Sun Life Financial Inc
- SEC CIK
- 0001097362
No open-market purchases or sales filed in the past year.
Current role at each company
- Crescent Private Credit Income Corp10% Owneras of Aug 12, 2025
- CION Ares Diversified Credit FundOther: Former 10% Owneras of Oct 4, 2021
- ARDC Ares Dynamic Credit Allocation Fund, Inc.10% Owneras of Sep 17, 2021
Open-market trades in the past year
Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.
- Bought
- –
- 0 filings
- Sold
- –
- 0 filings
- Net
- –
- Bought minus sold
- Companies
- 0
- With open-market trades
Trades
Every Form 4 that lists Sun Life Financial Inc as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.
Crescent Private Credit Income Corp
10% Owner6 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 14, 2025 (view filing)4:46 PM ET | Mar 22, 2024 | 329 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseClass I Common Shares, par value $0.01 per share | +945.2K | $26.45 | +$25.0M | +25.3%4.67M after | Amended |
| Feb 14, 2025 (view filing)4:46 PM ET | Mar 22, 2024 | 329 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseClass I Common Shares, par value $0.01 per share | +945.2K | $26.45 | +$25.0M | +19.2%5.87M after | Amended |
| Feb 14, 2025 (view filing)4:43 PM ET | Feb 28, 2024 | 352 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseClass I Common Shares, par value $0.01 per share | +952.7K | $26.24 | +$25.0M | +34.3%3.73M after | Amended |
| Feb 14, 2025 (view filing)4:43 PM ET | Feb 28, 2024 | 352 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseClass I Common Shares, par value $0.01 per share | +952.7K | $26.24 | +$25.0M | +24.0%4.93M after | Amended |
| Feb 14, 2025 (view filing)3:34 PM ET | Nov 21, 2023 | 451 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseClass I Common Shares, par value $0.01 per share | +980.4K | $25.50 | +$25.0M | +54.6%2.78M after | Amended |
| Feb 14, 2025 (view filing)3:34 PM ET | Nov 21, 2023 | 451 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseClass I Common Shares, par value $0.01 per share | +980.4K | $25.50 | +$25.0M | +32.7%3.98M after | Amended |
CION Ares Diversified Credit Fund
Other: Former 10% Owner4 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 4, 2021 (view filing)11:21 AM ET | Sep 30 | 4 days | Sun Life Financial Inc and 1 otherOther: Former 10% Owner | PPurchaseSeries B Mandatory Redeemable Preferred Shares | +40.0K | $25.00 | +$1.00M | New position40.0K after | |
| Oct 4, 2021 (view filing)11:21 AM ET | Sep 30 | 4 days | Sun Life Financial Inc and 1 otherOther: Former 10% Owner | PPurchaseSeries B Mandatory Redeemable Preferred Shares | +40.0K | $25.00 | +$1.00M | New position40.0K after | |
| Oct 4, 2021 (view filing)11:21 AM ET | Sep 30 | 4 days | Sun Life Financial Inc and 1 otherOther: Former 10% Owner | PPurchaseSeries C Mandatory Redeemable Preferred Shares | +400.0K | $25.00 | +$10.0M | New position400.0K after | |
| Oct 4, 2021 (view filing)11:21 AM ET | Sep 30 | 4 days | Sun Life Financial Inc and 1 otherOther: Former 10% Owner | PPurchaseSeries C Mandatory Redeemable Preferred Shares | +400.0K | $25.00 | +$10.0M | New position400.0K after |
ARDC Ares Dynamic Credit Allocation Fund, Inc.
10% Owner2 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 17, 2021 (view filing)3:46 PM ET | Sep 15 | 2 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseSeries C Mandatory Redeemable Preferred Stock | +320.0K | $25.00 | +$8.00M | +133.3%560.0K after | |
| Sep 17, 2021 (view filing)3:46 PM ET | Sep 15 | 2 days | Sun Life Financial Inc and 1 other10% Owner | PPurchaseSeries C Mandatory Redeemable Preferred Stock | +320.0K | $25.00 | +$8.00M | +133.3%560.0K after |