Carlyle Secured Lending, Inc.
CGBDFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Carlyle Secured Lending, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| State of Alaska, Department of Revenue | 2026-03-31 | 3,011 | Not shown | SEC filing |
| Allworth Financial LP | 2026-03-31 | 2,531 | $27.7K | SEC filing |
| SIMPLEX TRADING, LLC | 2026-03-31 | 458 | $5.01K | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 37,112 | $406K | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 196,706 | $2.15M | SEC filing |
| DOLIVER ADVISORS, LP | 2026-03-31 | 126,681 | $1.39M | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 19,500 | $220K | SEC filing |
| UBS Group AG | 2026-03-31 | 1,236,553 | $13.5M | SEC filing |
| Closed-End Fund Advisors, Inc. | 2026-03-31 | 98,785 | $1.08M | SEC filing |
| Muzinich & Co., Inc. | 2026-03-31 | 737,744 | $8.07M | SEC filing |
| CHOREO, LLC | 2026-03-31 | 1,388,224 | $15.7M | SEC filing |
| Virtus Investment Advisers, LLC | 2026-03-31 | 55,723 | $610K | SEC filing |
| Schonfeld Strategic Advisors LLC | 2026-03-31 | 25,116 | $275K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 199,166 | $2.18M | SEC filing |
| MACKENZIE FINANCIAL CORP | 2026-03-31 | 27,596 | $302K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 630,918 | $6.9M | SEC filing |
| COMMERCE BANK | 2026-03-31 | 40,381 | $442K | SEC filing |
| Security National Bank | 2026-03-31 | 4,911 | $53.7K | SEC filing |
| Creative Planning | 2026-03-31 | 3,231,986 | $35.4M | SEC filing |
| Janney Montgomery Scott LLC | 2026-03-31 | 17,304 | Not shown | SEC filing |
- Each value is checked against Carlyle Secured Lending, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Carlyle Secured Lending, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Carlyle Secured Lending, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-11-14 · Nestor John G.: Larger than 10 of the 11 other insider sales of Common Stock on file. SEC filing
- 2025-08-18 · Nestor John G.: Larger than all 11 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-03-04–2026-03-09: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-11-10–2025-11-13: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-05-18–2023-05-25: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-11-14–2022-11-16: 8 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-05-16–2022-05-23: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-05-12–2022-05-16: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-08-06–2021-08-11: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-03-13–2020-03-17: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2018-12-03–2018-12-10: 7 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2018-11-29–2018-12-06: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2017-05-25–2017-05-25: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2016-11-04–2016-11-04: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2016-09-01–2016-09-01: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2016-08-12–2016-08-12: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2016-06-10–2016-06-10: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2016-04-22–2016-04-22: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2016-02-26–2016-02-26: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2015-12-07–2015-12-07: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2015-09-25–2015-09-25: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2015-08-07–2015-08-07: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-01 | Nestor John G. · Director | Common Stock | S — Open market or private sale | −1,617 | 10.97 | SEC filing |
| 2026-05-15 | Nestor John G. · Director | Common Stock | S — Open market or private sale | −885 | 11.22 | SEC filing |
| 2026-05-15 | Nestor John G. · Director | Common Stock | S — Open market or private sale | −3,450 | 11.22 | SEC filing |
| 2026-05-15 | Nestor John G. · Director | Common Stock | S — Open market or private sale | −1,720 | 11.22 | SEC filing |
| 2026-03-20 | Taylor Francis · Treasurer | Common Stock | P — Open market or private purchase | +232 | 11.22 | SEC filing |
| 2026-03-09 | Chi Alex · CEO | Common Stock | P — Open market or private purchase | +9,000 | 10.79 | SEC filing |
| 2026-03-06 | Nestor John G. · Director | Common Stock | S — Open market or private sale | −3,500 | 11.29 | SEC filing |
| 2026-03-06 | Nestor John G. · Director | Common Stock | S — Open market or private sale | −901 | 11.28 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-05-20 | Nestor John G. · Director | Common Stock | G — Bona fide gift | −1,650 | SEC filing |
| 2025-03-27 | Popov Alexander · VP and Head of Illiquid Credit | Common Stock | A — Grant, award, or other acquisition | +13,376 | SEC filing |
| 2025-03-27 | Hadley Michael · VP and Head of Underwriting | Common Stock | A — Grant, award, or other acquisition | +12,777 | SEC filing |
| 2025-03-27 | Pace Linda · Director | Common Stock | A — Grant, award, or other acquisition | +14,862 | SEC filing |
| 2025-03-27 | Hennigan Thomas M · CFO | Common Stock | A — Grant, award, or other acquisition | +7,301 | SEC filing |
| 2025-03-27 | Plouffe Justin · CEO & President | Common Stock | A — Grant, award, or other acquisition | +5,944 | SEC filing |
| 2024-12-04 | Nestor John G. · Director | Common Stock | G — Bona fide gift | −1,500 | SEC filing |
| 2024-11-18 | Nestor John G. · Director | Common Stock | G — Bona fide gift | −1,500 | SEC filing |
Showing 8 of 14 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-31 | Nestor John G. · Director | Common Stock | J — Other acquisition or disposition | +712 | SEC filing |
| 2025-12-31 | Nestor John G. · Director | Common Stock | J — Other acquisition or disposition | +306 | SEC filing |
| 2025-12-31 | Nestor John G. · Director | Common Stock | J — Other acquisition or disposition | +1,840 | SEC filing |
| 2025-12-31 | ANDREWS NIGEL T · Director | Common Stock | J — Other acquisition or disposition | +2,774 | SEC filing |
| 2025-03-27 | Jenkins Mark David · Director | Common Stock | D — Disposition to the issuer | +29,724 | SEC filing |
| 2024-12-31 | ANDREWS NIGEL T · Director | Common Stock | J — Other acquisition or disposition | +3,475 | SEC filing |
| 2024-12-31 | Nestor John G. · Director | Common Stock | J — Other acquisition or disposition | +497 | SEC filing |
| 2024-12-31 | Nestor John G. · Director | Common Stock | W — Acquisition or disposition by will or laws of descent | −8,652 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.