SEC Form 4 · Updated Daily
CG
— THE CARLYLE GROUP INC. OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| Rubenstein David M. | Director | 27,399,644 | 2026-03-19 | S |
| SCHWARTZ HARVEY M | Director · Officer | 5,273,362 | 2026-08-26 | A |
| Redett John C. | Officer | 1,752,000 | 2026-08-26 | A |
| Nedelman Jeffrey | Officer | 1,609,479 | 2026-08-26 | A |
| Jenkins Mark David | Officer | 1,415,478 | 2026-08-26 | A |
| Plouffe Justin | Officer | 852,461 | 2026-08-26 | A |
| Ferguson Jeffrey W. | Officer | 783,474 | 2026-05-28 | A |
| LoBue Lindsay | Officer | 700,578 | 2026-08-26 | A |
| HANCE JAMES H JR | Director | 316,538 | 2026-05-01 | A |
| Andrews Charles Elliott Jr. | Officer | 135,668 | 2026-08-26 | A |
| FITT LAWTON W | Director | 78,093 | 2026-05-01 | A |
| SHAW WILLIAM JOSEPH | Director | 78,093 | 2026-05-01 | A |
| WELTERS ANTHONY | Director | 47,849 | 2026-05-01 | A |
| Rice Derica W | Director | 36,657 | 2026-05-01 | A |
| ORDAN MARK S | Director · Officer | 30,613 | 2026-05-01 | A |
| FILLER LINDA | Director | 26,163 | 2026-05-01 | A |
| Cherwoo Sharda | Director | 20,398 | 2026-05-01 | A |
| BESCHLOSS AFSANEH MASHAYEKHI | Director | 14,689 | 2026-05-01 | A |
| Heinzelman Kate Elizabeth | Officer | 11,109 | 2026-08-26 | A |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-08-26 | Jenkins Mark David | Grant / award | 6,264 | $0.00 | 1,415,478 |
| 2026-08-26 | LoBue Lindsay | Grant / award | 2,657 | $0.00 | 700,578 |
| 2026-08-26 | SCHWARTZ HARVEY M | Grant / award | 19,240 | $0.00 | 5,273,362 |
| 2026-08-26 | Redett John C. | Grant / award | 8,302 | $0.00 | 1,752,000 |
| 2026-08-26 | Plouffe Justin | Grant / award | 3,769 | $0.00 | 852,461 |
| 2026-08-26 | Andrews Charles Elliott Jr. | Grant / award | 304 | $0.00 | 135,668 |
| 2026-08-26 | Heinzelman Kate Elizabeth | Grant / award | 78 | $0.00 | 11,109 |
| 2026-08-26 | Nedelman Jeffrey | Grant / award | 6,615 | $0.00 | 1,609,479 |
| 2026-08-01 | Jenkins Mark David | Tax withholding | 124,793 | $46.02 | 1,409,214 |
| 2026-08-01 | LoBue Lindsay | Tax withholding | 18,284 | $46.02 | 697,921 |
| 2026-08-01 | Nedelman Jeffrey | Tax withholding | 43,081 | $46.02 | 1,602,864 |
| 2026-08-01 | Heinzelman Kate Elizabeth | Grant / award | 11,031 | $0.00 | 11,031 |
| 2026-08-01 | Redett John C. | Tax withholding | 124,558 | $46.02 | 1,743,698 |
| 2026-08-01 | Plouffe Justin | Tax withholding | 62,533 | $46.02 | 848,692 |
| 2026-08-01 | Andrews Charles Elliott Jr. | Tax withholding | 12,364 | $46.02 | 135,364 |
| 2026-05-28 | SCHWARTZ HARVEY M | Grant / award | 20,743 | $0.00 | 5,254,122 |
| 2026-05-28 | Ferguson Jeffrey W. | Grant / award | 1,274 | $0.00 | 783,474 |
| 2026-05-28 | Redett John C. | Grant / award | 10,830 | $0.00 | 1,868,256 |
| 2026-05-28 | Nedelman Jeffrey | Grant / award | 7,733 | $0.00 | 1,645,945 |
| 2026-05-28 | Andrews Charles Elliott Jr. | Grant / award | 409 | $0.00 | 147,728 |
| 2026-05-28 | Plouffe Justin | Grant / award | 4,077 | $0.00 | 911,225 |
| 2026-05-28 | Jenkins Mark David | Grant / award | 7,634 | $0.00 | 1,534,007 |
| 2026-05-28 | LoBue Lindsay | Grant / award | 3,120 | $0.00 | 716,205 |
| 2026-05-01 | BESCHLOSS AFSANEH MASHAYEKHI | Grant / award | 4,450 | $0.00 | 14,689 |
| 2026-05-01 | Rice Derica W | Grant / award | 2,933 | $49.44 | 36,657 |
| 2026-05-01 | Rice Derica W | Grant / award | 4,450 | $0.00 | 33,724 |
| 2026-05-01 | FITT LAWTON W | Grant / award | 4,450 | $0.00 | 78,093 |
| 2026-05-01 | WELTERS ANTHONY | Grant / award | 4,450 | $0.00 | 47,849 |
| 2026-05-01 | ORDAN MARK S | Grant / award | 4,450 | $49.44 | 30,613 |
| 2026-05-01 | ORDAN MARK S | Grant / award | 4,450 | $0.00 | 26,163 |
| 2026-05-01 | SHAW WILLIAM JOSEPH | Grant / award | 4,450 | $0.00 | 78,093 |
| 2026-05-01 | FILLER LINDA | Grant / award | 4,450 | $0.00 | 26,163 |
| 2026-05-01 | HANCE JAMES H JR | Grant / award | 4,450 | $0.00 | 316,538 |
| 2026-05-01 | Cherwoo Sharda | Grant / award | 4,450 | $0.00 | 20,398 |
| 2026-03-19 | Rubenstein David M. | Open-market sale | 500,000 | $46.68 | 27,399,644 |
| 2026-03-19 | Rubenstein David M. | Gift | 100,000 | $0.00 | 27,899,644 |
| 2026-02-20 | LoBue Lindsay | Grant / award | 2,625 | $0.00 | 713,085 |
| 2026-02-20 | SCHWARTZ HARVEY M | Grant / award | 17,457 | $0.00 | 5,233,379 |
| 2026-02-20 | Ferguson Jeffrey W. | Grant / award | 1,070 | $0.00 | 782,200 |
| 2026-02-20 | Nedelman Jeffrey | Grant / award | 6,507 | $0.00 | 1,638,212 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.