Carlyle Group (CG)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · CG
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On August 5, 2026 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its second quarter ended June 30, 2026 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “Report”). The information in this Report, including the exhibits hereto, shall not be deemed “filed” for…
Annual board election with no specific departures or promotions mentioned.
General Counsel — Jeffrey W. Ferguson: Jeffrey W. Ferguson is retiring as General Counsel, with Kate Heinzelman appointed as the new General Counsel.
Results of Operations and Financial Condition. On May 7, 2026 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its first quarter ended March 31, 2026 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “Report”). The information in this Report, including the exhibits hereto, shall not be deemed “filed” for pur…
Regulation FD Disclosure. On February 26, 2026, the Carlyle Group Inc. (the “Company”) issued a press release announcing the Company’s growth outlook and financial objectives. In addition, the Company is posting on its website a presentation that will be used during its previously announced Shareholder Update scheduled for today, February 26, 2026, at 8:30 a.m. EST. The presentation is accessible through the Events & Presentations section of the Company’s website at ir.carlyle.com. From time…
Results of Operations and Financial Condition. On February 6, 2026 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its fourth quarter and full-year ended December 31, 2025 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not…
General Counsel — Jeffrey W. Ferguson: The General Counsel is retiring with a planned transition to a Senior Advisor role and a search for a successor has commenced, indicating an orderly succession rather than a sudden loss.
Results of Operations and Financial Condition. On October 31, 2025 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its third quarter ended September 30, 2025 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not be deemed “ f…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On September 19, 2025, The Carlyle Group Inc. (the “Issuer”) and Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., CG Subsidiary Holdings L.L.C. and Carlyle Holdings III L.P., each indirect subsidiaries of the Issuer (the “Guarantors”), entered into a senior notes indenture, dated September 19, 2025 (the “Base Indenture”), as supplemented by the first supplemental indenture, d…
Entry into a Material Definitive Agreement. The information required by this
Other Events. On September 16, 2025, The Carlyle Group Inc. (“Carlyle”) issued a press release announcing that it has priced an offering of $800 million aggregate principal amount of its 5.050% senior notes due 2035. The notes are to be fully and unconditionally guaranteed by Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P. and CG Subsidiary Holdings L.L.C. Carlyle intends to use the net proceeds from the sale of the notes for general corporate purposes. The offe…
Results of Operations and Financial Condition. On August 6, 2025 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its second quarter ended June 30, 2025 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not be deemed “ filed ”…
CFO — John C. Redett: The filing announces the promotion of three senior executives to Co-President and the internal succession of the CFO role, which is a significant leadership expansion rather than a departure.
Entry into a Material Definitive Agreement. The information required by this
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On May 29, 2025, certain subsidiaries of The Carlyle Group Inc. (the “Company”) entered into a Third Amended and Restated Credit Agreement, which further amends and restates its existing Second Amended and Restated Credit Agreement, dated as of April 29, 2022, with the lenders thereto (listed below) and Citibank, N.A. as Administrative Agent. In connection with entering into the…
Results of Operations and Financial Condition. On May 8, 2025 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its first quarter ended March 31, 2025 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not be deemed “ filed ” fo…
Results of Operations and Financial Condition. On February 11, 2025 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its fourth quarter and full-year ended December 31, 2024 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall no…
Results of Operations and Financial Condition. On November 7, 2024 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its third quarter ended September 30, 2024 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not be deemed “ f…
Results of Operations and Financial Condition. On August 5, 2024 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its second quarter ended June 30, 2024 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not be deemed “ filed ”…
Director: The filing describes the election of directors at the annual meeting of shareholders, which is a routine corporate governance event.
Results of Operations and Financial Condition. On May 1, 2024 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its first quarter ended March 31, 2024 . The summary press release and the earnings presentation are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this “ Report ” ). The information in this Report, including the exhibits hereto, shall not be deemed “ filed ” fo…
Director — Afsaneh M. Beschloss: The filing announces the appointment of a new director and the retirement of a long-serving director, which constitutes a routine board succession event rather than a loss of senior executive management.
COO — Christopher Finn: The COO is retiring with a named internal successor (Lindsay LoBue) taking over the role, representing an orderly succession rather than a sudden loss of leadership.
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