Carlyle Mozart Coinvestment Holdings, L.P. - 04 Mar 2026 Form 4 Insider Report for Medline Inc. (MDLN)

Reporting relationship: 10%+ Owner
Issuer ticker: MDLN
Reported as of: 04 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 06 Mar 2026, 18:54:58 UTC
Prior SEC filing: 13 Feb 2026
Next SEC filing: 12 Mar 2026
Source filing: View source filing
Reporting owner signature: Carlyle Mozart Coinvestment 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: /s/ Jeremy Anderson, Vice President

Key filing fact

Carlyle Mozart Coinvestment Holdings, L.P. filed Form 4 for Medline Inc. (MDLN) on 06 Mar 2026.

Key facts

This page summarizes Carlyle Mozart Coinvestment Holdings, L.P.'s Form 4 filing for Medline Inc. (MDLN).
6 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 06 Mar 2026, 18:54.

Change

Previous filing in this sequence was filed on 13 Feb 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (5)

CIK 0001878065 Primary reporting owner

Carlyle Mozart Coinvestment Holdings, L.P.

Relationship: 10%+ Owner
Address: C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON
Signature: Carlyle Mozart Coinvestment 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: /s/ Jeremy Anderson, Vice President
Signature date: 06 Mar 2026

CIK 0002108739

Carlyle Mozart Coinvestment UNLV Holdco, L.P.

Relationship: 10%+ Owner
Address: C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON,
Signature: Carlyle Mozart Coinvestment UNLV Holdco, L.P., By: TC Group VII S1, L.P., its general partner, By: TC Group VII S1, L.L.C., its general partner, By: /s/ Jeremy Anderson, Vice President
Signature date: 06 Mar 2026

CIK 0002108756

CP Circle UNLV Holdco, L.P.

Relationship: 10%+ Owner
Address: C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON,
Signature: CP Circle UNLV Holdco, L.P., By: TC Group VII S1, L.P., its general partner, By: TC Group VII S1, L.L.C., its general partner, By: /s/ Jeremy Anderson, Vice President
Signature date: 06 Mar 2026

CIK 0002100740

CPEP GP, LLC

Relationship: 10%+ Owner
Address: C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON,
Signature: CPEP GP, LLC, By: /s/ Jeremy Anderson, Vice President
Signature date: 06 Mar 2026

CIK 0002100738

CPEP Circle Holdings L.P.

Relationship: 10%+ Owner
Address: C/O THE CARLYLE GROUP INC., 1001 PENNSYLVANIA AVE. NW SUITE 220 S, WASHINGTON,
Signature: CPEP Circle Holdings L.P., By: CPEP GP, LLC, its general partner, By: /s/ Jeremy Anderson, Vice President
Signature date: 06 Mar 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MDLN transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares: +8,085,116
Change %: +5.6%
Price
Shares after: 152,460,797
Date: 04 Mar 2026
Ownership: See footnotes
Footnotes: F1, F2, F3, F4, F5, F6

MDLN transaction

Class B Common Stock

Other

Transaction value
Shares: -8,085,116
Change %: -11%
Price
Shares after: 62,842,239
Date: 04 Mar 2026
Ownership: See footnotes
Footnotes: F3, F4, F5, F6, F7, F8

MDLN transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares: +1,212,767
Change %: +0.8%
Price
Shares after: 153,673,564
Date: 05 Mar 2026
Ownership: See footnotes
Footnotes: F2, F3, F4, F9, F10, F11

MDLN transaction

Class B Common Stock

Other

Transaction value
Shares: -1,212,767
Change %: -1.9%
Price
Shares after: 61,629,472
Date: 05 Mar 2026
Ownership: See footnotes
Footnotes: F3, F4, F7, F8, F10, F11

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MDLN transaction Derivative

Common Units of Medline Holdings, LP

Conversion of derivative security

Transaction value
Shares: -8,085,116
Change %: -11%
Price: $0.000000^*
Shares after: 62,842,239
Date: 04 Mar 2026
Ownership: See footnotes
Underlying class: Class A Common Stock
Underlying amount: 8,085,116
Exercise price
Footnotes: F1, F2, F3, F4, F5, F6

MDLN transaction Derivative

Common Units of Medline Holdings, LP

Conversion of derivative security

Transaction value
Shares: -1,212,767
Change %: -1.9%
Price: $0.000000^*
Shares after: 61,629,472
Date: 05 Mar 2026
Ownership: See footnotes
Underlying class: Class A Common Stock
Underlying amount: 1,212,767
Exercise price
Footnotes: F2, F3, F4, F9, F10, F11

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 11 footnotes

Footnote F1

Reflects the following exchange of common units of Medline Holdings, LP ("Common Units") to an equivalent number of shares of the Issuer's Class A common stock ("Class A Common Stock") on March 4, 2026: (i) 1,752,046 Common Units to Class A Common Stock held by CP Circle UNLV Holdco, L.P. and (ii) 6,333,070 Common Units to Class A Common Stock held by CP Circle ML-1 Holdco, L.P.

Footnote F2

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.

Footnote 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 managed by TC Group VII S1, L.P. and CPEP GP, LLC, 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., Carlyle Mozart Coinvestment UNLV Holdco, L.P. and CP Circle UNLV Holdco, L.P. CG Subsidiary Holdings L.L.C. is also the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P.

Footnote F4

The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities managed by TC Group VII, L.P., is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VII, L.L.C., which is the general partner of TC Group VII, L.P., which is the managing member of CP Circle ML Holdco GP, LLC, which is the general partner of each of 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. and CP Circle ML-2 Holdco, L.P. TC Group VII, L.P. is also the managing member of CP Circle ML-1 Holdco GP, LLC, which is the general partner of CP Circle ML-1 Holdco, L.P.

Footnote F5

Following the transactions reported on March 4, 2026, reflects (i) 16,125,094 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 15,414,514 shares of Class A Common Stock held by Carlyle Mozart Coinvestment UNLV Holdco, L.P., (iii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P., (iv) 17,636,833 shares of Class A Common Stock held by CP Circle ML-7 Holdco, L.P., (v) 2,440,275 shares of Class A Common Stock held by CP Circle ML-6 Holdco, L.P., (vi) 6,615,133 shares of Class A Common Stock held by CP Circle ML-5 Holdco, L.P., (vii) 26,655,381 shares of Class A Common Stock held by CP Circle ML-4 Holdco, L.P., (viii) 58,369,466 shares of Class A Common Stock held by CP Circle ML-3 Holdco, L.P., (ix) 268,411 shares of Class A Common Stock held by CP Circle ML-2 Holdco, L.P., (continued in footnote 6)

Footnote F6

(continued from footnote 5) (x) 1,754,661 shares of Class A Common Stock and 13,617,928 Common Units and shares of Class B Common Stock held by CP Circle UNLV Holdco, L.P. and (xi) 6,342,524 shares of Class A Common Stock and 49,224,311 Common Units and shares of Class B Common Stock held by CP Circle ML-1 Holdco, L.P.

Footnote F7

Shares of the Issuer's Class B common stock ("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.

Footnote F8

Represents a cancellation of shares of Class B Common Stock held by CP Circle UNLV Holdco, L.P. and CP Circle ML-1 Holdco, L.P. as a result of an exchange of an equivalent number of Common Units to shares of Class A Common Stock.

Footnote F9

Reflects the following exchange of Common Units to an equivalent number of shares of Class A Common Stock on March 5, 2026: (i) 262,807 Common Units to Class A Common Stock held by CP Circle UNLV Holdco, L.P. and (ii) 949,960 Common Units to Class A Common Stock held by CP Circle ML-1 Holdco, L.P.

Footnote F10

Following the transactions reported on March 5, 2026, reflects (i) 16,125,094 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 15,414,514 shares of Class A Common Stock held by Carlyle Mozart Coinvestment UNLV Holdco, L.P., (iii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P., (iv) 17,636,833 shares of Class A Common Stock held by CP Circle ML-7 Holdco, L.P., (v) 2,440,275 shares of Class A Common Stock held by CP Circle ML-6 Holdco, L.P., (vi) 6,615,133 shares of Class A Common Stock held by CP Circle ML-5 Holdco, L.P., (vii) 26,655,381 shares of Class A Common Stock held by CP Circle ML-4 Holdco, L.P., (viii) 58,369,466 shares of Class A Common Stock held by CP Circle ML-3 Holdco, L.P., (ix) 268,411 shares of Class A Common Stock held by CP Circle ML-2 Holdco, L.P., (continued in footnote 11)

Footnote F11

(continued from footnote 10) (x) 2,017,468 shares of Class A Common Stock and 13,355,121 Common Units and shares of Class B Common Stock held by CP Circle UNLV Holdco, L.P. and (xi) 7,292,484 shares of Class A Common Stock and 48,274,351 Common Units and shares of Class B Common Stock held by CP Circle ML-1 Holdco, L.P.

SEC remarks

Due to the limitations of the electronic filing system, The Carlyle Group Inc., Carlyle Holdings I GP Inc., Carlyle Holdings I GP Sub L.L.C., Carlyle Holdings I L.P., TC Group, L.L.C., TC Group Sub L.P., TC Group VII S1, L.L.C., TC Group VII S1, 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-1 Holdco GP, LLC, CP Circle ML-1 Holdco, L.P., CP Circle ML Holdco GP, LLC, CP Circle ML-2 Holdco, L.P., CP Circle ML-3 Holdco, L.P., CP Circle ML-4 Holdco, L.P., CP Circle ML-5 Holdco, L.P., CP Circle ML-6 Holdco, L.P. and CP Circle ML-7 Holdco, L.P. are filing a separate Form 4.