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Latest Form 4 (Sep 11, 2026): Other (see footnotes) of 400,000 TAKNX shares, $10.13M.
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| Filed | Company | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Carlyle Tactical Private Credit Fund (TAKNX) | Other (see footnotes) | 400,000 | $10.13M |
| Jul 27, 2026 | ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) | Other (see footnotes) | 134,286 | $4.73M |
| Jul 24, 2026 | DNP SELECT INCOME FUND INC (DNP) | Other (see footnotes) | 33,000,000 | n/a |
| Oct 17, 2025 | ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) | Other (see footnotes) | 5,494,299 | n/a |
| Jun 13, 2025 | ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) | Other (see footnotes) | 125,716 | $4.41M |
| Apr 1, 2025 | ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) | Sale | 65,715 | $2.25M |
| Mar 24, 2025 | Carlyle Tactical Private Credit Fund (TAKNX) | Purchase | 400,000 | $10.00M |
| Sep 11, 2024 | ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) | Other (see footnotes) | 125,716 | n/a |
| Sep 11, 2024 | ClearBridge MLP & Midstream Fund Inc. (CEM) | Other (see footnotes) | 44 | n/a |
| Jul 31, 2024 | DNP SELECT INCOME FUND INC (DNP) | Sale | 14,000,000 | n/a |