Quick Takeaways
- CG - Carlyle Group Inc. has 27 insiders with reported activity on this page.
- Net insider value flow over the last year: -$77,772,092.
- Recent transaction rows are available for direct filing-level review.
- Info
- Portfolio
- Significant Ownership
- Insider Ownership
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 27 Insiders of Carlyle Group Inc.
- Symbol
- CG, CGABL on Nasdaq
- Location
- Washington, DC
What Changed
- Buy value: ; sell value: $77,772,092.
- Net share flow: -1,425,000.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$77,772,092.
Buys
$0
Shares: 0
Insiders: 0
Sells
$77,772,092
Shares: 1,425,000
Insiders: 2
Net
-$77,772,092
Shares: -1,425,000
Insiders: -2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 500,000 | $0 | $23,340,000 | -$23,340,000 |
| 3-6 | 0 | 625,000 | $0 | $35,343,750 | -$35,343,750 |
| 6-9 | 0 | 300,000 | $0 | $19,088,342 | -$19,088,342 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Carlyle Group Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Daniel A. D'Aniello | Director | $1,712,641,134 | Mixed | 12 Nov 2024 | ||
| William E. Conway Jr. | Director | $1,684,777,785 | Mixed | 03 Sep 2025 | ||
| David M. Rubenstein | Director | $1,279,015,381 | -$58,683,750 | -4.4% | Filing P/S | 19 Mar 2026 |
| Harvey M. Schwartz | Chief Executive Officer, Director | $311,386,050 | Mixed | 20 Feb 2026 | ||
| Peter J. Clare | Officer, Director | $226,829,304 | Mixed | 07 Feb 2023 | ||
| John C. Redett | Co-President | $110,516,847 | Mixed | 20 Feb 2026 | ||
| Kewsong Lee | Chief Executive Officer, Director | $103,609,005 | Mixed | 01 May 2022 | ||
| Jeffrey Nedelman | Co-President | $97,473,614 | Mixed | 20 Feb 2026 | ||
| Mark David Jenkins | Co-President | $90,819,193 | Mixed | 20 Feb 2026 | ||
| Christopher Finn | Chief Operating Officer | $86,516,282 | Mixed | 21 May 2024 | ||
| Justin Plouffe | Chief Financial Officer | $53,975,306 | Mixed | 20 Feb 2026 | ||
| Curtis L. Buser | Chief Financial Officer | $50,981,049 | Mixed | 02 Aug 2023 | ||
| Jeffrey W. Ferguson | General Counsel | $46,540,900 | -$19,088,342 | -29% | Mixed | 20 Feb 2026 |
| Lindsay LoBue | Chief Operating Officer | $42,428,557 | Mixed | 20 Feb 2026 | ||
| Bruce M. Larson | Chief Human Resources Officer | $16,823,818 | Mixed | 02 Aug 2023 | ||
| James H. Hance Jr. | Director | $11,306,948 | Mixed | 01 May 2025 | ||
| Charles E. Andrews Jr. | Chief Accounting Officer | $8,765,480 | Mixed | 20 Feb 2026 | ||
| William Joseph Shaw | Director | $2,668,085 | Mixed | 01 May 2025 | ||
| Lawton W. Fitt | Director | $2,668,085 | Mixed | 01 May 2025 | ||
| Anthony S. Welters | Director | $2,504,556 | Mixed | 25 Nov 2025 | ||
| Thomas S. Robertson | Director | $1,394,260 | Mixed | 01 May 2023 | ||
| Derica W. Rice | Director | $1,298,281 | Mixed | 01 May 2025 | ||
| Mark S. Ordan | Director | $786,661 | Mixed | 01 May 2025 | ||
| Linda Filler | Director | $786,661 | Mixed | 01 May 2025 | ||
| Sharda Cherwoo | Director | $577,796 | Mixed | 01 May 2025 | ||
| Afsaneh Mashayekhi Beschloss | Director | $370,958 | Mixed | 01 May 2025 | ||
| Carlyle Group Management L.L.C. | 10%+ Owner | $0 | Mixed | 10 Jul 2024 |
Top shareholders of Carlyle Group Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
8.6%
|
30,696,459
|
$1,814,467,680 | — | 31 Dec 2025 | |
| Daniel A. D'Aniello |
3/4/5
13D/G
|
Director |
9%
from 13D/G
|
32,504,102
|
$1,712,641,134 | — | 12 Nov 2024 | |
| William E. Conway Jr. |
3/4/5
13D/G
|
Director |
8.3%
from 13D/G
|
26,999,644
|
$1,684,777,785 | — | 03 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.4%
|
26,368,246
|
$1,558,627,021 | — | 31 Dec 2025 | |
| David M. Rubenstein |
3/4/5
13D/G
|
Director |
8.1%
from 13D/G
|
27,399,644
|
$1,279,015,381 | -$58,683,750 | 19 Mar 2026 | |
| Capital World Investors |
13F
13D/G
|
Company |
5.6%
from 13D/G
|
19,970,879
|
$1,180,478,658 | — | 31 Dec 2025 | |
| HARRIS ASSOCIATES L P |
13F
|
Company |
4.2%
|
15,198,269
|
$898,369,695 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
2.8%
|
10,189,948
|
$602,327,924 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
9,545,119
|
$564,211,984 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.3%
|
8,340,531
|
$493,008,787 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.2%
|
7,735,298
|
$457,233,464 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2%
|
7,131,902
|
$421,566,732 | — | 31 Dec 2025 | |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.7%
|
5,941,316
|
$351,191,189 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
1.5%
|
5,533,198
|
$327,159,576 | — | 31 Dec 2025 | |
| Harvey M. Schwartz |
3/4/5
|
Chief Executive Officer, Director |
1.5%
|
5,233,379
|
$311,386,050 | — | 20 Feb 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
4,999,880
|
$294,817,173 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.4%
|
4,876,621
|
$288,257,067 | — | 31 Dec 2025 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
1.1%
|
3,950,333
|
$233,504,183 | — | 31 Dec 2025 | |
| Peter J. Clare |
3/4/5
|
Officer, Director |
—
class O/S missing
|
5,434,430
|
$226,829,304 | — | 07 Feb 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.91%
|
3,260,377
|
$192,720,756 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.89%
|
3,176,369
|
$187,785,164 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.71%
|
2,536,538
|
$149,934,762 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.7%
|
2,505,449
|
$148,096,868 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.69%
|
2,483,003
|
$146,770,307 | — | 31 Dec 2025 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.68%
|
2,435,137
|
$143,940,000 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.66%
|
2,366,678
|
$139,894,358 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.57%
|
2,024,585
|
$119,673,254 | — | 31 Dec 2025 | |
| John C. Redett |
3/4/5
|
Co-President |
0.52%
|
1,857,426
|
$110,516,847 | — | 20 Feb 2026 | |
| Kewsong Lee |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
2,482,289
|
$103,609,005 | — | 01 May 2022 | |
| Capital International Investors |
13F
|
Company |
0.48%
|
1,713,670
|
$101,295,034 | — | 31 Dec 2025 | |
| Jeffrey Nedelman |
3/4/5
|
Co-President |
0.46%
|
1,638,212
|
$97,473,614 | — | 20 Feb 2026 | |
| Mark David Jenkins |
3/4/5
|
Co-President |
0.43%
|
1,526,373
|
$90,819,193 | — | 20 Feb 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.42%
|
1,490,564
|
$88,107,246 | — | 31 Dec 2025 | |
| Christopher Finn |
3/4/5
|
Chief Operating Officer |
—
class O/S missing
|
1,931,167
|
$86,516,282 | — | 21 May 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.39%
|
1,380,227
|
$81,585,218 | — | 31 Dec 2025 | |
| MARKEL GROUP INC. |
13F
|
Company |
0.37%
|
1,327,000
|
$78,438,970 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.35%
|
1,240,060
|
$73,299,935 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.31%
|
1,116,227
|
$65,980,178 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.3%
|
1,067,055
|
$63,073,621 | — | 31 Dec 2025 | |
| Davis Asset Management, L.P. |
13F
|
Company |
0.28%
|
1,000,000
|
$59,110,000 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.27%
|
979,203
|
$57,880,725 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.26%
|
933,532
|
$55,200,816 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.26%
|
929,773
|
$54,958,880 | — | 31 Dec 2025 | |
| Justin Plouffe |
3/4/5
|
Chief Financial Officer |
0.25%
|
907,148
|
$53,975,306 | — | 20 Feb 2026 | |
| Curtis L. Buser |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
1,221,416
|
$50,981,049 | — | 02 Aug 2023 | |
| ALGEBRIS (UK) LTD |
13F
|
Company |
0.24%
|
853,254
|
$50,459,440 | — | 31 Dec 2025 | |
| Amundi |
13F
|
Individual |
0.23%
|
818,535
|
$48,383,604 | — | 31 Dec 2025 | |
| Jeffrey W. Ferguson |
3/4/5
|
General Counsel |
0.22%
|
782,200
|
$46,540,900 | -$19,088,342 | 20 Feb 2026 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.21%
|
742,257
|
$43,874,812 | — | 31 Dec 2025 | |
| FRANKLIN STREET ADVISORS INC /NC |
13F
|
Company |
0.2%
|
724,039
|
$42,797,950 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for Carlyle Group Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David M. Rubenstein | CG | Common Stock | Sale | -1.79% | $23,340,000 | $46.68 | -500,000 | 27,399,644 | 19 Mar 2026 | Direct |
| David M. Rubenstein | CG | Common Stock | Gift | -0.36% | -100,000 | 27,899,644 | 19 Mar 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 0.49% | 9,114 | 1,857,426 | 20 Feb 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 0.23% | 343 | 147,319 | 20 Feb 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Award | 0.42% | 6,424 | 1,526,373 | 20 Feb 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Award | 0.38% | 3,431 | 907,148 | 20 Feb 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Award | 0.4% | 6,507 | 1,638,212 | 20 Feb 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Award | 0.14% | 1,070 | 782,200 | 20 Feb 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Award | 0.33% | 17,457 | 5,233,379 | 20 Feb 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 0.37% | 2,625 | 713,085 | 20 Feb 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Tax liability | -2.52% | -134,812 | 5,215,922 | 14 Feb 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Tax liability | -4.86% | -46,176 | 903,717 | 06 Feb 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Tax liability | -0.12% | -937 | 781,130 | 06 Feb 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Tax liability | -4.14% | -6,354 | 146,976 | 06 Feb 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Tax liability | -2.95% | -46,176 | 1,519,949 | 06 Feb 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Tax liability | -4.48% | -86,781 | 1,848,312 | 06 Feb 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Tax liability | -5.36% | -92,352 | 1,631,705 | 06 Feb 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Tax liability | -9.55% | -75,033 | 710,460 | 06 Feb 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 19.3% | 127,121 | 785,493 | 01 Feb 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Tax liability | -0.32% | -2,128 | 658,372 | 01 Feb 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Award | 15.4% | 230,268 | 1,724,057 | 01 Feb 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Tax liability | -0.41% | -6,092 | 1,493,789 | 01 Feb 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 17.9% | 23,240 | 153,330 | 01 Feb 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Tax liability | -0.83% | -1,084 | 130,090 | 01 Feb 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Award | 11.2% | 157,453 | 1,566,125 | 01 Feb 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Tax liability | -0.41% | -5,812 | 1,408,672 | 01 Feb 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Award | 5.61% | 50,474 | 949,893 | 01 Feb 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Tax liability | -0.31% | -2,792 | 899,419 | 01 Feb 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 17.4% | 286,938 | 1,935,093 | 01 Feb 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Tax liability | -0.18% | -2,926 | 1,648,155 | 01 Feb 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Tax liability | -9.76% | -578,862 | 5,350,734 | 01 Feb 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Award | 3.66% | 27,643 | 782,067 | 01 Feb 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Tax liability | -0.07% | -503 | 754,424 | 01 Feb 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 38.5% | 183,655 | 660,500 | 17 Dec 2025 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 50.1% | 550,965 | 1,651,081 | 17 Dec 2025 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Tax liability | -4.98% | -310,696 | 5,929,596 | 15 Dec 2025 | Direct | ||
| David M. Rubenstein | CG | Common Stock | Sale | -2.18% | $35,343,750 | $56.55 | -625,000 | 27,999,644 | 10 Dec 2025 | Direct |
| David M. Rubenstein | CG | Common Stock | Gift | -2.14% | -625,000 | 28,624,644 | 10 Dec 2025 | Direct | ||
| Anthony S. Welters | CG | Common Stock | Gift | -22.9% | -12,906 | 43,399 | 25 Nov 2025 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Award | 0.46% | 28,519 | 6,240,292 | 19 Nov 2025 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 0.34% | 3,730 | 1,100,116 | 19 Nov 2025 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 0.13% | 620 | 476,845 | 19 Nov 2025 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Award | 0.12% | 928 | 754,927 | 19 Nov 2025 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 0.17% | 220 | 131,174 | 19 Nov 2025 | Direct | ||
| William E. Conway Jr. | CG | Common Stock | Gift | -6.9% | -2,000,000 | 26,999,644 | 03 Sep 2025 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Award | 0.1% | 744 | 753,999 | 28 Aug 2025 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 0.1% | 496 | 476,225 | 28 Aug 2025 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 0.14% | 177 | 130,954 | 28 Aug 2025 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 0.27% | 2,992 | 1,096,386 | 28 Aug 2025 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Award | 0.37% | 22,884 | 6,211,773 | 28 Aug 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.