Thrivent Financial for Lutherans amended its ownership disclosure for Carlyle Tactical Private Credit Fund, reporting beneficial ownership decreased from 3.2 million to 3.04 million Mandatory Redeemable Preferred Shares, or 7.24%.

Carlyle Tactical Private Credit Fund redeemed 400,000 Series D Mandatory Redeemable Preferred Shares from Corebridge Financial at $25.3315 per share, leaving Corebridge Financial with 0 Series D shares.

Carlyle Tactical Private Credit Fund reported its 2026 annual fund voting record for the year ended June 30, 2026, with no other included managers.

Carlyle Tactical Private Credit Fund secured a $2.5 million fidelity bond from Hartford Fire Insurance for July 14, 2026 to July 14, 2027. The paid policy has a $0 employee deductible and $10,000 deductibles for most other coverages.

Carlyle Tactical Private Credit Fund ownership disclosure updates Apollo and Athene filers’ beneficial ownership of Mandatory Redeemable Preferred Shares from 6.8% to 5.9%, based on outstanding shares increasing from 38 million to 44 million.

Carlyle Tactical Private Credit Fund intends to redeem all outstanding Series D Mandatory Redeemable Preferred Shares no earlier than September 9, 2026, at $25 per share plus accrued unpaid dividends. Dividends will cease to accumulate after the redemption date.

Principal Life Insurance and Principal Global Investors reported joint beneficial ownership of Carlyle Tactical Private Credit Fund preferred shares increased from 2.4 million to 3.6 million, representing 8.2%.

Carlyle Tactical Private Credit Fund completed a $50 million equity offering of mandatory redeemable preferred shares to 15 accredited investors, with first sale on June 23, 2026. The offering has no remaining availability after selling the full amount.

Thrivent Financial for Lutherans disclosed beneficial ownership of Carlyle Tactical Private Credit Fund Mandatory Redeemable Preferred Shares increased from 3.0 million to 3.2 million, while reported class ownership decreased from 10% to 7.27%.

Thrivent Financial for Lutherans purchased 200,000 Carlyle Tactical Private Credit Fund Mandatory Redeemable Preferred Shares, Series M at $25 per share on June 23, 2026. Thrivent directly owns 200,000 Series M shares after the transaction.