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The Carlyle Group Inc. SEC Filings

CG NASDAQ

Welcome to our dedicated page for The Carlyle Group SEC filings (Ticker: CG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Trying to untangle carried-interest waterfalls or fee-related earnings in The Carlyle Group’s disclosures? Alternative-asset managers like CG pack partnership accounting, off-balance-sheet funds, and complex incentive structures into every filing, turning a single 10-K into a multi-hour project.

Stock Titan’s AI changes that. Our platform scans every Carlyle Group quarterly earnings report 10-Q filing, annual report 10-K, and 8-K material event the moment they hit EDGAR, delivering plain-English summaries, red-flag alerts, and side-by-side trend charts. Need to monitor Carlyle Group insider trading Form 4 transactions? We surface each executive stock move in real time, complete with contextual commentary on fund launches or portfolio exits.

Here’s what you’ll uncover faster:

  • Breakdowns of assets under management by strategy—without skimming 200+ pages.
  • Performance-fee accruals and carry realizations, distilled into clear bullet points.
  • Carlyle Group proxy statement executive compensation details, linked to fund performance metrics.
  • Every Carlyle Group Form 4 insider transactions real-time notice, sortable by partner name or dollar value.

Whether you’re comparing quarter-over-quarter fee earnings, tracking capital calls, or simply looking for an understanding Carlyle Group SEC documents with AI approach, our coverage is complete. All filing types—10-K, 10-Q, 8-K, S-8, 13D, even complex fund registration statements—are updated continuously and explained simply, so you can act on insights instead of skimming footnotes.

Rhea-AI Summary

Carlyle Group Inc. (CG) – Form 4 insider transaction. General Counsel Jeffrey W. Ferguson reported a Code F tax-withholding transaction on 01-Aug-2025 related to the vesting of previously awarded RSUs. The company withheld 44,038 common shares at an implied price of $60.66 to cover statutory taxes; no open-market sale occurred. Following the withholding, Ferguson’s direct ownership stands at 1,053,255 CG shares. No derivative securities were involved and no changes to option positions were disclosed.

Code F events are generally administrative and do not reflect discretionary buying or selling. Ferguson remains a significant shareholder, indicating continued alignment with investors.

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Carlyle Group Inc. (CG) – Form 4 insider transaction. General Counsel Jeffrey W. Ferguson reported a Code F tax-withholding transaction on 01-Aug-2025 related to the vesting of previously awarded RSUs. The company withheld 44,038 common shares at an implied price of $60.66 to cover statutory taxes; no open-market sale occurred. Following the withholding, Ferguson’s direct ownership stands at 1,053,255 CG shares. No derivative securities were involved and no changes to option positions were disclosed.

Code F events are generally administrative and do not reflect discretionary buying or selling. Ferguson remains a significant shareholder, indicating continued alignment with investors.

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Kyndryl Holdings (KD) Form 4: Director Jana R. Schreuder reported receipt of 6,296 restricted stock units (RSUs) on 31-Jul-2025. The RSUs carry a reference price of $38.12 and will vest in full on the earlier of the grant’s first anniversary or the company’s 2026 annual meeting, provided that meeting occurs at least 50 weeks after the 2025 AGM. Following this equity award, Schreuder’s direct beneficial ownership increased to 60,086 common shares. No sales, purchases, or derivative transactions were disclosed, signalling a routine board compensation grant aimed at aligning director and shareholder interests.

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The Carlyle Group Inc. (Nasdaq: CG) has filed an 8-K announcing a significant leadership realignment effective 1 January 2026 under Item 5.02.

  • John C. Redett (57, current Chief Financial Officer & Head of Corporate Strategy), Mark Jenkins (58, Head of Global Credit) and Jeff Nedelman (58, Global Head of Client Business) will become Co-Presidents.
  • Responsibility split: Redett will lead Global Private Equity; Jenkins will head Global Credit & Insurance; Nedelman will continue to oversee the Global Client Business.
  • Redett retains the CFO position through 2025. On 1 Jan 2026, Justin Plouffe (48, Deputy CIO for Global Credit) will succeed him as CFO while remaining involved in credit investment committees.
  • Carlyle will execute customary indemnification agreements with the newly elevated officers; no compensation terms were disclosed.

The filing contains no financial results or guidance. Investors should assess how the three-president structure and CFO transition affect strategic execution, fundraising momentum and capital allocation going forward.

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FAQ

What is the current stock price of The Carlyle Group (CG)?

The current stock price of The Carlyle Group (CG) is $58.71 as of August 1, 2025.

What is the market cap of The Carlyle Group (CG)?

The market cap of The Carlyle Group (CG) is approximately 22.4B.

What is the core business of The Carlyle Group Inc.?

The Carlyle Group is a global investment firm that deploys private capital across diversified asset classes including private equity, global credit, and investment solutions. Its focus is on value creation for institutional investors and high-net-worth individuals.

How does Carlyle generate revenue?

Carlyle generates revenue by managing fee-earning assets across its three business segments. The firm earns management fees and performance-based fees by deploying its capital and leveraging its expertise in various investment opportunities.

What are the primary business segments of Carlyle?

The firm is segmented into Global Private Equity, Global Credit, and Global Investment Solutions. Each segment supports distinct investment strategies ranging from alternative asset investments to tailored capital solutions.

Who are Carlyle’s key investors?

Carlyle primarily serves institutional investors and high-net-worth individuals. Its clientele includes a wide range of carry fund investors from multiple countries who seek diversified investment opportunities.

How does Carlyle differentiate itself from competitors?

Carlyle differentiates itself through global integration, segmented expertise, strategic partnerships, and innovative capital deployment. Its methodical approach to due diligence and risk management also sets it apart from other global investment firms.

What role does global presence play in Carlyle’s success?

With offices in multiple financial centers around the world, Carlyle leverages its extensive global network to access diverse market opportunities and manage investments across different regions, thereby enhancing its operational reach and strategic impact.

What is Carlyle’s approach to risk management?

Carlyle employs rigorous due diligence, proprietary analytics, and industry-specific research to assess and mitigate risks associated with its investments. This disciplined approach is central to supporting sustainable growth and protecting investor value.

How does Carlyle support its portfolio companies?

The firm not only invests capital but also provides strategic guidance and operational support to its portfolio companies. This hands-on approach helps drive improvements in efficiency, scalability, and market competitiveness.
The Carlyle Group Inc.

NASDAQ:CG

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CG Stock Data

22.38B
265.41M
27.06%
60.95%
3.17%
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