The Carlyle Group Inc. (CG) Insider Trading

Over the last 3 months, CG insiders made 0 open-market buys and 1 sale, a net sale of -$23.3M (SEC Form 4). Over the last 6 months, 468 institutions increased and 421 reduced their position (13F).

Insider Activity

Sentiment
0/100
Buys (3m)
0
Sells (3m)
1
Net (3m)
-$23.3M
Insider trades by month Buys Sells
Dec
Nov
Feb
Aug
Dec
Mar
Context3-month price +0.4%Institutions mixed (13F)
DateInsiderTypeSharesPrice
May 29, 2026Andrews Charles Elliott Jr.officer: Chief Accounting OfficerGrant409
May 29, 2026LoBue Lindsayofficer: Chief Operating OfficerGrant3,120
May 29, 2026Jenkins Mark Davidofficer: Co-PresidentGrant7,634
May 29, 2026Nedelman Jeffreyofficer: Co-PresidentGrant7,733
May 29, 2026SCHWARTZ HARVEY Mdirector, officer: Chief Executive OfficerGrant20,743
May 29, 2026Ferguson Jeffrey W.officer: General CounselGrant1,274
May 29, 2026Redett John C.officer: Co-PresidentGrant10,830
May 29, 2026Plouffe Justinofficer: Chief Financial OfficerGrant4,077
May 1, 2026SHAW WILLIAM JOSEPHdirectorGrant4,450
May 1, 2026ORDAN MARK SdirectorGrant4,450
May 1, 2026Cherwoo ShardadirectorGrant4,450
May 1, 2026FILLER LINDAdirectorGrant4,450
May 1, 2026Rice Derica WdirectorGrant4,450
May 1, 2026BESCHLOSS AFSANEH MASHAYEKHIdirectorGrant4,450
May 1, 2026HANCE JAMES H JRdirectorGrant4,450
May 1, 2026Rice Derica WdirectorGrant2,933$49.44
May 1, 2026FITT LAWTON WdirectorGrant4,450
May 1, 2026WELTERS ANTHONYdirectorGrant4,450
Mar 20, 2026Rubenstein David M.directorSell500,000$46.68
Feb 20, 2026Andrews Charles Elliott Jr.officer: Chief Accounting OfficerGrant343
Feb 20, 2026Plouffe Justinofficer: Chief Financial OfficerGrant3,431
Feb 20, 2026Jenkins Mark Davidofficer: Co-PresidentGrant6,424
Feb 20, 2026LoBue Lindsayofficer: Chief Operating OfficerGrant2,625
Feb 20, 2026Ferguson Jeffrey W.officer: General CounselGrant1,070
Feb 20, 2026Nedelman Jeffreyofficer: Co-PresidentGrant6,507
Feb 20, 2026Redett John C.officer: Co-PresidentGrant9,114
Feb 20, 2026SCHWARTZ HARVEY Mdirector, officer: Chief Executive OfficerGrant17,457
Feb 17, 2026SCHWARTZ HARVEY Mdirector, officer: Chief Executive OfficerTax134,812$54.49
Feb 6, 2026LoBue Lindsayofficer: Chief Operating OfficerTax75,033$55.41
Feb 6, 2026Nedelman Jeffreyofficer: Co-PresidentTax92,352$55.41

Source: CG SEC Form 4 filings, latest May 29, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their CG positions over the last 6 months (SEC Form 13F).

Increased
468
New positions
144
Reduced
421
Sold out
170
Largest moves
InstitutionActionSharesFiled
BLACKROCK, INC.Increased31.0MMay 13, 2026
BLACKROCK, INC.Reduced30.7MFeb 12, 2026
VANGUARD GROUP INCIncreased26.4MJan 29, 2026
CAPITAL WORLD INVESTORSReduced20.0MFeb 11, 2026
CAPITAL WORLD INVESTORSReduced17.8MMay 13, 2026
HARRIS ASSOCIATES L PIncreased16.6MMay 15, 2026
HARRIS ASSOCIATES L PIncreased15.2MFeb 17, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCNew Position11.8MMay 8, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position11.4MMay 15, 2026
MORGAN STANLEYIncreased10.2MFeb 13, 2026
MORGAN STANLEYReduced10.2MMay 15, 2026
STATE STREET CORPIncreased9.7MMay 15, 2026
STATE STREET CORPReduced9.5MFeb 13, 2026
MILLENNIUM MANAGEMENT LLCIncreased8.3MFeb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Increased7.7MJan 22, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.