Carlyle Group (NASDAQ: CG) Co-President has 43,081 shares withheld for taxes

Rhea-AI Filing Summary

Carlyle Group Inc. Co-President Jeffrey Nedelman reported a tax-withholding disposition of 43,081 shares of common stock on 2026-08-01 at $46.02 per share, covering taxes from vesting restricted stock unit awards and related dividend equivalent units. The issuer withheld these shares, leaving Nedelman with 1,602,864 common shares held directly, and no shares were sold in the market.

Insider Trade Summary

Net Seller: 43,081 shares

Net Sell 1 txn

Insider Nedelman Jeffrey

Role Co-President

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	43,081	$46.02	$1.98M

Holdings After Transaction: Common Stock — 1,602,864 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: 43,081 shares Tax value per share: $46.02 per share Shares held after transaction: 1,602,864 shares

3 metrics

Shares withheld for taxes 43,081 shares Common stock withheld on 2026-08-01 for tax payment at vesting

Tax value per share $46.02 per share Per-share value used for the tax-withholding disposition

Shares held after transaction 1,602,864 shares Direct common stock holdings by Jeffrey Nedelman following withholding

Key Terms

restricted stock unit awards, dividend equivalent units, tax-withholding disposition

3 terms

restricted stock unit awards financial

"vesting of previously reported restricted stock unit awards (including previously reported dividend"

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.

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.

tax-withholding disposition financial

"transaction_action: tax-withholding disposition of common stock to satisfy taxes"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

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

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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 CG Co-President Jeffrey Nedelman report?

Jeffrey Nedelman reported a tax-withholding disposition where 43,081 Carlyle Group common shares were withheld at $46.02 per share to cover taxes on vested restricted stock units and dividend equivalents, leaving him with 1,602,864 shares held directly afterward.

Was Jeffrey Nedelman’s CG Form 4 transaction an open-market sale?

No. The footnote states that no shares of common stock were sold by Jeffrey Nedelman. The 43,081 shares were withheld by Carlyle Group solely to pay taxes triggered by vesting restricted stock unit awards and related dividend equivalent units.

How many Carlyle Group (CG) shares were withheld and at what value?

The transaction shows 43,081 shares of Carlyle Group common stock withheld at $46.02 per share. These shares were retained by the issuer to satisfy Nedelman’s tax obligations arising from the vesting of previously reported restricted stock unit and dividend equivalent awards.

How many CG shares does Jeffrey Nedelman hold after this Form 4 event?

After the tax withholding, Jeffrey Nedelman directly holds 1,602,864 shares of Carlyle Group common stock. This figure represents his reported direct ownership position following the issuer’s retention of 43,081 shares to cover tax liabilities tied to vested equity awards.

What triggered the tax-withholding disposition reported for CG’s Co-President?

The disposition was triggered by the vesting of previously reported restricted stock unit awards, including any accrued dividend equivalent units. To cover associated taxes, Carlyle Group withheld 43,081 shares of common stock from Jeffrey Nedelman instead of requiring a separate cash payment.

Was the CG Form 4 transaction reported under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not marked as affirmatively relying on a trading plan, and the footnote explains the event as routine tax withholding on vested equity, rather than discretionary market trades executed under a pre-arranged trading program.

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^*

Nedelman Jeffrey

(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)		43,081	D	$46.02	1,602,864	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 Jeffrey Nedelman	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)