Carlyle (NASDAQ: CG) COO reports RSU awards and tax share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Carlyle Group Inc. Chief Operating Officer Lindsay LoBue reported several equity-related transactions in common stock on February 1, 2026. The filing shows 2,128 shares were withheld by Carlyle to cover taxes due on the vesting of previously reported restricted stock units at $58.78 per share, and no shares were sold.
LoBue also received new restricted stock unit (RSU) awards, including 114,156 RSUs that vest 40% on August 1, 2027, 30% on August 1, 2028, and 30% on August 1, 2029, plus 12,965 RSUs vesting in three equal installments on February 1 of 2027, 2028, and 2029, all subject to continued service. After these transactions, LoBue beneficially owned 785,493 shares of Carlyle common stock directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
LoBue Lindsay
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 2,128 | $58.78 | $125K |
| Grant/Award | Common Stock | 114,156 | $0.00 | -- |
| Grant/Award | Common Stock | 12,965 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 658,372 shares (Direct)
Footnotes (1)
- Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person. These securities are restricted stock unit awards and will vest 40% on August 1, 2027, an additional 30% on August 1, 2028 and the remaining 30% on August 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. These securities are restricted stock unit awards and will vest 1/3 on each of February 1, 2027, February 1, 2028 and February 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date.
FAQ
What insider transactions did Carlyle Group (CG) COO Lindsay LoBue report?
Lindsay LoBue reported tax withholding and new RSU grants. Carlyle withheld 2,128 shares at $58.78 for taxes on vested RSUs, and granted 114,156 and 12,965 new restricted stock units with multi-year vesting schedules tied to continued service.
How many Carlyle Group (CG) RSUs were granted to COO Lindsay LoBue?
Two RSU awards were reported for Lindsay LoBue. One consists of 114,156 restricted stock units, and another covers 12,965 restricted stock units. Both awards vest over three years, contingent on LoBue’s continued service with Carlyle through the specified vesting dates.
What is the vesting schedule of Lindsay LoBue’s 114,156 Carlyle (CG) RSUs?
The 114,156 RSUs vest in three tranches. Forty percent vest on August 1, 2027, thirty percent on August 1, 2028, and the final thirty percent on August 1, 2029, provided LoBue continues serving at Carlyle on each vesting date.
How do the 12,965 Carlyle Group (CG) RSUs granted to Lindsay LoBue vest?
The 12,965 RSUs vest in three equal annual installments. One-third vests on February 1, 2027, another third on February 1, 2028, and the final third on February 1, 2029, conditioned on continued service at Carlyle on each vesting date.