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 3 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jeffrey W. Ferguson - Officer | Grant or award | Common Stock | 928 | $0.00 | - | |
| Harvey M. Schwartz - Officer | Grant or award | Common Stock | 28,519 | $0.00 | - | |
| John C. Redett - Officer | Grant or award | Common Stock | 3,730 | $0.00 | - | |
| Gift | Common Stock | 2,000,000 | $0.00 | - | ||
| Charles Elliott Andrews Jr. - Officer | Grant or award | Common Stock | 177 | $0.00 | - | |
| John C. Redett - Officer | Grant or award | Common Stock | 2,992 | $0.00 | - | |
| Jeffrey W. Ferguson - Officer | Grant or award | Common Stock | 744 | $0.00 | - | |
| Harvey M. Schwartz - Officer | Grant or award | Common Stock | 22,884 | $0.00 | - | |
| Lindsay Lobue - Officer | Grant or award | Common Stock | 496 | $0.00 | - | |
| Gift | Common Stock | 1,000,000 | $0.00 | - | ||
| Jeffrey W. Ferguson - Officer | Open-market sale | Common Stock | 97,394 | $62.37 | $6.07M | |
| Jeffrey W. Ferguson - Officer | Open-market sale | Common Stock | 14,587 | $63.44 | $925K | |
| Jeffrey W. Ferguson - Officer | Open-market sale | Common Stock | 159,536 | $64.20 | $10.24M | |
| Jeffrey W. Ferguson - Officer | Open-market sale | Common Stock | 28,483 | $64.82 | $1.85M | |
| John C. Redett - Officer | Tax withholding / forfeiture | Common Stock | 91,126 | $60.66 | $5.53M | |
| Charles Elliott Andrews Jr. - Officer | Tax withholding / forfeiture | Common Stock | 13,344 | $60.66 | $809K | |
| Jeffrey W. Ferguson - Officer | Tax withholding / forfeiture | Common Stock | 44,038 | $60.66 | $2.67M | |
| Afsaneh Mashayekhi Beschloss - Director | Grant or award | Common Stock | 5,235 | $0.00 | - | |
| Mark S. Ordan - Director | Grant or award | Common Stock | 5,235 | $0.00 | - | |
| Anthony Welters - Director | Grant or award | Common Stock | 5,235 | $0.00 | - | |
| Linda Filler - Director | Grant or award | Common Stock | 5,235 | $0.00 | - | |
| James H. Hance Jr. - Director | Grant or award | Common Stock | 5,235 | $0.00 | - | |
| William Joseph Shaw - Director | Grant or award | Common Stock | 5,235 | $0.00 | - | |
| Grant or award | Common Stock | 5,235 | $0.00 | - | ||
| Harvey M. Schwartz - Officer | Tax withholding / forfeiture | Common Stock | 302,515 | $52.64 | $15.92M | |
| Gift | Common Stock | 2,000,000 | $0.00 | - | ||
| Anthony Welters | Gift | Common Stock | 13,280 | $0.00 | - | |
| John C. Redett - Officer | Grant or award | Common Stock | 2,870 | $0.00 | - | |
| Lindsay Lobue - Officer | Grant or award | Common Stock | 4 | $0.00 | - | |
| Charles Elliott Andrews Jr. - Officer | Grant or award | Common Stock | 146 | $0.00 | - | |
| Harvey M. Schwartz - Officer | Grant or award | Common Stock | 36,555 | $0.00 | - | |
| Jeffrey W. Ferguson - Officer | Grant or award | Common Stock | 744 | $0.00 | - | |
| Daniel A. D'Aniello | Open-market sale | Common Stock | 434,230 | $51.37 | $22.31M | |
| Daniel A. D'Aniello | Open-market sale | Common Stock | 61,312 | $52.69 | $3.23M |
This is as far as the anonymous view goes. Create a free account for all 90 CG filings on record.
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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