person · Reporting owner
Heinzelman Kate Elizabeth
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | General Counsel | August 26, 2026 | August 28, 2026 |
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 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,109 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 78 · Balance 11,109 F1: Represents dividend equivalent units accrued on certain existing time-vesting restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units accrued on certain existing time-vesting restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards.
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 26, 2026 Filed Aug 28, 2026 17:02 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0002143781-26-000007 · wk-form4_1787950960.xml · nonDerivative · entry 1 Heinzelman Kate Elizabeth · CIK 0002143781 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,109 F1 · kind: Represents dividend equivalent units accrued on certain existing time-vesting restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 21:06 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 11,031 | $0.00 | $0.00 |
DisclosureSEC source: 0002143781-26-000005 · wk-form4_1785877585.xml · nonDerivative · entry 1 Heinzelman Kate Elizabeth · CIK 0002143781 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,031 F1 · kind: These securities are a restricted stock unit award and will vest 40% on February 1, 2028, an additional 30% on February 1, 2029 and the remaining 30% on February 1, 2030, subject to the reporting person's continued service at the Issuer on the applicable vesting date. 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.