CG · Insider Trading
The Carlyle Group Inc. Common Stock
Every open-market purchase and sale reported by CG officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | David M. Rubenstein | Director | MIXED | −500,000 | −$17.10M |
| 2026-08-28 | Jeffrey Nedelman | Co-President | A | +6,615 | — |
| 2026-08-28 | Charles Elliott Andrews Jr. | Chief Accounting Officer | A | +304 | — |
| 2026-08-28 | Justin Plouffe | Chief Financial Officer | A | +3,769 | — |
| 2026-08-28 | Harvey M Schwartz | Chief Executive Officer | A | +19,240 | — |
| 2026-08-28 | Kate Elizabeth Heinzelman | General Counsel | A | +78 | — |
| 2026-08-28 | John C. Redett | Co-President | A | +8,302 | — |
| 2026-08-28 | Lindsay LoBue | Chief Operating Officer | A | +2,657 | — |
| 2026-08-28 | Mark David Jenkins | Co-President | A | +6,264 | — |
| 2026-08-04 | Jeffrey Nedelman | Co-President | F | −43,081 | −$1.98M |
| 2026-08-04 | Mark David Jenkins | Co-President | F | −124,793 | −$5.74M |
| 2026-08-04 | Justin Plouffe | Chief Financial Officer | F | −62,533 | −$2.88M |
| 2026-08-04 | Charles Elliott Andrews Jr. | Chief Accounting Officer | F | −12,364 | −$568.99K |
| 2026-08-04 | Lindsay LoBue | Chief Operating Officer | F | −18,284 | −$841.43K |
| 2026-08-04 | Kate Elizabeth Heinzelman | General Counsel | A | +11,031 | — |
| 2026-08-04 | John C. Redett | Co-President | F | −124,558 | −$5.73M |
| 2026-05-29 | Harvey M Schwartz | Chief Executive Officer | A | +20,743 | — |
| 2026-05-29 | Jeffrey W. Ferguson | General Counsel | A | +1,274 | — |
| 2026-05-29 | John C. Redett | Co-President | A | +10,830 | — |
| 2026-05-29 | Jeffrey Nedelman | Co-President | A | +7,733 | — |
| 2026-05-29 | Charles Elliott Andrews Jr. | Chief Accounting Officer | A | +409 | — |
| 2026-05-29 | Justin Plouffe | Chief Financial Officer | A | +4,077 | — |
| 2026-05-29 | Mark David Jenkins | Co-President | A | +7,634 | — |
| 2026-05-29 | Lindsay LoBue | Chief Operating Officer | A | +3,120 | — |
| 2026-05-01 | Afsaneh Mashayekhi Beschloss | Director | A | +4,450 | — |
| 2026-05-01 | Derica W Rice | Director | A | +7,383 | +$145.01K |
| 2026-05-01 | Lawton W Fitt | Director | A | +4,450 | — |
| 2026-05-01 | Anthony Welters | Director | A | +4,450 | — |
| 2026-05-01 | Mark S Ordan | Director | A | +8,900 | +$220.01K |
| 2026-05-01 | William Joseph Shaw | Director | A | +4,450 | — |
| 2026-05-01 | Linda Filler | Director | A | +4,450 | — |
| 2026-05-01 | James H Hance Jr | Director | A | +4,450 | — |
| 2026-05-01 | Sharda Cherwoo | Director | A | +4,450 | — |
| 2026-03-20 | David M. Rubenstein | Director | MIXED | −600,000 | −$23.34M |
| 2026-02-20 | Lindsay LoBue | Chief Operating Officer | A | +2,625 | — |
| 2026-02-20 | Harvey M Schwartz | Chief Executive Officer | A | +17,457 | — |
| 2026-02-20 | Jeffrey W. Ferguson | General Counsel | A | +1,070 | — |
| 2026-02-20 | Jeffrey Nedelman | Co-President | A | +6,507 | — |
| 2026-02-20 | Justin Plouffe | Chief Financial Officer | A | +3,431 | — |
| 2026-02-20 | Charles Elliott Andrews Jr. | Chief Accounting Officer | A | +343 | — |
| 2026-02-20 | Mark David Jenkins | Co-President | A | +6,424 | — |
| 2026-02-20 | John C. Redett | Co-President | A | +9,114 | — |
| 2026-02-17 | Harvey M Schwartz | Chief Executive Officer | F | −134,812 | −$7.35M |
| 2026-02-06 | Lindsay LoBue | Chief Operating Officer | F | −75,033 | −$4.16M |
| 2026-02-06 | Jeffrey Nedelman | Co-President | F | −92,352 | −$5.12M |
| 2026-02-06 | John C. Redett | Co-President | F | −86,781 | −$4.81M |
| 2026-02-06 | Mark David Jenkins | Co-President | F | −46,176 | −$2.56M |
| 2026-02-06 | Charles Elliott Andrews Jr. | Chief Accounting Officer | F | −6,354 | −$352.08K |
| 2026-02-06 | Jeffrey W. Ferguson | General Counsel | F | −937 | −$51.92K |
| 2026-02-06 | Justin Plouffe | Chief Financial Officer | F | −46,176 | −$2.56M |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Daniel A. D'Aniello | Founder and Chairman Emeritus | 32,504,102 | $1.18B |
| William E Conway Jr | See Remarks | 26,999,644 | $982.25M |
| David M. Rubenstein | Director | 26,899,644 | $978.61M |
| Harvey M Schwartz | Chief Executive Officer | 5,273,362 | $191.84M |
| John C. Redett | Co-President | 1,752,000 | $63.74M |
| Jeffrey Nedelman | Co-President | 1,609,479 | $58.55M |
| Mark David Jenkins | Co-President | 1,415,478 | $51.50M |
| Justin Plouffe | Chief Financial Officer | 852,461 | $31.01M |
| Jeffrey W. Ferguson | General Counsel | 783,474 | $28.50M |
| Lindsay LoBue | Chief Operating Officer | 700,578 | $25.49M |
| James H Hance Jr | Director | 316,538 | $11.52M |
| Charles Elliott Andrews Jr. | Chief Accounting Officer | 135,668 | $4.94M |
| William Joseph Shaw | Director | 78,093 | $2.84M |
| Lawton W Fitt | Director | 78,093 | $2.84M |
| Anthony Welters | Director | 47,849 | $1.74M |
| Derica W Rice | Director | 37,917 | $1.38M |
| Mark S Ordan | Director | 30,613 | $1.11M |
| Linda Filler | Director | 26,163 | $951.81K |
| Sharda Cherwoo | Director | 20,398 | $742.08K |
| Afsaneh Mashayekhi Beschloss | Director | 14,689 | $534.39K |
| Kate Elizabeth Heinzelman | General Counsel | 11,109 | $404.15K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the CG quote page; the site-wide leaderboard is on the insider transactions hub.
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.