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Sun Life Financial Inc's Form 4/A amendment

Amended

Crescent Private Credit Income Corp · filed Feb 14, 2025

Accession no.
0000945621-25-000227
Filed
Feb 14, 2025, 4:46 PM ET
Trade date
Mar 22, 2024
Filing delay
329 days
Rule 10b5-1 plan
Not checked
Original filed
Mar 25, 2024

This filing lists 2 non-derivative transactions. Open-market purchases total $50.0M. It was filed 329 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Sun Life Financial IncCIK 000109736210% Owner
BK Canada Holdings Inc.CIK 000199270010% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Mar 22, 2024Class I Common Shares, par value $0.01 per sharePPurchaseAcquired+945,179$26.45+$24,999,984.554,674,723Direct
Mar 22, 2024Class I Common Shares, par value $0.01 per sharePPurchaseAcquired+945,179$26.45+$24,999,984.555,874,723Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

As previously reported, BK Canada Holdings Inc. made an aggregate $120 million capital commitment (the "Capital Commitment") to Crescent Private Credit Income Corp. (the "Company"). On March 1, 2024, $25 million of the Capital Commitment was drawn down by the Company in exchange for Class I common shares. The purchase price per share and number of Class I common shares acquired by BK Canada Holdings Inc. in respect of such draw down were fixed and determined on March 22, 2024, as disclosed in the Current Report on Form 8-K filed with the SEC by the Company on such date.

F2

Sun Life Financial Inc. is the parent holding company of BK Canada Holdings Inc., the direct owner of the reported shares. This joint filing on Form 4 is being made in order to include by amendment Sun Life Financial Inc. as a joint filer along with its affiliate BK Canada Holdings Inc. with respect to the Company's securities and therefore amends the Form 4 that was previously filed by BK Canada Holdings Inc. on March 25, 2024, as Sun Life Financial Inc. had not previously been made a party to such filing. As the parent holding company of BK Canada Holdings Inc., Sun Life Financial Inc. is deemed to have an indirect beneficial ownership interest in the shares directly owned by BK Canada Holdings Inc. as reported herein.

F3

In addition, Sun Life Financial Inc. is also the parent holding company of Sun Life Assurance Company of Canada. As of March 22, 2024, Sun Life Assurance Company of Canada was the owner of 1,200,000 Class I common shares of the Company that were held directly by Sun Life Assurance Company of Canada. As the parent holding company of both BK Canada Holdings Inc. and Sun Life Assurance Company of Canada, Sun Life Financial Inc. is deemed to have an indirect beneficial ownership interest in the shares of the Company directly owned by each of BK Canada Holdings Inc. and Sun Life Assurance of Canada as reported herein.

Read the full filing on SEC EDGAR (opens in a new tab)