Carlyle Group (CG) COO has 18,284 shares withheld to cover tax obligations

Rhea-AI Filing Summary

Carlyle Group Inc. reported that Chief Operating Officer Lindsay LoBue had 18,284 shares of common stock withheld by the issuer on August 1, 2026 to satisfy tax obligations arising from the vesting of previously reported restricted stock unit and dividend equivalent unit awards. The footnote states that no shares were sold by the reporting person. Following this tax-withholding disposition, LoBue directly holds 697,921 shares of Carlyle Group common stock.

Insider Trade Summary

Net Seller: 18,284 shares

Net Sell 1 txn

Insider LoBue Lindsay

Role Chief Operating Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	18,284	$46.02	$841K

Holdings After Transaction: Common Stock — 697,921 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: 18,284 shares of Common Stock Per-share value for tax withholding: $46.02 per share Shares held after transaction: 697,921 shares of Common Stock

3 metrics

Shares withheld for taxes 18,284 shares of Common Stock Withheld by issuer on 2026-08-01 to satisfy tax liability from vesting awards

Per-share value for tax withholding $46.02 per share Value used in connection with the 18,284-share tax-withholding disposition

Shares held after transaction 697,921 shares of Common Stock Direct holdings of Lindsay LoBue following the reported tax-withholding transaction

Key Terms

restricted stock unit awards, dividend equivalent units, withholding securities

3 terms

restricted stock unit awards financial

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

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.

withholding securities financial

"Payment of tax liability by delivering or withholding securities"

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

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) COO Lindsay LoBue report?

COO Lindsay LoBue reported a tax-withholding disposition where 18,284 shares of Carlyle Group common stock were withheld by the issuer on August 1, 2026 to cover taxes from vesting restricted stock unit awards and related dividend equivalent units.

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

The issuer withheld 18,284 shares of Carlyle Group common stock at a value of $46.02 per share. This withholding satisfied the reporting person’s tax liability connected to the vesting of previously reported restricted stock unit and dividend equivalent unit awards.

Did Lindsay LoBue sell any Carlyle Group (CG) shares in this Form 4 filing?

No. A footnote specifies that no shares of common stock were sold by Lindsay LoBue. Instead, the 18,284 shares were withheld by Carlyle Group to pay taxes triggered by the vesting of earlier reported equity awards.

How many Carlyle Group (CG) shares does Lindsay LoBue hold after the withholding?

After the tax-withholding disposition, Lindsay LoBue directly holds 697,921 shares of Carlyle Group common stock. This figure reflects her position immediately following the issuer’s withholding of 18,284 shares to cover tax obligations tied to vesting equity awards.

Was the Carlyle Group (CG) COO’s transaction under a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox was not marked as affirming a trading plan. This means the reported tax-withholding transaction was not designated as executed pursuant to a pre-arranged Rule 10b5-1 trading plan.

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)
08/01/2026

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)		18,284	D	$46.02	697,921	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 Lindsay LoBue	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)