Carlyle Group (CG) Co-President discloses 1.41M-share ownership stake

Rhea-AI Filing Summary

Carlyle Group Inc. Co-President Mark David Jenkins filed an initial statement of beneficial ownership of securities. He reports holding 1,414,484 shares of Carlyle common stock in direct ownership. This total includes 1,109,310 restricted stock unit awards, which may convert into shares only if time-based service conditions and performance-based stock price hurdles are met. The filing does not report a new purchase or sale, but rather discloses Jenkins’ existing equity position as he serves as Co-President.

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

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1. Name and Address of Reporting Person^*

Jenkins Mark David

(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	1,414,484(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 1,109,310 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 Mark Jenkins	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).
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FAQ

What does Carlyle Group (CG) Co-President Mark Jenkins report in this Form 3?

He reports direct beneficial ownership of 1,414,484 shares of Carlyle Group Inc. common stock, as his initial statement of holdings.

How many Carlyle (CG) restricted stock units does Mark Jenkins hold?

His reported holdings include 1,109,310 restricted stock unit awards, including accrued dividend equivalent units where applicable.

Are Mark Jenkins’ Carlyle (CG) restricted stock units fully vested?

No. The 1,109,310 restricted stock units are subject to time-based service conditions and performance-based vesting tied to absolute stock price hurdles.

Is this Carlyle (CG) Form 3 reporting a new stock transaction?

No. The Form 3 functions as an initial statement of beneficial ownership for Mark Jenkins and does not disclose a new purchase or sale.

What is Mark Jenkins’ role at Carlyle Group (CG) in this filing?

He is identified as an officer of Carlyle Group Inc., serving in the role of Co-President.

How are Mark Jenkins’ Carlyle (CG) shares held according to the Form 3?

All 1,414,484 common shares are reported as held in direct ownership, with no indirect holding entity disclosed.