Thrivent Financial for Lutherans, the Minneapolis-based non-profit financial organization, made an open-market purchase of 200,000 shares of the Carlyle Tactical Private Credit Fund ($TAKAX) on June 23, 2026, at $25.00 per share, for a total transaction value of $5,000,000. The Form 4 filing was submitted to the SEC the following day, June 24, reflecting a one-day disclosure turnaround.
The purchase brought Thrivent Financial's reported position in $TAKAX to 200,000 shares — identical to the shares acquired in the transaction — indicating this was an initial entry into the fund, with no prior holdings recorded in the filing. The transaction is classified as an open-market purchase under a role designated as "Other," a common categorization for institutional investors that hold reportable stakes in registered investment funds rather than operating in a traditional executive or director capacity.
The Carlyle Tactical Private Credit Fund is a non-traded interval fund managed by Carlyle, one of the largest global alternative asset managers. Interval funds of this type are designed to provide accredited investors with access to private credit markets, typically holding assets such as senior secured loans, mezzanine debt, and other credit instruments. The $25.00 per-share price at which Thrivent transacted corresponds to the fund's net asset value pricing structure, standard for non-traded products of this kind.
Database records show this is the only Form 4 filing on record for Thrivent Financial for Lutherans across all covered tickers, and no congressional STOCK Act disclosures for $TAKAX appear in the database. The trade therefore stands as a single institutional-level position initiation with no comparable insider cluster activity on the same fund at this time.
Thrivent Financial for Lutherans manages assets on behalf of its member base and is registered with the SEC as an institutional filer. With total_value of $5 million and a clean one-day filing window, the disclosure reflects standard compliance practice for a large institutional purchaser entering a reportable position in a registered fund. The transaction will remain on record as the sole open-market purchase filed against $TAKAX in the insider trading database through the date of this report.