Carlyle Group Inc. (CGABL)

Quarterly Report Filed: 2026-05-08

The filing covers Q1 2026 (period ending March 31, 2026) with key focus on consolidated fund performance, investment gains/losses, and management fee structures across multiple fund segments and asset classes.
The document structure indicates tracking of net investment gains/losses across consolidated funds with multiple fair value measurement levels (Level 1, 2, and 3), suggesting significant mark-to-market exposure across equity securities, bonds, loans, and CLO investments.
The filing includes comprehensive segment and member tracking data across fund management fees, incentive fees, performance allocations, and principal investment income/loss components, reflecting complex fee structures and performance-based compensation models typical of asset management firms.
Balance sheet information shows accumulated other comprehensive income adjustments and translation adjustments, indicating exposure to currency fluctuations and mark-to-market volatility that could materially impact quarterly results.

Current Report Filed: 2026-05-07

Carlyle Group announced Q1 2026 financial results on May 7, 2026, with earnings materials filed as exhibits to the 8-K, indicating routine quarterly reporting without material events or guidance changes disclosed in the filing itself.
The filing covers both common stock (CG) and subordinated notes (CGABL) trading on Nasdaq, suggesting investors should review the detailed earnings presentation and press release exhibits for specific performance metrics, AUM changes, and fee-related income trends.
As a non-emerging growth company, Carlyle Group follows full SEC reporting standards; the exhibits are furnished rather than filed, meaning they carry no Section 18 liability but may be incorporated by reference in future SEC filings if explicitly stated.

Insider Trading Filed: 2026-03-20

David M. Rubenstein, a director of Carlyle Group Inc. (CG), made a charitable donation of 100,000 shares of common stock on March 19, 2026.
Rubenstein also sold 500,000 shares of common stock on the same day at an average price of $46.68 per share.
Following these transactions, Rubenstein continues to beneficially own 27,399,644 shares of Carlyle Group, representing a significant stake in the company.

Insider Trading Filed: 2026-03-12

Carlyle Group Inc. (CGABL) sold a significant portion of its ownership stake in Medline Inc. (MDLN), reducing its beneficial ownership from over 50% to around 40%.
The sale was executed over a single day, suggesting a strategic move by the private equity firm to monetize a portion of its investment in Medline.
The transaction could signal Carlyle's intention to gradually reduce its control over Medline, potentially paving the way for future ownership changes or a potential public offering.

Insider Trading Filed: 2026-03-02

Carlyle Group Inc. (CGABL) sold 19,840,268 shares of StandardAero, Inc. (SARO) at $31.46 per share, reducing its ownership stake in the company.
The reporting entities have a complex ownership structure with multiple parent companies and subsidiaries, indicating potential for indirect beneficial ownership of the SARO shares.
Insider selling of this magnitude could signal reduced confidence in the issuer's prospects, though more information would be needed to assess the broader implications for investors.

Annual Report Filed: 2026-02-27

The Carlyle Group reported strong investment gains and revenue growth in its 2025 fiscal year, driven by performance in its private equity, real estate, and credit investment segments.
The company's net income and cash flow were negatively impacted by higher general and administrative expenses, which increased 33.3% year-over-year.
Carlyle's balance sheet showed an improvement in its capital structure, with a reduction in subordinated debt and an increase in common equity and retained earnings.

Current Report Filed: 2026-02-26