Morgan Stanley reports 5.1% stake in Carlisle Companies (CSL)

Rhea-AI Filing Summary

Carlisle Companies Inc. Schedule 13G/A (Amendment No. 2) reports institutional ownership disclosures from Morgan Stanley and Atlanta Capital Management Company, LLC for Common Stock (CUSIP 142339100). Morgan Stanley Reporting Units show 2,083,495 shares (5.1%); Atlanta Capital shows 1,784,879 shares (4.4%) and notes it has ceased to be the beneficial owner of more than five percent.

Insights

Institutional Ownership Analyst

Filing shows two institutional reporting entities and their beneficial ownership percentages.

The filing lists specific share counts and percent ownership: Morgan Stanley Reporting Units with 2,083,495 shares (5.1%) and Atlanta Capital with 1,784,879 shares (4.4%). These figures reflect disclosed positions in the issuer's common stock.

Ownership percentages may affect disclosure obligations; subsequent filings would show any material changes in positions.

Securities Compliance Officer

Amendment clarifies beneficial ownership and includes joint filing and exhibit references.

The schedule is a joint filing by Morgan Stanley and Atlanta Capital and cites Exhibit 99.1 (Joint Filing Agreement) and Exhibit 99.2 (Item 7 information). It includes the Release-based note on MS Reporting Units to explain aggregation rules.

The filing is primarily a disclosure compliance document; monitoring subsequent amendments will confirm any material ownership shifts.

Key Figures

Morgan Stanley shares: 2,083,495 shares Morgan Stanley percent: 5.1% Atlanta Capital shares: 1,784,879 shares +3 more

6 metrics

Morgan Stanley shares 2,083,495 shares Beneficial ownership reported on Schedule 13G/A

Morgan Stanley percent 5.1% Percent of class reported for Morgan Stanley Reporting Units

Atlanta Capital shares 1,784,879 shares Beneficial ownership reported on Schedule 13G/A

Atlanta Capital percent 4.4% Percent of class reported for Atlanta Capital Management Company, LLC

MS shared voting power 1,800,957 shares Shared voting power reported for Morgan Stanley Reporting Units

MS shared dispositive power 1,993,360 shares Shared dispositive power reported for Morgan Stanley Reporting Units

Key Terms

Schedule 13G/A, Shared Dispositive Power, Beneficially owned

3 terms

Schedule 13G/A regulatory

"Schedule 13G/A (Amendment No. 2) reports institutional ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Shared Dispositive Power regulatory

"Shared Dispositive Power 1,993,360.00"

Beneficially owned regulatory

"securities beneficially owned, or that may be deemed to be beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

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

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Accepted by SEC EDGAR 05/11/2026 - 04:33 PM Learn about SEC filing dates

FAQ

What ownership does Morgan Stanley report for CSL?

Morgan Stanley Reporting Units report 2,083,495 shares, representing 5.1% of Carlisle Companies Inc. common stock, with shared voting and dispositive powers disclosed on the cover page.

What ownership does Atlanta Capital report for CSL?

Atlanta Capital Management Company, LLC reports 1,784,879 shares, representing 4.4% of the class, and states it has ceased to be the beneficial owner of more than five percent.

What exhibits accompany this Schedule 13G/A for CSL?

The filing includes Exhibit 99.1 (Joint Filing Agreement) and Exhibit 99.2 (Item 7 information), which identify subsidiary reporting units and related Item 7 disclosures.

Does the filing explain Morgan Stanley's aggregation method?

Yes: the filing references Release No. 34-39538 and explains the securities reported reflect certain Morgan Stanley operating units (the MS Reporting Units) and exclude disaggregated units per that Release.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

CARLISLE COMPANIES INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

142339100

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 142339100

1

Names of Reporting Persons

Morgan Stanley

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,800,957.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,993,360.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,083,495.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.1 %

12

Type of Reporting Person (See Instructions)

HC, CO

SCHEDULE 13G

CUSIP Number(s): 142339100

1

Names of Reporting Persons

Atlanta Capital Management Company, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,541,355.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,702,259.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,784,879.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.4 %

12

Type of Reporting Person (See Instructions)

IA, CO

Comment for Type of Reporting Person: As of the date hereof, Atlanta Capital Management Company, LLC has ceased to be the beneficial owner of more than five percent of the class of securities.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: CARLISLE COMPANIES INC
(b)	Address of issuer's principal executive offices: 16430 N. SCOTTSDALE RD., SUITE 400, SCOTTSDALE, AZ, 85254
Item 2.
(a)	Name of person filing: 1: Morgan Stanley 2: Atlanta Capital Management Company, LLC
(b)	Address or principal business office or, if none, residence: 1: 1585 Broadway, New York, NY 10036 ;2: 1075 Peachtree Street, Suite 2100, Atlanta, GA 30309
(c)	Citizenship: 1: Delaware 2: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 142339100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 5.1 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit 99.2
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Morgan Stanley

Signature:	Claire Gordon
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	05/11/2026

Atlanta Capital Management Company, LLC

Signature:	Kelly Williams
Name/Title:	Authorized Signatory, Atlanta Capital Management Company, LLC
Date:	05/11/2026

Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).