Carlyle Secured Lending (CGBD)
Provides secured debt financing to sponsor-backed U.S. middle-market companies.
$11.47
After hours0.00 (0.00%)
At close$11.47(−0.43%)
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13F · 13D/G · Form 4
| Institutions | 38.49% | 26.48M shares | |
|---|---|---|---|
| 145 holders · as of Jun 30, 2026 | |||
| Insiders | 5.35% | 3.68M shares | |
| 11 holders · as of Aug 17, 2026 | |||
| Other | 56.16% | 38.64M shares | |
| remainder | |||
68.80M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
145 holders · 26.48M shares · 16 new positions · 60 increased · 42 reduced · 31 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Creative Planning | 3.09M | 4.49% | −145.1K | Aug 13, 2026 |
| Morgan Stanley | 2.80M | 4.07% | +164.3K | Aug 13, 2026 |
| Van Eck Associates Corp | 1.75M | 2.54% | +436.4K | Aug 14, 2026 |
| UBS Group AG | 1.40M | 2.03% | +158.6K | Aug 13, 2026 |
| Choreo, LLC | 1.36M | 1.98% | −27.0K | Aug 4, 2026 |
| Invesco Ltd. | 1.18M | 1.72% | −125.9K | Aug 14, 2026 |
| Lalia Capital, LLC | 927.3K | 1.35% | +927.3Knew | Aug 11, 2026 |
| Russell Investments Group, Ltd. | 870.5K | 1.27% | +283.3K | Aug 6, 2026 |
13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 12, 2026 | John G. Nestordirector | Sale · 4 lots | 16,812 | $11.20 | 0 |
| Jun 1, 2026 | John G. Nestordirector | Sale | 1,617 | $10.97 | 2,747 |
| May 15, 2026 | John G. Nestordirector | Sale · 3 lots | 6,055 | $11.22 | 8,995 |
| Mar 20, 2026 | Francis Taylorofficer: Treasurer | Purchase | 232 | $11.22 | 441 |
| Mar 9, 2026 | Alex Chidirector, officer: CEO | Purchase | 9,000 | $10.79 | 9,000 |
| Mar 6, 2026 | John G. Nestordirector | Sale · 2 lots | 4,401 | $11.29 | 5,516 |
| Mar 4, 2026 | Thomas M. Hennigandirector, officer: CFO and President | Purchase | 4,430 | $11.26 | 101,325 |
| Nov 14, 2025 | John G. Nestordirector | Sale | 7,085 | $11.87 | 7,508 |
| Nov 13, 2025 | Thomas M. Hennigandirector, officer: CFO | Purchase | 8,400 | $12.04 | 96,895 |
| Nov 10, 2025 | Nelson Josephofficer: PAO | Purchase | 1,500 | $11.84 | 1,500 |
House and Senate disclosures
Not reported.