{"schema_version":"secwatch.filing_event.v1","accession":"0001930087-26-000071","form_type":"8-K","ticker":null,"cik":"0001930087","company_name":"Golub Capital Private Credit Fund","filed_at":"2026-05-28T21:13:27+00:00","discovered_at":"2026-05-28T21:14:00.251266+00:00","generated_at":"2026-05-28T21:14:52.874545+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"GCRED Q1 2026 NAV falls 4% to $24.14; Class I quarterly return -1.8%","bullets":["NAV per share (Class I/S) fell from $25.15 to $24.14; quarterly net returns: Class I -1.80%, Class S -2.01%, Class D -1.07%.","Non-accruals remain <0.1% of portfolio at fair value; 98% of investments rated IPR 4 and 5.","Average debt price declined from 99.6% to 97.8%, driven by market spread widening, not credit deterioration.","Software loans fell ~7 pts vs non-software BSL -1 pt; AI risk assessed per borrower, not sector-wide.","Leverage ratio 1.25x; total investments $9.9B, 96% first lien senior secured, 100% sponsor-backed."],"urls":{"canonical":"https://secwatch.observer/filing/0001930087-26-000071","json":"https://secwatch.observer/filing/0001930087-26-000071.json","markdown":"https://secwatch.observer/filing/0001930087-26-000071.md","text":"https://secwatch.observer/filing/0001930087-26-000071.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1930087/000193008726000071/0001930087-26-000071-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1930087/000193008726000071/gcred-20260528.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-28T21:14:52.874545+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"comparable_filings":[{"accession":"0001193125-26-251791","ticker":"KRMN","company_name":"Karman Holdings Inc.","filed_at":"2026-06-01T21:28:29+00:00","headline":"Selling stockholders price upsized secondary offering of 14M shares at $61/share for ~$854M gross proceeds","event_type":"other_material","sec_items":["1.01","7.01","8.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251791","json":"https://secwatch.observer/filing/0001193125-26-251791.json","markdown":"https://secwatch.observer/filing/0001193125-26-251791.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/0001193125-26-251791-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/d117104d8k.htm"},"side_by_side_evidence":null},{"accession":"0001630472-26-000021","ticker":"TRTX","company_name":"TPG RE Finance Trust, Inc.","filed_at":"2026-06-01T21:23:19+00:00","headline":"TRTX posts 1Q26 distributable earnings $0.25/sh, book value $11.06, loan portfolio $4.3B","event_type":"other_material","sec_items":["7.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001630472-26-000021","json":"https://secwatch.observer/filing/0001630472-26-000021.json","markdown":"https://secwatch.observer/filing/0001630472-26-000021.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1630472/000163047226000021/0001630472-26-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1630472/000163047226000021/trtx-20260601.htm"},"side_by_side_evidence":null},{"accession":"0001213900-26-063565","ticker":"AIB","company_name":"BlockchAIn Digital Infrastructure, Inc.","filed_at":"2026-06-01T20:57:13+00:00","headline":"Blockchain Digital signs 15-yr, 65 MW electric agreement at CLT-01; 25 MW LOIs in pipeline","event_type":"other_material","sec_items":["1.01","7.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-063565","json":"https://secwatch.observer/filing/0001213900-26-063565.json","markdown":"https://secwatch.observer/filing/0001213900-26-063565.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2070542/000121390026063565/0001213900-26-063565-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2070542/000121390026063565/ea0292328-8k_blockchain.htm"},"side_by_side_evidence":null},{"accession":"0002007587-26-000071","ticker":"AII","company_name":"American Integrity Insurance Group, Inc.","filed_at":"2026-06-01T20:31:10+00:00","headline":"American Integrity fully places 2026-2027 CAT XOL reinsurance with $2.99B total limit","event_type":"other_material","sec_items":["7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0002007587-26-000071","json":"https://secwatch.observer/filing/0002007587-26-000071.json","markdown":"https://secwatch.observer/filing/0002007587-26-000071.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2007587/000200758726000071/0002007587-26-000071-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2007587/000200758726000071/aii-20260601.htm"},"side_by_side_evidence":null},{"accession":"0000798359-26-000057","ticker":"CSR","company_name":"CENTERSPACE","filed_at":"2026-06-01T20:30:13+00:00","headline":"Centerspace approves $240-245M asset sales; exits Bismarck and Rapid City","event_type":"other_material","sec_items":["7.01","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000798359-26-000057","json":"https://secwatch.observer/filing/0000798359-26-000057.json","markdown":"https://secwatch.observer/filing/0000798359-26-000057.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/798359/000079835926000057/0000798359-26-000057-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/798359/000079835926000057/iret-20260601.htm"},"side_by_side_evidence":null},{"accession":"0001193125-26-251471","ticker":null,"company_name":"Mid-America Apartments, L.P.","filed_at":"2026-06-01T20:20:04+00:00","headline":"MAA May 2026 blended rents highest in 2 years; repurchased $50M shares","event_type":"other_material","sec_items":["7.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251471","json":"https://secwatch.observer/filing/0001193125-26-251471.json","markdown":"https://secwatch.observer/filing/0001193125-26-251471.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1581776/000119312526251471/0001193125-26-251471-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/912595/000119312526251471/maa-20260601.htm"},"side_by_side_evidence":null},{"accession":"0001570585-26-000084","ticker":"LBTYA","company_name":"Liberty Global Ltd.","filed_at":"2026-06-01T20:07:09+00:00","headline":"Liberty Global names Stephen van Rooyen as Ziggo Group CEO; plans Amsterdam listing in 2027","event_type":"other_material","sec_items":["7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001570585-26-000084","json":"https://secwatch.observer/filing/0001570585-26-000084.json","markdown":"https://secwatch.observer/filing/0001570585-26-000084.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1570585/000157058526000084/0001570585-26-000084-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1570585/000157058526000084/lbtya-20260601.htm"},"side_by_side_evidence":null},{"accession":"0001193125-26-251399","ticker":"IDYA","company_name":"IDEAYA Biosciences, Inc.","filed_at":"2026-06-01T20:05:32+00:00","headline":"IDEAYA's darovasertib combo meets primary endpoint in Phase 2/3 OptimUM-02 trial for metastatic uveal melanoma","event_type":"other_material","sec_items":["7.01","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same SEC item: 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251399","json":"https://secwatch.observer/filing/0001193125-26-251399.json","markdown":"https://secwatch.observer/filing/0001193125-26-251399.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1676725/000119312526251399/0001193125-26-251399-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1676725/000119312526251399/d138848d8k.htm"},"side_by_side_evidence":null}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}