Sound Point Direct Lending BDC — insider transactions
68 transactions on record · NONE · CIK 2061174
Aggregates
computed from the filings belowPurchases, 12m
31
count of open-market buys
Sales, 12m
37
count of open-market sales
Buy / sell ratio, 12m
0.84
purchases per sale
Distinct insiders, 12m
38
Bought, 3m
$136.3M
Sold, 3m
$69M
Median disclosure lag
2.0 d
trade date to filing date
Largest single trade, 24m
$31M
2026-07-24
Director share, 12m
44.1%
of transactions where role is stated
Current run
7 sells
consecutive same-direction transactions
Net 3m flow
$67.4M
purchases minus sales
Total on record
68
Transactions
68 most recent shown| Disclosed | Traded | Lag, d | Insider | Role | Transaction | Shares | Price | Value | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-18 | 2026-09-17 | 1 | Connolly Thomas | Director, Co-President | Grant or award | 4,724 | $24.48 | $115.6K | filing |
| 2026-09-18 | 2026-09-17 | 1 | Connolly Thomas | Director, Co-President | Grant or award | 11,387 | $24.48 | $278.8K | filing |
| 2026-09-18 | 2026-09-17 | 1 | Koester Michael E | Director, Co-President | Grant or award | 4,446 | $24.48 | $108.8K | filing |
| 2026-09-18 | 2026-09-17 | 1 | Koester Michael E | Director, Co-President | Grant or award | 11,666 | $24.48 | $285.6K | filing |
| 2026-09-18 | 2026-09-17 | 1 | Roos Jason T | CFO, Treasurer and Secretary | Grant or award | 40 | $24.48 | $979.2 | filing |
| 2026-09-18 | 2026-09-17 | 1 | Finnerty Sheila A | Director | Grant or award | 483 | $24.48 | $11.8K | filing |
| 2026-09-18 | 2026-09-17 | 1 | Fair James Thomas | Vice President | Grant or award | 402 | $24.48 | $9.8K | filing |
| 2026-09-18 | 2026-09-17 | 1 | LIBERTY MUTUAL HOLDING Co INC. | 10% Owner | Open market purchase | 398,774 | $24.48 | $9.8M | filing |
| 2026-09-18 | 2026-09-17 | 1 | LAWRY SETH W | Director | Grant or award | 1,611 | $24.48 | $39.4K | filing |
| 2026-09-16 | 2026-09-14 | 2 | CASUALTY CO | 10% Owner | Open market purchase | 785,083 | $10.19 | $8M | filing |
| 2026-09-09 | 2026-09-08 | 1 | Booth Richard Whitaker | Other | Open market purchase | 42 | $11.93 | $500 | filing |
| 2026-09-09 | 2026-09-04 | 5 | RESSLER RICHARD S | Director, President, 10% Owner | Open market purchase | 526,808 | $5.14 | $2.7M | filing |
| 2026-09-09 | 2026-09-04 | 5 | Schreiber Jason K | Director | Open market sale | 21,417 | $5.14 | $110.1K | filing |
| 2026-08-31 | 2026-08-28 | 3 | CASUALTY CO | 10% Owner | Open market purchase | 493,097 | $10.14 | $5M | filing |
| 2026-08-28 | 2026-08-28 | 0 | Patel Viral | Director, Chief Executive Officer | Open market purchase | 51,084 | $39.15 | $2M | filing |
| 2026-08-24 | 2026-08-21 | 3 | BREC Offshore Feeder GP, L.L.C. | 10% Owner | Open market purchase | 23,981 | $26.14 | $626.9K | filing |
| 2026-08-24 | 2026-08-21 | 3 | BREC Offshore Feeder GP, L.L.C. | 10% Owner | Open market purchase | 248,661 | $26.14 | $6.5M | filing |
| 2026-08-24 | 2026-08-21 | 3 | SCHWARZMAN STEPHEN A | 10% Owner | Open market purchase | 23,981 | $26.14 | $626.9K | filing |
| 2026-08-24 | 2026-08-21 | 3 | SCHWARZMAN STEPHEN A | 10% Owner | Open market purchase | 248,661 | $26.14 | $6.5M | filing |
| 2026-08-24 | 2026-08-21 | 3 | Booth Richard Whitaker | Other | Open market purchase | 42 | $11.93 | $500 | filing |
| 2026-08-14 | 2026-08-12 | 2 | 101 HUNTINGTON HOLDINGS LLC | 10% Owner | Open market purchase | 575,161 | $24.56 | $14.1M | filing |
| 2026-08-14 | 2026-08-12 | 2 | 101 HUNTINGTON HOLDINGS LLC | 10% Owner | Open market purchase | 17,185 | $24.56 | $422K | filing |
| 2026-08-12 | 2026-08-10 | 2 | Busch Robert W | See Remarks | Open market purchase | 4,000 | $25.00 | $100K | filing |
| 2026-08-11 | 2026-08-07 | 4 | CASUALTY CO | 10% Owner | Open market purchase | 492,611 | $10.15 | $5M | filing |
| 2026-08-10 | 2026-08-06 | 4 | Schaefer Paula | Director | Grant or award | 9,121 | $0.00 | — | filing |
| 2026-08-10 | 2026-08-06 | 4 | Sanchez Bryan B. | Director | Grant or award | 9,121 | $0.00 | — | filing |
| 2026-08-10 | 2026-08-06 | 4 | Duke Charles B | Director | Grant or award | 9,121 | $0.00 | — | filing |
| 2026-08-10 | 2026-08-06 | 4 | Woodberry John P | Director | Grant or award | 9,121 | $0.00 | — | filing |
| 2026-08-10 | 2026-08-07 | 3 | Booth Richard Whitaker | Other | Open market purchase | 42 | $11.92 | $500 | filing |
| 2026-08-05 | 2026-08-03 | 2 | Sarti Jeffrey | Vice President | Open market purchase | 4,970 | $10.06 | $50K | filing |
| 2026-08-05 | 2026-08-03 | 2 | Sarti Jeffrey | Vice President | Open market purchase | 4,970 | $10.06 | $50K | filing |
| 2026-07-31 | 2026-07-29 | 2 | APH Holdings (DC), L.P. | 10% Owner | Other acquisition or disposition | 5,096 | $0.00 | — | filing |
| 2026-07-31 | 2026-07-29 | 2 | APH Holdings (DC), L.P. | 10% Owner | Other acquisition or disposition | 23,657 | $0.00 | — | filing |
| 2026-07-28 | 2026-07-24 | 4 | DELL MICHAEL S | 10% Owner | Open market purchase | 1,274,194 | $24.29 | $31M | filing |
| 2026-07-28 | 2026-07-24 | 4 | LIBERTY MUTUAL INSURANCE CO | 10% Owner | Open market purchase | 337,966 | $24.29 | $8.2M | filing |
| 2026-07-28 | 2026-07-24 | 4 | LIBERTY MUTUAL INSURANCE CO | 10% Owner | Open market purchase | 225,310 | $24.29 | $5.5M | filing |
| 2026-07-28 | 2026-07-27 | 1 | ADAMS STREET PARTNERS, L.P. | 10% Owner | Other acquisition or disposition | 20,458 | — | — | filing |
| 2026-07-27 | 2026-07-24 | 3 | Connolly Thomas | Director, Co-President, 10% Owner | Grant or award | 6,673 | $24.29 | $162.1K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Connolly Thomas | Director, Co-President, 10% Owner | Grant or award | 16,084 | $24.29 | $390.7K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Koester Michael E | Director, Co-President, 10% Owner | Grant or award | 16,477 | $24.29 | $400.2K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Fair James Thomas | Vice President | Grant or award | 568 | $24.29 | $13.8K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Koester Michael E | Director, Co-President, 10% Owner | Grant or award | 6,281 | $24.29 | $152.6K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Roos Jason T | CFO, Treasurer and Secretary | Grant or award | 56 | $24.29 | $1.4K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Finnerty Sheila A | Director | Grant or award | 682 | $24.29 | $16.6K | filing |
| 2026-07-27 | 2026-07-24 | 3 | LAWRY SETH W | Director | Grant or award | 2,275 | $24.29 | $55.3K | filing |
| 2026-07-27 | 2026-07-24 | 3 | Staloch Alison | Treasurer | Open market purchase | 41 | $12.13 | $500 | filing |
| 2026-07-24 | 2026-07-22 | 2 | AG Asset Strategies LLC | 10% Owner | Open market purchase | 209,388 | $24.83 | $5.2M | filing |
| 2026-07-24 | 2026-07-22 | 2 | Beier Raymond J. | Director | Grant or award | 2,819 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | Fernandez Andre J | Director | Grant or award | 1,667 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | Hershey John D. | Director | Grant or award | 1,667 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | Hershey John D. | Director | Grant or award | 2,051 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-23 | 1 | SCHWARZMAN STEPHEN A | 10% Owner | Open market purchase | 573,614 | $26.15 | $15M | filing |
| 2026-07-24 | 2026-07-22 | 2 | Vandecruze Grace | Director | Grant or award | 1,834 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | SULLIVAN OWEN J | Director | Grant or award | 3,334 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | KATZKE SUSAN ROTH | Director | Grant or award | 3,334 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | KATZKE SUSAN ROTH | Director | Grant or award | 3,845 | $0.00 | — | filing |
| 2026-07-24 | 2026-07-22 | 2 | Vandecruze Grace | Director | Grant or award | 1,922 | $0.00 | — | filing |
| 2026-07-23 | 2026-07-21 | 2 | Basso Tracy | EVP & CHRO | Shares withheld for tax | 763 | — | — | filing |
| 2026-07-23 | 2026-07-21 | 2 | CS RE Holdings, LLC | 10% Owner | Grant or award | 3,090,759 | $10.00 | $30.9M | filing |
| 2026-07-23 | 2026-07-21 | 2 | UAW GM RETIREES MEDICAL BENEFITS PLAN | 10% Owner | Open market purchase | 5,655 | $877.09 | $5M | filing |
| 2026-07-23 | 2026-07-21 | 2 | Lifshin Marc Chanin | Director, 10% Owner | Grant or award | 3,090,759 | $10.00 | $30.9M | filing |
| 2026-07-23 | 2026-07-21 | 2 | UAW GM RETIREES MEDICAL BENEFITS PLAN | 10% Owner | Open market purchase | 3,431 | $877.09 | $3M | filing |
| 2026-07-23 | 2026-07-21 | 2 | UAW GM RETIREES MEDICAL BENEFITS PLAN | 10% Owner | Open market purchase | 2,201 | $877.09 | $1.9M | filing |
| 2026-07-23 | 2026-07-21 | 2 | Gamson Michael | Director | Grant or award | 500,000 | $10.00 | $5M | filing |
| 2026-07-22 | 2026-07-21 | 1 | Booth Richard Whitaker | Other | Open market purchase | 41 | $12.18 | $500 | filing |
| 2026-07-13 | 2026-07-10 | 3 | Booth Richard Whitaker | Other | Open market purchase | 16 | $12.25 | $198.2 | filing |
| 2026-07-09 | 2026-07-01 | 8 | Sarti Jeffrey | Vice President | Open market purchase | 12,243 | $10.21 | $125K | filing |
| 2026-07-08 | 2026-07-07 | 1 | Booth Richard Whitaker | Other | Open market purchase | 41 | $12.25 | $500 | filing |