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TAKAX Carlyle Tactical Private Credit Fund

Company profile

Ticker
TAKAX
Exchange
MUTUAL
Employees
Incorporated
Delaware
Location
New York
Fiscal year end
Dec 31
Former names
OFI Carlyle Global Private Credit Fund, OFI Carlyle Private Credit Fund
SEC CIK
0001725472

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets As of
Carlyle Tactical Private Credit Fund – 0.78 3.28 1.93 230.35M Dec 2020

Calendar

15 Mar 21
17 May 21
31 Dec 21

Recent insider trades

TAKAX insider ownership history Insider history
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
3 May 21 Joan Y Mccabe Class I Shares Buy Aquire P No No 8.97 27,870.68 250K 30,957.836
9 Apr 21 Mark Garbin Class I Shares Buy Aquire P No No 8.92 5,605.381 50K 5,605.381
31 Mar 21 Joan Y Mccabe Class I Shares Other Aquire J No No 8.91 53.925 480.47 3,087.156
31 Dec 20 Sanjeev Handa Class I Shares Other Aquire J No No 0 180.04 0 2,948.396
31 Dec 20 Joan Y Mccabe Class I Shares Other Aquire J No No 0 244.511 0 3,033.231
31 Dec 19 Sanjeev Handa Class I Shares Other Aquire J No No 0 288.197 0 2,768.356
31 Dec 19 Joan Y Mccabe Class I Shares Other Aquire J No No 0 291.218 0 2,788.72
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Financial reports

View all
N-CEN
Annual report (registered investment company)
15 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
1 Mar 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
28 Aug 20
N-CEN/A
Annual report (registered investment company) (amended)
18 Mar 20
N-CEN
Annual report (registered investment company)
16 Mar 20
N-CSR
Certified annual shareholder report (management investment company)
6 Mar 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
28 Aug 19
N-CEN
Annual report (registered investment company)
13 Mar 19
N-CSR
Certified annual shareholder report (management investment company)
5 Mar 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Sep 18

Current reports

No filings

Registration and prospectus

424B3
Prospectus supplement
27 Jan 21
424B3
Prospectus supplement
10 Nov 20
424B3
Prospectus supplement
1 Sep 20

Proxies

N-PX
Annual report of proxy voting record
28 Aug 20
DEF 14C
Information statement
4 Oct 19
PRE 14C
Preliminary information
24 Sep 19
N-PX
Annual report of proxy voting record
19 Aug 19
DEF 14C
Information statement
3 May 19
PRE 14C
Preliminary information
23 Apr 19
DEF 14C
Information statement
10 Jan 19
PRE 14C
Preliminary information
27 Dec 18
N-PX
Annual report of proxy voting record
23 Aug 18

Other

EFFECT
Notice of effectiveness
6 Nov 19
CORRESP
Correspondence with SEC
3 Nov 19
CORRESP
Correspondence with SEC
3 Nov 19
EFFECT
Notice of effectiveness
15 Apr 19
EFFECT
Notice of effectiveness
1 Jun 18

Ownership

View all
4
Carlyle Tactical Private Credit Fund / JOAN Y MCCABE ownership change
4 May 21
4
Carlyle Tactical Private Credit Fund / Mark Garbin ownership change
13 Apr 21
NPORT-P
Carlyle Tactical Private Credit Fund (Dec 2020 report)
26 Feb 21
5
Carlyle Tactical Private Credit Fund / Sanjeev Handa ownership change
16 Feb 21
5
Carlyle Tactical Private Credit Fund / JOAN Y MCCABE ownership change
15 Feb 21
NPORT-P
Carlyle Tactical Private Credit Fund (Sep 2020 report)
30 Nov 20
NPORT-P
Carlyle Tactical Private Credit Fund (Jun 2020 report)
6 Aug 20
NPORT-P
Carlyle Tactical Private Credit Fund (Mar 2020 report)
29 May 20
3
Carlyle Tactical Private Credit Fund / Brian Marcus ownership change
2 Apr 20
3
Carlyle Tactical Private Credit Fund / Peter Gaunt ownership change
2 Apr 20