O'Connor Joseph A. 4
4 · Carlyle AlpInvest Private Markets Secondaries Fund · Filed Feb 2, 2026
Research Summary
AI-generated summary of this filing
Carlyle AlpInvest (XASIX) Officer Joseph O'Connor Buys Shares
What Happened Joseph A. O'Connor, an officer of the fund's adviser, made a purchase on February 2, 2026: 722.62 shares at $10.38 per share, a reported total of $7,501. This was a direct purchase (code P) rather than a sale or option exercise, representing a small personal investment in the fund.
Key Details
- Transaction date and price: February 2, 2026 — 722.62 shares at $10.38.
- Reported value: ~$7,501 (filing footnote indicates the Reporting Person invested $7,500).
- Shares ownership after transaction: not precisely stated; the number of shares and price are estimated due to timing of the fund's net asset value calculation (filing footnote).
- Holding type: These shares are held in the Reporting Person's IRA (filing footnote).
- Timeliness: Report filed on February 2, 2026 for a February 2, 2026 transaction (no late filing indicated).
Context This is a modest-sized insider purchase and may be of interest because purchases can signal personal confidence, but the small dollar amount and IRA holding limit how much weight to place on it. The filing notes the share count and price are estimates because the fund's NAV was being calculated at the time of reporting.
Insider Transaction Report
- Purchase
Common Shares
[F1][F2]2026-02-02$10.38/sh+722.62$7,501→ 26,146.259 total
Footnotes (2)
- [F1]On February 2, 2026, the Reporting Person made an investment of $7,500 in the issuer. The amount of shares purchased, the price, and the amount of shares beneficially owned after the transaction, are estimated due to the timing of the calculation of the issuer's net asset value.
- [F2]These shares are held in the Reporting Person's IRA.