Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | General Counsel | May 28, 2026 | May 29, 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 May 28, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 783,474 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 1,274 · Balance 783,474 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 |
|---|---|---|---|---|---|---|
| May 28, 2026 Filed May 29, 2026 21:10 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 1,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001543670-26-000008 · wk-form4_1780089037.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 783,474 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 20, 2026 Filed Feb 20, 2026 23:49 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001543670-26-000006 · wk-form4_1771631360.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,200 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, 2026 Filed Feb 6, 2026 22:19 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 937 | $55.41 | $51,919.17 |
DisclosureSEC source: 0001543670-26-000004 · wk-form4_1770416381.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,130 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 |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001543670-26-000002 · wk-form4_1770158234.xml · nonDerivative · entry 3 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,067 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 | 24,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001543670-26-000002 · wk-form4_1770158234.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,886 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 | 503 | $58.78 | $29,566.34 |
DisclosureSEC source: 0001543670-26-000002 · wk-form4_1770158234.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 754,424 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 19, 2025 Filed Nov 21, 2025 22:04 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001543670-25-000010 · wk-form4_1763762672.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 754,927 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 | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000118 · wk-form4_1756500907.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 753,999 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 12, 2025 Filed Aug 13, 2025 21:12 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 28,483 | $64.82 | $1,846,268.06 |
DisclosureSEC source: 0001527166-25-000108 · wk-form4_1755119533.xml · nonDerivative · entry 4 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 753,255 F4 · price: The price reported in column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $64.72 to $64.92, inclusive. The reporting person undertakes to provide to The Carlyle Group Inc., any security holder of The Carlyle Group Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of common stock sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 21:12 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 159,536 | $64.20 | $10,242,211.20 |
DisclosureSEC source: 0001527166-25-000108 · wk-form4_1755119533.xml · nonDerivative · entry 3 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,738 F3 · price: The price reported in column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $63.72 to $64.71, inclusive. The reporting person undertakes to provide to The Carlyle Group Inc., any security holder of The Carlyle Group Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of common stock sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 21:12 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 14,587 | $63.44 | $925,399.28 |
DisclosureSEC source: 0001527166-25-000108 · wk-form4_1755119533.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 941,274 F2 · price: The price reported in column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $62.715 to $63.71, inclusive. The reporting person undertakes to provide to The Carlyle Group Inc., any security holder of The Carlyle Group Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of common stock sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 21:12 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 97,394 | $62.37 | $6,074,463.78 |
DisclosureSEC source: 0001527166-25-000108 · wk-form4_1755119533.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 955,861 F1 · price: The price reported in column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $62.12 to $62.64, inclusive. The reporting person undertakes to provide to The Carlyle Group Inc., any security holder of The Carlyle Group Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of common stock sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:04 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 44,038 | $60.66 | $2,671,345.08 |
DisclosureSEC source: 0001527166-25-000093 · wk-form4_1754082274.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,053,255 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 27, 2025 Filed May 29, 2025 21:09 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000082 · wk-form4_1748552993.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,097,293 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 02:09 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 802 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030307 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,095,925 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 19, 2025 Filed Feb 20, 2025 23:01 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 147,658 | $52.96 | $7,819,967.68 |
DisclosureSEC source: 0000950170-25-024393 · ownership.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,095,123 F2 · price: The price reported in column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $52.61 to $53.40, inclusive. The reporting person undertakes to provide to The Carlyle Group Inc., any security holder of The Carlyle Group Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of common stock sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:01 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 102,342 | $53.20 | $5,444,594.40 |
DisclosureSEC source: 0000950170-25-024393 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,242,781 F1 · price: The price reported in column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $52.88 to $53.46, inclusive. The reporting person undertakes to provide to The Carlyle Group Inc., any security holder of The Carlyle Group Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of common stock sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 23:50 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 14,866 | $52.58 | $781,654.28 |
DisclosureSEC source: 0000950170-25-016515 · ownership.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,345,123 F2 · 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 |
| February 06, 2025 Filed Feb 7, 2025 23:50 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 30,935 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016515 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,359,989 F1 · kind: These shares of common stock were acquired upon the satisfaction of certain performance-based vesting criteria and settlement of a performance-based restricted stock unit award previously granted to the reporting person. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:42 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014017 · ownership.xml · nonDerivative · entry 3 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,329,054 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 01:42 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 62,134 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014017 · ownership.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,325,592 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 01:42 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 13,952 | $56.16 | $783,544.32 |
DisclosureSEC source: 0000950170-25-014017 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,263,458 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 |
| November 25, 2024 Filed Nov 26, 2024 23:13 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-131171 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,277,410 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 21:18 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-101466 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,276,666 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 01, 2024 Filed Aug 2, 2024 21:33 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 34,886 | $49.74 | $1,735,229.64 |
DisclosureSEC source: 0000950170-24-090157 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,275,659 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 |
| May 21, 2024 Filed May 23, 2024 21:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064055 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,310,545 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 |
| February 06, 2024 Filed Feb 9, 2024 02:25 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 16,444 | $40.31 | $662,857.64 |
DisclosureSEC source: 0000950170-24-013007 · ownership.xml · nonDerivative · entry 4 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,309,649 F4 · 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 performance-based restricted stock unit awards that vested on such date. No shares of common stock were sold by the reporting person. Read SEC document |
| February 06, 2024 Filed Feb 9, 2024 02:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 36,460 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013007 · ownership.xml · nonDerivative · entry 3 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,326,093 F3 · kind: These shares of common stock were acquired upon the satisfaction of certain performance-based vesting criteria and settlement of performance-based restricted stock unit awards previously granted to the reporting person. Read SEC document |
| February 06, 2024 Filed Feb 9, 2024 02:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 6,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013007 · ownership.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,289,633 F2 · kind: These securities are restricted stock unit awards and will vest 1/3 on each of February 6, 2025, February 6, 2026 and February 6, 2027, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| February 06, 2024 Filed Feb 9, 2024 02:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 107,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013007 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283,365 F1 · kind: These securities are restricted stock unit awards and will vest 40% on August 1, 2025, an additional 30% on August 1, 2026 and the remaining 30% on August 1, 2027, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 02:19 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 6,976 | $40.02 | $279,179.52 |
DisclosureSEC source: 0000950170-24-011522 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,175,915 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 |
| August 02, 2023 Filed Aug 3, 2023 22:08 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 11,939 | $32.36 | $386,346.04 |
DisclosureSEC source: 0000950170-23-038177 · ownership.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,182,891 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 22:50 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 12,053 | $36.10 | $435,113.30 |
DisclosureSEC source: 0000899243-23-004470 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194,830 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 22:50 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 26,545 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-004470 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206,883 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 | 6,908 | $36.36 | $251,174.88 |
DisclosureSEC source: 0000899243-23-003902 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180,338 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 | 158,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003902 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,187,246 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 22:24 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 9,070 | $37.85 | $343,299.50 |
DisclosureSEC source: 0000899243-22-027442 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028,736 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 01:10 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 33,331 | $48.90 | $1,629,885.90 |
DisclosureSEC source: 0000899243-22-005687 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,806 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 08, 2022 Filed Feb 11, 2022 01:10 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 71,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-005687 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071,137 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, 2022 Filed Feb 3, 2022 22:50 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 6,820 | $52.25 | $356,345.00 |
DisclosureSEC source: 0000899243-22-004645 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999,150 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 22:50 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 18,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-004645 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005,970 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 01:18 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 14,653 | $48.80 | $715,066.40 |
DisclosureSEC source: 0000899243-21-031432 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987,758 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 09, 2021 Filed Feb 11, 2021 00:37 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 14,236 | $36.60 | $521,037.60 |
DisclosureSEC source: 0000899243-21-005769 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,002,411 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 09, 2021 Filed Feb 11, 2021 00:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 31,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-005769 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,016,647 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 02, 2021 Filed Feb 4, 2021 02:23 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 77,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-004875 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,119 F2 · acquired: These securities are restricted stock unit awards and will vest 20% on each of February 1, 2022, 2023 and 2024 and the remaining 40% on February 1, 2025, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 02:23 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 28,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-004875 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907,782 F1 · acquired: These securities are restricted stock unit awards and will vest 40% on August 1, 2022, an additional 30% on August 1, 2023 and the remaining 30% on August 1, 2024, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:45 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 22,861 | $27.80 | $635,535.80 |
DisclosureSEC source: 0000899243-20-021472 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879,522 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 10, 2020 Filed Feb 13, 2020 02:21 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Stock | 55,026 | $33.07 | $1,819,709.82 |
DisclosureSEC source: 0000899243-20-004405 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902,383 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 10, 2020 Filed Feb 13, 2020 02:21 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 122,262 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004405 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 957,409 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, 2020 Filed Feb 5, 2020 01:40 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 27,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-003016 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835,147 F1 · acquired: These securities are restricted stock unit awards. These securities will vest 40% on August 1, 2021, an additional 30% on August 1, 2022 and the remaining 30% on August 1, 2023, subject to the reporting person's continued service at the company 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.