Comparable stake leader
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Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001913721.
Comparable stake leader
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Disclosed value leader
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Comparable rows
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Latest evidence
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Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Forms 3/4/5 flow
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 27 Aug 2025.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-9 of 9 reporting-owner rows connected to AGTB Private BDC. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Richa Gulati | Chief Compliance Officer | Mixed | 06 Aug 2022 | |||
| Adam J. Freedman | Chief Compliance Officer | Mixed | 10 Jun 2022 | |||
| Jenny B. Neslin | General Counsel & Secretary | Mixed | 10 Jun 2022 | |||
| James N. Hallene | Director | Mixed | 10 Jun 2022 | |||
| ANGELO GORDON & CO., L.P. | 10%+ Owner | Mixed | 01 Jan 2023 | |||
| Trevor Clark | CEO & Chairman of the Board, Director | Mixed | 10 Jun 2022 | |||
| James E. Bowers | Director | Mixed | 10 Jun 2022 | |||
| Terrence Walters | CFO & Treasurer, Director | Mixed | 10 Jun 2022 | |||
| Lance A. Ludwick | Director | Mixed | 10 Jun 2022 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||