Carlyle Group Inc. (CG) · Insider trading
What Carlyle Group's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$0
0 insiders, 0 trades
Sold, 12 months
$75.78M
1 insider, 0% under a plan
Net, 12 months
−$75.78M
bought less sold
Latest filing
2026-09-11
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Rubenstein David M.Director | – | $75.78M | 3 | 2026-09-11 | 26,899,644 |
| Ferguson Jeffrey W.General Counsel | – | $32.35M | 6 | 2025-08-12 | 941,274 |
| D'Aniello Daniel A.Director | – | $25.54M | 2 | 2024-11-12 | – |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | Rubenstein David M.Director | Sale | 400,000 | 42.74 | $17.10M | 26,899,644 | Form 4 |
| 2026-03-19 | Rubenstein David M.Director | Sale | 500,000 | 46.68 | $23.34M | 27,399,644 | Form 4 |
| 2025-12-10 | Rubenstein David M.Director | Sale | 625,000 | 56.55 | $35.34M | 27,999,644 | Form 4 |
| 2025-08-12 | Ferguson Jeffrey W.General Counsel | Sale | 14,587 | 63.44 | $925,399 | 941,274 | Form 4 |
| 2025-08-12 | Ferguson Jeffrey W.General Counsel | Sale | 159,536 | 64.20 | $10.24M | 781,738 | Form 4 |
| 2025-08-12 | Ferguson Jeffrey W.General Counsel | Sale | 28,483 | 64.82 | $1.85M | 753,255 | Form 4 |
| 2025-08-11 | Ferguson Jeffrey W.General Counsel | Sale | 97,394 | 62.37 | $6.07M | 955,861 | Form 4 |
| 2025-02-19 | Ferguson Jeffrey W.General Counsel | Sale | 147,658 | 52.96 | $7.82M | 1,095,123 | Form 4 |
| 2025-02-18 | Ferguson Jeffrey W.General Counsel | Sale | 102,342 | 53.20 | $5.44M | 1,242,781 | Form 4 |
| 2024-11-12 | D'Aniello Daniel A.Director | Saleindirect | 434,230 | 51.37 | $22.31M | 61,312 | Form 4 |
| 2024-11-12 | D'Aniello Daniel A.Director | Saleindirect | 61,312 | 52.69 | $3.23M | 0 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
97 × grant or award35 × shares withheld for tax9 × gift
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-11 | Rubenstein David M.Director | Gift G | −100,000 | – | 27,299,644 | Form 4 |
| 2026-08-26 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +19,240 | – | 5,273,362 | Form 4 |
| 2026-08-26 | Redett John C.Co-President | Grant or award A | +8,302 | – | 1,752,000 | Form 4 |
| 2026-08-26 | Plouffe JustinChief Financial Officer | Grant or award A | +3,769 | – | 852,461 | Form 4 |
| 2026-08-26 | Jenkins Mark DavidCo-President | Grant or award A | +6,264 | – | 1,415,478 | Form 4 |
| 2026-08-26 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +304 | – | 135,668 | Form 4 |
| 2026-08-26 | Nedelman JeffreyCo-President | Grant or award A | +6,615 | – | 1,609,479 | Form 4 |
| 2026-08-26 | LoBue LindsayChief Operating Officer | Grant or award A | +2,657 | – | 700,578 | Form 4 |
| 2026-08-26 | Heinzelman Kate ElizabethGeneral Counsel | Grant or award A | +78 | – | 11,109 | Form 4 |
| 2026-08-01 | Redett John C.Co-President | Shares withheld for tax F | −124,558 | 46.02 | 1,743,698 | Form 4 |
| 2026-08-01 | Plouffe JustinChief Financial Officer | Shares withheld for tax F | −62,533 | 46.02 | 848,692 | Form 4 |
| 2026-08-01 | Jenkins Mark DavidCo-President | Shares withheld for tax F | −124,793 | 46.02 | 1,409,214 | Form 4 |
| 2026-08-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Shares withheld for tax F | −12,364 | 46.02 | 135,364 | Form 4 |
| 2026-08-01 | Nedelman JeffreyCo-President | Shares withheld for tax F | −43,081 | 46.02 | 1,602,864 | Form 4 |
| 2026-08-01 | LoBue LindsayChief Operating Officer | Shares withheld for tax F | −18,284 | 46.02 | 697,921 | Form 4 |
| 2026-08-01 | Heinzelman Kate ElizabethGeneral Counsel | Grant or award A | +11,031 | – | 11,031 | Form 4 |
| 2026-05-28 | Ferguson Jeffrey W.General Counsel | Grant or award A | +1,274 | – | 783,474 | Form 4 |
| 2026-05-28 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +20,743 | – | 5,254,122 | Form 4 |
| 2026-05-28 | Redett John C.Co-President | Grant or award A | +10,830 | – | 1,868,256 | Form 4 |
| 2026-05-28 | Plouffe JustinChief Financial Officer | Grant or award A | +4,077 | – | 911,225 | Form 4 |
| 2026-05-28 | Jenkins Mark DavidCo-President | Grant or award A | +7,634 | – | 1,534,007 | Form 4 |
| 2026-05-28 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +409 | – | 147,728 | Form 4 |
| 2026-05-28 | Nedelman JeffreyCo-President | Grant or award A | +7,733 | – | 1,645,945 | Form 4 |
| 2026-05-28 | LoBue LindsayChief Operating Officer | Grant or award A | +3,120 | – | 716,205 | Form 4 |
| 2026-05-01 | Beschloss Afsaneh MashayekhiDirector | Grant or award A | +4,450 | – | 14,689 | Form 4 |
| 2026-05-01 | Rice Derica WDirector | Grant or award A | +4,450 | – | 33,724 | Form 4 |
| 2026-05-01 | Rice Derica WDirector | Grant or award A | +2,933 | 49.44 | 36,657 | Form 4 |
| 2026-05-01 | Fitt Lawton WDirector | Grant or award A | +4,450 | – | 78,093 | Form 4 |
| 2026-05-01 | Welters AnthonyDirector | Grant or award A | +4,450 | – | 47,849 | Form 4 |
| 2026-05-01 | Ordan Mark SDirector | Grant or award A | +4,450 | – | 26,163 | Form 4 |
| 2026-05-01 | Ordan Mark SDirector | Grant or award A | +4,450 | 49.44 | 30,613 | Form 4 |
| 2026-05-01 | Shaw William JosephDirector | Grant or award A | +4,450 | – | 78,093 | Form 4 |
| 2026-05-01 | Filler LindaDirector | Grant or award A | +4,450 | – | 26,163 | Form 4 |
| 2026-05-01 | Hance James H JrDirector | Grant or award A | +4,450 | – | 316,538 | Form 4 |
| 2026-05-01 | Cherwoo ShardaDirector | Grant or award A | +4,450 | – | 20,398 | Form 4 |
| 2026-03-19 | Rubenstein David M.Director | Gift G | −100,000 | – | 27,899,644 | Form 4 |
| 2026-02-20 | Ferguson Jeffrey W.General Counsel | Grant or award A | +1,070 | – | 782,200 | Form 4 |
| 2026-02-20 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +17,457 | – | 5,233,379 | Form 4 |
| 2026-02-20 | Redett John C.Co-President | Grant or award A | +9,114 | – | 1,857,426 | Form 4 |
| 2026-02-20 | Plouffe JustinChief Financial Officer | Grant or award A | +3,431 | – | 907,148 | Form 4 |
| 2026-02-20 | Jenkins Mark DavidCo-President | Grant or award A | +6,424 | – | 1,526,373 | Form 4 |
| 2026-02-20 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +343 | – | 147,319 | Form 4 |
| 2026-02-20 | Nedelman JeffreyCo-President | Grant or award A | +6,507 | – | 1,638,212 | Form 4 |
| 2026-02-20 | LoBue LindsayChief Operating Officer | Grant or award A | +2,625 | – | 713,085 | Form 4 |
| 2026-02-14 | Schwartz Harvey MDirector, Chief Executive Officer | Shares withheld for tax F | −134,812 | 54.49 | 5,215,922 | Form 4 |
| 2026-02-06 | Ferguson Jeffrey W.General Counsel | Shares withheld for tax F | −937 | 55.41 | 781,130 | Form 4 |
| 2026-02-06 | Redett John C.Co-President | Shares withheld for tax F | −86,781 | 55.41 | 1,848,312 | Form 4 |
| 2026-02-06 | Plouffe JustinChief Financial Officer | Shares withheld for tax F | −46,176 | 55.41 | 903,717 | Form 4 |
| 2026-02-06 | Jenkins Mark DavidCo-President | Shares withheld for tax F | −46,176 | 55.41 | 1,519,949 | Form 4 |
| 2026-02-06 | Andrews Charles Elliott Jr.Chief Accounting Officer | Shares withheld for tax F | −6,354 | 55.41 | 146,976 | Form 4 |
| 2026-02-06 | Nedelman JeffreyCo-President | Shares withheld for tax F | −92,352 | 55.41 | 1,631,705 | Form 4 |
| 2026-02-06 | LoBue LindsayChief Operating Officer | Shares withheld for tax F | −75,033 | 55.41 | 710,460 | Form 4 |
| 2026-02-01 | Ferguson Jeffrey W.General Counsel | Shares withheld for tax F | −503 | 58.78 | 754,424 | Form 4 |
| 2026-02-01 | Ferguson Jeffrey W.General Counsel | Grant or award A | +24,462 | – | 778,886 | Form 4 |
| 2026-02-01 | Ferguson Jeffrey W.General Counsel | Grant or award A | +3,181 | – | 782,067 | Form 4 |
| 2026-02-01 | Schwartz Harvey MDirector, Chief Executive Officer | Shares withheld for tax F | −578,862 | 58.78 | 5,350,734 | Form 4 |
| 2026-02-01 | Redett John C.Co-President | Shares withheld for tax F | −2,926 | 58.78 | 1,648,155 | Form 4 |
| 2026-02-01 | Redett John C.Co-President | Grant or award A | +273,973 | – | 1,922,128 | Form 4 |
| 2026-02-01 | Redett John C.Co-President | Grant or award A | +12,965 | – | 1,935,093 | Form 4 |
| 2026-02-01 | Plouffe JustinChief Financial Officer | Shares withheld for tax F | −2,792 | 58.78 | 899,419 | Form 4 |
| 2026-02-01 | Plouffe JustinChief Financial Officer | Grant or award A | +40,770 | – | 940,189 | Form 4 |
| 2026-02-01 | Plouffe JustinChief Financial Officer | Grant or award A | +9,704 | – | 949,893 | Form 4 |
| 2026-02-01 | Jenkins Mark DavidCo-President | Shares withheld for tax F | −5,812 | 58.78 | 1,408,672 | Form 4 |
| 2026-02-01 | Jenkins Mark DavidCo-President | Grant or award A | +144,488 | – | 1,553,160 | Form 4 |
| 2026-02-01 | Jenkins Mark DavidCo-President | Grant or award A | +12,965 | – | 1,566,125 | Form 4 |
| 2026-02-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Shares withheld for tax F | −1,084 | 58.78 | 130,090 | Form 4 |
| 2026-02-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +15,493 | – | 145,583 | Form 4 |
| 2026-02-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +7,747 | – | 153,330 | Form 4 |
| 2026-02-01 | Nedelman JeffreyCo-President | Shares withheld for tax F | −6,092 | 58.78 | 1,493,789 | Form 4 |
| 2026-02-01 | Nedelman JeffreyCo-President | Grant or award A | +217,303 | – | 1,711,092 | Form 4 |
| 2026-02-01 | Nedelman JeffreyCo-President | Grant or award A | +12,965 | – | 1,724,057 | Form 4 |
| 2026-02-01 | LoBue LindsayChief Operating Officer | Shares withheld for tax F | −2,128 | 58.78 | 658,372 | Form 4 |
| 2026-02-01 | LoBue LindsayChief Operating Officer | Grant or award A | +114,156 | – | 772,528 | Form 4 |
| 2026-02-01 | LoBue LindsayChief Operating Officer | Grant or award A | +12,965 | – | 785,493 | Form 4 |
| 2025-12-17 | Redett John C.Chief Financial Officer | Grant or award A | +550,965 | – | 1,651,081 | Form 4 |
| 2025-12-17 | LoBue LindsayChief Operating Officer | Grant or award A | +183,655 | – | 660,500 | Form 4 |
| 2025-12-15 | Schwartz Harvey MDirector, Chief Executive Officer | Shares withheld for tax F | −310,696 | 58.35 | 5,929,596 | Form 4 |
| 2025-12-10 | Rubenstein David M.Director | Gift G | −625,000 | – | 28,624,644 | Form 4 |
| 2025-11-25 | Welters AnthonyDirector | Gift G | −11,706 | – | 44,599 | Form 4 |
| 2025-11-25 | Welters AnthonyDirector | Gift G | −1,200 | – | 43,399 | Form 4 |
| 2025-11-19 | Ferguson Jeffrey W.General Counsel | Grant or award A | +928 | – | 754,927 | Form 4 |
| 2025-11-19 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +28,519 | – | 6,240,292 | Form 4 |
| 2025-11-19 | Redett John C.Chief Financial Officer | Grant or award A | +3,730 | – | 1,100,116 | Form 4 |
| 2025-11-19 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +220 | – | 131,174 | Form 4 |
| 2025-11-19 | LoBue LindsayChief Operating Officer | Grant or award A | +620 | – | 476,845 | Form 4 |
| 2025-09-03 | Conway William e JrDirector | Gift G | −2,000,000 | – | 26,999,644 | Form 4 |
| 2025-08-28 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +22,884 | – | 6,211,773 | Form 4 |
| 2025-08-28 | Redett John C.Chief Financial Officer | Grant or award A | +2,992 | – | 1,096,386 | Form 4 |
| 2025-08-28 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +177 | – | 130,954 | Form 4 |
| 2025-08-28 | LoBue LindsayChief Operating Officer | Grant or award A | +496 | – | 476,225 | Form 4 |
| 2025-08-28 | Ferguson Jeffrey W.General Counsel | Grant or award A | +744 | – | 753,999 | Form 4 |
| 2025-08-13 | Conway William e JrDirector | Gift G | −1,000,000 | – | 28,999,644 | Form 4 |
| 2025-08-01 | Redett John C.Chief Financial Officer | Shares withheld for tax F | −91,126 | 60.66 | 1,093,394 | Form 4 |
| 2025-08-01 | Ferguson Jeffrey W.General Counsel | Shares withheld for tax F | −44,038 | 60.66 | 1,053,255 | Form 4 |
| 2025-08-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Shares withheld for tax F | −13,344 | 60.66 | 130,777 | Form 4 |
| 2025-05-27 | Redett John C.Chief Financial Officer | Grant or award A | +5,490 | – | 1,184,520 | Form 4 |
| 2025-05-27 | LoBue LindsayChief Operating Officer | Grant or award A | +688 | – | 475,729 | Form 4 |
| 2025-05-27 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +302 | – | 144,121 | Form 4 |
| 2025-05-27 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +31,709 | – | 6,188,889 | Form 4 |
| 2025-05-27 | Ferguson Jeffrey W.General Counsel | Grant or award A | +1,368 | – | 1,097,293 | Form 4 |
| 2025-05-01 | Hance James H JrDirector | Grant or award A | +5,235 | – | 312,088 | Form 4 |
| 2025-05-01 | Rice Derica WDirector | Grant or award A | +5,235 | – | 25,698 | Form 4 |
| 2025-05-01 | Rice Derica WDirector | Grant or award A | +3,576 | 39.16 | 29,274 | Form 4 |
| 2025-05-01 | Fitt Lawton WDirector | Grant or award A | +5,235 | – | 73,643 | Form 4 |
| 2025-05-01 | Welters AnthonyDirector | Grant or award A | +5,235 | – | 56,305 | Form 4 |
| 2025-05-01 | Cherwoo ShardaDirector | Grant or award A | +5,235 | – | 15,948 | Form 4 |
| 2025-05-01 | Ordan Mark SDirector | Grant or award A | +5,235 | – | 21,713 | Form 4 |
| 2025-05-01 | Shaw William JosephDirector | Grant or award A | +5,235 | – | 73,643 | Form 4 |
| 2025-05-01 | Beschloss Afsaneh MashayekhiDirector | Grant or award A | +5,235 | – | 10,239 | Form 4 |
| 2025-05-01 | Filler LindaDirector | Grant or award A | +5,235 | – | 21,713 | Form 4 |
| 2025-02-28 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +29,151 | – | 6,157,180 | Form 4 |
| 2025-02-28 | LoBue LindsayChief Operating Officer | Grant or award A | +3 | – | 475,041 | Form 4 |
| 2025-02-28 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +149 | – | 143,819 | Form 4 |
| 2025-02-28 | Redett John C.Chief Financial Officer | Grant or award A | +3,130 | – | 1,179,030 | Form 4 |
| 2025-02-28 | Ferguson Jeffrey W.General Counsel | Grant or award A | +802 | – | 1,095,925 | Form 4 |
| 2025-02-14 | Schwartz Harvey MDirector, Chief Executive Officer | Shares withheld for tax F | −134,812 | 51.03 | 6,128,029 | Form 4 |
| 2025-02-06 | Ferguson Jeffrey W.General Counsel | Grant or award A | +30,935 | – | 1,359,989 | Form 4 |
| 2025-02-06 | Ferguson Jeffrey W.General Counsel | Shares withheld for tax F | −14,866 | 52.58 | 1,345,123 | Form 4 |
| 2025-02-06 | Andrews Charles Elliott Jr.Chief Accounting Officer | Shares withheld for tax F | −6,337 | 52.58 | 143,670 | Form 4 |
| 2025-02-06 | LoBue LindsayChief Operating Officer | Shares withheld for tax F | −23,088 | 52.58 | 193,242 | Form 4 |
| 2025-02-06 | LoBue LindsayChief Operating Officer | Grant or award A | +281,796 | – | 475,038 | Form 4 |
| 2025-02-06 | Redett John C.Chief Financial Officer | Shares withheld for tax F | −86,742 | 52.58 | 1,175,900 | Form 4 |
| 2025-02-01 | LoBue LindsayChief Operating Officer | Shares withheld for tax F | −142 | 56.16 | 125,880 | Form 4 |
| 2025-02-01 | LoBue LindsayChief Operating Officer | Grant or award A | +79,887 | – | 205,767 | Form 4 |
| 2025-02-01 | LoBue LindsayChief Operating Officer | Grant or award A | +10,563 | – | 216,330 | Form 4 |
| 2025-02-01 | Redett John C.Chief Financial Officer | Grant or award A | +257,412 | – | 1,244,978 | Form 4 |
| 2025-02-01 | Redett John C.Chief Financial Officer | Grant or award A | +17,664 | – | 1,262,642 | Form 4 |
| 2025-02-01 | Ferguson Jeffrey W.General Counsel | Shares withheld for tax F | −13,952 | 56.16 | 1,263,458 | Form 4 |
| 2025-02-01 | Ferguson Jeffrey W.General Counsel | Grant or award A | +62,134 | – | 1,325,592 | Form 4 |
| 2025-02-01 | Ferguson Jeffrey W.General Counsel | Grant or award A | +3,462 | – | 1,329,054 | Form 4 |
| 2025-02-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +11,540 | – | 142,994 | Form 4 |
| 2025-02-01 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +7,013 | – | 150,007 | Form 4 |
| 2025-02-01 | Schwartz Harvey MDirector, Chief Executive Officer | Shares withheld for tax F | −563,583 | 56.16 | 6,262,841 | Form 4 |
| 2024-12-15 | Schwartz Harvey MDirector, Chief Executive Officer | Shares withheld for tax F | −302,515 | 52.64 | 6,826,424 | Form 4 |
| 2024-12-12 | Conway William e JrDirector | Gift G | −2,000,000 | – | 29,999,644 | Form 4 |
| 2024-11-27 | Welters AnthonyDirector | Gift G | −13,280 | – | 51,070 | Form 4 |
| 2024-11-25 | LoBue LindsayChief Operating Officer | Grant or award A | +4 | – | 126,022 | Form 4 |
| 2024-11-25 | Schwartz Harvey MDirector, Chief Executive Officer | Grant or award A | +36,555 | – | 7,128,939 | Form 4 |
| 2024-11-25 | Andrews Charles Elliott Jr.Chief Accounting Officer | Grant or award A | +146 | – | 131,454 | Form 4 |
| 2024-11-25 | Ferguson Jeffrey W.General Counsel | Grant or award A | +744 | – | 1,277,410 | Form 4 |
| 2024-11-25 | Redett John C.Chief Financial Officer | Grant or award A | +2,870 | – | 987,566 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.