Every Form 4 that Medline (MDLN) has filed with the SEC in the last 12 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 Form 4 covers the transactions officers, directors and large holders report, so if you follow MDLN 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 MDLN filings page.
Carlyle Mozart Coinvestment Holdings, L.P., a 10% owner of Medline Inc. (Class A Common Stock), reported an internal share transfer. On February 11, 2026, it transferred 15,414,514 Class A shares to an affiliated entity for no consideration, described as part of a lock-up arrangement.
After this transaction, Carlyle Mozart Coinvestment Holdings, L.P. directly beneficially owned 16,125,094 Class A shares. The affiliated entity receiving the shares is subject to transfer restrictions under a lock-up agreement. Future Section 16 reports are expected to be filed jointly with multiple related Carlyle entities.
Medline Inc. reported a large insider reorganization of its Class A Common Stock involving Carlyle-affiliated entities. On 01/16/2026, entities tied to The Carlyle Group reported an indirect transaction coded "J" covering 94,348,666 shares of Medline Class A Common Stock at a price of $0.00 per share, indicating transfers for no cash consideration.
Footnotes explain that these shares were moved from CP VII and CP VIII "Circle" entities to other affiliated entities under a lock-up agreement that restricts the transferred shares. After this internal restructuring, each of CP VII Circle AIF Holdings, CP VII Circle Holdings, CP VII Circle Holdings - A, CP VIII Circle AIF Holdings and CP VIII Circle Holdings no longer beneficially own Medline securities, and the reporting indirect ownership position is shown as zero shares.
Carlyle-affiliated entities reported large internal transfers of Medline Inc. (MDLN) equity interests. On January 16, 2026, they recorded a Form 4 transaction coded "J", which indicates a non-market, non-open market event. The filing shows 111,994,953 shares of Class A Common Stock, 55,557,381 shares of Class B Common Stock, and 55,557,381 Common Units of Medline Holdings, L.P. involved in transfers to affiliated entities for no consideration under a lock-up agreement.
After these transfers, Carlyle-related entities are shown as beneficially owning 144,375,681 shares of Class A Common Stock and 70,927,355 shares each of Class B Common Stock and Common Units. Class B shares carry one vote per share but no economic value and are paired one-for-one with Common Units, which may be exchanged into Class A shares under an exchange agreement dated December 16, 2025, with no stated expiry.
Carlyle-affiliated 10% owners of Medline Inc. reported large internal transfers of their holdings with no cash changing hands. On January 16, 2026, Carlyle Mozart Coinvestment Holdings, L.P. transferred 17,636,833 shares of Class A Common Stock to an affiliated entity for no consideration under a lock-up agreement, and continued to hold shares afterward. CP Circle Holdings, L.P. similarly transferred 9,454 shares of Class A Common Stock and 55,557,381 Common Units of Medline Holdings, LP with a corresponding number of Class B Common Stock shares to an affiliated entity for no consideration, also subject to lock-up restrictions, and retained reduced positions.
Each Common Unit is paired with one Class B share that has voting rights but no economic value, and holders can exchange Common Units into Class A Common Stock on a one-for-one basis under an exchange agreement dated December 16, 2025, with exchange rights that do not expire.