Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | Director | September 03, 2025 | September 05, 2025 |
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 September 03, 2025 · Filed September 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,999,644 |
Reported balance
After 2025-09-03 transaction · row 1
1 source rowRow 1 · 2025-09-03 · Gift · Disposed 2,000,000 · Balance 26,999,644 F1: Reflects a charitable donation by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a charitable donation by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| September 03, 2025 Filed Sep 5, 2025 17:05 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000120 · wk-form4_1757106310.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,999,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| August 13, 2025 Filed Aug 13, 2025 17:12 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000107 · wk-form4_1755119525.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,999,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 18:03 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136297 · ownership.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,999,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:03 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 2,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045121 · doc4.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,999,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| May 22, 2020 Filed May 26, 2020 19:38 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-014236 · doc4.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,499,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| May 06, 2020 Filed May 6, 2020 20:07 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012190 · doc4.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,499,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 19:17 UTC | Carlyle Group Inc. CG · Entity 3316 | GiftCommon Stock | 5,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-005362 · doc4.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,499,644 F1 · kind: Reflects a charitable donation by the Reporting Person. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:11 UTC | Carlyle Group Inc. CG · Entity 3316 | ConversionCarlyle Holdings partnership units · Derivative | 44,499,644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-000293 · doc4.xml · derivative · entry 2 CONWAY WILLIAM E JR · CIK 0001196635 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units Representing limited partnership interests · 44,499,644 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 17:11 UTC | Carlyle Group Inc. CG · Entity 3316 | ConversionCommon Stock | 44,499,644 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000293 · doc4.xml · nonDerivative · entry 1 CONWAY WILLIAM E JR · CIK 0001196635 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,499,644 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.