Financial For Lutherans Thrivent

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.