Every 8-K that The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CGABL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CGABL filings page.
The Carlyle Group Inc. reported strong operating performance for the quarter ended June 30, 2026, with Distributable Earnings of $472 million (after‑tax $1.07 per common share) and U.S. GAAP income before income taxes of $274 million, a 24.4% margin.
Fee Related Earnings rose to $358 million with a 47% FRE margin, and net accrued performance revenues stood at $2.4 billion. GAAP net income attributable to common stockholders was $137 million, or $0.37 diluted EPS, as lower investment income and negative net performance revenues reduced headline profitability versus the prior year.
Total assets under management reached $485 billion, including $334 billion of fee‑earning AUM and $97 billion of available capital. The firm highlighted record Fee Related Earnings, its highest Distributable Earnings in nearly four years, and client distributions of nearly $7 billion in the quarter and $37 billion over the past year.
The Board declared a $0.35 quarterly dividend per common share and repurchased or withheld 6.7 million shares in the quarter for $304 million, leaving $1.6 billion of capacity under the $2.0 billion repurchase authorization.
The Carlyle Group Inc. held its 2026 Annual Meeting of Shareholders on June 3, 2026, where investors elected thirteen directors for one-year terms and approved an amended and restated 2012 Equity Incentive Plan previously cleared by the Board.
Director nominees generally received over 288 million votes in favor, with Harvey M. Schwartz receiving 299,883,948 votes for and 2,435,697 withheld. Shareholders ratified Ernst & Young LLP as independent registered public accounting firm for 2026 with 325,337,355 votes for and 7,384,983 against.
The amended and restated equity incentive plan was approved with 252,707,398 votes for and 49,426,621 against. A non-binding say-on-pay resolution on named executive officer compensation also passed, receiving 246,902,606 votes for and 54,984,239 against, with 432,800 abstentions.
The Carlyle Group Inc. appointed Kate Heinzelman as General Counsel, effective June 29, 2026, succeeding longtime General Counsel Jeffrey W. Ferguson, who will become a Senior Advisor. Heinzelman will report directly to CEO Harvey Schwartz and lead Carlyle’s global legal and compliance organization.
She previously served as General Counsel of the Central Intelligence Agency and held senior roles at the Department of Justice, the Department of Health & Human Services, the White House Counsel’s Office and in private practice. Carlyle highlights that it managed $475 billion of assets under management as of March 31, 2026, with more than 2,500 employees across 28 offices.
The Carlyle Group Inc. used this report to outline a multi‑year growth plan and new capital return program. At its 2026 Shareholder Update, the firm set three‑year targets through the end of 2028, including Fee Related Earnings of $1.9+ billion, inflows of $200+ billion, and Distributable Earnings per common share of $6.00+.
Carlyle also announced that its Board of Directors approved a new $2 billion share repurchase authorization, giving the company flexibility to buy back stock under its capital allocation framework. The firm noted it had $477 billion of assets under management as of December 31, 2025, underscoring the scale behind these objectives.
The Carlyle Group Inc. entered into an indenture to issue $800,000,000 aggregate principal amount of 5.050% Senior Notes due 2035, fully and unconditionally guaranteed on a senior unsecured basis by key holding subsidiaries. The notes were issued under an effective shelf registration statement.
The notes bear interest at 5.050% per annum from September 19, 2025, with interest payable semiannually on March 19 and September 19 each year, starting March 19, 2026. They mature on September 19, 2035, and include covenants limiting certain mergers, asset transfers and liens, as well as customary events of default. Carlyle may redeem the notes at a make‑whole price before June 19, 2035 and at par plus accrued interest on or after that date.