Carlyle Group (CG) Co-President reports 1.5M share stake holding

Rhea-AI Filing Summary

Carlyle Group Inc. Co-President Jeffrey Nedelman filed an initial ownership report showing beneficial ownership of 1,499,881 shares of common stock as of January 1, 2026. This total includes 1,322,750 restricted stock unit awards, which may convert into shares over time. The RSUs, including any accrued dividend equivalent units, vest only if certain time-based service requirements are met and, in some cases, if performance conditions tied to absolute stock price hurdles are achieved. All shares reported are held directly in his name.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Nedelman Jeffrey

(Last) (First) (Middle)

1001 PENNSYLVANIA AVENUE, NW

(Street)

WASHINGTON DC 20004

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026

3. Issuer Name and Ticker or Trading Symbol
Carlyle Group Inc. [ CG ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Co-President

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	1,499,881(1)	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Includes 1,322,750 restricted stock unit awards (including accrued dividend equivalent units, as applicable), the vesting of which is subject to time-based service conditions and/or performance-based vesting conditions subject to the achievement of absolute stock price hurdles.

Remarks:

Exhibit 24.1 - Power of Attorney

	/s/ Anne K. Frederick by Power of Attorney for Jeffrey Nedelman	01/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does Carlyle Group (CG) Form 3 report for Jeffrey Nedelman?

The Form 3 reports that Co-President Jeffrey Nedelman beneficially owns 1,499,881 shares of Carlyle Group Inc. common stock as of January 1, 2026, held directly.

How many restricted stock units does Jeffrey Nedelman hold at Carlyle Group (CG)?

The filing states that his total includes 1,322,750 restricted stock unit (RSU) awards, including any accrued dividend equivalent units.

What are the vesting conditions on Jeffrey Nedelmans Carlyle RSUs?

The 1,322,750 RSUs vest based on time-based service conditions and/or performance-based conditions that depend on meeting specified absolute stock price hurdles.

Is Jeffrey Nedelman a director or officer of Carlyle Group (CG)?

He is reported as an officer of Carlyle Group Inc., serving as Co-President, and is not listed as a director or 10% owner.

Are Jeffrey Nedelmans Carlyle Group shares held directly or indirectly?

The Form 3 indicates the 1,499,881 common shares are held with direct ownership, with no nature of indirect beneficial ownership disclosed.

Does this Carlyle Group (CG) Form 3 show any new stock transactions?

No specific purchase or sale transactions are listed; it is an initial statement of beneficial ownership indicating holdings as of January 1, 2026.