Carlyle Group Inc. (CGABL) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-03-20

Key Insights

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.

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Earlier Insider Trading filings

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.

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.

Filed: 2026-02-06

The reporting person, John C. Redett, who is the Co-President of Carlyle Group Inc., has disposed of 86,781 shares of common stock through a Form transaction, likely to cover tax withholding obligations related to the vesting of restricted stock unit awards.
The reported transaction does not involve any outright sale of shares by the insider, indicating the disposition was for tax purposes rather than a change in the insider's overall ownership position.
The reporting person continues to beneficially own a substantial number of Carlyle Group Inc. shares (1,848,312), suggesting the insider remains committed to the company.

Filed: 2026-02-06

The reporting person, Justin Plouffe, the Chief Financial Officer of Carlyle Group Inc., has disposed of 46,176 shares of common stock through a 'F' transaction, which represents shares withheld to pay taxes on a previously reported restricted stock unit award.
The transaction resulted in Plouffe still beneficially owning 903,717 shares of common stock, indicating he continues to hold a significant equity position in the company.
The timing and nature of the transaction suggest it is a routine stock sale to cover tax obligations, rather than a more substantive change in Plouffe's ownership or confidence in the company.

Filed: 2026-02-06

Insider Jeffrey W. Ferguson, General Counsel of Carlyle Group Inc., has sold 937 shares of the company's common stock at $55.41 per share.
The sale of shares was likely to cover tax obligations related to the vesting of previously reported restricted stock units, as no actual shares were sold by the reporting person.
The transaction represents a small fraction of Ferguson's overall beneficial ownership, which remains at 781,130 shares of Carlyle Group Inc. common stock.

Filed: 2026-02-06

The reporting person, Charles E. Andrews, Jr., the Chief Accounting Officer of Carlyle Group Inc., has disposed of 6,354 shares of the company's common stock through a tax withholding transaction.
The reported transaction, which occurred on February 6, 2026, resulted in Andrews holding 146,976 shares of Carlyle Group Inc. common stock directly.
This Form 4 filing indicates routine insider share dispositions, likely to cover tax obligations related to vesting of restricted stock units, rather than signaling any major changes in the insider's investment position.

Filed: 2026-02-06

The reported transaction is a withholding of shares by the issuer to cover tax obligations from the vesting of restricted stock units, not an outright sale of shares by the reporting person.
The reporting person is the Co-President of Carlyle Group Inc., indicating this is a transaction by a key executive.
The number of shares withheld (46,176) represents a small fraction of the reporting person's total beneficial ownership of 1,519,949 shares, suggesting this is a routine tax-related transaction rather than a material change in their position.

Filed: 2026-02-06

Jeffrey Nedelman, the Co-President of Carlyle Group Inc., has disposed of 92,352 shares of common stock through a stock withholding transaction to cover tax obligations related to a previous restricted stock unit award vesting.
Nedelman continues to beneficially own a significant stake of 1,631,705 shares, indicating his ongoing commitment to the company.
The stock withholding transaction is a common practice for executives to fulfill tax obligations upon the vesting of equity-based compensation, and does not necessarily signal a change in Nedelman's overall ownership or confidence in the company.

Filed: 2026-02-06

Lindsay LoBue, the Chief Operating Officer of Carlyle Group Inc., has reported a disposal of 75,033 shares of the company's common stock, likely due to tax withholding from the vesting of restricted stock units.
LoBue's remaining beneficial ownership of 710,460 shares of Carlyle Group's common stock suggests he continues to hold a significant stake in the company.
The transaction appears routine and in line with typical equity compensation practices, indicating no significant change in LoBue's position or the company's overall leadership.

Filed: 2026-02-03

The reporting person, Jeffrey Nedelman, was granted 217,303 restricted stock units (RSUs) and an additional 12,965 RSUs, vesting over the next 2-3 years, indicating the company is providing long-term equity incentives to its co-president.
Nedelman also sold 6,092 shares to cover tax obligations, suggesting he is retaining a significant equity stake in the company.
The reported transactions suggest continued confidence in the company's long-term prospects by a key executive.

Filed: 2026-02-03

The reporting person, Mark Jenkins, acquired a significant number of restricted stock units (RSUs) in Carlyle Group Inc. (CG) which will vest over the next few years, indicating their commitment to the company.
The reporting person also disposed of a small number of shares through tax withholding, suggesting they are not selling a large portion of their holdings at this time.
The vesting schedules of the RSUs suggest the reporting person is incentivized to remain with the company for the long term, as the awards vest over a multi-year period.

Filed: 2026-02-03

Insider John C. Redett, Co-President of Carlyle Group Inc., acquired a significant number of restricted stock unit awards totaling 286,938 shares, indicating his confidence in the company's long-term prospects.
Redett also disposed of 2,926 shares to cover tax obligations related to vesting of previous awards, suggesting he is managing his equity position in a disciplined manner.
The vesting schedule of the new awards, with 40% vesting in 2027, 30% in 2028, and 30% in 2029, aligns Redett's incentives with long-term shareholder value creation.

Filed: 2026-02-03

The reporting person, Charles Elliott Andrews Jr., acquired additional restricted stock unit awards that will vest over the next 2-3 years, indicating the company's commitment to retaining and incentivizing key personnel.
The reporting person sold a portion of his common stock holdings to cover tax obligations related to the vesting of previous restricted stock unit awards, suggesting ongoing equity-based compensation and a gradual reduction in his direct ownership stake.
The reporting person's total beneficial ownership of Carlyle Group Inc. common stock increased by over 15,000 shares, demonstrating his confidence in the company's long-term prospects.

Filed: 2026-02-03

The reporting person, Lindsay LoBue, is the Chief Operating Officer of Carlyle Group Inc. and has acquired a significant amount of common stock through restricted stock unit awards.
LoBue has acquired 114,156 shares of common stock and an additional 12,965 shares through restricted stock unit awards that will vest over the next few years, indicating confidence in the company's future performance.
The reporting person has also disposed of 2,128 shares of common stock to cover tax withholding obligations, which is a common practice for equity compensation.

Other reports for Carlyle Group Inc.

Quarterly Report Current Report Annual Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.