Form 4: SCHWARTZ HARVEY M reports disposition transactions in CG

Rhea-AI Filing Summary

SCHWARTZ HARVEY M reported disposition transactions in a Form 4 filing for CG. The filing lists transactions totaling 134,812 shares at a weighted average price of $54.49 per share. Following the reported transactions, holdings were 5,215,922 shares.

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

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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^*

SCHWARTZ HARVEY M

(Last) (First) (Middle)

1001 PENNSYLVANIA AVENUE, NW

(Street)

WASHINGTON DC 20004

(City) (State) (Zip)

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

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

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

3. Date of Earliest Transaction (Month/Day/Year)
02/14/2026

4. 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 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	02/14/2026		F(1)		134,812	D	$54.49	5,215,922	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 a previously reported restricted stock unit award. No shares of common stock were sold by the reporting person.

Remarks:

	/s/ Anne K. Frederick by power of attorney for Harvey M. Schwartz	02/17/2026
	** 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.
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FAQ

What insider transaction did Carlyle Group (CG) report for Harvey M. Schwartz?

Carlyle Group reported that CEO Harvey M. Schwartz had 134,812 common shares withheld to cover taxes from a restricted stock unit vesting. This was recorded at $54.49 per share and classified as a tax-withholding disposition, not an open-market sale.

Did Carlyle Group (CG) CEO Harvey Schwartz sell shares in this Form 4?

No, the Form 4 states that no shares of common stock were sold by Harvey M. Schwartz. Instead, 134,812 shares were withheld by Carlyle Group to satisfy tax obligations arising from a previously reported restricted stock unit award vesting.

How many Carlyle Group (CG) shares were involved in the tax-withholding event?

The filing shows that 134,812 shares of Carlyle Group common stock were withheld. These shares were used to cover tax liabilities connected to the vesting of a restricted stock unit award, at a reported price of $54.49 per share.

What is Harvey M. Schwartz’s Carlyle Group (CG) share ownership after this transaction?

After the tax-withholding transaction, Harvey M. Schwartz beneficially owned 5,215,922 shares of Carlyle Group common stock. The filing classifies this ownership as direct, meaning the shares are held in his own name rather than through an intermediary entity.

How is the Carlyle Group (CG) insider transaction coded on the Form 4?

The transaction is coded as "F" on the Form 4, described as payment of tax liability by delivering securities. This indicates a tax-withholding disposition of shares connected to equity compensation, rather than a discretionary purchase or sale in the open market.

What role does Harvey M. Schwartz hold at Carlyle Group (CG) in this filing?

Harvey M. Schwartz is identified in the filing as both a director and an officer of Carlyle Group, serving as Chief Executive Officer. The reported tax-withholding transaction relates to his equity compensation in that leadership capacity at the company.