The Carlyle Group Inc. Common Stock(CG)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

CG iron condor setups CG expected move CG IV rank history CG Fibonacci levels

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CG $46.65 —
Snapshot
$46.65
52-Week Range
$39.60 – $69.85
YTD
-23.36%
IV Rank (30D)
6.33
Straddle Price
$5.55
P/C Vol Ratio
1.08
Market Cap
$16.8B
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.58%
Beta vs SPY1.00
Cost of Equity (CAPM)10.08% (VRP-adj)
WACC9.32%
Volatility Risk Premium+15.9pp (IV − HV30), ERP adj +50bps
Effective Tax Rate18.5%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.6B
Return on Equity (TTM)10.1%
Book / Price40.9% — banking bias active (P/B is primary)
Bank Quality Adj×1.10 (target ROE vs peer median)
Gross Margin (TTM)100.0%
FCF Margin (TTM)12.2%
Debt / Equity0.42
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+15.2% (reverse-DCF on current price)
SMA 50$45.32 (Market Anchor value)
SMA 20 / Bollinger Mid$43.64
Bollinger Width / SMA2035.2% (drives anchor stability)
Net Debt$1.0B
Market Cap$17B
Peers used for multiples: GROW, HLNE, KKR, OWL, RF (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
69%
20-Day Fair Value
≈ by Aug 17, 2026
$43.81
α -4.9% rank 43%
40-Day Fair Value
≈ by Sep 15, 2026
$43.57
α -5.4% rank 43%
60-Day Fair Value
≈ by Oct 14, 2026
$41.38
α -10.2% rank 43%
MethodImplied PriceWeightDetail
DCF $109.60 0%
DDM (Gordon) $28.94 47%
Peer P/E $39.85 18% median 15.0× · 5 peers
Peer EV/EBITDA n/a 0% median 11.3× · 4 peers
Peer P/B $56.62 26% median 3.0× · 5 peers
Peer P/S $60.42 9% median 3.9× · 5 peers
Market Anchor (SMA50) $45.32 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-17 · updated
Info
Industry (SIC)
INVESTMENT ADVICE (6282)
Exchange
XNAS
Market Cap
$16.8B

Carlyle Group is one of the world's largest alternative-asset managers, with $476.9 billion in total AUM, including $336.8 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $163.6 billion in total AUM and $101.4 billion in fee-earning AUM), global credit ($211.3 billion/$169.5 billion), and investment/fund solutions, known as Carlyle AlphInvest ($101.0 billion/$65.9 billion). The firm primarily serves institutional investors an…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +4.45% 14
Feb -3.11% 14
Mar -2.52% 14
Apr +2.86% 14
May +0.58% 15
Jun +1.63% 15
Jul +8.89% 15
Aug -6.32% 14
Sep -2.56% 14
Oct +2.09% 14
Nov +2.65% 14
Dec +2.25% 14
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $43.66
SMA 50: $45.22
SMA 200: $52.54
Current: $46.07
EMA 12: $44.84
EMA 26: $44.56
MACD: 0.2793 | Signal: 0.5156
BEARISH
ADX (14): 16.17
RANGE
+DI: 28.98
−DI: 19.97
Momentum Oscillators
RSI (14): 57.30
NEUTRAL
Stoch %K: 79.17
Stoch %D: 82.84
Williams %R: -23.20
Volume & Volatility
BB Upper: $47.06
BB Lower: $40.25
NEUTRAL
OBV: 13,112,197
Vol SMA 20: 3,679,738
Vol ROC: 1.78%
ATR: $1.67
True Range: $1.46
HV 20: 36.4%
HV 30: 35.0%
HV 60: 35.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Earnings History
8 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-05 Pre-Market 9.20% 6.86% 0.75x Within
2024-11-07 Pre-Market 8.02% 2.31% 0.29x Within
2025-02-11 Pre-Market 6.91% 6.04% 0.87x Within
2025-05-08 Pre-Market 7.65% 3.86% 0.50x Within
2025-08-06 Pre-Market 8.44% 4.66% 0.55x Within
2025-10-31 Pre-Market 9.28% 5.90% 0.64x Within
2026-02-06 Pre-Market 9.45% 5.77% 0.61x Within
2026-05-07 Pre-Market 8.61% 3.52% 0.41x Within
Options Activity
IV Rank (30D)
6.33
IV Rank (7D)
100
Avg IV
54.2%
Straddle (30D)
$5.55
Straddle (7D)
$1.62
P/C Volume
1.08
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.56
Correlation (SPY)
54.4%
R²
0.30
Ann. Volatility
36.3%
SPY Volatility
12.6%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 370,176,457 (as of 2025-12-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

610 filers650,977,943 shares$31.94B value175.86% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 79,104,738 $4.68B 14.64% 21.37% 2025-12-31
2 BlackRock, Inc. Custodian 93,073,335 $4.50B 14.10% 25.14% 2026-03-31
3 Capital World Investors 53,481,648 $2.59B 8.10% 14.45% 2026-03-31
4 HARRIS ASSOCIATES L P 49,751,721 $2.41B 7.54% 13.44% 2026-03-31
5 MORGAN STANLEY Custodian 30,569,844 $1.81B 5.66% 8.26% 2025-12-31
6 STATE STREET CORP 29,042,610 $1.41B 4.40% 7.85% 2026-03-31
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 22,947,027 $1.12B 3.50% 6.20% 2026-03-31
8 MILLENNIUM MANAGEMENT LLC Custodian 20,409,165 $987.60M 3.09% 5.51% 2026-03-31
9 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 18,903,327 $914.73M 2.86% 5.11% 2026-03-31
10 ALKEON CAPITAL MANAGEMENT LLC 17,823,948 $862.50M 2.70% 4.82% 2026-03-31
11 GEODE CAPITAL MANAGEMENT, LLC Custodian 15,447,369 $745.80M 2.33% 4.17% 2026-03-31
12 ARIEL INVESTMENTS, LLC 11,945,271 $578.03M 1.81% 3.23% 2026-03-31
13 FMR LLC Custodian 11,113,770 $537.80M 1.68% 3.00% 2026-03-31
14 Legal & General Group Plc Custodian 10,506,996 $508.43M 1.59% 2.84% 2026-03-31
15 DIMENSIONAL FUND ADVISORS LP Custodian 9,137,934 $442.01M 1.38% 2.47% 2026-03-31
16 UBS Group AG Custodian 8,707,164 $421.34M 1.32% 2.35% 2026-03-31
17 NORTHERN TRUST CORP Custodian 7,499,388 $362.90M 1.14% 2.03% 2026-03-31
18 Bank of New York Mellon Corp Custodian 6,142,950 $297.26M 0.93% 1.66% 2026-03-31
19 GOLDMAN SACHS GROUP INC Custodian 4,873,107 $235.81M 0.74% 1.32% 2026-03-31
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 4,549,833 $220.17M 0.69% 1.23% 2026-03-31
21 REGENTS OF THE UNIVERSITY OF CALIFORNIA 4,548,048 $220.08M 0.69% 1.23% 2026-03-31
22 BANK OF AMERICA CORP /DE/ Custodian 4,016,421 $194.35M 0.61% 1.08% 2026-03-31
23 MARKEL GROUP INC. 3,981,000 $192.64M 0.60% 1.08% 2026-03-31
24 ALGEBRIS (UK) LTD 3,885,102 $187.69M 0.59% 1.05% 2026-03-31
25 Davis Asset Management, L.P. 3,393,000 $164.19M 0.51% 0.92% 2026-03-31
21 filers$756.74M notional
# Filer Notional Value % of Total Period
1 MILLENNIUM MANAGEMENT LLC Custodian $210.50M 27.82% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $181.09M 23.93% 2026-03-31
3 GOLDMAN SACHS GROUP INC Custodian $79.84M 10.55% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $67.21M 8.88% 2026-03-31
5 CITADEL ADVISORS LLC Custodian $62.95M 8.32% 2026-03-31
6 Walleye Trading LLC $42.08M 5.56% 2026-03-31
7 GROUP ONE TRADING LLC Custodian $18.89M 2.50% 2026-03-31
8 TUDOR INVESTMENT CORP ET AL $17.38M 2.30% 2026-03-31
9 IMC-Chicago, LLC Custodian $15.68M 2.07% 2026-03-31
10 WOLVERINE TRADING, LLC Custodian $14.95M 1.98% 2025-09-30
11 SIMPLEX TRADING, LLC Custodian $9.87M 1.30% 2026-03-31
12 PEAK6 LLC $8.72M 1.15% 2026-03-31
13 Caption Management, LLC $6.76M 0.89% 2026-03-31
14 Squarepoint Ops LLC $5.59M 0.74% 2026-03-31
15 Walleye Capital LLC $4.66M 0.62% 2026-03-31
16 CastleKnight Management LP $4.36M 0.58% 2026-03-31
17 D. E. Shaw & Co., Inc. Custodian $3.59M 0.47% 2026-03-31
18 Point72 Asset Management, L.P. $1.07M 0.14% 2026-03-31
19 Portman Square Capital LLP $884.31K 0.12% 2026-06-30
20 BNP PARIBAS FINANCIAL MARKETS Custodian $609.71K 0.08% 2026-03-31
21 MAI Capital Management Custodian $58.07K <0.01% 2026-03-31
17 filers$307.80M notional
# Filer Notional Value % of Total Period
1 Valiant Capital Management, L.P. $116.14M 37.73% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $59.51M 19.33% 2026-03-31
3 JANE STREET GROUP, LLC Custodian $41.14M 13.37% 2026-03-31
4 Parallax Volatility Advisers, L.P. $23.44M 7.62% 2026-03-31
5 CITADEL ADVISORS LLC Custodian $21.80M 7.08% 2026-03-31
6 GROUP ONE TRADING LLC Custodian $8.27M 2.69% 2026-03-31
7 Walleye Trading LLC $5.97M 1.94% 2026-03-31
8 UBS Group AG Custodian $5.81M 1.89% 2026-03-31
9 Squarepoint Ops LLC $4.92M 1.60% 2026-03-31
10 IMC-Chicago, LLC Custodian $4.66M 1.51% 2026-03-31
11 WOLVERINE TRADING, LLC Custodian $3.91M 1.27% 2025-09-30
12 D. E. Shaw & Co., Inc. Custodian $3.82M 1.24% 2026-03-31
13 Walleye Capital LLC $3.51M 1.14% 2026-03-31
14 SIMPLEX TRADING, LLC Custodian $1.89M 0.61% 2026-03-31
15 Jefferies Financial Group Inc. $1.20M 0.39% 2026-03-31
16 TUDOR INVESTMENT CORP ET AL $1.10M 0.36% 2026-03-31
17 Point72 Asset Management, L.P. $711.33K 0.23% 2026-03-31
Insider Activity
Latest: 2026-05-29
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-05-29 HARVEY M SCHWARTZ Chief Executive Officer Award (A) +20,743 — EDGAR
2026-05-29 Jeffrey W. Ferguson General Counsel Award (A) +1,274 — EDGAR
2026-05-29 John C. Redett Co-President Award (A) +10,830 — EDGAR
2026-05-29 Jeffrey Nedelman Co-President Award (A) +7,733 — EDGAR
2026-05-29 Charles Elliott Jr. Andrews Chief Accounting Officer Award (A) +409 — EDGAR
2026-05-29 Justin Plouffe Chief Financial Officer Award (A) +4,077 — EDGAR
2026-05-29 Mark David Jenkins Co-President Award (A) +7,634 — EDGAR
2026-05-29 Lindsay LoBue Chief Operating Officer Award (A) +3,120 — EDGAR
2026-05-01 AFSANEH MASHAYEKHI BESCHLOSS Director Award (A) +4,450 — EDGAR
2026-05-01 Derica W Rice Director Award (A) +7,383 $49.44 $145.0K EDGAR
2026-05-01 LAWTON W FITT Director Award (A) +4,450 — EDGAR
2026-05-01 ANTHONY WELTERS Director Award (A) +4,450 — EDGAR
2026-05-01 MARK S ORDAN Director Award (A) +8,900 $49.44 $220.0K EDGAR
2026-05-01 WILLIAM JOSEPH SHAW Director Award (A) +4,450 — EDGAR
2026-05-01 LINDA FILLER Director Award (A) +4,450 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
33 insiders · @ $46.07
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Daniel A. D'Aniello Founder and Chairman Emeritus 32,504,102 $1.50B -$582.11M 8 2024-11-14
2 David M. Rubenstein Director 27,399,644 $1.26B -$762.36M 11 2026-03-20
3 WILLIAM E JR CONWAY See Remarks 26,999,644 $1.24B $0 10 2025-09-05
4 Glenn A. Youngkin Co-Chief Executive Officer 8,315,552 $383.10M $5.77M 12 2020-08-05
5 PETER J CLARE See remarks. 5,434,430 $250.36M -$2.68M 10 2023-02-09
6 HARVEY M SCHWARTZ Chief Executive Officer 5,254,122 $242.06M -$12.33M 24 2026-05-29
7 KEWSONG LEE Chief Executive Officer 3,616,400 $166.61M -$36.16M 11 2022-05-02
8 Christopher Finn Chief Operating Officer 1,931,167 $88.97M -$15.09M 17 2024-05-23
9 John C. Redett Co-President 1,868,256 $86.07M $0 16 2026-05-29
10 Jeffrey Nedelman Co-President 1,645,945 $75.83M $0 4 2026-05-29
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-03-19
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-03-19 David M. Rubenstein Director 500,000 $23.86M 2026-03-19 J.P. Morgan Securities LLC — EDGAR
2025-12-10 David M. Rubenstein Director 625,000 $35.34M 2025-12-10 J.P. Morgan Securities LLC — EDGAR
2025-08-12 JEFFREY WILLIAM FERGUSON REV TRUST Officer 202,606 $13.01M 2025-08-12 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-11 JEFFREY WILLIAM FERGUSON REV TRUST Officer 97,394 $6.07M 2025-08-11 Morgan Stanley Smith Barney LLC … — EDGAR
2025-02-19 JEFFREY WILLIAM FERGUSON REV TRUST Officer 147,658 $7.82M 2025-02-19 Morgan Stanley Smith Barney LLC … — EDGAR
2025-02-18 JEFFREY WILLIAM FERGUSON REV TRUST Officer 102,342 $5.44M 2025-02-18 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-12 Daniel A. D'Aniello Co-Founder and Chariman Emeritus 495,542 $26.38M 2024-11-12 J.P. Morgan Securities LLC — EDGAR
2024-08-23 CF UNITS LLC Former Officer 111,928 $4.51M 2024-08-23 Morgan Stanley Smith Barney LLC … — EDGAR
2024-08-23 CHRISTOPHER FINN Former Officer 488,072 $19.64M 2024-08-23 Morgan Stanley Smith Barney LLC … — EDGAR
2024-02-15 BRUCE M LARSON Officer 12,000 $532.7K 2024-02-15 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-05 0001527166-26-000033 EDGAR
2026-06-01 0001527166-26-000030 EDGAR
2026-05-07 0001527166-26-000023 EDGAR
2026-02-26 0001527166-26-000006 EDGAR
2026-02-06 0001527166-26-000002 EDGAR
2025-12-05 0001527166-25-000128 EDGAR
2025-10-31 0001527166-25-000122 EDGAR
2025-09-19 0001193125-25-209115 EDGAR
2025-09-17 0001193125-25-205282 EDGAR
2025-08-06 0001527166-25-000097 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-27 0001527166-26-000009 EDGAR
2025-02-27 0001527166-25-000006 EDGAR
2024-02-22 0001527166-24-000019 EDGAR
2023-02-09 0001527166-23-000014 EDGAR
2022-02-10 0001527166-22-000007 EDGAR
2021-02-11 0001527166-21-000010 EDGAR
2020-02-12 0001527166-20-000006 EDGAR
2019-02-13 0001527166-19-000008 EDGAR
2018-02-15 0001527166-18-000008 EDGAR
2017-02-16 0001527166-17-000008 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-08 0001527166-26-000027 EDGAR
2025-11-07 0001527166-25-000125 EDGAR
2025-08-08 0001527166-25-000104 EDGAR
2025-05-09 0001527166-25-000071 EDGAR
2024-11-07 0001527166-24-000079 EDGAR
2024-08-06 0001527166-24-000067 EDGAR
2024-05-07 0001527166-24-000051 EDGAR
2023-11-07 0001527166-23-000084 EDGAR
2023-08-02 0001527166-23-000077 EDGAR
2023-05-04 0001527166-23-000064 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio21.4
P/B Ratio3.1
P/S Ratio4.1
EV/EBITDA10.2
TTM Revenue$4.8B
TTM Net Income$0.8B
TTM EPS$2.18
ROE10.1%
Dividend Yield3.54%
Debt/Equity0.56