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TAKAX US​
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  • Home
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TAKAX US​
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Carlyle Tactical Private Credit Fund(TAKAX US)

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Carlyle Tactical Private Credit Fund(TAKAX US)

$7.94+0.000.00%(After Hours · 21:00:00 UTC)
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FinancialsChartingEmployees
Chronological
By Owner

Financials & Metrics

FinancialsChartingEmployees

SEC Filings by Owner

SEC Filings by Owner

Insider Ownership

MCCABE JOAN Y(10)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 4Statement of changes in beneficial ownership15 Apr 2024
  • Form 4/AStatement of changes in beneficial ownership (amendment)23 Apr 2024
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 5Annual statement of beneficial ownership28 Jan 2022
  • Form 4Statement of changes in beneficial ownership4 Nov 2021
  • Form 4Statement of changes in beneficial ownership4 May 2021
  • Form 5Annual statement of beneficial ownership16 Feb 2021
  • Form 4Statement of changes in beneficial ownership3 Aug 2018
  • Form 3PRIMARY DOCUMENT2 May 2018

OppenheimerFunds, Inc.(9)

  • Form 4PRIMARY DOCUMENT21 Feb 2019
  • Form 4PRIMARY DOCUMENT4 Jan 2019
  • Form 4PRIMARY DOCUMENT3 Oct 2018
  • Form 4PRIMARY DOCUMENT6 Sep 2018
  • Form 4Statement of changes in beneficial ownership3 Aug 2018
  • Form 4/AStatement of changes in beneficial ownership (amendment)3 Aug 2018
  • Form 4PRIMARY DOCUMENT6 Jun 2018
  • Form 3PRIMARY DOCUMENT8 May 2018
  • Form 3/AInitial statement of beneficial ownership (amendment)3 Aug 2018

Handa Sanjeev(9)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 4Statement of changes in beneficial ownership20 Apr 2022
  • Form 5Annual statement of beneficial ownership28 Jan 2022
  • Form 5Annual statement of beneficial ownership16 Feb 2021
  • Form 4PRIMARY DOCUMENT5 Nov 2018
  • Form 3PRIMARY DOCUMENT2 May 2018

Marcus Brian(9)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 4Statement of changes in beneficial ownership2 Aug 2024
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 4Statement of changes in beneficial ownership4 Jan 2024
  • Form 4Statement of changes in beneficial ownership5 Jan 2023
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 4Statement of changes in beneficial ownership3 Nov 2022
  • Form 3Initial statement of beneficial ownership2 Apr 2020

THRIVENT FINANCIAL FOR LUTHERANS(7)

  • Form 4PRIMARY DOCUMENT24 Jun
  • Form 4PRIMARY DOCUMENT3 Apr 2025
  • Form 4PRIMARY DOCUMENT3 Oct 2023
  • Form 4PRIMARY DOCUMENT10 Nov 2022
  • Form 4PRIMARY DOCUMENT2 Sep 2022
  • Form 4PRIMARY DOCUMENT12 May 2022
  • Form 3PRIMARY DOCUMENT14 Mar 2022

TC Group Cayman Investment Holdings, L.P.(7)

  • Form 4Statement of changes in beneficial ownership16 Jul 2024
  • Form 4PRIMARY DOCUMENT4 Jan 2019
  • Form 4PRIMARY DOCUMENT3 Oct 2018
  • Form 4PRIMARY DOCUMENT6 Sep 2018
  • Form 4Statement of changes in beneficial ownership3 Aug 2018
  • Form 3/AInitial statement of beneficial ownership (amendment)3 Aug 2018
  • Form 3PRIMARY DOCUMENT6 Jun 2018

Garbin Mark(6)

  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 5Annual statement of beneficial ownership28 Jan 2022
  • Form 4Statement of changes in beneficial ownership13 Apr 2021
  • Form 3PRIMARY DOCUMENT2 May 2018

AMERICAN GENERAL LIFE INSURANCE CO(5)

  • Form 4Statement of changes in beneficial ownership24 Mar 2025
  • Form 4Statement of changes in beneficial ownership17 Jul 2024
  • Form 4Statement of changes in beneficial ownership16 Jun 2023
  • Form 4Statement of changes in beneficial ownership6 Sep 2022
  • Form 3Initial statement of beneficial ownership7 Mar 2022

Hempstead Craig(5)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 4Statement of changes in beneficial ownership18 Sep 2023
  • Form 3Initial statement of beneficial ownership27 Jul 2023

AMERICAN INTERNATIONAL GROUP, INC.(4)

  • Form 4Statement of changes in beneficial ownership11 Jun 2024
  • Form 4Statement of changes in beneficial ownership16 Jun 2023
  • Form 4Statement of changes in beneficial ownership6 Sep 2022
  • Form 3Initial statement of beneficial ownership7 Mar 2022

PRINCIPAL LIFE INSURANCE CO(4)

  • Form 4Statement of changes in beneficial ownership10 Feb 2025
  • Form 4Statement of changes in beneficial ownership18 Sep 2024
  • Form 4Statement of changes in beneficial ownership13 Nov 2023
  • Form 3Initial statement of beneficial ownership20 Jun 2023

Plouffe Justin(4)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 4Statement of changes in beneficial ownership5 Jun 2023
  • Form 3PRIMARY DOCUMENT28 Oct 2019

Corebridge Financial, Inc.(4)

  • Form 4OWNERSHIP DOCUMENT11 Sep
  • Form 4Statement of changes in beneficial ownership24 Mar 2025
  • Form 4Statement of changes in beneficial ownership17 Jul 2024
  • Form 3Initial statement of beneficial ownership11 Jun 2024

ATHENE ANNUITY & LIFE ASSURANCE Co(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Athene Annuity & Life Co(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Management Holdings GP, LLC(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Management Holdings, L.P.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Capital Management GP, LLC(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Capital Management, L.P.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Insurance Solutions Group LP(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Life Asset GP, LLC(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Life Asset L.P.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

AISG GP Ltd.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

NORTHWESTERN MUTUAL LIFE INSURANCE CO(2)

  • Form 3Initial statement of beneficial ownership24 Mar
  • Form 3Initial statement of beneficial ownership26 Oct 2023

Carlyle Global Credit Investment Management L.L.C.(2)

  • Form 4PRIMARY DOCUMENT28 Oct 2019
  • Form 3PRIMARY DOCUMENT2 May 2018

Benedetti Joseph C(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

OC Private Capital, LLC(2)

  • Form 4PRIMARY DOCUMENT28 Oct 2019
  • Form 3PRIMARY DOCUMENT2 May 2018

Burley Julie(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

Volpe Stephen(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

Foxson Jennifer(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

Bhatia Kamal(2)

  • Form 4PRIMARY DOCUMENT9 Aug 2019
  • Form 3PRIMARY DOCUMENT2 May 2018

Peters Andrew(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT21 Jun 2018

Petersen Brian S.(2)

  • Form 4PRIMARY DOCUMENT4 Sep 2019
  • Form 3PRIMARY DOCUMENT10 Jan 2019

Vohra Rohit(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT16 Aug 2019

MINNESOTA LIFE INSURANCE CO /BD(1)

  • Form 3OWNERSHIP DOCUMENT20 May 2022

MASSACHUSETTS MUTUAL LIFE INSURANCE CO(1)

  • Form 3PRIMARY DOCUMENT21 Feb 2019

SECURIAN ASSET MANAGEMENT, INC(1)

  • Form 4Statement of changes in beneficial ownership18 Sep 2024

OFI GLOBAL INSTITUTIONAL, INC(1)

  • Form 3PRIMARY DOCUMENT2 May 2018

Carlyle Investment Management LLC(1)

  • Form 3PRIMARY DOCUMENT2 May 2018

MetLife Investment Management, LLC(1)

  • Form 3Initial statement of beneficial ownership23 Mar

Barrios Erik G(1)

  • Form 3Initial statement of beneficial ownership2 Apr 2020

Gaunt Peter(1)

  • Form 3Initial statement of beneficial ownership2 Apr 2020

Lefkowitz Joshua(1)

  • Form 3Initial statement of beneficial ownership2 Apr 2020

Garofalo David(1)

  • Form 3Initial statement of beneficial ownership22 Sep 2022

Joseph Nelson(1)

  • Form 3Initial statement of beneficial ownership27 Jul 2023

≥5% Ownership

Apollo Management Holdings GP, LLC(13)

  • SC 13G/ACarlyle Tactical Private Credit Fund13 Nov
  • SC 13G/ACarlyle Tactical Private Credit Fund11 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund14 May
  • SC 13G/ACarlyle Tactical Private Credit Fund13 Feb
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Nov 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Aug 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund15 May 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Feb 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Nov 2024
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Feb 2024

THRIVENT FINANCIAL FOR LUTHERANS(6)

  • SC 13G/ACarlyle Tactical Private Credit Fund11 Sep
  • SC 13G/ACarlyle Tactical Private Credit Fund24 Jun
  • SC 13G/ACarlyle Tactical Private Credit Fund17 Apr 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund8 Feb 2024
  • SC 13GCarlyle Tactical Private Credit Fund13 Feb 2023
  • SC 13GCarlyle Tactical Private Credit Fund14 Mar 2022

MetLife Investment Management, LLC(5)

  • SC 13G/ACarlyle Tactical Private Credit Fund7 Apr
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Nov 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund8 Aug 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Feb 2025
  • SC 13GCarlyle Tactical Private Credit Fund8 Nov 2024

PRINCIPAL LIFE INSURANCE CO(4)

  • SC 13G/ACarlyle Tactical Private Credit Fund5 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund6 Nov 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund10 Feb 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund18 Sep 2024

AMERICAN INTERNATIONAL GROUP, INC.(3)

  • SC 13G/ACarlyle Tactical Private Credit Fund11 Jun 2024
  • SC 13G/ACarlyle Tactical Private Credit Fund12 Feb 2024
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Feb 2023

Corebridge Financial, Inc.(3)

  • SC 13G/ACarlyle Tactical Private Credit Fund7 Apr 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Oct 2024
  • SC 13GCarlyle Tactical Private Credit Fund11 Jun 2024

NORTHWESTERN MUTUAL LIFE INSURANCE CO(2)

  • SC 13GCarlyle Tactical Private Credit Fund25 Mar
  • SC 13GCarlyle Tactical Private Credit Fund26 Oct 2023

GUARDIAN LIFE INSURANCE CO OF AMERICA(2)

  • SC 13G/ACarlyle Tactical Private Credit Fund10 Jan 2024
  • SC 13GCarlyle Tactical Private Credit Fund16 Feb 2023

ATHENE ANNUITY & LIFE ASSURANCE Co(1)

  • SC 13G/ACarlyle Tactical Private Credit Fund2 Sep 2022

MINNESOTA LIFE INSURANCE CO /BD(1)

  • SC 13GCarlyle Tactical Private Credit Fund11 Jul 2024

PRINCIPAL GLOBAL INVESTORS(1)

  • SC 13GCarlyle Tactical Private Credit Fund16 Jun 2023

SECURIAN ASSET MANAGEMENT, INC(1)

  • SC 13G/ACarlyle Tactical Private Credit Fund7 Nov 2024

SUN LIFE FINANCIAL INC(1)

  • SC 13GCarlyle Tactical Private Credit Fund11 Aug 2025

Sun Life Assurance Co Of Canada(1)

  • SC 13GCarlyle Tactical Private Credit Fund11 Aug 2025

Insider Ownership

MCCABE JOAN Y(10)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 4Statement of changes in beneficial ownership15 Apr 2024
  • Form 4/AStatement of changes in beneficial ownership (amendment)23 Apr 2024
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 5Annual statement of beneficial ownership28 Jan 2022
  • Form 4Statement of changes in beneficial ownership4 Nov 2021
  • Form 4Statement of changes in beneficial ownership4 May 2021
  • Form 5Annual statement of beneficial ownership16 Feb 2021
  • Form 4Statement of changes in beneficial ownership3 Aug 2018
  • Form 3PRIMARY DOCUMENT2 May 2018

OppenheimerFunds, Inc.(9)

  • Form 4PRIMARY DOCUMENT21 Feb 2019
  • Form 4PRIMARY DOCUMENT4 Jan 2019
  • Form 4PRIMARY DOCUMENT3 Oct 2018
  • Form 4PRIMARY DOCUMENT6 Sep 2018
  • Form 4Statement of changes in beneficial ownership3 Aug 2018
  • Form 4/AStatement of changes in beneficial ownership (amendment)3 Aug 2018
  • Form 4PRIMARY DOCUMENT6 Jun 2018
  • Form 3PRIMARY DOCUMENT8 May 2018
  • Form 3/AInitial statement of beneficial ownership (amendment)3 Aug 2018

Handa Sanjeev(9)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 4Statement of changes in beneficial ownership20 Apr 2022
  • Form 5Annual statement of beneficial ownership28 Jan 2022
  • Form 5Annual statement of beneficial ownership16 Feb 2021
  • Form 4PRIMARY DOCUMENT5 Nov 2018
  • Form 3PRIMARY DOCUMENT2 May 2018

Marcus Brian(9)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 4Statement of changes in beneficial ownership2 Aug 2024
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 4Statement of changes in beneficial ownership4 Jan 2024
  • Form 4Statement of changes in beneficial ownership5 Jan 2023
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 4Statement of changes in beneficial ownership3 Nov 2022
  • Form 3Initial statement of beneficial ownership2 Apr 2020

THRIVENT FINANCIAL FOR LUTHERANS(7)

  • Form 4PRIMARY DOCUMENT24 Jun
  • Form 4PRIMARY DOCUMENT3 Apr 2025
  • Form 4PRIMARY DOCUMENT3 Oct 2023
  • Form 4PRIMARY DOCUMENT10 Nov 2022
  • Form 4PRIMARY DOCUMENT2 Sep 2022
  • Form 4PRIMARY DOCUMENT12 May 2022
  • Form 3PRIMARY DOCUMENT14 Mar 2022

TC Group Cayman Investment Holdings, L.P.(7)

  • Form 4Statement of changes in beneficial ownership16 Jul 2024
  • Form 4PRIMARY DOCUMENT4 Jan 2019
  • Form 4PRIMARY DOCUMENT3 Oct 2018
  • Form 4PRIMARY DOCUMENT6 Sep 2018
  • Form 4Statement of changes in beneficial ownership3 Aug 2018
  • Form 3/AInitial statement of beneficial ownership (amendment)3 Aug 2018
  • Form 3PRIMARY DOCUMENT6 Jun 2018

Garbin Mark(6)

  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 5Annual statement of beneficial ownership7 Feb 2023
  • Form 5Annual statement of beneficial ownership28 Jan 2022
  • Form 4Statement of changes in beneficial ownership13 Apr 2021
  • Form 3PRIMARY DOCUMENT2 May 2018

AMERICAN GENERAL LIFE INSURANCE CO(5)

  • Form 4Statement of changes in beneficial ownership24 Mar 2025
  • Form 4Statement of changes in beneficial ownership17 Jul 2024
  • Form 4Statement of changes in beneficial ownership16 Jun 2023
  • Form 4Statement of changes in beneficial ownership6 Sep 2022
  • Form 3Initial statement of beneficial ownership7 Mar 2022

Hempstead Craig(5)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership14 Feb 2025
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 4Statement of changes in beneficial ownership18 Sep 2023
  • Form 3Initial statement of beneficial ownership27 Jul 2023

AMERICAN INTERNATIONAL GROUP, INC.(4)

  • Form 4Statement of changes in beneficial ownership11 Jun 2024
  • Form 4Statement of changes in beneficial ownership16 Jun 2023
  • Form 4Statement of changes in beneficial ownership6 Sep 2022
  • Form 3Initial statement of beneficial ownership7 Mar 2022

PRINCIPAL LIFE INSURANCE CO(4)

  • Form 4Statement of changes in beneficial ownership10 Feb 2025
  • Form 4Statement of changes in beneficial ownership18 Sep 2024
  • Form 4Statement of changes in beneficial ownership13 Nov 2023
  • Form 3Initial statement of beneficial ownership20 Jun 2023

Plouffe Justin(4)

  • Form 5Annual statement of beneficial ownership12 Feb
  • Form 5Annual statement of beneficial ownership12 Feb 2024
  • Form 4Statement of changes in beneficial ownership5 Jun 2023
  • Form 3PRIMARY DOCUMENT28 Oct 2019

Corebridge Financial, Inc.(4)

  • Form 4OWNERSHIP DOCUMENT11 Sep
  • Form 4Statement of changes in beneficial ownership24 Mar 2025
  • Form 4Statement of changes in beneficial ownership17 Jul 2024
  • Form 3Initial statement of beneficial ownership11 Jun 2024

ATHENE ANNUITY & LIFE ASSURANCE Co(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Athene Annuity & Life Co(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Management Holdings GP, LLC(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Management Holdings, L.P.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Capital Management GP, LLC(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Capital Management, L.P.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Insurance Solutions Group LP(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Life Asset GP, LLC(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

Apollo Life Asset L.P.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

AISG GP Ltd.(3)

  • Form 4OWNERSHIP DOCUMENT2 Sep 2022
  • Form 4OWNERSHIP DOCUMENT13 May 2022
  • Form 3OWNERSHIP DOCUMENT16 Mar 2022

NORTHWESTERN MUTUAL LIFE INSURANCE CO(2)

  • Form 3Initial statement of beneficial ownership24 Mar
  • Form 3Initial statement of beneficial ownership26 Oct 2023

Carlyle Global Credit Investment Management L.L.C.(2)

  • Form 4PRIMARY DOCUMENT28 Oct 2019
  • Form 3PRIMARY DOCUMENT2 May 2018

Benedetti Joseph C(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

OC Private Capital, LLC(2)

  • Form 4PRIMARY DOCUMENT28 Oct 2019
  • Form 3PRIMARY DOCUMENT2 May 2018

Burley Julie(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

Volpe Stephen(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

Foxson Jennifer(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT2 May 2018

Bhatia Kamal(2)

  • Form 4PRIMARY DOCUMENT9 Aug 2019
  • Form 3PRIMARY DOCUMENT2 May 2018

Peters Andrew(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT21 Jun 2018

Petersen Brian S.(2)

  • Form 4PRIMARY DOCUMENT4 Sep 2019
  • Form 3PRIMARY DOCUMENT10 Jan 2019

Vohra Rohit(2)

  • Form 4PRIMARY DOCUMENT1 Apr 2020
  • Form 3PRIMARY DOCUMENT16 Aug 2019

MINNESOTA LIFE INSURANCE CO /BD(1)

  • Form 3OWNERSHIP DOCUMENT20 May 2022

MASSACHUSETTS MUTUAL LIFE INSURANCE CO(1)

  • Form 3PRIMARY DOCUMENT21 Feb 2019

SECURIAN ASSET MANAGEMENT, INC(1)

  • Form 4Statement of changes in beneficial ownership18 Sep 2024

OFI GLOBAL INSTITUTIONAL, INC(1)

  • Form 3PRIMARY DOCUMENT2 May 2018

Carlyle Investment Management LLC(1)

  • Form 3PRIMARY DOCUMENT2 May 2018

MetLife Investment Management, LLC(1)

  • Form 3Initial statement of beneficial ownership23 Mar

Barrios Erik G(1)

  • Form 3Initial statement of beneficial ownership2 Apr 2020

Gaunt Peter(1)

  • Form 3Initial statement of beneficial ownership2 Apr 2020

Lefkowitz Joshua(1)

  • Form 3Initial statement of beneficial ownership2 Apr 2020

Garofalo David(1)

  • Form 3Initial statement of beneficial ownership22 Sep 2022

Joseph Nelson(1)

  • Form 3Initial statement of beneficial ownership27 Jul 2023

≥5% Ownership

Apollo Management Holdings GP, LLC(13)

  • SC 13G/ACarlyle Tactical Private Credit Fund13 Nov
  • SC 13G/ACarlyle Tactical Private Credit Fund11 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund14 May
  • SC 13G/ACarlyle Tactical Private Credit Fund13 Feb
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Nov 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Aug 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund15 May 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Feb 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Nov 2024
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Feb 2024

THRIVENT FINANCIAL FOR LUTHERANS(6)

  • SC 13G/ACarlyle Tactical Private Credit Fund11 Sep
  • SC 13G/ACarlyle Tactical Private Credit Fund24 Jun
  • SC 13G/ACarlyle Tactical Private Credit Fund17 Apr 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund8 Feb 2024
  • SC 13GCarlyle Tactical Private Credit Fund13 Feb 2023
  • SC 13GCarlyle Tactical Private Credit Fund14 Mar 2022

MetLife Investment Management, LLC(5)

  • SC 13G/ACarlyle Tactical Private Credit Fund7 Apr
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Nov 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund8 Aug 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Feb 2025
  • SC 13GCarlyle Tactical Private Credit Fund8 Nov 2024

PRINCIPAL LIFE INSURANCE CO(4)

  • SC 13G/ACarlyle Tactical Private Credit Fund5 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund6 Nov 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund10 Feb 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund18 Sep 2024

AMERICAN INTERNATIONAL GROUP, INC.(3)

  • SC 13G/ACarlyle Tactical Private Credit Fund11 Jun 2024
  • SC 13G/ACarlyle Tactical Private Credit Fund12 Feb 2024
  • SC 13G/ACarlyle Tactical Private Credit Fund14 Feb 2023

Corebridge Financial, Inc.(3)

  • SC 13G/ACarlyle Tactical Private Credit Fund7 Apr 2025
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Oct 2024
  • SC 13GCarlyle Tactical Private Credit Fund11 Jun 2024

NORTHWESTERN MUTUAL LIFE INSURANCE CO(2)

  • SC 13GCarlyle Tactical Private Credit Fund25 Mar
  • SC 13GCarlyle Tactical Private Credit Fund26 Oct 2023

GUARDIAN LIFE INSURANCE CO OF AMERICA(2)

  • SC 13G/ACarlyle Tactical Private Credit Fund10 Jan 2024
  • SC 13GCarlyle Tactical Private Credit Fund16 Feb 2023

ATHENE ANNUITY & LIFE ASSURANCE Co(1)

  • SC 13G/ACarlyle Tactical Private Credit Fund2 Sep 2022

MINNESOTA LIFE INSURANCE CO /BD(1)

  • SC 13GCarlyle Tactical Private Credit Fund11 Jul 2024

PRINCIPAL GLOBAL INVESTORS(1)

  • SC 13GCarlyle Tactical Private Credit Fund16 Jun 2023

SECURIAN ASSET MANAGEMENT, INC(1)

  • SC 13G/ACarlyle Tactical Private Credit Fund7 Nov 2024

SUN LIFE FINANCIAL INC(1)

  • SC 13GCarlyle Tactical Private Credit Fund11 Aug 2025

Sun Life Assurance Co Of Canada(1)

  • SC 13GCarlyle Tactical Private Credit Fund11 Aug 2025