CG Carlyle (CG) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001527166
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
300
13F, latest reported quarter
What the filings say about CG
Insiders, 180 days
-$17.1M net sold
1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-05-12
Planned sales (Form 144), 90 days
$17.2M
1 notice
Carlyle insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Carlyle Group Inc. insiders sold a net $17.1M of stock across 58 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Mar 19, 2026.
- The trade is 1.5% of the 26,899,644 shares held after it.
- No other insider sold within 30 days.
- 300 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Rubenstein David M. sold about $17.1M of CG on Sep 11, 2026; 300 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Dec 10, 2025.
- The trade is 1.8% of the 27,399,644 shares held after it.
- No other insider sold within 30 days.
- 300 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Rubenstein David M. sold about $23.3M of CG on Mar 19, 2026; 300 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Jun 6, 2022.
- The trade is 2.2% of the 27,999,644 shares held after it.
- No other insider sold within 30 days.
- 300 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Rubenstein David M. sold about $35.3M of CG on Dec 10, 2025, the largest insider sale at the company since 2022; 300 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Aug 11, 2025.
- The trade is 20.4% of the 781,738 shares held after it.
- No other insider sold within 30 days.
- 300 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Ferguson Jeffrey W. sold about $10.2M of CG on Aug 12, 2025; 300 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Aug 11, 2025.
- The trade is 1.5% of the 941,274 shares held after it.
- No other insider sold within 30 days.
- 300 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Ferguson Jeffrey W. sold about $925.4K of CG on Aug 12, 2025; 300 funds added in the latest 13F quarter.58 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$17.1M over 180 days
-$17.1M over 90 days
below 86% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
300 funds bought in last quarter
more than 87% of Financial Services
Revenue
-11.9% year over year
below 78% of Financial Services
Margin
16.9% net margin
more than 67% of Financial Services
Buybacks
$508.9M repurchased, FY to 2026-06-30
more than 87% of Financial Services
Short interest
8.5% of the float short (float per yahoo 2026-10-26) · 6.2 days to cover · settled 2026-09-30
more than 77% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch CG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-32.2%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CG: institutional holders (13F)
13F holdings, latest reported quarter
31,984,053 sh
$1.3B
17,661,625 sh
$743.7M
11,830,112 sh
$498.2M
11,813,798 sh
$497.5M
11,464,474 sh
$482.8M
Congress trades in CG
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-05-12 · disclosed 41 days later
$50,001 - $100,000
Sold 2025-04-17 · disclosed 21 days later
$15,001 - $50,000
Bought 2025-04-07 · disclosed 31 days later
$50,001 - $100,000
Sold 2025-03-05 · disclosed 37 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CG planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
David M. Rubenstein
Filed 2026-09-11
$17.2M
CG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
VanEck Alternative Asset Manager ETF
$10.1M position · as of 2026-06-30
4.5%
Invesco Global Listed Private Equity ETF
$7.1M position · as of 2026-07-31
3.0%
Ariel Fund
$84.1M position · as of 2026-06-30
2.9%
GATOR CAPITAL LONG/SHORT FUND
$2.3M position · as of 2026-07-31
2.9%
Select Brokerage and Investment Management Portfolio
$21.0M position · as of 2026-05-31
2.2%
Catalyst/SMH Total Return Income Fund
$463.2K position · as of 2026-06-30
2.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
The Carlyle Group Inc. Pac (Aka 'Carlyle Pac')
Cycle 2026 · $399K spent
$363.5K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Harvey M.Schwartz
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$29.6M
$122.3M
$19.6M
+83%
+87%
2021
$42.3M
$123.1M
$29.4M
+78%
+41%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $17.1M sold by insiders over 180 days, 300 funds added last quarter, $17.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
CG financials
Revenue growth
-11.9%
XBRL, annual
Net margin
16.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.6B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM CG
| FY Dec 2025 | $4.8B |
| FY Dec 2024 | $5.4B |
| FY Dec 2023 | $3.0B |
| FY Dec 2022 | $4.4B |
| FY Dec 2021 | $8.8B |
| Jun 2026 | $1.1B |
| Mar 2026 | $254.0M |
| Dec 2025 | $1.9B |
| Sep 2025 | $332.7M |
| Jun 2025 | $1.6B |
| Mar 2025 | $973.1M |
| Dec 2024 | $1.0B |
| Sep 2024 | $2.6B |
At each fiscal year end
Single quarter
Net margin, TTM
+10.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM CG
| FY Dec 2025 | +16.9% |
| FY Dec 2024 | +18.8% |
| FY Dec 2023 | -20.5% |
| FY Dec 2022 | +27.6% |
| FY Dec 2021 | +33.9% |
| Jun 2026 | +12.2% |
| Mar 2026 | -52.0% |
| Dec 2025 | +18.8% |
| Sep 2025 | +0.3% |
| Jun 2025 | +20.3% |
| Mar 2025 | +13.4% |
| Dec 2024 | +20.4% |
| Sep 2024 | +22.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$4.1B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM CG
| FY Dec 2025 | -$3.4B |
| FY Dec 2024 | -$837.2M |
| FY Dec 2023 | $138.3M |
| FY Dec 2022 | -$419.9M |
| FY Dec 2021 | $1.7B |
| Jun 2026 | -$32.5M |
| Mar 2026 | -$1.3B |
| Dec 2025 | -$1.2B |
| Sep 2025 | -$1.6B |
| Jun 2025 | -$186.3M |
| Mar 2025 | -$368.8M |
| Dec 2024 | -$379.5M |
| Sep 2024 | $772.8M |
At each fiscal year end
Single quarter
Debt to equity
0.32x
long-term debt only, 2023-03-31 (39 months older than the period end); equity 2026-06-30
Debt to equity CG
| FY Dec 2025 | 0.32x |
| FY Dec 2024 | 0.36x |
| FY Dec 2023 | 0.39x |
| FY Dec 2022 | 0.33x |
| FY Dec 2021 | 0.36x |
| Jun 2026 | 0.32x |
| Mar 2026 | 0.31x |
| Dec 2025 | 0.32x |
| Sep 2025 | 0.33x |
| Jun 2025 | 0.34x |
| Mar 2025 | 0.36x |
| Dec 2024 | 0.36x |
| Sep 2024 | 0.36x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-1.76x
TTM operating cash flow over long-term debt only, 2023-03-31 (39 months older than the period end)
Cash flow to debt CG
| FY Dec 2025 | -1.44x |
| FY Dec 2024 | -0.33x |
| FY Dec 2023 | 0.09x |
| FY Dec 2022 | -0.17x |
| FY Dec 2021 | 0.86x |
| Jun 2026 | -1.76x |
| Mar 2026 | -1.83x |
| Dec 2025 | -1.44x |
| Sep 2025 | -1.07x |
| Jun 2025 | -0.04x |
| Mar 2025 | -0.52x |
| Dec 2024 | -0.33x |
| Sep 2024 | -0.07x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+5.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity CG
| FY Dec 2025 | +12.1% |
| FY Dec 2024 | +16.8% |
| FY Dec 2023 | -9.7% |
| FY Dec 2022 | +19.6% |
| FY Dec 2021 | +68.9% |
| Jun 2026 | +5.2% |
| Mar 2026 | +7.9% |
| Dec 2025 | +12.1% |
| Sep 2025 | +10.0% |
| Jun 2025 | +20.2% |
| Mar 2025 | +17.9% |
| Dec 2024 | +16.8% |
| Sep 2024 | +1.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets CG
| FY Dec 2025 | +3.1% |
| FY Dec 2024 | +4.6% |
| FY Dec 2023 | -2.9% |
| FY Dec 2022 | +5.7% |
| FY Dec 2021 | +16.1% |
| Jun 2026 | +1.4% |
| Mar 2026 | +2.0% |
| Dec 2025 | +3.1% |
| Sep 2025 | +2.7% |
| Jun 2025 | +5.3% |
| Mar 2025 | +4.8% |
| Dec 2024 | +4.6% |
| Sep 2024 | +0.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital CG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed CG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
40.20x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing CG
| FY Dec 2025 | 27.11x |
| FY Dec 2024 | 18.23x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 8.88x |
| FY Dec 2021 | 6.70x |
| Jun 2026 | 43.86x |
| Mar 2026 | 33.14x |
| Dec 2025 | 27.11x |
| Sep 2025 | 35.22x |
| Jun 2025 | 15.07x |
| Mar 2025 | 14.83x |
| Dec 2024 | 18.23x |
| Sep 2024 | 143.53x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$14.8B
market value at close 2026-10-23 on 2026-08-04 shares, plus long-term debt only, 2023-03-31 (39 months older than the period end), minus cash 2026-06-30
Enterprise value CG
| FY Dec 2025 | $21.6B |
| FY Dec 2024 | $19.1B |
| FY Dec 2023 | $15.5B |
| FY Dec 2022 | $11.8B |
| FY Dec 2021 | $19.2B |
| Jun 2026 | $16.2B |
| Mar 2026 | $18.1B |
| Dec 2025 | $21.6B |
| Sep 2025 | $22.7B |
| Jun 2025 | $19.6B |
| Mar 2025 | $16.8B |
| Dec 2024 | $19.1B |
| Sep 2024 | $16.2B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-30.0%
TTM free cash flow over market value at close 2026-10-23
FCF yield CG
| FY Dec 2025 | -15.8% |
| FY Dec 2024 | -4.6% |
| FY Dec 2023 | +0.9% |
| FY Dec 2022 | -3.9% |
| FY Dec 2021 | +8.9% |
| Jun 2026 | -27.2% |
| Mar 2026 | -24.5% |
| Dec 2025 | -15.8% |
| Sep 2025 | -11.1% |
| Jun 2025 | -0.9% |
| Mar 2025 | -8.0% |
| Dec 2024 | -4.6% |
| Sep 2024 | -1.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -72%, PEG needs growth
PEG, trailing CG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.01x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | 0.07x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $4.8B | $5.4B | $3.0B | $4.4B |
| Net income | $808.7M | $1.0B | -$608.4M | $1.2B |
| 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 |
| Long-term debt | n/a | n/a | n/a | $2.3B |
| Buybacks | $686.5M | $554.6M | $203.5M | $185.6M |
| Dividends paid | $505.1M | $503.0M | $497.7M | $443.6M |
SEC XBRL, fiscal years, as known on 2026-10-27
CG Stock Sonar score 6/7 axes
Find similar shapesCompareCG ranks highest on institutional and government (89th percentile) and profitability (51st), and lowest on insider conviction (6th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
CG filings, in plain words
Are Carlyle insiders buying or selling CG?
In the 180 days to 2026-10-27, Carlyle insiders were net sellers, a net $17.1M across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded CG?
Yes, but not in the year to 2026-10-27; the latest on record is a sale by Jefferson Shreve dated 2025-05-12.
Are there planned insider sales of CG?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $17.2M of stock; the latest, by David M. Rubenstein, was filed 2026-09-11.
Read the full summary
In the 180 days to 2026-10-27, Carlyle insiders were net sellers of CG, a net $17.1M across purchases and sales reported on Form 4 by 1 seller. Members of Congress have disclosed trades in CG, none in the last year; the latest on record is a sale by Jefferson Shreve dated 2025-05-12. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $17.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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