | $19.98 | $26,250.00 |
DisclosureSEC source: 0001913643-22-000014 · wf-form4_167113921519430.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188.814 Read SEC document |
| May 23, 2022 Filed May 24, 2022 20:07 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 750 | $14.05 | $10,537.50 |
DisclosureSEC source: 0001913643-22-000010 · wf-form4_165342284833040.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:26 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | PurchaseCommon Stock | 400 | $14.03 | $5,612.00 |
DisclosureSEC source: 0001913643-22-000008 · wf-form4_165273273393415.xml · nonDerivative · entry 1 Hadley Michael · CIK 0001913643 · VP and Head of Underwriting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 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.