Carlyle Group is one of the world's largest alternative-asset managers, with $476.9 billion in total AUM, including $336.8 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $163.6 billion in total AUM and $101.4 billion in fee-earning AUM), global credit ($211.3 billion/$169.5 billion), and investment/fund solutions, known as Carlyle AlphInvest ($101.0 billion/$65.9 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Grant or award | 9 | 58,260 | |
| Tax withholding / forfeiture | 6 | 385,613 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
90 Form 4 filings on record, the earliest from Nov 14, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Derica W. Rice - Director | Grant or award | Common Stock | 4,450 | $0.00 | - | |
| Derica W. Rice - Director | Grant or award | Common Stock | 2,933 | $49.44 | $145K | |
| Afsaneh Mashayekhi Beschloss - Director | Grant or award | Common Stock | 4,450 | $0.00 | - | |
| David M. Rubenstein - Director | Open-market sale | Common Stock | 500,000 | $46.68 | $23.34M | |
| David M. Rubenstein - Director | Gift | Common Stock | 100,000 | $0.00 | - | |
| John C. Redett - Officer | Grant or award | Common Stock | 9,114 | $0.00 | - | |
| Mark David Jenkins - Officer | Grant or award | Common Stock | 6,424 | $0.00 | - | |
| Charles Elliott Andrews Jr. - Officer | Grant or award | Common Stock | 343 | $0.00 | - | |
| Justin Plouffe - Officer | Grant or award | Common Stock | 3,431 | $0.00 | - | |
| Grant or award | Common Stock | 6,507 | $0.00 | - | ||
| Jeffrey W. Ferguson - Officer | Grant or award | Common Stock | 1,070 | $0.00 | - | |
| Harvey M. Schwartz - Officer | Grant or award | Common Stock | 17,457 | $0.00 | - | |
| Lindsay Lobue - Officer | Grant or award | Common Stock | 2,625 | $0.00 | - | |
| Harvey M. Schwartz - Officer | Tax withholding / forfeiture | Common Stock | 134,812 | $54.49 | $7.35M | |
| Justin Plouffe - Officer | Tax withholding / forfeiture | Common Stock | 46,176 | $55.41 | $2.56M | |
| Jeffrey W. Ferguson - Officer | Tax withholding / forfeiture | Common Stock | 937 | $55.41 | $52K | |
| Charles Elliott Andrews Jr. - Officer | Tax withholding / forfeiture | Common Stock | 6,354 | $55.41 | $352K | |
| Mark David Jenkins - Officer | Tax withholding / forfeiture | Common Stock | 46,176 | $55.41 | $2.56M | |
| John C. Redett - Officer | Tax withholding / forfeiture | Common Stock | 86,781 | $55.41 | $4.81M | |
| Tax withholding / forfeiture | Common Stock | 92,352 | $55.41 | $5.12M | ||
| Lindsay Lobue - Officer | Tax withholding / forfeiture | Common Stock | 75,033 | $55.41 | $4.16M | |
| Mark David Jenkins - Officer | Tax withholding / forfeiture | Common Stock | 5,812 | $58.78 | $342K | |
| Mark David Jenkins - Officer | Grant or award | Common Stock | 144,488 | $0.00 | - | |
| Mark David Jenkins - Officer | Grant or award | Common Stock | 12,965 | $0.00 | - | |
| Tax withholding / forfeiture | Common Stock | 6,092 | $58.78 | $358K | ||
| Grant or award | Common Stock | 217,303 | $0.00 | - | ||
| Grant or award | Common Stock | 12,965 | $0.00 | - | ||
| John C. Redett - Officer | Tax withholding / forfeiture | Common Stock | 2,926 | $58.78 | $172K | |
| John C. Redett - Officer | Grant or award | Common Stock | 273,973 | $0.00 | - | |
| John C. Redett - Officer | Grant or award | Common Stock | 12,965 | $0.00 | - | |
| Charles Elliott Andrews Jr. - Officer | Tax withholding / forfeiture | Common Stock | 1,084 | $58.78 | $64K | |
| Charles Elliott Andrews Jr. - Officer | Grant or award | Common Stock | 15,493 | $0.00 | - | |
| Charles Elliott Andrews Jr. - Officer | Grant or award | Common Stock | 7,747 | $0.00 | - | |
| Lindsay Lobue - Officer | Tax withholding / forfeiture | Common Stock | 2,128 | $58.78 | $125K | |
| Lindsay Lobue - Officer | Grant or award | Common Stock | 114,156 | $0.00 | - | |
| Lindsay Lobue - Officer | Grant or award | Common Stock | 12,965 | $0.00 | - | |
| Harvey M. Schwartz - Officer | Tax withholding / forfeiture | Common Stock | 578,862 | $58.78 | $34.03M | |
| Jeffrey W. Ferguson - Officer | Tax withholding / forfeiture | Common Stock | 503 | $58.78 | $30K | |
| Jeffrey W. Ferguson - Officer | Grant or award | Common Stock | 24,462 | $0.00 | - | |
| Jeffrey W. Ferguson - Officer | Grant or award | Common Stock | 3,181 | $0.00 | - | |
| Justin Plouffe - Officer | Tax withholding / forfeiture | Common Stock | 2,792 | $58.78 | $164K | |
| Justin Plouffe - Officer | Grant or award | Common Stock | 40,770 | $0.00 | - | |
| Justin Plouffe - Officer | Grant or award | Common Stock | 9,704 | $0.00 | - | |
| Anthony Welters - Director | Gift | Common Stock | 11,706 | $0.00 | - | |
| Anthony Welters - Director | Gift | Common Stock | 1,200 | $0.00 | - | |
| Charles Elliott Andrews Jr. - Officer | Grant or award | Common Stock | 220 | $0.00 | - | |
| Lindsay Lobue - Officer | Grant or award | Common Stock | 620 | $0.00 | - |
Carlyle Group Inc. (CG) had 15 insider filings in the last 90 days, with the most recent on 2026-08-28. The full record for CG runs to 90 Form 4 filings, the earliest from 2024-11-14. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of CG were filed in the last 90 days.
No insider sales of CG were filed in the last 90 days. 7 sales are on record for this company.
This page tracks CG Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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