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Carlyle Group Inc. reported that General Counsel Jeffrey W. Ferguson acquired 1,274 shares of common stock at $0.00 per share. These represent dividend equivalent units credited on existing time-vesting restricted stock unit awards tied to the company’s quarterly dividend. After this award, he holds 783,474 shares directly.
Carlyle Group Inc. reported that Chief Executive Officer Harvey M. Schwartz acquired 20,743 shares of common stock at a price of $0.00 per share. These were issued as dividend equivalent units tied to previously granted time-based and performance-based restricted stock units in connection with the company’s quarterly dividend. Following this routine compensation-related acquisition, Schwartz directly holds 5,254,122 shares of Carlyle Group common stock.
The Carlyle Group Inc. ownership update: Capital World Investors filed an Amendment No. 1 to Schedule 13G reporting beneficial ownership of 17,987,864 shares, representing 5.0% of the 361,171,067 shares believed outstanding as of the filing. The filing shows sole voting power over 17,827,216 shares and sole dispositive power over 17,987,864 shares.
The Carlyle Group Inc. filed a Form 13F on behalf of multiple reporting managers reporting holdings aggregated across its group. The filing lists 20 information-table entries with a total market value of $10,619,090,498 and indicates 3 other included managers. The report is signed by General Counsel Jeffrey W. Ferguson on 05-08-2026.
The Carlyle Group Inc. reported a net loss for the quarter ended March 31, 2026, driven by negative investment performance allocations. Total revenues fell to $254.0 million from $973.1 million a year earlier, as performance allocations swung to a loss of $681.1 million from income of $222.9 million.
Fund management fees were relatively stable at $584.0 million versus $586.1 million, while incentive fees rose to $51.7 million from $43.2 million. Net loss attributable to Carlyle was $132.2 million, compared with net income of $130.0 million, resulting in diluted earnings per share of $(0.37) versus $0.35.
Total assets increased to $29,842.0 million from $29,116.0 million as of December 31, 2025, with cash and cash equivalents of $1,673.2 million. Shares of common stock outstanding were 359,974,427 as of May 5, 2026.
Cherwoo Sharda reported acquisition or exercise transactions in this Form 4 filing.
Carlyle Group Inc. director Sharda Cherwoo received a grant of 4,450 shares of common stock in the form of restricted stock units at no cash cost as compensation. The award was made under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan and will vest on May 1, 2027, if she continues serving on the Board through that date. Following this grant, she directly holds 20,398 shares of Carlyle common stock.
HANCE JAMES H JR reported acquisition or exercise transactions in this Form 4 filing.
Carlyle Group Inc. director James H. Hance Jr. received an equity award of 4,450 shares of Common Stock in the form of restricted stock units. The award was granted at no cash cost per share and is part of the company’s Amended & Restated 2012 Equity Incentive Plan.
The restricted stock units will vest on May 1, 2027, if he continues serving the company or its affiliates through that date. After this award, he holds a total of 316,538 shares of Carlyle Group Inc. common stock directly.
FILLER LINDA reported acquisition or exercise transactions in this Form 4 filing.
Carlyle Group Inc. director Linda Filler received a grant of 4,450 shares of common stock in the form of a restricted stock unit award under the company’s Amended & Restated 2012 Equity Incentive Plan. The award will vest on May 1, 2027, if she continues serving on the board through that date, and receipt of the vested shares is deferred to a future date under her deferral election. After this grant, she directly holds 26,163 shares of Carlyle Group common stock. This is a compensation-related equity award, not an open-market stock purchase or sale.
SHAW WILLIAM JOSEPH reported acquisition or exercise transactions in this Form 4 filing.
Carlyle Group Inc. director William Joseph Shaw received an equity-based compensation grant in the form of 4,450 shares of common stock on May 1, 2026. The award is structured as restricted stock units under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan, with no cash purchase price.
The filing states these restricted stock units will vest on May 1, 2027, provided Shaw continues to serve on Carlyle’s Board of Directors through that date. After this grant, he directly holds a total of 78,093 shares of Carlyle common stock, reflecting his ongoing equity stake in the company.
Carlyle Group Inc. director Mark S. Ordan reported two equity awards of common stock. He received 4,450 restricted stock units under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan, which will vest on May 1, 2027 if he continues serving on the Board.
He was also granted 4,450 vested shares of common stock under the same plan, received in lieu of his annual cash retainers for Board service. After these awards, his reported direct holdings in common stock were updated in the filing, reflecting these compensation-related acquisitions rather than open-market purchases.