CG insider transaction filings
Carlyle Group Inc. — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-11. Screen CG transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 16 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 1 leg across 1 filing by 1 insider — 400,000 shares, $17,096,000 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 16.
- Largest priced transaction: sale of 400,000 shares @ $42.74 ($17,096,000) by Rubenstein David M., filed 2026-09-11.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Rubenstein David M. — Director | 1 | — | 1 leg · 400,000 sh · $17,096,000 | 1 |
| Andrews Charles Elliott Jr. — Chief Accounting Officer | 2 | — | — | 2 |
| Heinzelman Kate Elizabeth — General Counsel | 2 | — | — | 2 |
| Jenkins Mark David — Co-President | 2 | — | — | 2 |
| LoBue Lindsay — Chief Operating Officer | 2 | — | — | 2 |
| Nedelman Jeffrey — Co-President | 2 | — | — | 2 |
| Plouffe Justin — Chief Financial Officer | 2 | — | — | 2 |
| Redett John C. — Co-President | 2 | — | — | 2 |
| SCHWARTZ HARVEY M — Chief Executive Officer, Director | 1 | — | — | 1 |
Recent Form 4 filings — Carlyle Group Inc.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-11 | 4 | Rubenstein David M. — Director | Gift (G): 100,000 @ $0 · Sale (S): 400,000 @ $42.74 | EDGAR |
| 2026-08-28 | 4 | Nedelman Jeffrey — Co-President | Grant/award (A): 6,615 @ $0 | EDGAR |
| 2026-08-28 | 4 | Jenkins Mark David — Co-President | Grant/award (A): 6,264 @ $0 | EDGAR |
| 2026-08-28 | 4 | LoBue Lindsay — Chief Operating Officer | Grant/award (A): 2,657 @ $0 | EDGAR |
| 2026-08-28 | 4 | SCHWARTZ HARVEY M — Chief Executive Officer, Director | Grant/award (A): 19,240 @ $0 | EDGAR |
| 2026-08-28 | 4 | Redett John C. — Co-President | Grant/award (A): 8,302 @ $0 | EDGAR |
| 2026-08-28 | 4 | Plouffe Justin — Chief Financial Officer | Grant/award (A): 3,769 @ $0 | EDGAR |
| 2026-08-28 | 4 | Andrews Charles Elliott Jr. — Chief Accounting Officer | Grant/award (A): 304 @ $0 | EDGAR |
| 2026-08-28 | 4 | Heinzelman Kate Elizabeth — General Counsel | Grant/award (A): 78 @ $0 | EDGAR |
| 2026-08-04 | 4 | Jenkins Mark David — Co-President | Tax withholding (F): 124,793 @ $46.02 | EDGAR |
| 2026-08-04 | 4 | LoBue Lindsay — Chief Operating Officer | Tax withholding (F): 18,284 @ $46.02 | EDGAR |
| 2026-08-04 | 4 | Nedelman Jeffrey — Co-President | Tax withholding (F): 43,081 @ $46.02 | EDGAR |
| 2026-08-04 | 4 | Heinzelman Kate Elizabeth — General Counsel | Grant/award (A): 11,031 @ $0 | EDGAR |
| 2026-08-04 | 4 | Redett John C. — Co-President | Tax withholding (F): 124,558 @ $46.02 | EDGAR |
| 2026-08-04 | 4 | Plouffe Justin — Chief Financial Officer | Tax withholding (F): 62,533 @ $46.02 | EDGAR |
| 2026-08-04 | 4 | Andrews Charles Elliott Jr. — Chief Accounting Officer | Tax withholding (F): 12,364 @ $46.02 | EDGAR |
| 2026-05-29 | 4 | LoBue Lindsay — Chief Operating Officer | Grant/award (A): 3,120 @ $0 | EDGAR |
| 2026-05-29 | 4 | Nedelman Jeffrey — Co-President | Grant/award (A): 7,733 @ $0 | EDGAR |
| 2026-05-29 | 4 | Andrews Charles Elliott Jr. — Chief Accounting Officer | Grant/award (A): 409 @ $0 | EDGAR |
| 2026-05-29 | 4 | Jenkins Mark David — Co-President | Grant/award (A): 7,634 @ $0 | EDGAR |
| 2026-05-29 | 4 | Plouffe Justin — Chief Financial Officer | Grant/award (A): 4,077 @ $0 | EDGAR |
| 2026-05-29 | 4 | Redett John C. — Co-President | Grant/award (A): 10,830 @ $0 | EDGAR |
| 2026-05-29 | 4 | SCHWARTZ HARVEY M — Chief Executive Officer, Director | Grant/award (A): 20,743 @ $0 | EDGAR |
| 2026-05-29 | 4 | Ferguson Jeffrey W. — General Counsel | Grant/award (A): 1,274 @ $0 | EDGAR |
| 2026-05-01 | 4 | Cherwoo Sharda — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-05-01 | 4 | Rice Derica W — Director | Grant/award (A): 4,450 @ $0 · Grant/award (A): 2,933 @ $49.44 | EDGAR |
| 2026-05-01 | 4 | FILLER LINDA — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-05-01 | 4 | SHAW WILLIAM JOSEPH — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-05-01 | 4 | WELTERS ANTHONY — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-05-01 | 4 | ORDAN MARK S — Director | Grant/award (A): 4,450 @ $0 · Grant/award (A): 4,450 @ $49.44 | EDGAR |
| 2026-05-01 | 4 | BESCHLOSS AFSANEH MASHAYEKHI — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-05-01 | 4 | HANCE JAMES H JR — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-05-01 | 4 | FITT LAWTON W — Director | Grant/award (A): 4,450 @ $0 | EDGAR |
| 2026-03-20 | 4 | Rubenstein David M. — Director | Gift (G): 100,000 @ $0 · Sale (S): 500,000 @ $46.68 | EDGAR |
| 2026-02-20 | 4 | LoBue Lindsay — Chief Operating Officer | Grant/award (A): 2,625 @ $0 | EDGAR |
| 2026-02-20 | 4 | Nedelman Jeffrey — Co-President | Grant/award (A): 6,507 @ $0 | EDGAR |
| 2026-02-20 | 4 | Andrews Charles Elliott Jr. — Chief Accounting Officer | Grant/award (A): 343 @ $0 | EDGAR |
| 2026-02-20 | 4 | Jenkins Mark David — Co-President | Grant/award (A): 6,424 @ $0 | EDGAR |
| 2026-02-20 | 4 | Plouffe Justin — Chief Financial Officer | Grant/award (A): 3,431 @ $0 | EDGAR |
| 2026-02-20 | 4 | Redett John C. — Co-President | Grant/award (A): 9,114 @ $0 | EDGAR |
| 2026-02-20 | 4 | SCHWARTZ HARVEY M — Chief Executive Officer, Director | Grant/award (A): 17,457 @ $0 | EDGAR |
| 2026-02-20 | 4 | Ferguson Jeffrey W. — General Counsel | Grant/award (A): 1,070 @ $0 | EDGAR |
| 2026-02-17 | 4 | SCHWARTZ HARVEY M — Chief Executive Officer, Director | Tax withholding (F): 134,812 @ $54.49 | EDGAR |
| 2026-02-06 | 4 | LoBue Lindsay — Chief Operating Officer | Tax withholding (F): 75,033 @ $55.41 | EDGAR |
| 2026-02-06 | 4 | Nedelman Jeffrey — Co-President | Tax withholding (F): 92,352 @ $55.41 | EDGAR |
| 2026-02-06 | 4 | Andrews Charles Elliott Jr. — Chief Accounting Officer | Tax withholding (F): 6,354 @ $55.41 | EDGAR |
| 2026-02-06 | 4 | Jenkins Mark David — Co-President | Tax withholding (F): 46,176 @ $55.41 | EDGAR |
| 2026-02-06 | 4 | Plouffe Justin — Chief Financial Officer | Tax withholding (F): 46,176 @ $55.41 | EDGAR |
| 2026-02-06 | 4 | Redett John C. — Co-President | Tax withholding (F): 86,781 @ $55.41 | EDGAR |
| 2026-02-06 | 4 | Ferguson Jeffrey W. — General Counsel | Tax withholding (F): 937 @ $55.41 | EDGAR |
Recent 8-K events — Carlyle Group Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-05 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-01 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-07 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-26 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-06 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-12-05 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-10-31 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-09-19 | 8-K | 1.01 — Entry into a Material Definitive Agreement 2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-09-17 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
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