Insider · SEC Form 4 filer

Nelson Joseph

Past buys: 1 of 3 beat

Companies

Where they file as an insider

Carlyle Credit Income Fund (CCIF) PFO, PAO & Treasurer Latest filing Jun 22, 2026
Carlyle Secured Lending (CGBD) PAO Latest filing Nov 10, 2025

Track record

Did their buys beat the typical stock?

Open-market buys4
Quarters checked 6 months later3
Beat the typical stock 1 of 3
Quarters too new to check1

1 of 3 checked quarters beat the typical stock. A past record is data, not a forecast.

Carlyle Credit Income Fund (CCIF) Bought Jun 22, 2026 · $5.46K · 2,000 shares Too new Too new. Its 6-month check uses prices as of Dec 31, 2026.
Carlyle Credit Income Fund (CCIF) Bought Dec 22, 2025 · $5.64K · 1,200 shares Behind typical Dec 31, 2025 $4.69 → Jun 30, 2026 $2.79 · −40.5% (typical stock +4.7%)
Carlyle Secured Lending (CGBD) Bought Nov 10, 2025 · $17.8K · 1,500 shares Behind typical Dec 31, 2025 $12.49 → Jun 30, 2026 $10.53 · −15.7% (typical stock +4.7%)
Carlyle Credit Income Fund (CCIF) Bought Dec 21, 2023 · $19.5K · 2,500 shares Beat typical Dec 31, 2023 $7.95 → Jun 30, 2024 $8.18 · +2.9% (typical stock −1.2%)

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist