Based on data from the past 90 days ending February 19, 2026, Carlyle's three largest insider shareholders are Director Daniel A. D'Aniello (32.49Mn shares), Director David M. Rubenstein (28.00Mn shares), Director William E Jr Conway (27.00Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Daniel A. D'Aniello | 32,487,102 | 23 Nov, 2021 | |
| David M. Rubenstein | 27,999,644 | 12 Dec, 2025 | |
| William E Jr Conway | 26,999,644 | 05 Sep, 2025 | |
| Harvey M Schwartz | Chief Executive Officer | 5,215,922 | 17 Feb, 2026 |
| Peter J Clare | See Remarks. | 5,160,798 | 09 Feb, 2023 |
| Kewsong Lee | Chief Executive Officer | 2,482,289 | 02 May, 2022 |
| Christopher Finn | Chief Operating Officer | 2,171,509 | 23 May, 2024 |
| John C. Redett | Co President | 1,848,312 | 06 Feb, 2026 |
| Jeffrey Nedelman | Co President | 1,631,705 | 06 Feb, 2026 |
| Mark David Jenkins | Co President | 1,519,949 | 06 Feb, 2026 |
| Curtis L. Buser | Chief Financial Officer | 1,221,416 | 03 Aug, 2023 |
| Justin Plouffe | Chief Financial Officer | 903,717 | 06 Feb, 2026 |
| Jeffrey W. Ferguson | General Counsel | 781,130 | 06 Feb, 2026 |
| Lindsay Lobue | Chief Operating Officer | 710,460 | 06 Feb, 2026 |
| Bruce M. Larson | Chief Human Resources Officer | 403,069 | 03 Aug, 2023 |
| James H Jr Hance | 312,088 | 02 May, 2025 | |
| Charles Elliott Jr. Andrews | Chief Accounting Officer | 146,976 | 06 Feb, 2026 |
| William Joseph Shaw | 73,643 | 02 May, 2025 | |
| Lawton W Fitt | 73,643 | 02 May, 2025 | |
| Janet Hill | 56,930 | 03 May, 2021 | |
| Anthony Welters | 43,399 | 25 Nov, 2025 | |
| Thomas S Robertson | 33,404 | 03 May, 2023 | |
| Derica W Rice | 29,274 | 02 May, 2025 | |
| Mark S Ordan | 21,713 | 02 May, 2025 | |
| Linda Filler | 21,713 | 02 May, 2025 | |
| Sharda Cherwoo | 15,948 | 02 May, 2025 | |
| Afsaneh Mashayekhi Beschloss | 10,239 | 02 May, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 14 Feb, 2026 | Harvey M Schwartz | Common Stock | D | 134,812 | $54.49 | 5,215,922 | D | F |
| 06 Feb, 2026 | Jeffrey W. Ferguson | Common Stock | D | 937 | $55.41 | 781,130 | D | F |
| 06 Feb, 2026 | John C. Redett | Common Stock | D | 86,781 | $55.41 | 1,848,312 | D | F |
| 06 Feb, 2026 | Justin Plouffe | Common Stock | D | 46,176 | $55.41 | 903,717 | D | F |
| 06 Feb, 2026 | Mark David Jenkins | Common Stock | D | 46,176 | $55.41 | 1,519,949 | D | F |
| 06 Feb, 2026 | Charles Elliott Jr. Andrews | Common Stock | D | 6,354 | $55.41 | 146,976 | D | F |
| 06 Feb, 2026 | Jeffrey Nedelman | Common Stock | D | 92,352 | $55.41 | 1,631,705 | D | F |
| 06 Feb, 2026 | Lindsay Lobue | Common Stock | D | 75,033 | $55.41 | 710,460 | D | F |
| 01 Feb, 2026 | Jeffrey W. Ferguson | Common Stock | A | 3,181 | $0.00 | 782,067 | D | A |
| 01 Feb, 2026 | Jeffrey W. Ferguson | Common Stock | D | 503 | $58.78 | 754,424 | D | F |
| 01 Feb, 2026 | Jeffrey W. Ferguson | Common Stock | A | 24,462 | $0.00 | 778,886 | D | A |
| 01 Feb, 2026 | Harvey M Schwartz | Common Stock | D | 578,862 | $58.78 | 5,350,734 | D | F |
| 01 Feb, 2026 | John C. Redett | Common Stock | A | 12,965 | $0.00 | 1,935,093 | D | A |
| 01 Feb, 2026 | John C. Redett | Common Stock | A | 273,973 | $0.00 | 1,922,128 | D | A |
| 01 Feb, 2026 | John C. Redett | Common Stock | D | 2,926 | $58.78 | 1,648,155 | D | F |
| 01 Feb, 2026 | Justin Plouffe | Common Stock | D | 2,792 | $58.78 | 899,419 | D | F |
| 01 Feb, 2026 | Justin Plouffe | Common Stock | A | 40,770 | $0.00 | 940,189 | D | A |
| 01 Feb, 2026 | Justin Plouffe | Common Stock | A | 9,704 | $0.00 | 949,893 | D | A |
| 01 Feb, 2026 | Mark David Jenkins | Common Stock | A | 12,965 | $0.00 | 1,566,125 | D | A |
| 01 Feb, 2026 | Mark David Jenkins | Common Stock | A | 144,488 | $0.00 | 1,553,160 | D | A |