Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Credit Income FundCCIF · Entity 7137 | CCO, CLO & Secretary | December 31, 2024 | February 14, 2025 |
| Carlyle Credit Solutions, Inc.NONE · Entity 58569 | CCO & Secretary | December 31, 2023 | February 12, 2024 |
| Carlyle Secured Lending IIINONE · Entity 81366 | CCO & Secretary | December 31, 2023 | February 12, 2024 |
| Carlyle Secured Lending, Inc.CGBD · Entity 5113 | CCO & Secretary | December 31, 2024 | February 14, 2025 |
| Carlyle Tactical Private Credit FundOCPAX · Entity 35835 | Secretary & CLO | April 01, 2020 | April 02, 2020 |
| New Carlyle Credit SolutionsNONE · Entity 184181 | CCO and Secretary | 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 Income Fund
Report date December 31, 2024 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,123.64 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Other · Acquired 5.64 · Balance 1,123.64 F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 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 2024 reporting year.
Carlyle Credit Solutions, Inc.
Report date December 31, 2023 · Filed February 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Carlyle Secured Lending III
Report date December 31, 2023 · Filed February 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Carlyle Secured Lending, Inc.
Report date December 31, 2024 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 985.5 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Other · Acquired 148.5 · Balance 985.5 F1: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 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 2024 reporting year.
Carlyle Tactical Private Credit Fund
Report date April 01, 2020 · Filed April 02, 2020
This filing explicitly reported no securities owned.
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 |
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 |
|---|---|---|---|---|---|---|
| December 31, 2024 Filed Feb 14, 2025 16:22 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | OtherCommon Stock | 5.64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-005734 · wk-form5_1739568133.xml · nonDerivative · entry 1 Lefkowitz Joshua · CIK 0001807938 · CCO, CLO & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,123.64 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 reporting year. Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 16:07 UTC | Carlyle Secured Lending, Inc. CGBD · Entity 5113 | OtherCommon Stock | 148.5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-005694 · wk-form5_1739567233.xml · nonDerivative · entry 1 Lefkowitz Joshua · CIK 0001807938 · CCO & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 985.5 F1 · kind: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 reporting year. F1 · price: Shares were acquired through dividend reinvestments at various prices at fair market value throughout the 2024 reporting year. Read SEC document |
| December 21, 2023 Filed Dec 21, 2023 18:48 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 650 | $7.81 | $5,076.50 |
DisclosureSEC source: 0001807938-23-000004 · wk-form4_1703202525.xml · nonDerivative · entry 2 Lefkowitz Joshua · CIK 0001807938 · CCO, CLO & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,118 Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 18:48 UTC | Carlyle Credit Income Fund CCIF · Entity 7137 | PurchaseCommon Stock | 468 | $7.87 | $3,683.16 |
DisclosureSEC source: 0001807938-23-000004 · wk-form4_1703202525.xml · nonDerivative · entry 1 Lefkowitz Joshua · CIK 0001807938 · CCO, CLO & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468 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.