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buyModerate cluster of 2

Financial For Lutherans Thrivent bought $15M of TAKNX

owner at Carlyle Tactical Private Credit Fund. 600,000 shares at an average of $25.00, traded Apr 2, 2025, filed Apr 3, 2025.

Conviction score
58
Value
$15M
600,000 shares
Holdings after
600,000
change unknown
From 52-week low
+1%
low $7.47, close $7.58
From 52-week high
-1%
high $7.68, as of Apr 2, 2025

Score components

  • Role
    10% owner
    +12
  • Trade size
    $15.0M at market
    +25
  • Relative to holdings
    First purchase: no shares before this trade
    +8
  • Price context
    1% above the 52-week low
    +10
  • Cluster
    2 insiders buying within 14 days
    +8
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0
  • Outside holder
    A 10% owner who is not an officer or director
    -5

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

TAKNXOct 9, 2026 · close 7.97
Since filing Apr 3, 2025: +5.5%SPY +47.5% · excess -42.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000314984-25-000033, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Apr 2, 2025POpen-market purchase
Mandatory Redeemable Preferred Shares, Series K
+600,000$25.00$15M600,000Apr 3, 2025

Related signals

Other insiders at Carlyle Tactical Private Credit Fund and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
59Moderate
TAKNXbuy 2
Carlyle Tactical Private Credit Fund
Corebridge Financial, Inc.
other
$40M
1,600,000 shares
-

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.