Welcome to our dedicated page for The Carlyle Group SEC filings (Ticker: CG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Carlyle Group Inc. filings document the regulatory record of a publicly traded global investment firm with common stock and listed debt securities. Form 8-K reports cover operating results, earnings presentations, Regulation FD updates, growth objectives, material agreements, direct financial obligations, and capital-structure matters.
Proxy materials describe shareholder voting, board governance, executive compensation, equity awards, and related governance disclosures. Debt-related filings record senior notes, indentures, subsidiary guarantors, and registered securities, while material-event reports document liquidity, capital resources, dividend-policy context, financial condition, and segment-level performance across Global Private Equity, Global Credit, and Carlyle AlpInvest.
Carlyle Group Inc. filed a Form 13F Combination Report disclosing 20 holdings with a reported aggregate market value of $13,566,904,392. The filing lists 3 other included managers, including Abingworth LLP and AlpInvest Partners B.V.
The report was signed by Jeffrey W. Ferguson, General Counsel, and notes that AlpInvest Partners B.V. is an indirectly wholly owned adviser and that Carlyle acquired the Abingworth group in August 2022.
Carlyle Group Inc. Chief Financial Officer Justin Plouffe reported a tax-related share withholding on February 6, 2026. A total of 46,176 shares of common stock were withheld by the company at $55.41 per share to cover taxes from the vesting of a previously reported restricted stock unit award. The filing clarifies that no shares were sold by Plouffe in the market. After this withholding, he beneficially owned 903,717 shares of Carlyle Group common stock directly.
Carlyle Group Inc.'s General Counsel, Jeffrey W. Ferguson, reported a routine tax-related share withholding. On February 6, 2026, 937 shares of common stock were withheld by the company at $55.41 per share to cover taxes from vesting restricted stock units.
The filing states that no shares were sold by Ferguson; this was not an open-market transaction. After the withholding, he directly beneficially owns 781,130 shares of Carlyle Group common stock, reflecting his remaining equity stake in the company.
Carlyle Group Inc.'s Chief Accounting Officer, Charles Elliott Andrews Jr., reported an internal share withholding related to tax obligations. On February 6, 2026, 6,354 shares of common stock were withheld by the company at $55.41 per share in connection with the vesting of previously reported restricted stock units. According to the footnote, no shares were sold by the reporting person; this was solely to cover taxes. After this transaction, Andrews directly beneficially owned 146,976 shares of Carlyle common stock.
Carlyle Group Inc. Co-President Mark David Jenkins reported a routine tax-related share withholding. On 02/06/2026, 46,176 shares of Carlyle Group common stock were withheld at $55.41 per share to cover taxes due from the vesting of a previously reported restricted stock unit award.
No shares were sold for cash in this transaction, and Jenkins directly beneficially owned 1,519,949 shares of common stock after the withholding.
Carlyle Group Inc. Co-President John C. Redett reported a tax-related share withholding rather than an open-market sale. On 02/06/2026, 86,781 shares of common stock were withheld at $55.41 per share to cover taxes from vesting restricted stock units.
After this withholding, Redett directly beneficially owned 1,848,312 shares of Carlyle common stock. The filing clarifies that no shares were sold by the reporting person; the transaction reflects only shares retained by the issuer for tax obligations.
Carlyle Group Inc. executive reports tax-related share withholding
Co-President Jeffrey Nedelman reported a transaction involving 92,352 shares of Carlyle Group Inc. common stock on February 6, 2026. These shares were withheld by the issuer to cover taxes owed upon vesting of a previously reported restricted stock unit award.
Following this tax withholding, Nedelman beneficially owns 1,631,705 shares of common stock, held directly. The filing explicitly states that no shares of common stock were sold by Nedelman in connection with this event.
Carlyle Group Inc.’s Chief Operating Officer Lindsay LoBue reported a tax-related share withholding on common stock. On 02/06/2026, 75,033 shares were withheld by the company at $55.41 per share to cover taxes from vesting restricted stock units. After this non-sale transaction, LoBue beneficially owns 710,460 shares of Carlyle common stock directly.
The Carlyle Group Inc. reported strong fourth-quarter and full-year 2025 results, highlighted by higher earnings and growing assets under management. For 2025, U.S. GAAP income before income taxes was $1.2 billion, with a margin of 24.3%, and net income attributable to common stockholders was $808.7 million.
On a cash-focused basis, Carlyle generated full-year Distributable Earnings of $1.7 billion, or $4.02 per common share, and Fee Related Earnings of $1.2 billion, up 12% from 2024. Net income in the fourth quarter was $358.1 million, or $0.96 per diluted share, with quarterly Distributable Earnings of $436.4 million ($1.01 per share).
Total assets under management reached $477 billion as of December 31, 2025, up 8% year over year, while fee-earning assets under management rose to $337 billion, up 11%. Net accrued performance revenues were $2.9 billion, reflecting portfolio appreciation and realizations across Global Private Equity, Global Credit, and Carlyle AlpInvest.
Carlyle’s Board declared a quarterly dividend of $0.35 per common share, bringing 2025 distributions to $1.40 per share. The firm also repurchased or withheld 12.7 million shares in 2025 at an aggregate cost of $686.5 million, and ended the year with $2.0 billion of cash and no borrowings on its $1.0 billion revolver.
Carlyle Group Inc. Co-President Mark David Jenkins reported equity-related transactions on February 1, 2026. The company withheld 5,812 shares of common stock at $58.78 per share to cover taxes triggered by the vesting of previously reported restricted stock units; no shares were sold.
Jenkins also received two new restricted stock unit awards covering 144,488 and 12,965 shares of common stock, both recorded at $0 per share. These RSUs vest over time between August 1, 2027 and February 1, 2029, subject to his continued service, bringing his directly held common stock to 1,566,125 shares.