Carlyle CG Insider Ownership

NASDAQ CG
$44.11 -1.84 (-4.00%)
As of: Sep 9, 2026 · 3:59 PM EDT

Insider Holdings by Owner

83.60Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
share count not reported for this filer set
Shares Held by Insiders
77.81Mn
filed for Sep 2026
-0.44% QoQ
Shares Outstanding
376.49Mn
376,487,705 shares
Direct Holdings
77.55Mn
Indirect: 253.94K
Net Shares Traded (QoQ)
-341.25K
net selling in Sep 2026
Insiders Holding Shares
26
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 09, 2026, the three largest insider holders of CG are Daniel A. D'Aniello (Founder And Chairman Emeritus, 32.49Mn shares), Daniel A. D'Aniello (Founder And Chairman Emeritus, 32.49Mn shares), William E Jr Conway (Director, 27.00Mn shares).

Form 4 Holdings

Insiders Holding CG

Insiders 26
Shares held 83.60Mn
Of outstanding 22.21%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Daniel A. D'Aniello Founder And Chairman Emeritus 32,487,102 0 32,487,102 38.9% 23 Nov, 2021
2 William E Jr Conway Director 26,999,644 0 26,999,644 32.3% 05 Sep, 2025
3 Harvey M Schwartz Chief Executive Officer 5,273,362 0 5,273,362 6.3% 28 Aug, 2026
4 Peter J Clare Co Chief Investment Officer 5,160,798 0 5,160,798 6.2% 09 Feb, 2023
5 Kewsong Lee Chief Executive Officer 2,198,726 0 2,198,726 2.6% 02 May, 2022
6 Christopher Finn Chief Operating Officer 1,917,572 0 1,917,572 2.3% 23 May, 2024
7 John C. Redett Co President 1,752,000 0 1,752,000 2.1% 28 Aug, 2026
8 Jeffrey Nedelman Co President 1,609,479 0 1,609,479 1.9% 28 Aug, 2026
9 Mark David Jenkins Co President 1,415,478 0 1,415,478 1.7% 28 Aug, 2026
10 Curtis L. Buser Chief Financial Officer 1,221,416 0 1,221,416 1.5% 03 Aug, 2023
11 Justin Plouffe Chief Financial Officer 852,461 0 852,461 1.0% 28 Aug, 2026
12 Jeffrey W. Ferguson General Counsel 783,474 0 783,474 0.9% 29 May, 2026
13 Lindsay Lobue Chief Operating Officer 700,578 0 700,578 0.8% 28 Aug, 2026
14 Bruce M. Larson Chief Human Resources Officer 403,069 0 403,069 0.5% 03 Aug, 2023
15 James H Jr Hance Director 316,538 0 316,538 0.4% 01 May, 2026
16 Charles Elliott Jr. Andrews Chief Accounting Officer 135,668 0 135,668 0.2% 28 Aug, 2026
17 William Joseph Shaw Director 78,093 0 78,093 0.1% 01 May, 2026
18 Lawton W Fitt Director 78,093 0 78,093 0.1% 01 May, 2026
19 Anthony Welters Director 47,849 0 47,849 0.1% 01 May, 2026
20 Derica W Rice Director 36,657 0 36,657 0.0% 01 May, 2026
21 Thomas S Robertson Director 33,404 0 33,404 0.0% 03 May, 2023
22 Mark S Ordan Director 30,613 0 30,613 0.0% 01 May, 2026
23 Linda Filler Director 26,163 0 26,163 0.0% 01 May, 2026
24 Sharda Cherwoo Director 20,398 0 20,398 0.0% 01 May, 2026
25 Afsaneh Mashayekhi Beschloss Director 14,689 0 14,689 0.0% 01 May, 2026
26 Kate Elizabeth Heinzelman General Counsel 11,109 0 11,109 0.0% 28 Aug, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,609 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
26 Aug, 2026 Jeffrey Nedelman Co President Acquired A 6,615 $0.00 $0 1,609,479 Direct
26 Aug, 2026 Charles Elliott Jr. Andrews Chief Accounting Officer Acquired A 304 $0.00 $0 135,668 Direct
26 Aug, 2026 Mark David Jenkins Co President Acquired A 6,264 $0.00 $0 1,415,478 Direct
26 Aug, 2026 Kate Elizabeth Heinzelman General Counsel Acquired A 78 $0.00 $0 11,109 Direct
26 Aug, 2026 Mark David Jenkins Co President Acquired A 6,264 $0.00 $0 1,415,478 Direct
26 Aug, 2026 Justin Plouffe Chief Financial Officer Acquired A 3,769 $0.00 $0 852,461 Direct
26 Aug, 2026 Lindsay Lobue Chief Operating Officer Acquired A 2,657 $0.00 $0 700,578 Direct
26 Aug, 2026 Harvey M Schwartz Chief Executive Officer Acquired A 19,240 $0.00 $0 5,273,362 Direct
26 Aug, 2026 John C. Redett Co President Acquired A 8,302 $0.00 $0 1,752,000 Direct
26 Aug, 2026 Kate Elizabeth Heinzelman General Counsel Acquired A 78 $0.00 $0 11,109 Direct
26 Aug, 2026 Justin Plouffe Chief Financial Officer Acquired A 3,769 $0.00 $0 852,461 Direct
01 Aug, 2026 Lindsay Lobue Chief Operating Officer Disposed F 18,284 $46.02 $841.43K 697,921 Direct
01 Aug, 2026 Kate Elizabeth Heinzelman General Counsel Acquired A 11,031 $0.00 $0 11,031 Direct
01 Aug, 2026 Charles Elliott Jr. Andrews Chief Accounting Officer Disposed F 12,364 $46.02 $568.99K 135,364 Direct
01 Aug, 2026 Justin Plouffe Chief Financial Officer Disposed F 62,533 $46.02 $2.88Mn 848,692 Direct
01 Aug, 2026 Jeffrey Nedelman Co President Disposed F 43,081 $46.02 $1.98Mn 1,602,864 Direct
01 Aug, 2026 John C. Redett Co President Disposed F 124,558 $46.02 $5.73Mn 1,743,698 Direct
01 Aug, 2026 Kate Elizabeth Heinzelman General Counsel Acquired A 11,031 $0.00 $0 11,031 Direct
01 Aug, 2026 Mark David Jenkins Co President Disposed F 124,793 $46.02 $5.74Mn 1,409,214 Direct
01 Aug, 2026 Lindsay Lobue Chief Operating Officer Disposed F 18,284 $46.02 $841.43K 697,921 Direct