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Carlyle Secured Lending (CGBD) details a highly diversified investment portfolio focused on private credit. The holdings span first lien and second lien loans, as well as equity investments, across numerous non‑affiliated and affiliated issuers.
The portfolio covers a wide range of industries, including healthcare, software, business services, diversified financials, construction, energy, transportation, consumer services, and more, in the U.S. and multiple foreign jurisdictions. It also includes revolvers, delayed‑draw term loans, unfunded commitments, affiliated Middle Market Credit Fund vehicles, and forward currency contracts with Barclays Bank PLC, reflecting active use of syndicated credit structures and hedging.
Carlyle Secured Lending, Inc. reported fourth quarter 2025 net investment income of $0.33 per common share and adjusted net investment income of $0.36 per share, with full-year 2025 net investment income of $1.48 per share and adjusted net investment income of $1.51 per share.
Net asset value per share edged down 0.6% in the quarter to $16.26, while the total fair value of investments rose to $2.5 billion across 165 portfolio companies and income-producing assets carried a 10.1% weighted average yield. The portfolio remained largely first-lien and senior secured, with non‑accruals at 1.2% of fair value.
The board declared a first quarter 2026 dividend of $0.40 per share, supported by an estimated $0.74 per share of spillover income. During Q4 2025 the company generated record originations of $404.7 million, repurchased $13.9 million of stock at a discount, refinanced higher-cost debt, and helped launch the $600 million Structured Credit Partners JV, committing $150 million to that vehicle.
Carlyle Secured Lending, Inc. reported a major leadership reshuffle. On February 18, 2026, Justin Plouffe resigned as a Class II director and as President and Chief Executive Officer, effective immediately, following his recent appointment as Chief Financial Officer of The Carlyle Group Inc.
The Board immediately appointed Alex Chi as a Class II director and Chief Executive Officer. Chi joined Carlyle in January 2026 and is Deputy Chief Investment Officer of Carlyle Global Credit and Head of Direct Lending, bringing over 30 years of prior experience at Goldman Sachs. The Board also named Thomas Hennigan as President; he will keep his roles as Chief Financial Officer, Chief Risk Officer and director.
Separately, Treasurer Nelson Joseph resigned from that role, effective immediately, while remaining Principal Accounting Officer. The Board appointed Frank Taylor as the new Treasurer. These changes concentrate financial and leadership responsibilities among experienced executives while maintaining continuity in key accounting and risk functions.
Carlyle Secured Lending, Inc. announced the formation of Structured Credit Partners JV, LLC (“SCP”) alongside Carlyle Credit Solutions, Inc., Sixth Street Specialty Lending, Inc. and Sixth Street Lending Partners. SCP will invest in broadly syndicated first lien senior secured loans financed with long-term, non-mark-to-market, predominantly investment grade CLO debt.
SCP will be initially capitalized with $600 million of equity capital commitments. The ownership split is 25% Carlyle Secured Lending, Inc., 25% Carlyle Credit Solutions, Inc., 33% Sixth Street Specialty Lending, Inc. and 17% Sixth Street Lending Partners. The structure is expected to be accretive to return on equity because SCP will not be charged management or incentive fees on the underlying CLOs or at the joint venture level.
Each CLO issued by SCP will be wholly owned by SCP and managed by an affiliate of Carlyle or Sixth Street, with governance shared equally and material decisions requiring unanimous approval of both members’ representatives. The companies highlight more than 35 years of combined CLO management experience and more than $60 billion of current CLO assets under management across more than 130 CLO vehicles as a foundation for the joint venture.
Carlyle Secured Lending, Inc. filed a current report to share that it plans to discuss upcoming financial results. The company announced it will host a conference call at 11:00 a.m. Eastern Time on Wednesday, February 25, 2026 to review its financial results for the fourth quarter and full year ended December 31, 2025.
The report notes that a related press release, dated January 27, 2026, is included as an exhibit, and that this information is being furnished under Regulation FD rather than filed for liability purposes under certain securities laws.
Carlyle Secured Lending, Inc. (CGBD) reported an insider share purchase by its CFO, who is also a director. On 11/13/2025, the reporting person bought 8,400 shares of common stock at a price of $12.04 per share, coded as an open market or private purchase ("P"). Following this transaction, the reporting person beneficially owns 96,894.587 shares of Carlyle Secured Lending common stock in direct ownership.
Carlyle Secured Lending, Inc. (CGBD) reported an insider purchase by a company officer. On November 10, 2025, the officer bought 1,500 shares of common stock at a price of $11.84 per share, coded as a P (open market or private purchase). Following the transaction, the officer beneficially owned 1,500 shares, held directly. The filer’s relationship is listed as Officer (PAO).
Carlyle Secured Lending, Inc. (CGBD) furnished a press release and detailed earnings presentation announcing financial results for the third quarter ended September 30, 2025. The materials were provided as Exhibits 99.1 and 99.2.
The company also declared a fourth quarter 2025 dividend of $0.40 per share, payable on January 16, 2026 to stockholders of record as of December 31, 2025. The disclosures under Items 2.02 and 7.01 were furnished, not filed, under the Exchange Act.
Carlyle Secured Lending, Inc. reports a larger balance sheet in its quarterly update, with total assets of $2,557,926 thousand as of September 30, 2025, up from $1,925,993 thousand at year-end 2024. The investment portfolio at fair value reached $2,422,630 thousand, primarily in non-controlled, non-affiliated investments.
Debt and secured borrowings increased to $1,306,757 thousand from $960,949 thousand, reflecting greater leverage to support portfolio growth. Net assets rose to $1,192,600 thousand, though net asset value per share edged down to $16.36 from $16.80 as common shares outstanding expanded to 72,902,981. Quarterly investment income was $66,509 thousand, up from $55,965 thousand a year earlier, driven mainly by higher interest income, while interest expense and management fees also increased.
Carlyle Secured Lending, Inc. (CGBD) announced it will redeem 100% of its outstanding 8.20% Notes due 2028 on December 1, 2025. The redemption covers $85,000,000 aggregate principal amount, with holders to receive 100% of principal plus accrued and unpaid interest to, but excluding, the redemption date.
Following the redemption, the 8.20% notes will be delisted from the Nasdaq Global Select Market. The company disclosed the plan via a press release furnished under Regulation FD.