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CGBD · Carlyle Secured Lending, Inc.
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CGBD Carlyle Secured Lending (CGBD) Insider Trading, Ownership & Congress Trades

Funds & Trusts · Registered investment company · CIK 0001544206
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
62
13F, latest reported quarter

What the filings say about CGBD

Insiders, 180 days
-$273.9K net sold
1 seller · 0% of sales under a 10b5-1 plan

Carlyle Secured Lending insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Carlyle Secured Lending, Inc. insiders sold a net $273.9K of stock across 58 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Nestor John G.
Director
SELL
2026-08-17 SECtraded 2026-08-12
3,113.9979
$34.8K
-8.5%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 1, 2026.
  • No other insider sold within 30 days.
  • 62 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Nestor John G. sold about $34.8K of CGBD on Aug 12, 2026; 62 funds added in the latest 13F quarter.
Nestor John G.
Director
SELL
2026-08-17 SECtraded 2026-08-12
87
$978
-8.5%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 1, 2026.
  • The trade is 1.1% of the 8,017 shares held after it.
  • No other insider sold within 30 days.
  • 62 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Nestor John G. sold about $978 of CGBD on Aug 12, 2026; 62 funds added in the latest 13F quarter.
Nestor John G.
Director
SELL
2026-08-17 SECtraded 2026-08-12
8,632.915
$96.8K
-8.5%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 1, 2026.
  • No other insider sold within 30 days.
  • 62 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Nestor John G. sold about $96.8K of CGBD on Aug 12, 2026; 62 funds added in the latest 13F quarter.
Nestor John G.
Director
SELL
2026-08-17 SECtraded 2026-08-12
4,978.5267
$55.7K
-8.5%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 1, 2026.
  • No other insider sold within 30 days.
  • 62 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Nestor John G. sold about $55.7K of CGBD on Aug 12, 2026; 62 funds added in the latest 13F quarter.
Nestor John G.
Director
SELL
2026-06-02 SECtraded 2026-06-01
1,617
$17.7K
+0.2%
Context
  • 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on May 15, 2026.
  • The trade is 58.9% of the 2,747 shares held after it.
  • No other insider sold within 30 days.
  • 62 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Nestor John G. sold about $17.7K of CGBD on Jun 1, 2026; 62 funds added in the latest 13F quarter.
58 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$273.9K over 180 days
-$188.2K over 90 days
below 91% of Funds & Trusts
Congress
no House purchase disclosed in the last 12 months
Funds
62 funds bought in last quarter
more than 69% of Funds & Trusts
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
$31.0M repurchased, FY to 2026-06-30
more than 76% of Funds & Trusts
Short interest
5.0% of shares outstanding short · 8.9 days to cover · settled 2026-09-30
more than 85% of Funds & Trusts
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch CGBD

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-9.2%12M
-12%-5%+1%+7%2025-102025-122026-022026-042026-062026-082026-10 2025-11-13 · Hennigan Thomas M bought $101.1K2026-03-09 · Chi Alex bought $97.1K2026-08-12 · Nestor John G. sold $96.8K2025-11-14 · Nestor John G. sold $84.1K2026-08-12 · Nestor John G. sold $55.7K2026-03-04 · Hennigan Thomas M bought $49.9K2026-03-06 · Nestor John G. sold $39.5K2026-05-15 · Nestor John G. sold $38.7K2026-08-12 · Nestor John G. sold $34.8K2026-05-15 · Nestor John G. sold $19.3K2025-11-10 · Joseph Nelson bought $17.8K2026-06-01 · Nestor John G. sold $17.7K2026-03-06 · Nestor John G. sold $10.2K2026-05-15 · Nestor John G. sold $9.9K2026-03-20 · Taylor Francis bought $2.6K2026-08-12 · Nestor John G. sold $978
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CGBD: institutional holders (13F)

13F holdings, latest reported quarter
Creative Planning
3,086,927 sh
$32.5M
MORGAN STANLEY
2,799,104 sh
$29.5M
VAN ECK ASSOCIATES CORP
1,748,836 sh
$18.4M
UBS Group AG
1,395,189 sh
$14.7M
CHOREO, LLC
1,361,251 sh
$14.3M

Congress trades in CGBD

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

CGBD planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

CGBD mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco KBW High Dividend Yield Financial ETF
$13.8M position · as of 2026-05-31
3.2%
Virtus Private Credit Strategy ETF
$468.1K position · as of 2026-07-31
1.5%
VanEck BDC Income ETF
$14.8M position · as of 2026-06-30
0.9%
RiverNorth Active Income ETF
$197.2K position · as of 2026-07-31
0.5%
Catalyst/SMH Total Return Income Fund
$74.6K position · as of 2026-06-30
0.4%
LSV Small Cap Value Fund
$958.0K position · as of 2026-07-31
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $273.9K sold by insiders over 180 days, 62 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
RCGECATBCATASANMFCRWAYGFMEGITPVGPFXEMOCPZ

CGBD financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
1.20x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.13x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+3.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
20.52x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no cash line filed
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
n/a
trailing EPS growth -58%, PEG needs growth
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$70.0M$89.0M$92.3M$85.6M
EPS (diluted)1.011.581.641.49
Operating cash flow-$204.6M$104.3M$230.6M$14.5M
Long-term debt$1.5B$960.9M$980.2M$1.1B
Buybacks$13.9M$0$4.0M$28.5M
Dividends paid$104.0M$96.0M$93.0M$86.8M
SEC XBRL, fiscal years, as known on 2026-10-28

CGBD Stock Sonar score 5/7 axes

Find similar shapesCompare

CGBD ranks highest on institutional and government (69th percentile) and profitability (40th), and lowest on insider conviction (4th), among Funds & Trusts peers.

ProfitHealthInsidersInstitutionsRisk
Profitability
40
Inputs
  • Return on equity+3.2% · 42 pct, sector of 37
  • Return on assets+1.5% · 38 pct, sector of 38
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
38
Inputs
  • Debt to equity1.20x · 21 pct, universe of 3,589
  • Cash flow to debt0.13x · 55 pct, sector of 30
Insider conviction
4
Inputs
  • Net Form 4 buying (codes P and S), 180d-$274K · 9 pct, sector of 142
  • Insider buyers, 180d0 · 0 pct, sector of 142
Institutional and government
69
Inputs
  • Funds adding, latest quarter62 · 69 pct, sector of 210
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
13
Inputs
  • Short interest, % of shares outstanding (no float on file)+5.0% · 13 pct, sector of 46
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Growth, US patents
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

CGBD filings, in plain words

Are Carlyle Secured Lending insiders buying or selling CGBD?

In the 180 days to 2026-10-28, Carlyle Secured Lending insiders were net sellers, a net $273.9K across purchases and sales reported on Form 4, by 1 seller.

Read the full summary

In the 180 days to 2026-10-28, Carlyle Secured Lending insiders were net sellers of CGBD, a net $273.9K across purchases and sales reported on Form 4 by 1 seller. None of the 8 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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