Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | Chief Human Resources Officer | August 02, 2023 | August 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Carlyle Group Inc.
Report date August 02, 2023 · Filed August 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 403,069 |
Reported balance
After 2023-08-02 transaction · row 1
1 source rowRow 1 · 2023-08-02 · Sale · Disposed 13,413 · Balance 403,069 F1: These shares of common stock were sold on behalf of the reporting person solely to satisfy tax withholding obligations arising from the vesting of restricted stock units pursuant to pre-arranged trading arrangements entered into by the reporting person during an open trading window. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock were sold on behalf of the reporting person solely to satisfy tax withholding obligations arising from the vesting of restricted stock units pursuant to pre-arranged trading arrangements entered into by the reporting person during an open trading window.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 02, 2023 Filed Aug 3, 2023 22:12 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 13,413 | $32.36 | $434,044.68 |
DisclosureSEC source: 0000950170-23-038185 · ownership.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 403,069 F1 · acquired: These shares of common stock were sold on behalf of the reporting person solely to satisfy tax withholding obligations arising from the vesting of restricted stock units pursuant to pre-arranged trading arrangements entered into by the reporting person during an open trading window. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:58 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 19,476 | $36.10 | $703,083.60 |
DisclosureSEC source: 0000899243-23-004474 · doc4.xml · nonDerivative · entry 2 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,482 F2 · acquired: These shares of common stock were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of the performance awards described herein. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:58 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 42,585 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-004474 · doc4.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,958 F1 · acquired: These shares of common stock were acquired upon the settlement of performance-based restricted stock unit awards previously granted to the reporting person. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:40 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 10,467 | $36.36 | $380,580.12 |
DisclosureSEC source: 0000899243-23-003900 · doc4.xml · nonDerivative · entry 2 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,373 F2 · acquired: These shares of common stock were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units, the grant of which was previously reported. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:40 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 214,128 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003900 · doc4.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,840 F1 · acquired: These securities are restricted stock unit awards and will vest 40% on August 1, 2024, an additional 30% on August 1, 2025 and the remaining 30% on August 1, 2026, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:53 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 8,743 | $37.85 | $330,922.55 |
DisclosureSEC source: 0000899243-22-027431 · doc4.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,712 F1 · acquired: These shares of common stock were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units, the grant of which was previously reported. Read SEC document |
| February 08, 2022 Filed Feb 11, 2022 01:04 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 10,743 | $48.90 | $525,332.70 |
DisclosureSEC source: 0000899243-22-005679 · doc4.xml · nonDerivative · entry 2 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,455 F2 · acquired: These shares of common stock were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of the performance award described herein. Read SEC document |
| February 08, 2022 Filed Feb 11, 2022 01:04 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 23,201 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-005679 · doc4.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,198 F1 · acquired: These shares of common stock were acquired upon the settlement of a performance-based restricted stock unit award previously granted to the reporting person. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:51 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 10,230 | $52.25 | $534,517.50 |
DisclosureSEC source: 0000899243-22-004647 · doc4.xml · nonDerivative · entry 2 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,997 F2 · acquired: These shares of common stock were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units, the grant of which was previously reported. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:51 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 31,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-004647 · doc4.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,227 F1 · acquired: These securities are restricted stock unit awards and will vest 40% on August 1, 2023, an additional 30% on August 1, 2024 and the remaining 30% on August 1, 2025, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 01:20 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 860 | $48.80 | $41,968.00 |
DisclosureSEC source: 0000899243-21-031433 · doc4.xml · nonDerivative · entry 1 Larson Bruce M. · CIK 0001845164 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,356 F1 · acquired: These shares of common stock were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units, the grant of which was previously reported. 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.