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CG · Carlyle Group Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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CG

Name: Carlyle Group Inc. (CG) insider trading and ownership data
Creator: WaveMan
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Carlyle Group Inc.

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001527166

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$23.3M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

300

13F, latest reported quarter

REVENUE GROWTH

-11.9%

XBRL, annual

NET MARGIN

16.9%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$23.3M over 180 days

below 86% of Financial Services

CONGRESS

no member of Congress has reported trading it

FUNDS

300 funds added or opened last quarter

more than 87% of Financial Services

REVENUE

-11.9% year over year

below 76% of Financial Services

MARGIN

16.9% net margin

more than 68% of Financial Services

BUYBACKS

$508.9M repurchased, FY to 2026-06-30

more than 87% of Financial Services

SHORT

4.7% of shares outstanding short · 6.2 days to cover · settled 2026-07-31

more than 76% of Financial Services

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

300 funds added or opened positions in the latest 13F quarter, of 592 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -24.4%

-24.4%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $23.3M sold by insiders over 180 days, 300 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Carlyle Group Inc. insiders sold a net $23.3M of stock across 57 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Rubenstein David M.

Director

SELL

2026-03-19

500,000.0

$23.3M

Rubenstein David M.

Director

SELL

2025-12-10

625,000.0

$35.3M

Ferguson Jeffrey W.

General Counsel

SELL

2025-08-12

159,536.0

$10.2M

Ferguson Jeffrey W.

General Counsel

SELL

2025-08-12

14,587.0

$925.4K

Ferguson Jeffrey W.

General Counsel

SELL

2025-08-12

28,483.0

$1.8M

57 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 52 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

31,984,053.0 sh

$1.3B

HARRIS ASSOCIATES L P

17,661,625.0 sh

$743.7M

VANGUARD PORTFOLIO MANAGEMENT LLC

11,830,112.0 sh

$498.2M

Capital World Investors

11,813,798.0 sh

$497.5M

VANGUARD CAPITAL MANAGEMENT LLC

11,464,474.0 sh

$482.8M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

VanEck Alternative Asset Manager ETF

$8.0M POSITION · AS OF 2026-03-31

4.5%

Ariel Fund

$83.3M POSITION · AS OF 2026-03-31

3.3%

GATOR CAPITAL LONG/SHORT FUND

$2.5M POSITION · AS OF 2026-04-30

3.1%

JNL/Morningstar PitchBook Listed Private Equity Index Fund

$448.4K POSITION · AS OF 2026-03-31

3.1%

Financial Industries Fund

$8.1M POSITION · AS OF 2026-04-30

3.0%

Invesco Global Listed Private Equity ETF

$7.5M POSITION · AS OF 2026-04-30

3.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

The Carlyle Group Inc. Pac (Aka 'Carlyle Pac')

CYCLE 2026 · $399K SPENT

$363.5K

FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$4.8B	$5.4B	$3.0B	$4.4B
NET INCOME	$944.7M	$1.1B	$-496.7M	$1.3B
EPS (DILUTED)	2.18	2.77	-1.68	3.35
OPERATING CASH FLOW	$-3.3B	$-759.5M	$204.9M	$-379.3M
CASH	$2.0B	$1.3B	$1.4B	$1.4B
BUYBACKS	$686.5M	$554.6M	$203.5M	$185.6M
DIVIDENDS PAID	$505.1M	$503.0M	$497.7M	$443.6M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE