Michael J. Petrick
CIK 1329679 · View on SEC EDGAR ↗
First SEC filing: Feb. 13, 2015 · Latest: July 16, 2021
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 22, 2016 | CGBD | P | 1,210 | $17.87 | $21,623 | 31,739 Direct | +3.96% | Acquired | -36.4% (price as of 2026-08-20) |
| Feb. 26, 2016 | CGBD | P | 967 | $18.18 | $17,580 | 30,529 Direct | +3.27% | Acquired | -37.5% (price as of 2026-08-20) |
| Dec. 7, 2015 | CGBD | P | 1,884 | $19.08 | $35,947 | 27,647 Direct | +7.31% | Acquired | -40.4% (price as of 2026-08-20) |
| Sept. 25, 2015 | CGBD | P | 1,104 | $19.14 | $21,131 | 25,763 Direct | +4.48% | Acquired | -40.6% (price as of 2026-08-20) |
| Aug. 7, 2015 | CGBD | P | 789 | $19.37 | $15,283 | 24,659 Direct | +3.31% | Acquired | -41.3% (price as of 2026-08-20) |
| June 11, 2015 | CGBD | P | 2,019 | $19.48 | $39,330 | 23,052 Direct | +9.60% | Acquired | -41.6% (price as of 2026-08-20) |
| May 8, 2015 | CGBD | P | 1,489 | $19.32 | $28,767 | 21,033 Direct | +7.62% | Acquired | -41.1% (price as of 2026-08-20) |
| April 17, 2015 | CGBD | P | 1,088 | $19.20 | $20,890 | 19,544 Direct | +5.90% | Acquired | -40.8% (price as of 2026-08-20) |
| Feb. 11, 2015 | CGBD | P | 1,944 | $19.46 | $37,830 | 18,456 Direct | +11.77% | Acquired | -41.6% (price as of 2026-08-20) |
| Jan. 2, 2015 | CGBD | P | 819 | $19.46 | $15,938 | 16,512 Direct | +5.22% | Acquired | -41.6% (price as of 2026-08-20) |
| Nov. 21, 2014 | CGBD | P | 1,970 | $19.53 | $38,474 | 15,693 Direct | +14.36% | Acquired | -41.8% (price as of 2026-08-20) |
| Oct. 20, 2014 | CGBD | P | 863 | $19.83 | $17,113 | 13,723 Direct | +6.71% | Acquired | -42.7% (price as of 2026-08-20) |
| Oct. 1, 2014 | CGBD | P | 989 | $19.83 | $19,612 | 12,860 Direct | +8.33% | Acquired | -42.7% (price as of 2026-08-20) |
| Jan. 10, 2014 | CGBD | P | 765 | $19.59 | $14,986 | 11,869 Direct | +6.89% | Acquired | -42.0% (price as of 2026-08-20) |
| July 17, 2013 | CGBD | P | 2,617 | $20.00 | $52,340 | 11,104 Direct | +30.84% | Acquired | -43.2% (price as of 2026-08-20) |
| June 11, 2013 | CGBD | P | 4,605 | $20.00 | $92,100 | 8,487 Direct | +118.62% | Acquired | -43.2% (price as of 2026-08-20) |
| May 8, 2013 | CGBD | P | 3,882 | $20.00 | $77,640 | 3,882 Direct | — | Acquired | -43.2% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Oct. 20, 2021 | ENVX | Restricted Stock Units | Common Stock (1,054) | — | — | 1,054 | Disposed |
| Oct. 20, 2021 | ENVX | Restricted Stock Units | Common Stock (4,217) | — | — | 4,217 | Acquired |
| July 14, 2021 | ENVX | Stock Option (Right to Buy) | Common Stock (110,767) | $9.26 | April 19, 2031 | 110,767 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 16, 2021 | ENVX | No securities owned. | 0 | Direct |
| March 14, 2013 | CGABL | Carlyle Holdings partnership units→ Common Units representing limited partnership interests (2,516,426) | 2,516,426 | Direct |
| March 14, 2013 | CGABL | Carlyle Holdings partnership units→ Common Units representing limited partnership interests (200,000) | 200,000 | Indirect |