Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | Chief Operating Officer | 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 | 700,578 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 2,657 · Balance 700,578 F1: Represents dividend equivalent units accrued on certain existing 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 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 | 2,657 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-26-000012 · wk-form4_1787950933.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700,578 F1 · kind: Represents dividend equivalent units accrued on certain existing 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 | Tax withholdingCommon Stock | 18,284 | $46.02 | $841,429.68 |
DisclosureSEC source: 0002027436-26-000010 · wk-form4_1785877574.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 697,921 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon, as applicable). No shares of common stock were sold by the reporting person. Read SEC document |
| May 28, 2026 Filed May 29, 2026 21:11 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,120 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-26-000008 · wk-form4_1780089082.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 716,205 F1 · kind: Represents dividend equivalent units accrued on certain existing 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 |
| February 20, 2026 Filed Feb 20, 2026 23:49 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 2,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-26-000006 · wk-form4_1771631346.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 713,085 F1 · kind: Represents dividend equivalent units accrued on certain existing 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 |
| February 06, 2026 Filed Feb 6, 2026 22:19 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 75,033 | $55.41 | $4,157,578.53 |
DisclosureSEC source: 0002027436-26-000004 · wk-form4_1770416353.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710,460 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards. No shares of common stock were sold by the reporting person. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 12,965 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-26-000002 · wk-form4_1770158244.xml · nonDerivative · entry 3 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 785,493 F3 · kind: These securities are restricted stock unit awards and will vest 1/3 on each of February 1, 2027, February 1, 2028 and February 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 114,156 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-26-000002 · wk-form4_1770158244.xml · nonDerivative · entry 2 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 772,528 F2 · kind: These securities are restricted stock unit awards and will vest 40% on August 1, 2027, an additional 30% on August 1, 2028 and the remaining 30% on August 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 2,128 | $58.78 | $125,083.84 |
DisclosureSEC source: 0002027436-26-000002 · wk-form4_1770158244.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658,372 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person. Read SEC document |
| December 17, 2025 Filed Dec 20, 2025 00:48 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 183,655 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-25-000010 · wk-form4_1766191704.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 660,500 F1 · kind: These securities are a restricted stock unit award that is eligible to vest in three equal tranches, with each tranche subject to a performance-based vesting condition that requires achievement of an absolute stock price hurdle. In addition, each tranche is subject to time-based vesting conditions generally requiring minimum service periods of two years, three years, and four years, respectively. The period for measuring the achievement of the stock price hurdles ends on December 17, 2029 and any restricted stock units that have not vested as of December 18, 2029 will be forfeited. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 22:04 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0002027436-25-000008 · wk-form4_1763762678.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,845 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 28, 2025 Filed Aug 29, 2025 20:55 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 496 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000117 · wk-form4_1756500900.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,225 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 |
| May 27, 2025 Filed May 29, 2025 21:09 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000079 · wk-form4_1748552964.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,729 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 |
| February 28, 2025 Filed Mar 1, 2025 00:30 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030276 · ownership.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,041 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 |
| February 06, 2025 Filed Feb 7, 2025 23:55 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 281,796 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016521 · ownership.xml · nonDerivative · entry 2 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,038 F2 · kind: These securities are a restricted stock unit award that is eligible to vest in three equal tranches, with each tranche subject to a performance-based vesting condition that requires achievement of an absolute stock price hurdle ($63.91, $74.56 and $85.22, respectively). In addition, each tranche is subject to time-based vesting conditions generally requiring minimum service periods of one year, two years and three years, respectively. The period for measuring the achievement of the stock price hurdles ends on February 6, 2028 and any restricted stock units that have not vested as of February 7, 2028 will be forfeited. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 23:55 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 23,088 | $52.58 | $1,213,967.04 |
DisclosureSEC source: 0000950170-25-016521 · ownership.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,242 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of a previously reported restricted stock unit award. No shares of common stock were sold by the reporting person. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:38 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 10,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014006 · ownership.xml · nonDerivative · entry 3 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,330 F3 · kind: These securities are restricted stock unit awards and will vest 1/3 on each of February 1, 2026, February 1, 2027 and February 1, 2028, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:38 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 79,887 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014006 · ownership.xml · nonDerivative · entry 2 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,767 F2 · kind: These securities are restricted stock unit awards and will vest 40% on August 1, 2026, an additional 30% on August 1, 2027 and the remaining 30% on August 1, 2028, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:38 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 142 | $56.16 | $7,974.72 |
DisclosureSEC source: 0000950170-25-014006 · ownership.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,880 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of a previously reported restricted stock unit award (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person. Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 23:05 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-131159 · ownership.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,022 F1 · acquired: 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 26, 2024 Filed Aug 28, 2024 21:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-101478 · ownership.xml · nonDerivative · entry 1 LoBue Lindsay · CIK 0002027436 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,018 F1 · acquired: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.