SUN LIFE FINANCIAL INC — SEC Form 4 filings
SEC reporting owner CIK 1097362. 4 Form 4 filings on record with FilingPulse; latest filed 2025-08-12.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2025-02-14 to 2025-08-12. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 6 legs across 3 filings — 5,756,630 shares, $149,999,966 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 1.
- Largest priced transaction: purchase of 952,744 shares @ $26.24 ($25,000,003) in Crescent Private Credit Income Corp, filed 2025-02-14.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Crescent Private Credit Income Corp (N) | 10% owner | 4 | 6 legs · 5,756,630 sh · $149,999,966 | — | 1 |
Form 4 filings — SUN LIFE FINANCIAL INC
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-08-12 | 4/A | Crescent Private Credit Income Corp (N) jointly with BK Canada Holdings Inc., SLC Asset Management ULC, Sun Life Assurance Co of Canada | Other (J): 4,674,723 @ $26.92 | EDGAR |
| 2025-02-14 | 4/A | Crescent Private Credit Income Corp (N) jointly with BK Canada Holdings Inc. | Purchase (P): 980,392 @ $25.50 · Purchase (P): 980,392 @ $25.50 | EDGAR |
| 2025-02-14 | 4/A | Crescent Private Credit Income Corp (N) jointly with BK Canada Holdings Inc. | Purchase (P): 952,744 @ $26.24 · Purchase (P): 952,744 @ $26.24 | EDGAR |
| 2025-02-14 | 4/A | Crescent Private Credit Income Corp (N) jointly with BK Canada Holdings Inc. | Purchase (P): 945,179 @ $26.45 · Purchase (P): 945,179 @ $26.45 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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