Carlyle Group Inc. (CG) withholds 124,793 shares for tax payment

Rhea-AI Filing Summary

Carlyle Group Inc. Co-President Mark David Jenkins reported a Form 4 transaction in which 124,793 shares of common stock were withheld by the issuer on 2026-08-01 to satisfy tax obligations from the vesting of previously reported restricted stock units and related dividend equivalents. According to the disclosure, no shares were sold by Jenkins, and he now directly owns 1,409,214 shares of Carlyle common stock.

Insider Trade Summary

Net Seller: 124,793 shares

Net Sell 1 txn

Insider Jenkins Mark David

Role Co-President

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	124,793	$46.02	$5.74M

Holdings After Transaction: Common Stock — 1,409,214 shares (Direct)

Footnotes (1)

1. F1. 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, as applicable). No shares of common stock were sold by the reporting person.

Key Figures

Shares withheld for taxes: 124,793 shares Withholding price: $46.02 per share Post-transaction holdings: 1,409,214 shares

3 metrics

Shares withheld for taxes 124,793 shares Common stock withheld by issuer on 2026-08-01 to cover tax liability from RSU vesting

Withholding price $46.02 per share Per-share value used for the tax-withholding disposition of 124,793 shares

Post-transaction holdings 1,409,214 shares Total Carlyle common shares directly owned by Mark David Jenkins after the transaction

Key Terms

restricted stock unit, dividend equivalent units, withheld by the Issuer

3 terms

restricted stock unit financial

"taxes resulting from the vesting of previously reported restricted stock unit awards"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

dividend equivalent units financial

"including previously reported dividend equivalent units accrued thereon, as applicable"

Dividend equivalent units are bookkeeping credits that mirror cash dividends paid on actual shares, granted to holders of stock-based awards such as restricted stock units or deferred compensation. They matter to investors because they increase a company’s reported employee compensation cost and can lead to issuance of more shares or cash payouts over time, similar to extra pay linked to ownership that affects shareholder dilution and corporate cash flow.

withheld by the Issuer financial

"Represents shares of common stock that have been withheld by the Issuer in connection"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/04/2026 - 05:06 PM Accepted by SEC EDGAR 08/04/2026 - 05:06 PM Learn about SEC filing dates

FAQ

What insider transaction did Carlyle Group (CG) Co-President Mark David Jenkins report?

Mark David Jenkins reported a Form 4 transaction where 124,793 shares of Carlyle common stock were withheld by the issuer to cover tax obligations arising from the vesting of previously reported restricted stock units and related dividend equivalent units.

How many Carlyle Group (CG) shares were withheld for taxes in this Form 4?

The filing states that 124,793 shares of Carlyle Group common stock were withheld by the issuer in connection with the payment of taxes due from the vesting of previously reported restricted stock unit awards and any applicable dividend equivalent units.

At what price were the withheld Carlyle Group (CG) shares valued in the Form 4?

The 124,793 withheld shares were valued at a price of $46.02 per share. This price is shown as the transaction price for the tax-withholding disposition related to the vesting of restricted stock units and associated dividend equivalent units.

How many Carlyle Group (CG) shares does Mark David Jenkins own after this transaction?

After the reported tax-withholding transaction, Mark David Jenkins directly owns 1,409,214 shares of Carlyle Group common stock. This post-transaction ownership figure is explicitly disclosed as the total shares following the transaction in the Form 4 data.

Did Mark David Jenkins sell any Carlyle Group (CG) shares on the open market in this Form 4?

No. A footnote clarifies that no shares of common stock were sold by Mark David Jenkins. The 124,793 shares were withheld by the issuer solely to satisfy tax liabilities from the vesting of restricted stock unit awards.

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Jenkins Mark David

(Last) (First) (Middle)

1001 PENNSYLVANIA AVENUE, NW

(Street)

WASHINGTON DISTRICT OF COLUMBIA 20004

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/01/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/01/2026		F(1)		124,793	D	$46.02	1,409,214	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

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, as applicable). No shares of common stock were sold by the reporting person.

Remarks:

	/s/ Anne K. Frederick by Power of Attorney for Mark Jenkins	08/04/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)