Carlyle Mozart Coinvestment Holdings, L.P. - 16 Jan 2026 Form 4 Insider Report for Medline Inc. (MDLN)

Role
10%+ Owner
Signature
Carlyle Mozart Coinvestment Holdings, L.P., By: TC Group VII S1, L.P., its general partner, TC Group VII S1, L.L.C., its general partner, TC Group Sub L.P., its managing member, TC Group, L.L.C., its general partner, /s/ Anne Frederick, Managing Director
Issuer symbol
MDLN
Transactions as of
16 Jan 2026
Net transactions value
$0
Form type
4
Filing time
21 Jan 2026, 16:30:18 UTC
Previous filing
22 Dec 2025
Next filing
13 Feb 2026
SEC
View on sec.gov

Reporting Owners (2)

Name Relationship Address Signature Signature date CIK
Carlyle Mozart Coinvestment Holdings, L.P. 10%+ Owner C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON, Carlyle Mozart Coinvestment Holdings, L.P., By: TC Group VII S1, L.P., its general partner, TC Group VII S1, L.L.C., its general partner, TC Group Sub L.P., its managing member, TC Group, L.L.C., its general partner, /s/ Anne Frederick, Managing Director 21 Jan 2026 0001878065
CP Circle Holdings, L.P. 10%+ Owner C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON, CP Circle Holdings, L.P., By: TC Group VII S1, L.P., its general partner, By: TC Group VII S1, L.L.C., its general partner, By: TC Group Sub L.P., its managing member, By: TC Group, L.L.C., its general partner, By: /s/ Anne Frederick, Managing Director 21 Jan 2026 0002091285

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MDLN Class A Common Stock Other -17,636,833 -36% 31,539,608 16 Jan 2026 See footnote F1, F2, F3
transaction MDLN Class A Common Stock Other -9,454 -78% 2,615 16 Jan 2026 See footnote F3, F4, F5
transaction MDLN Class B Common Stock Other -55,557,381 -78% 15,369,974 16 Jan 2026 See footnote F3, F4, F5, F6

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MDLN Common Units of Medline Holdings, LP Other -55,557,381 -78% 15,369,974 16 Jan 2026 Class A Common Stock 55,557,381 See footnote F3, F4, F5, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects a transfer of shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P. to an affiliated entity for no consideration. Pursuant to the terms of a lock-up agreement, the affiliated entity is bound to certain restrictions on the securities transferred, as set forth therein.
F2 Reflects the shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P. following the transfer of securities reported herein.
F3 The Carlyle Group Inc., a publicly traded company listed on Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities reported herein, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VII S1, L.L.C., which is the general partner of TC Group VII S1, L.P., which is the general partner of each of Carlyle Mozart Coinvestment Holdings, L.P. and CP Circle Holdings, L.P.
F4 Reflects a transfer of shares of Class A Common Stock and Common Units and corresponding number of shares of Class B Common Stock held by CP Circle Holdings, L.P. to an affiliated entity for no consideration. Pursuant to the terms of a lock-up agreement, the affiliated entity is bound to certain restrictions on the securities transferred, as set forth therein.
F5 Reflects the shares of Class A Common Stock and Common Units and corresponding number of shares of Class B Common Stock held by CP Circle Holdings, L.P. following the transfer of securities reported herein.
F6 Shares of Class B Common Stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled.
F7 Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire.

Remarks:

In future Section 16 filings, the Reporting Persons will file jointly with The Carlyle Group Inc., Carlyle Holdings I GP Inc., Carlyle Holdings I GP Sub L.L.C., Carlyle Holdings I L.P., CG Subsidiary Holdings L.L.C., TC Group, L.L.C., TC Group Sub L.P., TC Group VII S1, L.L.C., TC Group VII S1, L.P., TC Group VIII Lux GP, S.a r.l., CPEP GP, LLC, CPEP Circle Holdings L.P., Carlyle Holdings II GP L.L.C., Carlyle Holdings II L.L.C., TC Group Cayman Investment Holdings, L.P., TC Group Cayman Investment Holdings Sub L.P., TC Group VII, L.L.C., TC Group VII, L.P., CP Circle ML Holdco GP, LLC, CP Circle ML-7 Holdco, L.P., CP Circle ML-6 Holdco, L.P., CP Circle ML-5 Holdco, L.P., CP Circle ML-4 Holdco, L.P., CP Circle ML-3 Holdco, L.P., CP Circle ML-2 Holdco, L.P., CP Circle ML-1 Holdco GP, LLC and CP Circle ML-1 Holdco, L.P.