🕵️ Carlyle Tactical Private Credit Fund ($TAKAX)
SEC insider & ownership activity, last 12 months · CIK 1725472 · every row links its SEC filing
Over the last 12 months insiders bought $5.0M with no open-market selling against it. Thrivent Financial for Lutherans bought $5.0M in discretionary trades (Jun). Metlife Investment Management, LLC added 8.6% → 11.9%; Thrivent Financial for Lutherans trimmed 10.0% → 7.3%. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $5.0M (1 lots) · 0 sellers, $0 (0 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 1 | $5.0M | 0 | – | Jun 23, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| The Northwestern Mutual Life Insurance Company | 43.0% | 13G | Mar 25, 2026 | filing ↗ | |
| Metlife Investment Management, LLC | 11.9% | 13G | Apr 7, 2026 | filing ↗ | |
| Corebridge Financial, Inc. | 11.6% | 13G | Apr 7, 2025 | filing ↗ | |
| Thrivent Financial for Lutherans | 7.3% | 13G | Jun 24, 2026 | filing ↗ | |
| Apollo Management Holdings GP, LLC | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Athene Annuity and Life Company | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Insurance Solutions Group LP | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| AISG GP Ltd. | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Life Asset L.p. | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Life Asset GP, LLC | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Capital Management, L.P. | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Capital Management GP, LLC | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Management Holdings, L.P. | 6.8% | 13G | May 14, 2026 | filing ↗ | |
| Apollo Insurance Solutions Group, L.P. | 6.8% | 13G | Feb 13, 2026 | filing ↗ | |
| Principal Life Insurance Co | 6.3% | 13G | Nov 6, 2025 | filing ↗ | |
| Principal Global Investors | 6.3% | 13G | Nov 6, 2025 | filing ↗ | |
| Sun Life Assurance Co of Canada | 5.2% | 13G | Aug 11, 2025 | filing ↗ | |
| Sun Life Financial Inc | 5.2% | 13G | Aug 11, 2025 | filing ↗ |
Planned insider sales (Form 144)
No sale notices filed in the last 12 months.
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Other events (8.01) | Feb 18, 2026 | filing ↗ |