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.
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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.
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.
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.
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.