TAKAX Carlyle Tactical Private Credit Fund Insider Trading

Financial For Lutherans Thrivent buys 200,000 TAKAX shares at $25.00 for $5,000,000 on 2026-06-23

Financial For Lutherans Thrivent purchased 200,000 shares at $25.00 for a total value of $5,000,000.00, establishing an initial position in the Carlyle Tactical Private Credit Fund (TAKAX). This represents a significant dollar commitment to the fund, though it marks the first measurable position for this filer. The insider has 4 prior open-market purchases across other securities, but has acquired TAKAX on three prior occasions (with trades on 2025-04-02, 2023-10-02, and 2023-10-02), indicating persistent interest in this holding. However, prior transactions at TAKAX do not yet have measurable outcomes. The timing and size of this purchase should be evaluated against Thrivent's asset allocation mandate and broader exposure to private credit strategies rather than as a discretionary conviction signal.

Thrivent Financial (10% owner) purchased 600,000 shares of TAKAX at $25.00 for $15.0M on 2025-04-02.

Thrivent Financial, a 10% stakeholder, deployed $15.0M to acquire 600,000 shares at $25.00, expanding its position from 0 to 600,000 shares post-transaction. This represents a substantial new commitment to the Carlyle Tactical Private Credit Fund. The insider has 4 prior open-market purchases across other securities, establishing a pattern of equity acquisition activity. At this specific ticker (TAKAX), two prior buy transactions occurred in October 2023; however, measurable 90-day return data for those earlier trades is not yet available, limiting direct comparison of timing patterns. The current acquisition appears material given the position size and capital committed, warranting attention to the fund's underlying credit strategy and market positioning.

Corebridge Financial insider buys 1,600,000 shares of Carlyle Tactical Private Credit Fund at $25.00 for $40,000,000.00

Corebridge Financial executed 3 separate purchases totaling 1,600,000 shares for $40,000,000.00 on 2025-03-20, all at a blended average price of $25.00. This represents a substantial $40.0M commitment in a single filing date. Post-transaction, the insider holds 320,000 shares against a prior position of -1,280,000 shares, indicating a major portfolio shift. The insider's cross-ticker track record shows 10 prior buys, though same-ticker history at TAKNX comprises 5 prior purchases on 2024-07-15 with outcomes not yet measurable at 30-day and 90-day intervals. The scale and timing of this transaction warrant monitoring to understand whether the position reflects a strategic reallocation or response to market conditions.

PRINCIPAL LIFE INSURANCE CO (10% owner) acquires 400,000 shares of TAKIX at $25.00 for $10,000,000.00

PRINCIPAL LIFE INSURANCE CO, holding 10% ownership, purchased 400,000 shares at $25.00 on 2024-09-16, representing a $10,000,000.00 commitment. The insider's prior activity at TAKIX is minimal—only 1 prior trade on 2023-10-02 with outcomes not yet measurable—making this a relatively rare transaction at this specific ticker. Cross-ticker track record shows only 1 prior buy across all open-market activity, indicating this purchase represents a discrete, deliberate capital deployment rather than a frequent trading pattern. The magnitude of the investment and the 10% ownership stake position Principal Life as a significant stakeholder, warranting investor attention to any material developments at the fund.

10% owner SECURIAN ASSET MANAGEMENT makes 3 separate purchases totaling 544,000 shares for $13,600,000.00

SECURIAN ASSET MANAGEMENT, a 10% owner, executed 3 separate purchases on 2024-09-16 acquiring a combined 544,000 shares at $25.00 per share for $13,600,000.00 total. The post-transaction holdings of 144,000 shares reflect that the insider was short -400,000 shares before these purchases, meaning this filing documents a substantial net long position reversal—covering a short position and establishing outright long exposure. The multi-tranche structure across three separate transactions on a single date suggests deliberate accumulation, though without visibility into the fund's strategy, pricing context, or whether this represents scheduled activity, the motivations underlying these purchases remain opaque. The size and composition warrant scrutiny of the underlying fund's strategic positioning.

TAKMX: President/PEO Marcus Brian bought 29,137 shares for $250,000.00 on 2024-07-31, raising holdings 89.6% to 61,671 shares

Marcus Brian, as President & PEO, purchased 29,137 shares of Carlyle Tactical Private Credit Fund (TAKMX) at $8.58 per share for a total value of $250,000.00 on 2024-07-31, increasing his post-transaction holdings to 61,671 shares from 32,533 shares—a net change of +89.6% versus pre-transaction holdings. This represents a substantial proportional increase in his position within a single transaction. Brian has 1 prior buy in his cross-ticker open-market history and 1 prior trade at TAKMX specifically (a purchase on 2023-12-29), though the outcome of that earlier trade is not yet measurable. With limited track record data available, the concentration and magnitude of this purchase warrant observation as a material position increase, though the timing pattern context is not yet established.

Corebridge Financial insider bought 343,272 shares of TAKNX at $0.00 on 2024-07-15, raising holdings to 400,000 shares.

Corebridge Financial executed 5 separate purchases totaling 343,272 shares at $0.00 on 2024-07-15, increasing post-transaction holdings to 400,000 shares from a pre-transaction level of 56,728 shares. The zero transaction price indicates these purchases were non-cash acquisitions (e.g., stock distributions, fund restructurings, or other corporate actions) rather than open-market discretionary buys. This is a material increase in position size (+605.1% vs pre-transaction holdings), but the absence of any monetary outlay and the structured nature of five identical-priced transactions on the same date suggest this reflects an administrative or structural event rather than a conviction-driven market transaction. The insider's cross-ticker track record of 5 prior buys provides limited data for comparative assessment at this specific ticker.