Last 12 months
Inside the activity.
5 purchase rows · 50 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 4 | 8 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 16 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 12 |
| Jun 2026 | 1 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 6 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 6 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BX Mozart ML-1 Holdco L.P.10% owner
Mozart Aggregator UNLV Holdco L.P.10% owner
BX Mozart ML-1 Holdco GP L.L.C.10% owner
BCP Mozart Aggregator L.P.10% owner
|
ConversionClass A Common Stock | 7,166,716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096826 · ownership.xml · nonDerivative · entry 1 BX Mozart ML-1 Holdco L.P. · CIK 0002102428 · 10% owner Mozart Aggregator UNLV Holdco L.P. · CIK 0002108063 · 10% owner BX Mozart ML-1 Holdco GP L.L.C. · CIK 0002102570 · 10% owner BCP Mozart Aggregator L.P. · CIK 0002094487 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 7,176,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F2 · ownership.nature: Reflects securities of the Issuer held directly by BX Mozart ML-1 Holdco L.P. BX Mozart ML-1 Holdco GP L.L.C. is the general partner of BX Mozart ML-1 Holdco L.P. BCP Mozart Aggregator L.P. is the managing member of BX Mozart ML-1 Holdco GP L.L.C. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of BCP Mozart Aggregator L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BCP 8 Holdings Mozart Manager L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionCommon Units of Medline Holdings, LP · Derivative | 1,083,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096827 · ownership.xml · derivative · entry 13 BCP 8 Holdings Mozart Manager L.L.C. · CIK 0002094484 · 10% owner BMA VIII L.L.C. · CIK 0002084966 · 10% owner Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner Blackstone Inc. · CIK 0001393818 · 10% owner Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 8,418,425 Underlying: Class A Common Stock · 1,083,082 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F3 · ownership.nature: Reflects securities of the Issuer held directly by Mozart Aggregator UNLV Holdco L.P. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of Mozart Aggregator UNLV Holdco L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BCP 8 Holdings Mozart Manager L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionCommon Units of Medline Holdings, LP · Derivative | 7,166,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096827 · ownership.xml · derivative · entry 12 BCP 8 Holdings Mozart Manager L.L.C. · CIK 0002094484 · 10% owner BMA VIII L.L.C. · CIK 0002084966 · 10% owner Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner Blackstone Inc. · CIK 0001393818 · 10% owner Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 55,704,409 Underlying: Class A Common Stock · 7,166,716 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F2 · ownership.nature: Reflects securities of the Issuer held directly by BX Mozart ML-1 Holdco L.P. BX Mozart ML-1 Holdco GP L.L.C. is the general partner of BX Mozart ML-1 Holdco L.P. BCP Mozart Aggregator L.P. is the managing member of BX Mozart ML-1 Holdco GP L.L.C. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of BCP Mozart Aggregator L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BCP 8 Holdings Mozart Manager L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
OtherClass B Common Stock | 1,083,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096827 · ownership.xml · nonDerivative · entry 4 BCP 8 Holdings Mozart Manager L.L.C. · CIK 0002094484 · 10% owner BMA VIII L.L.C. · CIK 0002084966 · 10% owner Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner Blackstone Inc. · CIK 0001393818 · 10% owner Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 8,418,425 F10 · kind: 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 the conversion of Common Units, an equivalent number of shares of Class B Common Stock were automatically cancelled. F10 · price: 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 the conversion of Common Units, an equivalent number of shares of Class B Common Stock were automatically cancelled. F3 · ownership.nature: Reflects securities of the Issuer held directly by Mozart Aggregator UNLV Holdco L.P. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of Mozart Aggregator UNLV Holdco L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BCP 8 Holdings Mozart Manager L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
OtherClass B Common Stock | 7,166,716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096827 · ownership.xml · nonDerivative · entry 3 BCP 8 Holdings Mozart Manager L.L.C. · CIK 0002094484 · 10% owner BMA VIII L.L.C. · CIK 0002084966 · 10% owner Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner Blackstone Inc. · CIK 0001393818 · 10% owner Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 55,704,409 F10 · kind: 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 the conversion of Common Units, an equivalent number of shares of Class B Common Stock were automatically cancelled. F10 · price: 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 the conversion of Common Units, an equivalent number of shares of Class B Common Stock were automatically cancelled. F2 · ownership.nature: Reflects securities of the Issuer held directly by BX Mozart ML-1 Holdco L.P. BX Mozart ML-1 Holdco GP L.L.C. is the general partner of BX Mozart ML-1 Holdco L.P. BCP Mozart Aggregator L.P. is the managing member of BX Mozart ML-1 Holdco GP L.L.C. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of BCP Mozart Aggregator L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BCP 8 Holdings Mozart Manager L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass A Common Stock | 1,083,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096827 · ownership.xml · nonDerivative · entry 2 BCP 8 Holdings Mozart Manager L.L.C. · CIK 0002094484 · 10% owner BMA VIII L.L.C. · CIK 0002084966 · 10% owner Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner Blackstone Inc. · CIK 0001393818 · 10% owner Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 1,084,621 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F3 · ownership.nature: Reflects securities of the Issuer held directly by Mozart Aggregator UNLV Holdco L.P. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of Mozart Aggregator UNLV Holdco L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:00 UTC |
BCP 8 Holdings Mozart Manager L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass A Common Stock | 7,166,716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096827 · ownership.xml · nonDerivative · entry 1 BCP 8 Holdings Mozart Manager L.L.C. · CIK 0002094484 · 10% owner BMA VIII L.L.C. · CIK 0002084966 · 10% owner Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner Blackstone Inc. · CIK 0001393818 · 10% owner Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 7,176,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("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. F2 · ownership.nature: Reflects securities of the Issuer held directly by BX Mozart ML-1 Holdco L.P. BX Mozart ML-1 Holdco GP L.L.C. is the general partner of BX Mozart ML-1 Holdco L.P. BCP Mozart Aggregator L.P. is the managing member of BX Mozart ML-1 Holdco GP L.L.C. BCP 8 Holdings Mozart Manager L.L.C. is the general partner of BCP Mozart Aggregator L.P. BMA VIII L.L.C. is the managing member of BCP 8 Holdings Mozart Manager L.L.C. F4 · ownership.nature: Blackstone Holdings II L.P. is the managing member of BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly-owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman. F5 · ownership.nature: Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. F6 · ownership.nature: Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC |
CP Circle Holdings, L.P.Former 10% Owners
|
OtherCommon Units of Medline Holdings, LP · Derivative | 15,369,974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-006727 · ownership.xml · derivative · entry 3 CP Circle Holdings, L.P. · CIK 0002091285 · Former 10% Owners 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,369,974 shares Expires not disclosed F4 · derivative.exercise_price: 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. F1 · shares: Reflects transfers of securities 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. F1 · price: Reflects transfers of securities 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. F4 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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. F2 · balance_after: Following the transactions reported in this Form 4, CP Circle Holdings, L.P. no longer beneficially owns securities of the Issuer. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC |
CP Circle Holdings, L.P.Former 10% Owners
|
OtherClass B Common Stock | 15,369,974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-006727 · ownership.xml · nonDerivative · entry 2 CP Circle Holdings, L.P. · CIK 0002091285 · Former 10% Owners 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · security: 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 of Medline Holdings, LP ("Common Units") held. Upon an exchange of Common Units for shares of the Issuer's Class A common stock ("Class A Common Stock"), an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F1 · shares: Reflects transfers of securities 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. F1 · price: Reflects transfers of securities 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. F2 · balance_after: Following the transactions reported in this Form 4, CP Circle Holdings, L.P. no longer beneficially owns securities of the Issuer. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC |
CP Circle Holdings, L.P.Former 10% Owners
|
OtherClass A Common Stock | 2,615 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-006727 · ownership.xml · nonDerivative · entry 1 CP Circle Holdings, L.P. · CIK 0002091285 · Former 10% Owners 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Reflects transfers of securities 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. F1 · price: Reflects transfers of securities 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. F2 · balance_after: Following the transactions reported in this Form 4, CP Circle Holdings, L.P. no longer beneficially owns securities of the Issuer. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC | OtherClass A Common Stock | 15,414,514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-006724 · ownership.xml · nonDerivative · entry 1 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,125,094 F1 · shares: Reflects a transfer of shares of Class A Common Stock 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 shares transferred, as set forth therein. F1 · price: Reflects a transfer of shares of Class A Common Stock 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 shares transferred, as set forth therein. Read SEC document |
|
| January 16, 2026 Filed Jan 21, 2026 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
|
OtherCommon Units of Medline Holdings, LP · Derivative | 55,557,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003098 · ownership.xml · derivative · entry 3 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 Underlying: Class A Common Stock · 55,557,381 shares Expires not disclosed F8 · derivative.exercise_price: 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. F1 · shares: Reflects the following transfers to affiliated entities for no consideration: (i) 17,636,833 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iv) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (v) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (vi) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. and (vii) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and corresponding shares of Class B Common Stock held by CP Circle Holdings, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F1 · price: Reflects the following transfers to affiliated entities for no consideration: (i) 17,636,833 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iv) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (v) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (vi) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. and (vii) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and corresponding shares of Class B Common Stock held by CP Circle Holdings, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F8 · derivative.exercise_date: 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. F8 · derivative.expiration_date: 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. F2 · balance_after: Includes securities acquired by affiliated entities in transactions exempt from reporting pursuant to Rule 16a-13. F3 · ownership.nature: 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. and CP Circle Holdings, L.P. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F4 · ownership.nature: 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. F5 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 31,539,608 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P., (iii) 17,636,833 shares of Class A Common Stock held by CP Circle ML-7 Holdco, L.P., (iv) 2,440,275 shares of Class A Common Stock held by CP Circle ML-6 Holdco, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP Circle ML-5 Holdco, L.P., (vi) 26,655,381 shares of Class A Common Stock held by CP Circle ML-4 Holdco, L.P., (vii) 58,369,466 shares of Class A Common Stock held by CP Circle ML-3 Holdco, L.P., (viii) 268,411 shares of Class A Common Stock held by CP Circle ML-2 Holdco, L.P., (continued in footnote 6) F6 · ownership.nature: (continued from footnote 5) (ix) 2,615 shares of Class A Common Stock and 15,369,974 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. and (x) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and shares of Class B Common Stock held by CP Circle ML-1 Holdco, L.P. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
|
OtherClass B Common Stock | 55,557,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003098 · ownership.xml · nonDerivative · entry 2 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 F7 · security: 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. F1 · shares: Reflects the following transfers to affiliated entities for no consideration: (i) 17,636,833 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iv) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (v) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (vi) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. and (vii) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and corresponding shares of Class B Common Stock held by CP Circle Holdings, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F1 · price: Reflects the following transfers to affiliated entities for no consideration: (i) 17,636,833 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iv) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (v) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (vi) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. and (vii) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and corresponding shares of Class B Common Stock held by CP Circle Holdings, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F2 · balance_after: Includes securities acquired by affiliated entities in transactions exempt from reporting pursuant to Rule 16a-13. F3 · ownership.nature: 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. and CP Circle Holdings, L.P. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F4 · ownership.nature: 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. F5 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 31,539,608 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P., (iii) 17,636,833 shares of Class A Common Stock held by CP Circle ML-7 Holdco, L.P., (iv) 2,440,275 shares of Class A Common Stock held by CP Circle ML-6 Holdco, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP Circle ML-5 Holdco, L.P., (vi) 26,655,381 shares of Class A Common Stock held by CP Circle ML-4 Holdco, L.P., (vii) 58,369,466 shares of Class A Common Stock held by CP Circle ML-3 Holdco, L.P., (viii) 268,411 shares of Class A Common Stock held by CP Circle ML-2 Holdco, L.P., (continued in footnote 6) F6 · ownership.nature: (continued from footnote 5) (ix) 2,615 shares of Class A Common Stock and 15,369,974 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. and (x) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and shares of Class B Common Stock held by CP Circle ML-1 Holdco, L.P. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
|
OtherClass A Common Stock | 111,994,953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003098 · ownership.xml · nonDerivative · entry 1 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 144,375,681 F1 · shares: Reflects the following transfers to affiliated entities for no consideration: (i) 17,636,833 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iv) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (v) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (vi) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. and (vii) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and corresponding shares of Class B Common Stock held by CP Circle Holdings, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F1 · price: Reflects the following transfers to affiliated entities for no consideration: (i) 17,636,833 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iv) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (v) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (vi) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. and (vii) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and corresponding shares of Class B Common Stock held by CP Circle Holdings, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F2 · balance_after: Includes securities acquired by affiliated entities in transactions exempt from reporting pursuant to Rule 16a-13. F3 · ownership.nature: 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. and CP Circle Holdings, L.P. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F4 · ownership.nature: 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. F5 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 31,539,608 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P., (iii) 17,636,833 shares of Class A Common Stock held by CP Circle ML-7 Holdco, L.P., (iv) 2,440,275 shares of Class A Common Stock held by CP Circle ML-6 Holdco, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP Circle ML-5 Holdco, L.P., (vi) 26,655,381 shares of Class A Common Stock held by CP Circle ML-4 Holdco, L.P., (vii) 58,369,466 shares of Class A Common Stock held by CP Circle ML-3 Holdco, L.P., (viii) 268,411 shares of Class A Common Stock held by CP Circle ML-2 Holdco, L.P., (continued in footnote 6) F6 · ownership.nature: (continued from footnote 5) (ix) 2,615 shares of Class A Common Stock and 15,369,974 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. and (x) 9,454 shares of Class A Common Stock and 55,557,381 Common Units and shares of Class B Common Stock held by CP Circle ML-1 Holdco, L.P. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:30 UTC |
TC Group VIII, L.L.C.Former 10% Owners
TC Group VIII, L.P.10% owner
TC Group VII Lux GP, S.a.r.l.10% owner
CP VII Circle AIF Holdings, S.C.Sp.10% owner
CP VII Circle Holdings, L.P.10% owner
CP VII Circle Holdings-A, L.P.10% owner
CP VIII Circle AIF Holdings, S.C.Sp.10% owner
CP VIII Circle Holdings, L.P.10% owner
|
OtherClass A Common Stock | 94,348,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003099 · ownership.xml · nonDerivative · entry 1 TC Group VIII, L.L.C. · CIK 0002091280 · Former 10% Owners TC Group VIII, L.P. · CIK 0002092095 · 10% owner TC Group VII Lux GP, S.a.r.l. · CIK 0002091290 · 10% owner CP VII Circle AIF Holdings, S.C.Sp. · CIK 0002091329 · 10% owner CP VII Circle Holdings, L.P. · CIK 0002091293 · 10% owner CP VII Circle Holdings-A, L.P. · CIK 0002091292 · 10% owner CP VIII Circle AIF Holdings, S.C.Sp. · CIK 0002091266 · 10% owner CP VIII Circle Holdings, L.P. · CIK 0002092253 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · shares: Reflects the following transfers to affiliated entities for no consideration: (i) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (ii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iii) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (iv) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P. and (v) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F1 · price: Reflects the following transfers to affiliated entities for no consideration: (i) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (ii) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (iii) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (iv) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P. and (v) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P. Pursuant to the terms of a lock-up agreement, the affiliated entities are bound to certain restrictions on the shares transferred, as set forth therein. F2 · balance_after: Following the transactions reported in this Form 4, each of CP VII Circle AIF Holdings, S.C.Sp., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P., CP VIII Circle AIF Holdings, S.C.Sp. and CP VIII Circle Holdings, L.P. no longer beneficially own securities of the Issuer. F3 · ownership.nature: 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 CP VII Circle Holdings, L.P. and CP VII Circle Holdings - A, L.P., and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:30 UTC |
CP Circle Holdings, L.P.10% owner
|
OtherCommon Units of Medline Holdings, LP · Derivative | 55,557,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003096 · ownership.xml · derivative · entry 4 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner CP Circle Holdings, L.P. · CIK 0002091285 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 15,369,974 Underlying: Class A Common Stock · 55,557,381 shares Expires not disclosed F7 · derivative.exercise_price: 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. F4 · shares: 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. F4 · price: 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. F7 · derivative.exercise_date: 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. F7 · derivative.expiration_date: 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. F5 · balance_after: 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. F3 · ownership.nature: 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. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:30 UTC |
CP Circle Holdings, L.P.10% owner
|
OtherClass B Common Stock | 55,557,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003096 · ownership.xml · nonDerivative · entry 3 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner CP Circle Holdings, L.P. · CIK 0002091285 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 15,369,974 F6 · security: 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. F4 · shares: 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. F4 · price: 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 · balance_after: 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. F3 · ownership.nature: 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. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:30 UTC |
CP Circle Holdings, L.P.10% owner
|
OtherClass A Common Stock | 9,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003096 · ownership.xml · nonDerivative · entry 2 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner CP Circle Holdings, L.P. · CIK 0002091285 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,615 F4 · shares: 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. F4 · price: 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 · balance_after: 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. F3 · ownership.nature: 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. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:30 UTC |
CP Circle Holdings, L.P.10% owner
|
OtherClass A Common Stock | 17,636,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-003096 · ownership.xml · nonDerivative · entry 1 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner CP Circle Holdings, L.P. · CIK 0002091285 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 31,539,608 F1 · shares: 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. F1 · price: 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 · balance_after: Reflects the shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P. following the transfer of securities reported herein. F3 · ownership.nature: 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. Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:17 UTC |
Mozart Holdco, Inc.10% owner
|
ConversionCommon Units of Medline Holdings, LP · Derivative | 253,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-327207 · ownership.xml · derivative · entry 3 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,020,656 Underlying: Class A Common Stock · 253,165 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, 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. F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F3 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, 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. F3 · derivative.expiration_date: Pursuant to the terms of the Exchange Agreement, 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. Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:17 UTC |
Mozart Holdco, Inc.10% owner
|
OtherClass B Common Stock | 253,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-327207 · ownership.xml · nonDerivative · entry 2 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,020,656 F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2 · shares: 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. F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2 · balance_after: 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. Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:17 UTC |
Mozart Holdco, Inc.10% owner
|
ConversionClass A Common Stock | 253,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-327207 · ownership.xml · nonDerivative · entry 1 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,648 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
|
ConversionCommon Units of Medline Holdings, LP · Derivative | 6,815,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-028779 · ownership.xml · derivative · entry 5 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 Underlying: Class A Common Stock · 6,815,617 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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. F1 · shares: Represents an 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") held by CP Circle Holdings, L.P. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F8 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 49,176,441 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (iv) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (vii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P. and (viii) 12,069 shares of Class A Common Stock and 70,927,355 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
|
OtherClass A Common Stock | 1,549,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028779 · ownership.xml · nonDerivative · entry 4 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 144,375,681 F7 · shares: Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein. F7 · price: Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F8 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 49,176,441 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (iv) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (vii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P. and (viii) 12,069 shares of Class A Common Stock and 70,927,355 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
|
SaleClass A Common Stock | 19,136,333 | $29.00 | $554,953,657.00 |
DisclosureSEC source: 0001493152-25-028779 · ownership.xml · nonDerivative · entry 3 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 145,924,924 F6 · shares: Represents the following shares of Class A Common Stock sold: (i) 3,175,460 shares by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 234,453 shares by CP VII Circle AIF Holdings, S.C.Sp., (iii) 5,607,937 shares by CP VII Circle Holdings, L.P., (iv) 25,788 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 635,559 shares by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 2,560,958 shares by CP VIII Circle Holdings, L.P., (vii) 80,561 shares by CPEP Circle Holdings L.P. and (viii) 6,815,617 shares by CP Circle Holdings, L.P. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
|
OtherClass B Common Stock | 6,815,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028779 · ownership.xml · nonDerivative · entry 2 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 F5 · shares: Represents a cancellation of shares of the Issuer's Class B common stock ("Class B Common Stock") held by CP Circle Holdings, L.P. as a result of an exchange of an equivalent number of Common Units to shares of Class A Common Stock. 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. F5 · price: Represents a cancellation of shares of the Issuer's Class B common stock ("Class B Common Stock") held by CP Circle Holdings, L.P. as a result of an exchange of an equivalent number of Common Units to shares of Class A Common Stock. 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 16:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
|
ConversionClass A Common Stock | 6,815,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028779 · ownership.xml · nonDerivative · entry 1 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 165,061,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents an 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") held by CP Circle Holdings, L.P. F2 · price: 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
ConversionCommon Units · Derivative | 2,098,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · derivative · entry 11 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Investment Holdings I, L.P. Disclosed balance after: 115,788,967 Underlying: Class A Common Stock · 2,098,005 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: 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. F8 · kind: 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. F9 · kind: On December 18, 2025, Mend Investment Holdings I, L.P. exchanged 2,098,005 Common Units for an equal number of shares of Class A Common Stock in connection with the distribution described above in footnote 6 and the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F8 · price: 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. F8 · derivative.exercise_date: 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. F8 · derivative.expiration_date: 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. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
SaleCommon Units · Derivative | 9,028,455 | $28.37 | $256,125,531.36 |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · derivative · entry 10 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Investment Holdings I, L.P. Disclosed balance after: 117,886,972 Underlying: Class A Common Stock · 9,028,455 shares Expires not disclosed F8 · derivative.exercise_price: 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. F1 · price: This amount represents the $29.00 secondary public offering price per share of Class A common stock ("Class A Common Stock") of Medline Inc. (the "Issuer"), less the underwriting discount of $0.63173 per share sold by the Reporting Persons to the Issuer in connection with the Issuer's initial public offering. F8 · derivative.exercise_date: 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. F8 · derivative.expiration_date: 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. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
OtherClass B Common Stock | 2,098,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 9 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Investment Holdings I, L.P. Disclosed balance after: 115,788,967 F4 · kind: 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 of Medline Holdings, LP ("Common Units") held. Upon an exchange of Common Units for shares of the Class A common stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F9 · kind: On December 18, 2025, Mend Investment Holdings I, L.P. exchanged 2,098,005 Common Units for an equal number of shares of Class A Common Stock in connection with the distribution described above in footnote 6 and the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F4 · price: 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 of Medline Holdings, LP ("Common Units") held. Upon an exchange of Common Units for shares of the Class A common stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F9 · price: On December 18, 2025, Mend Investment Holdings I, L.P. exchanged 2,098,005 Common Units for an equal number of shares of Class A Common Stock in connection with the distribution described above in footnote 6 and the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
OtherClass A Common Stock | 2,098,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 8 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Investment Holdings I, L.P. Disclosed balance after: 19,310 F6 · kind: On December 18, 2025, in connection with the sales reported above, each of Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. initiated distributions of shares of Class A Common Stock to their respective ultimate partners and shareholders as in-kind distributions in respect of such persons' interests in the distributing entities. The receipt of shares of Class A Common Stock by each of the Reporting Persons in connection with such distributions was exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). F7 · kind: The recipients of the shares of Class A Common Stock distributed pursuant to footnote 6 have agreed to be subject to a lock-up agreement with the representatives of the several underwriters in connection with the initial public offering of the Issuer, provided that shares constituting less than 1% of the Issuer's outstanding common stock in the aggregate that are being delivered to charitable organizations will not be subject to such restrictions. F9 · kind: On December 18, 2025, Mend Investment Holdings I, L.P. exchanged 2,098,005 Common Units for an equal number of shares of Class A Common Stock in connection with the distribution described above in footnote 6 and the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F6 · price: On December 18, 2025, in connection with the sales reported above, each of Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. initiated distributions of shares of Class A Common Stock to their respective ultimate partners and shareholders as in-kind distributions in respect of such persons' interests in the distributing entities. The receipt of shares of Class A Common Stock by each of the Reporting Persons in connection with such distributions was exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
ConversionClass A Common Stock | 2,098,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 7 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Investment Holdings I, L.P. Disclosed balance after: 2,117,315 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · kind: 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. F9 · kind: On December 18, 2025, Mend Investment Holdings I, L.P. exchanged 2,098,005 Common Units for an equal number of shares of Class A Common Stock in connection with the distribution described above in footnote 6 and the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F8 · price: 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. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
OtherClass A Common Stock | 313,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 6 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By HFCP X (Parallel - A), L.P. Disclosed balance after: 8,955,577 F6 · kind: On December 18, 2025, in connection with the sales reported above, each of Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. initiated distributions of shares of Class A Common Stock to their respective ultimate partners and shareholders as in-kind distributions in respect of such persons' interests in the distributing entities. The receipt of shares of Class A Common Stock by each of the Reporting Persons in connection with such distributions was exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). F7 · kind: The recipients of the shares of Class A Common Stock distributed pursuant to footnote 6 have agreed to be subject to a lock-up agreement with the representatives of the several underwriters in connection with the initial public offering of the Issuer, provided that shares constituting less than 1% of the Issuer's outstanding common stock in the aggregate that are being delivered to charitable organizations will not be subject to such restrictions. F6 · price: On December 18, 2025, in connection with the sales reported above, each of Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. initiated distributions of shares of Class A Common Stock to their respective ultimate partners and shareholders as in-kind distributions in respect of such persons' interests in the distributing entities. The receipt of shares of Class A Common Stock by each of the Reporting Persons in connection with such distributions was exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
OtherClass A Common Stock | 3,157,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 5 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Hellman & Friedman Capital Partners X (Parallel), L.P. Disclosed balance after: 85,733,022 F6 · kind: On December 18, 2025, in connection with the sales reported above, each of Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. initiated distributions of shares of Class A Common Stock to their respective ultimate partners and shareholders as in-kind distributions in respect of such persons' interests in the distributing entities. The receipt of shares of Class A Common Stock by each of the Reporting Persons in connection with such distributions was exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). F7 · kind: The recipients of the shares of Class A Common Stock distributed pursuant to footnote 6 have agreed to be subject to a lock-up agreement with the representatives of the several underwriters in connection with the initial public offering of the Issuer, provided that shares constituting less than 1% of the Issuer's outstanding common stock in the aggregate that are being delivered to charitable organizations will not be subject to such restrictions. F6 · price: On December 18, 2025, in connection with the sales reported above, each of Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. initiated distributions of shares of Class A Common Stock to their respective ultimate partners and shareholders as in-kind distributions in respect of such persons' interests in the distributing entities. The receipt of shares of Class A Common Stock by each of the Reporting Persons in connection with such distributions was exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
OtherClass B Common Stock | 9,028,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 4 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Investment Holdings I, L.P. Disclosed balance after: 117,886,972 F4 · kind: 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 of Medline Holdings, LP ("Common Units") held. Upon an exchange of Common Units for shares of the Class A common stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F5 · kind: On December 18, 2025, Mend Investment Holdings I, L.P. sold 9,028,455 Common Units to the Issuer at a price of $28.3687 per unit as shown in Table II. In connection with such sale, the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F4 · price: 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 of Medline Holdings, LP ("Common Units") held. Upon an exchange of Common Units for shares of the Class A common stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F5 · price: On December 18, 2025, Mend Investment Holdings I, L.P. sold 9,028,455 Common Units to the Issuer at a price of $28.3687 per unit as shown in Table II. In connection with such sale, the Issuer automatically cancelled an equivalent number of shares of Class B Common Stock held by Mend Investment Holdings I, L.P. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
SaleClass A Common Stock | 461,760 | $28.37 | $13,099,346.21 |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 3 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Mend Partners II, L.P. Disclosed balance after: 4,806,160 F1 · price: This amount represents the $29.00 secondary public offering price per share of Class A common stock ("Class A Common Stock") of Medline Inc. (the "Issuer"), less the underwriting discount of $0.63173 per share sold by the Reporting Persons to the Issuer in connection with the Issuer's initial public offering. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
SaleClass A Common Stock | 547,305 | $28.37 | $15,526,112.43 |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 2 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By HFCP X (Parallel - A), L.P. Disclosed balance after: 9,268,693 F1 · price: This amount represents the $29.00 secondary public offering price per share of Class A common stock ("Class A Common Stock") of Medline Inc. (the "Issuer"), less the underwriting discount of $0.63173 per share sold by the Reporting Persons to the Issuer in connection with the Issuer's initial public offering. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:57 UTC |
HFCP X (Parallel-A), L.P.10% owner
Mend Partners II, L.P.10% owner
Mend Investment Holdings I, L.P.10% owner
Hellman & Friedman Investors X, L.P.10% owner
Mend Partners GP, LLC10% owner
Mend Investment Holdings GP, LLC10% owner
H&F Corporate Investors X, Ltd.10% owner
|
SaleClass A Common Stock | 5,079,306 | $28.37 | $144,091,276.40 |
DisclosureSEC source: 0001193125-25-329276 · ownership.xml · nonDerivative · entry 1 Hellman & Friedman Capital Partners X (Parallel), L.P. · CIK 0001841430 · 10% owner HFCP X (Parallel-A), L.P. · CIK 0001841189 · 10% owner Mend Partners II, L.P. · CIK 0001877047 · 10% owner Mend Investment Holdings I, L.P. · CIK 0002074968 · 10% owner Hellman & Friedman Investors X, L.P. · CIK 0001868392 · 10% owner Mend Partners GP, LLC · CIK 0002074972 · 10% owner Mend Investment Holdings GP, LLC · CIK 0002074980 · 10% owner Hellman & Friedman Capital Partners X, L.P. · CIK 0001841434 · 10% owner H&F Corporate Investors X, Ltd. · CIK 0001901930 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Hellman & Friedman Capital Partners X (Parallel), L.P. Disclosed balance after: 88,890,651 F1 · price: This amount represents the $29.00 secondary public offering price per share of Class A common stock ("Class A Common Stock") of Medline Inc. (the "Issuer"), less the underwriting discount of $0.63173 per share sold by the Reporting Persons to the Issuer in connection with the Issuer's initial public offering. F2 · ownership.nature: Hellman & Friedman Investors X, L.P. ("Investors X GP") is the general partner of Hellman & Friedman Capital Partners X (Parallel), L.P. and HFCP X (Parallel - A), L.P. Mend Partners GP, LLC ("Mend GP") is the general partner of Mend Partners II, L.P. Investors X GP is the managing member of Mend GP. Mend Investment Holdings GP, LLC ("Mend Investment GP") is the general partner of Mend Investment Holdings I, L.P. Hellman & Friedman Capital Partners X, L.P. ("HFCP X") is the managing member of Mend Investment GP. Investors X GP is the general partner of HFCP X. H&F Corporate Investors X, Ltd. ("Investors X Ltd.") is the general partner of Investors X GP. F3 · ownership.nature: (Continued from footnote 2) A three-member board of directors of Investors X Ltd. has voting and investment discretion over the securities held by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), Mend Partners II, L.P., and Mend Investment Holdings I, L.P. Each of the members of the board of directors of Investors X Ltd. disclaims beneficial ownership of such shares. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:26 UTC |
GIC Private Ltd10% owner
GIC Special Investments Pte Ltd10% owner
Hux Investment Pte. Ltd.10% owner
|
PurchaseClass A Common Stock | 12,586,206 | $29.00 | $364,999,974.00 |
DisclosureSEC source: 0001193125-25-328997 · ownership.xml · nonDerivative · entry 2 GIC Private Ltd · CIK 0000936828 · 10% owner GIC Special Investments Pte Ltd · CIK 0001296212 · 10% owner Hux Investment Pte. Ltd. · CIK 0002038483 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,241,378 F2 · shares: On December 18, 2025, GIC Private Limited ("GIC") purchased 12,586,206 shares of Class A Common Stock in the IPO. F4 · ownership.direct: Each Reporting Person disclaims beneficial ownership of the securities except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:26 UTC |
GIC Private Ltd10% owner
GIC Special Investments Pte Ltd10% owner
Hux Investment Pte. Ltd.10% owner
|
SaleClass A Common Stock | 10,204,351 | $28.37 | $289,480,090.47 |
DisclosureSEC source: 0001193125-25-328997 · ownership.xml · nonDerivative · entry 1 GIC Private Ltd · CIK 0000936828 · 10% owner GIC Special Investments Pte Ltd · CIK 0001296212 · 10% owner Hux Investment Pte. Ltd. · CIK 0002038483 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Hux Investment Pte. Ltd. Disclosed balance after: 91,555,447 F1 · price: This amount represents the $29.00 secondary public offering price per share of Class A common stock ("Class A Common Stock") of Medline Inc. (the "Issuer"), less the underwriting discount of $0.63173 per share sold by Hux Investment Pte. Ltd. ("Hux") to the Issuer in connection with the Issuer's initial public offering ("IPO"). F3 · ownership.nature: These securities are owned directly by Hux. Hux shares the power to vote and the power to dispose of these securities with GIC Special Investments Pte. Ltd. ("GIC SI") and GIC (with Hux and GIC SI, each a "Reporting Person"), both of which are private limited companies incorporated in Singapore. GIC SI is wholly owned by GIC and is the private equity investment arm of GIC. GIC is wholly owned by the Government of Singapore and was set up with the sole purpose of managing Singapore's foreign reserves. The Government of Singapore disclaims beneficial ownership of these securities. F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the securities except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:16 UTC |
HEALY PATRICK JDirector
|
OtherClass A Common Stock | 39,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329253 · ownership.xml · nonDerivative · entry 3 HEALY PATRICK J · CIK 0001182911 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By a children's trust Disclosed balance after: 39,189 F3 · kind: Represents a distribution in kind of shares of Class A Common Stock previously held directly by Mend Investment Holdings I, L.P. in relation to the trust's indirect interest in such entity. F3 · price: Represents a distribution in kind of shares of Class A Common Stock previously held directly by Mend Investment Holdings I, L.P. in relation to the trust's indirect interest in such entity. F4 · ownership.nature: Represents shares of Class A Common Stock beneficially owned indirectly by the Reporting Person through a trust for the benefit of certain of the Reporting Person's family members. The Reporting Person disclaims beneficial ownership of the shares of Class A Common Stock held by the trust, except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:16 UTC |
HEALY PATRICK JDirector
|
OtherClass A Common Stock | 80,373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329253 · ownership.xml · nonDerivative · entry 2 HEALY PATRICK J · CIK 0001182911 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By a family trust Disclosed balance after: 80,373 F1 · kind: Represents a distribution in kind of shares of the Class A common stock of Medline Inc. ("Class A Common Stock") previously held directly by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. in relation to the Reporting Person's and a family trust's respective indirect interests in such distributing entities. F1 · price: Represents a distribution in kind of shares of the Class A common stock of Medline Inc. ("Class A Common Stock") previously held directly by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. in relation to the Reporting Person's and a family trust's respective indirect interests in such distributing entities. F2 · ownership.nature: Represents shares of Class A Common Stock beneficially owned indirectly by the Reporting Person through a trust for the benefit of certain of the Reporting Person's family members. The Reporting Person disclaims beneficial ownership of the shares of Class A Common Stock held by the trust, except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 02:16 UTC |
HEALY PATRICK JDirector
|
OtherClass A Common Stock | 700,315 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-329253 · ownership.xml · nonDerivative · entry 1 HEALY PATRICK J · CIK 0001182911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700,315 F1 · kind: Represents a distribution in kind of shares of the Class A common stock of Medline Inc. ("Class A Common Stock") previously held directly by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. in relation to the Reporting Person's and a family trust's respective indirect interests in such distributing entities. F1 · price: Represents a distribution in kind of shares of the Class A common stock of Medline Inc. ("Class A Common Stock") previously held directly by Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., and Mend Investment Holdings I, L.P. in relation to the Reporting Person's and a family trust's respective indirect interests in such distributing entities. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
TC Group VIII, L.L.C.10% owner
TC Group VIII, L.P.10% owner
TC Group VII Lux GP, S.a.r.l.10% owner
TC Group VIII Lux GP, S.a.r.l.10% owner
CPEP GP, LLC10% owner
|
ConversionCommon Units of Medline Holdings, LP · Derivative | 6,815,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-028785 · ownership.xml · derivative · entry 5 TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner TC Group VIII, L.L.C. · CIK 0002091280 · 10% owner TC Group VIII, L.P. · CIK 0002092095 · 10% owner TC Group VII Lux GP, S.a.r.l. · CIK 0002091290 · 10% owner TC Group VIII Lux GP, S.a.r.l. · CIK 0002091295 · 10% owner CPEP GP, LLC · CIK 0002100740 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 Underlying: Class A Common Stock · 6,815,617 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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. F1 · shares: Represents an 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") held by CP Circle Holdings, L.P. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F8 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 49,176,441 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (iv) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (vii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P. and (viii) 12,069 shares of Class A Common Stock and 70,927,355 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
TC Group VIII, L.L.C.10% owner
TC Group VIII, L.P.10% owner
TC Group VII Lux GP, S.a.r.l.10% owner
TC Group VIII Lux GP, S.a.r.l.10% owner
CPEP GP, LLC10% owner
|
OtherClass A Common Stock | 1,549,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028785 · ownership.xml · nonDerivative · entry 4 TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner TC Group VIII, L.L.C. · CIK 0002091280 · 10% owner TC Group VIII, L.P. · CIK 0002092095 · 10% owner TC Group VII Lux GP, S.a.r.l. · CIK 0002091290 · 10% owner TC Group VIII Lux GP, S.a.r.l. · CIK 0002091295 · 10% owner CPEP GP, LLC · CIK 0002100740 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 144,375,681 F7 · shares: Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein. F7 · price: Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F8 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 49,176,441 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (iv) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (vii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P. and (viii) 12,069 shares of Class A Common Stock and 70,927,355 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
TC Group VIII, L.L.C.10% owner
TC Group VIII, L.P.10% owner
TC Group VII Lux GP, S.a.r.l.10% owner
TC Group VIII Lux GP, S.a.r.l.10% owner
CPEP GP, LLC10% owner
|
SaleClass A Common Stock | 19,136,333 | $29.00 | $554,953,657.00 |
DisclosureSEC source: 0001493152-25-028785 · ownership.xml · nonDerivative · entry 3 TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner TC Group VIII, L.L.C. · CIK 0002091280 · 10% owner TC Group VIII, L.P. · CIK 0002092095 · 10% owner TC Group VII Lux GP, S.a.r.l. · CIK 0002091290 · 10% owner TC Group VIII Lux GP, S.a.r.l. · CIK 0002091295 · 10% owner CPEP GP, LLC · CIK 0002100740 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 145,924,924 F6 · shares: Represents the following shares of Class A Common Stock sold: (i) 3,175,460 shares by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 234,453 shares by CP VII Circle AIF Holdings, S.C.Sp., (iii) 5,607,937 shares by CP VII Circle Holdings, L.P., (iv) 25,788 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 635,559 shares by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 2,560,958 shares by CP VIII Circle Holdings, L.P., (vii) 80,561 shares by CPEP Circle Holdings L.P. and (viii) 6,815,617 shares by CP Circle Holdings, L.P. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
TC Group VIII, L.L.C.10% owner
TC Group VIII, L.P.10% owner
TC Group VII Lux GP, S.a.r.l.10% owner
TC Group VIII Lux GP, S.a.r.l.10% owner
CPEP GP, LLC10% owner
|
OtherClass B Common Stock | 6,815,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028785 · ownership.xml · nonDerivative · entry 2 TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner TC Group VIII, L.L.C. · CIK 0002091280 · 10% owner TC Group VIII, L.P. · CIK 0002092095 · 10% owner TC Group VII Lux GP, S.a.r.l. · CIK 0002091290 · 10% owner TC Group VIII Lux GP, S.a.r.l. · CIK 0002091295 · 10% owner CPEP GP, LLC · CIK 0002100740 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 F5 · shares: Represents a cancellation of shares of the Issuer's Class B common stock ("Class B Common Stock") held by CP Circle Holdings, L.P. as a result of an exchange of an equivalent number of Common Units to shares of Class A Common Stock. 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. F5 · price: Represents a cancellation of shares of the Issuer's Class B common stock ("Class B Common Stock") held by CP Circle Holdings, L.P. as a result of an exchange of an equivalent number of Common Units to shares of Class A Common Stock. 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
TC Group VII S1, L.L.C.10% owner
TC Group VII S1, L.P.10% owner
TC Group VIII, L.L.C.10% owner
TC Group VIII, L.P.10% owner
TC Group VII Lux GP, S.a.r.l.10% owner
TC Group VIII Lux GP, S.a.r.l.10% owner
CPEP GP, LLC10% owner
|
ConversionClass A Common Stock | 6,815,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028785 · ownership.xml · nonDerivative · entry 1 TC Group VII S1, L.L.C. · CIK 0001772672 · 10% owner TC Group VII S1, L.P. · CIK 0001772631 · 10% owner TC Group VIII, L.L.C. · CIK 0002091280 · 10% owner TC Group VIII, L.P. · CIK 0002092095 · 10% owner TC Group VII Lux GP, S.a.r.l. · CIK 0002091290 · 10% owner TC Group VIII Lux GP, S.a.r.l. · CIK 0002091295 · 10% owner CPEP GP, LLC · CIK 0002100740 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 165,061,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents an 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") held by CP Circle Holdings, L.P. F2 · price: 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
CP VII Circle AIF Holdings, S.C.Sp.10% owner
CP VII Circle Holdings, L.P.10% owner
CP VII Circle Holdings-A, L.P.10% owner
CP VIII Circle AIF Holdings, S.C.Sp.10% owner
CP VIII Circle Holdings, L.P.10% owner
CPEP Circle Holdings L.P.10% owner
CP Circle Holdings, L.P.10% owner
|
ConversionCommon Units of Medline Holdings, LP · Derivative | 6,815,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-028781 · ownership.xml · derivative · entry 5 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner CP VII Circle AIF Holdings, S.C.Sp. · CIK 0002091329 · 10% owner CP VII Circle Holdings, L.P. · CIK 0002091293 · 10% owner CP VII Circle Holdings-A, L.P. · CIK 0002091292 · 10% owner CP VIII Circle AIF Holdings, S.C.Sp. · CIK 0002091266 · 10% owner CP VIII Circle Holdings, L.P. · CIK 0002092253 · 10% owner CPEP Circle Holdings L.P. · CIK 0002100738 · 10% owner CP Circle Holdings, L.P. · CIK 0002091285 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 70,927,355 Underlying: Class A Common Stock · 6,815,617 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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. F1 · shares: Represents an 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") held by CP Circle Holdings, L.P. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F8 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 49,176,441 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (iv) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (vii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P. and (viii) 12,069 shares of Class A Common Stock and 70,927,355 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC |
CP VII Circle AIF Holdings, S.C.Sp.10% owner
CP VII Circle Holdings, L.P.10% owner
CP VII Circle Holdings-A, L.P.10% owner
CP VIII Circle AIF Holdings, S.C.Sp.10% owner
CP VIII Circle Holdings, L.P.10% owner
CPEP Circle Holdings L.P.10% owner
CP Circle Holdings, L.P.10% owner
|
OtherClass A Common Stock | 1,549,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-028781 · ownership.xml · nonDerivative · entry 4 Carlyle Mozart Coinvestment Holdings, L.P. · CIK 0001878065 · 10% owner CP VII Circle AIF Holdings, S.C.Sp. · CIK 0002091329 · 10% owner CP VII Circle Holdings, L.P. · CIK 0002091293 · 10% owner CP VII Circle Holdings-A, L.P. · CIK 0002091292 · 10% owner CP VIII Circle AIF Holdings, S.C.Sp. · CIK 0002091266 · 10% owner CP VIII Circle Holdings, L.P. · CIK 0002092253 · 10% owner CPEP Circle Holdings L.P. · CIK 0002100738 · 10% owner CP Circle Holdings, L.P. · CIK 0002091285 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 144,375,681 F7 · shares: Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein. F7 · price: Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein. F3 · ownership.nature: 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., CP VII Circle Holdings, L.P., CP VII Circle Holdings - A, L.P. and CP Circle Holdings, L.P. and the Delaware general partner of CP VII Circle AIF Holdings, S.C.Sp. F4 · ownership.nature: CG Subsidiary Holdings L.L.C. is also the sole member of TC Group VIII, L.L.C., which is the general partner of TC Group VIII, L.P., which is the Delaware general partner of CP VIII Circle AIF Holdings, S.C.Sp. and the general partner of CP VIII Circle Holdings, L.P. TC Group Sub L.P. is also the general partner of TC Group VII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VII Circle AIF Holdings, S.C.Sp. CG Subsidiary Holdings L.L.C. is also the sole shareholder of TC Group VIII Lux GP, S.a r.l., which is the Luxembourg general partner of CP VIII Circle AIF Holdings, S.C.Sp., and the managing member of CPEP GP, LLC, which is the general partner of CPEP Circle Holdings L.P. F8 · ownership.nature: Following the transactions reported in this Form 4, includes (i) 49,176,441 shares of Class A Common Stock held by Carlyle Mozart Coinvestment Holdings, L.P., (ii) 2,440,275 shares of Class A Common Stock held by CP VII Circle AIF Holdings, S.C.Sp., (iii) 58,369,466 shares of Class A Common Stock held by CP VII Circle Holdings, L.P., (iv) 268,411 shares of Class A Common Stock held by CP VII Circle Holdings - A, L.P., (v) 6,615,133 shares of Class A Common Stock held by CP VIII Circle AIF Holdings, S.C.Sp., (vi) 26,655,381 shares of Class A Common Stock held by CP VIII Circle Holdings, L.P., (vii) 838,505 shares of Class A Common Stock held by CPEP Circle Holdings L.P. and (viii) 12,069 shares of Class A Common Stock and 70,927,355 Common Units and shares of Class B Common Stock held by CP Circle Holdings, L.P. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.