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 |
|---|---|---|---|---|---|---|
| January 01, 2020 Filed Jan 3, 2020 22:08 UTC | Carlyle Group Inc. CG · Entity 3316 | ConversionCarlyle Holdings partnership units · Derivative | 627,816 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-000288 · doc4.xml · derivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units Representing limited partnership interests · 627,816 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 and subject to certain requirements and restrictions, the partnership units of Carlyle Holdings were exchangeable for common units of The Carlyle Group L.P. on a one-for-one basis. F1 · kind: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F2 · kind: Pursuant to the terms of the Conversion, partnership units of Carlyle Holdings were exchanged for shares of Common Stock on a one-for-one basis. F1 · price: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F2 · price: Pursuant to the terms of the Conversion, partnership units of Carlyle Holdings were exchanged for shares of Common Stock on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to the terms of the exchange agreement and subject to certain requirements and restrictions, the partnership units of Carlyle Holdings were exchangeable for common units of The Carlyle Group L.P. on a one-for-one basis. F3 · derivative.expiration_date: Pursuant to the terms of the exchange agreement and subject to certain requirements and restrictions, the partnership units of Carlyle Holdings were exchangeable for common units of The Carlyle Group L.P. on a one-for-one basis. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:08 UTC | Carlyle Group Inc. CG · Entity 3316 | ConversionCommon Stock | 627,816 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000288 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,684 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 · security: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F1 · kind: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F2 · kind: Pursuant to the terms of the Conversion, partnership units of Carlyle Holdings were exchanged for shares of Common Stock on a one-for-one basis. Read SEC document |
| August 01, 2019 Filed Aug 6, 2019 00:31 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Units | 36,008 | $22.85 | $822,782.80 |
DisclosureSEC source: 0000899243-19-021044 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,868 F1 · acquired: These common units were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of deferred restricted common units, the grant of which was previously reported. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 23:53 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Units | 19,911 | $24.30 | $483,837.30 |
DisclosureSEC source: 0000899243-18-021276 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,876 F1 · acquired: These common units were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of deferred restricted common units, the grant of which was previously reported. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-002947 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,787 F2 · acquired: These securities are deferred restricted common unit awards. These securities will vest 100% on August 1, 2019, subject to the reporting person's continued service at the company on the vesting date. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:25 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 68,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-002947 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,984 F1 · acquired: These securities are deferred restricted common unit awards. These securities will vest 40% on August 1, 2019, an additional 30% on August 1, 2020 and the remaining 30% on August 1, 2021, subject to the reporting person's continued service at the company on the applicable vesting date. Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 01:32 UTC | Carlyle Group Inc. CG · Entity 3316 | SaleCommon Units | 16,692 | $21.25 | $354,705.00 |
DisclosureSEC source: 0000899243-17-019619 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,956 F1 · acquired: These common units were sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of deferred restricted common units, the grant of which was previously reported. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 21:15 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 7,559 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-002726 · doc4.xml · nonDerivative · entry 2 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,648 F2 · acquired: These securities are deferred restricted common unit awards. These securities will vest 100% on August 1, 2018, subject to the reporting person's continued service at the company on the vesting date. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 21:15 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 96,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-002726 · doc4.xml · nonDerivative · entry 1 Ferguson Jeffrey W. · CIK 0001543670 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,089 F1 · acquired: These securities are deferred restricted common unit awards. These securities will vest 40% on August 1, 2018, an additional 30% on August 1, 2019 and the remaining 30% on August 1, 2020, 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.