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Carlos Whitaker

BXSL
PRESIDENT · BLACKSTONE SECURED LENDING FUND · CIK 0001881860
FILING MIX · LIFETIME100%/0%
BUYS
1
SELLS
0
TOTAL VALUE
$100.0K
COMPANIES
1
ACTIVE SINCE
May 2023
HOLDINGS NOW
3,895
AVG SELL PX
TRADE KIND
SHOWING 1 / 1
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Carlos Whitaker, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+100.00%+1.25%+1.88%-0.63%-0.63%
14d1+100.00%+1.48%+2.35%-0.87%-0.87%
30d1+100.00%+6.20%+3.10%+3.10%+3.10%
60d1+100.00%+8.89%+8.84%+0.05%+0.05%
90d1+100.00%+5.73%+4.40%+1.33%+1.33%
180d1+100.00%+10.06%+9.12%+0.94%+0.94%
1y1+100.00%+20.51%+27.88%-7.37%-7.37%
2y1+100.00%+21.99%+41.65%-19.66%-19.66%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY SELL
2023
FLOW · 1 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BXSL
BLACKSTONE SECURED LENDING FUND
PURCHASE
President
3,895$25.68$100.0K3,895May 26, 2023May 30, 2023View →
Other insiders · BXSL
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About this filer
CIK 0001881860
ROLE
President
PRIMARY
BXSL
COMPANIES
1
ACTIVE SINCE
May 2023
MARKETPEEL · /INSIDER/0001881860DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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