Carlyle Group Inc (CG)

FINANCE: CORPORATE FINANCE
SIC: INVESTMENT ADVICE

C/O THE CARLYLE GROUP WASHINGTON, DC 20004

The Carlyle Group is a global investment firm with deep industry expertise that deploys private capital across four business segments: Corporate Private Equity, Real Assets, Global Credit and Investment Solutions. With $230 billion of assets under management as of September 30, 2020, Carlyle's purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 1,800 people in 30 offices across six continents.

Data as of 2021-09-19 12:34:55 -0400
Market Cap18.102 Billion Shares Outstanding354.462 Million Avg 30-day Volume1.722 Million
P/E Ratio Dividend Yield1.457 EPS
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE0.01 Enterprise Value
Total Cash Current Debt Gross Profit
BETA1.03959 52-week High/Low51.5 / 22.86 Next Earnings Date2021-10-27 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from CG instead.

View recent insider trading info

Funds Holding CG (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
to
to
to
Refresh
*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding CG BETA

Active Schedule 13D and 13G filings

Please sign in first

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

14.1 Million total shares from 13 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

WELTERS ANTHONY

  • Director
58,823 2021-08-31 2

D'ANIELLO DANIEL A.

  • Director
35,012,186 2021-08-26 3

RUBENSTEIN DAVID M.

  • Director
33,249,644 2021-08-11 6

ANDREWS CHARLES ELLIOTT JR. CHIEF ACCOUNTING OFFICER

  • Officer
22,282 2021-08-06 4

LEE KEWSONG CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
3,083,325 2021-08-02 5

CLARE PETER J SEE REMARKS.

  • Officer
  • Director
5,168,389 2021-08-02 2

FERGUSON JEFFREY W. GENERAL COUNSEL

  • Officer
987,758 2021-08-02 3

BUSER CURTIS L. CHIEF FINANCIAL OFFICER

  • Officer
1,028,457 2021-08-02 3

FINN CHRISTOPHER CHIEF OPERATING OFFICER

  • Officer
1,094,439 2021-08-02 3

LARSON BRUCE M. CHIEF HUMAN RESOURCES OFFICER

  • Officer
164,356 2021-08-02 2

HILL JANET

  • Director
56,930 2021-05-01 1

ROBERTSON THOMAS S

  • Director
51,930 2021-05-01 1

FITT LAWTON W

  • Director
51,930 2021-05-01 1

HANCE JAMES H JR

  • Director
290,375 2021-05-01 1

SHAW WILLIAM JOSEPH

  • Director
51,930 2021-05-01 1

RICE DERICA W

  • Director
8,178 2021-05-01 2

BENTLEY PAMELA L CHIEF ACCOUNTING OFFICER

  • Officer
19,969 2020-09-09 0

YOUNGKIN GLENN A. CO-CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
8,315,552 2020-08-03 0

CONWAY WILLIAM E JR SEE REMARKS

  • Officer
  • Director
34,499,644 2020-05-22 0

CARLYLE GROUP MANAGEMENT L.L.C.

  • 10% Owner
17,000 2020-01-01 0

MATHIAS EDWARD J

  • Director
16,981 2017-11-20 0

FISHMAN JAY S

  • Director
19,246 2015-05-01 0

CAVANAGH MICHAEL J SEE REMARKS

  • Officer
935,012 2015-05-01 0

FRIEDMAN ADENA T CHIEF FINANCIAL OFFICER

  • Officer
63,402 2014-02-01 0

CHAPPUIS JACQUES MANAGING DIRECTOR

  • Officer
347,102 2013-08-06 0

PETRICK MICHAEL A SEE REMARKS

  • Officer
0 2013-03-14 0

ARPEY MICHAEL W SEE REMARKS

  • Officer
0 2013-03-14 0

MARCHICK DAVID M SEE REMARKS

  • Officer
0 2013-03-14 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

WELTERS ANTHONY - Director

2021-09-03 16:30:29 -0400 2021-08-31 G 1,530 d 58,823 direct -0.4456 -0.5064 0.0 1 -1.1343 4

D'ANIELLO DANIEL A. - Director

2021-08-27 16:30:13 -0400 2021-08-26 S 5,000,000 $47.10 d 34,499,644 direct 0.7344 0.714 2.1828 5 0.0 1

RUBENSTEIN DAVID M. - Director

2021-08-13 21:14:42 -0400 2021-08-13 S 4,800 $48.86 d 33,249,644 direct -3.309 -3.7962 0.0 1 -6.0698 4

RUBENSTEIN DAVID M. - Director

2021-08-13 21:14:42 -0400 2021-08-13 S 1,895,200 $47.80 d 33,254,444 direct -3.309 -3.7962 0.0 1 -6.0698 4

RUBENSTEIN DAVID M. - Director

2021-08-13 21:14:42 -0400 2021-08-11 S 2,100,000 $46.46 d 35,149,644 direct -3.309 -3.7962 0.0 1 -6.0698 4

ANDREWS CHARLES ELLIOTT JR. - Officer CHIEF ACCOUNTING OFFICER

2021-08-06 18:24:18 -0400 2021-08-06 S 6,000 $47.89 d 22,282 direct -0.0212 4.3423 0.5719 8.1762 29 -1.9911 9

D'ANIELLO DANIEL A. - Director - > 10% Owner

2021-08-06 18:23:31 -0400 2021-08-05 S 5,000,000 $46.80 d 38,987,102 direct -0.0212 4.3423 0.5719 8.1762 29 -1.9911 9

LEE KEWSONG - Director - Officer CHIEF EXECUTIVE OFFICER

2021-08-03 21:11:33 -0400 2021-08-02 S 16,495 $48.80 d 516,355 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

FERGUSON JEFFREY W. - Officer GENERAL COUNSEL

2021-08-03 21:18:27 -0400 2021-08-02 S 14,653 $48.80 d 987,758 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

BUSER CURTIS L. - Officer CHIEF FINANCIAL OFFICER

2021-08-03 21:10:58 -0400 2021-08-02 S 45,672 $48.80 d 1,028,457 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

FINN CHRISTOPHER - Officer CHIEF OPERATING OFFICER

2021-08-03 21:12:43 -0400 2021-08-02 S 41,273 $48.80 d 766,907 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

CLARE PETER J - Director - Officer SEE REMARKS.

2021-08-03 21:14:48 -0400 2021-08-02 S 14,996 $48.80 d 4,894,757 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

LARSON BRUCE M. - Officer CHIEF HUMAN RESOURCES OFFICER

2021-08-03 21:20:53 -0400 2021-08-02 S 860 $48.80 d 164,356 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

ANDREWS CHARLES ELLIOTT JR. - Officer CHIEF ACCOUNTING OFFICER

2021-08-03 21:12:08 -0400 2021-08-02 S 4,210 $48.80 d 28,282 direct 0.2688 -1.1784 5.5552 5.5552 31 -3.8386 12

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
CARLYLE GROUP INC-THE CG 2021-09-24 22:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 21:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 21:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 20:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 20:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 19:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 19:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 18:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 18:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 17:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 17:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 16:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 16:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 15:45:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 15:15:04 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 14:45:02 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 14:15:02 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 13:45:02 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 13:15:03 UTC -0.18 0.25 3600000
CARLYLE GROUP INC-THE CG 2021-09-24 12:45:03 UTC -0.18 0.25 2800000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

Elevate your investments