Carlyle COO granted 2,657 dividend-equivalent shares

Rhea-AI Filing Summary

Carlyle Group Inc. (CG) reported that Chief Operating Officer Lindsay LoBue acquired 2,657 shares of common stock on August 26, 2026 through a grant classified as a dividend-equivalent award on existing restricted stock units in connection with the company’s quarterly dividend. These dividend equivalent units vest on the same schedule and under the same terms as the underlying awards. Following this award, LoBue directly holds 700,578 common shares.

Insider Trade Summary

Grant/Award: 2,657 shares

Grant/Award 1 txn

Insider LoBue Lindsay

Role Chief Operating Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	2,657	$0.00	$0.00

Holdings After Transaction: Common Stock — 700,578 shares (Direct)

Footnotes (1)

1. F1. Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards.

Key Figures

Shares acquired: 2,657 shares of Common Stock Transaction price per share: $0.0000 per share Shares owned after transaction: 700,578 shares of Common Stock

3 metrics

Shares acquired 2,657 shares of Common Stock Grant/award acquisition on August 26, 2026

Transaction price per share $0.0000 per share Grant of dividend equivalent units, not a market purchase

Shares owned after transaction 700,578 shares of Common Stock Direct ownership following the August 26, 2026 grant

Key Terms

dividend equivalent units, restricted stock unit awards, quarterly dividend

3 terms

dividend equivalent units financial

"Represents dividend equivalent units accrued on certain existing restricted stock"

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.

restricted stock unit awards financial

"accrued on certain existing restricted stock unit awards, the grant of which"

Restricted stock unit awards are company promises to deliver a specific number of shares to employees or service providers in the future once conditions—such as staying with the company for a set time or meeting performance targets—are met. They matter to investors because when the promises convert into actual shares they increase the total share count and can reduce earnings per share, while also aligning recipients’ interests with stock performance much like deferred pay that turns into ownership if goals are met.

quarterly dividend financial

"in connection with the issuer's quarterly dividend. Such dividend equivalent units"

A quarterly dividend is a payment a company gives to its shareholders four times a year, usually as a share of its profits. It's like getting a small bonus every few months for owning the company's stock, which can provide a steady income. Investors watch these payments to see how well a company is doing and whether it’s a good investment.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did CG report for Lindsay LoBue on this Form 4?

Carlyle Group Inc. reported that COO Lindsay LoBue received a grant of 2,657 shares of common stock on August 26, 2026, via dividend equivalent units tied to existing restricted stock unit awards and the company’s quarterly dividend.

How many Carlyle Group (CG) shares does Lindsay LoBue hold after this transaction?

After the reported transaction, Chief Operating Officer Lindsay LoBue directly holds 700,578 shares of Carlyle Group Inc. common stock, as stated in the filing.

Was cash paid for the shares acquired by Lindsay LoBue in CG?

No cash was paid per share for this grant; the filing reports a $0.00 transaction price per share, reflecting that the 2,657 shares were issued as a grant of dividend equivalent units rather than a market purchase.

What are the terms of the dividend equivalent units reported for CG’s Lindsay LoBue?

The filing states that the reported dividend equivalent units were accrued on certain existing restricted stock unit awards in connection with the quarterly dividend and will vest on the same schedule and subject to the same terms and conditions as the underlying awards.

Is the reported CG insider transaction related to a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not checked, and the footnote describes the transaction as dividend equivalent units on restricted stock units, not as trades made under a Rule 10b5-1 trading plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/28/2026 - 05:02 PM EDT Accepted by SEC EDGAR 08/28/2026 - 05:02 PM EDT Learn about SEC filing dates

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^*

LoBue Lindsay

(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)
	Chief Operating Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/26/2026

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	08/26/2026		A(1)		2,657	A	$0	700,578	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 dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards.

Remarks:

	/s/ Anne K. Frederick by Power of Attorney for Lindsay LoBue	08/28/2026
	** 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)