A business in context

CG research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-08-26 · 0002143781-26-000007

  2. 4 · Ownership change

    Report date 2026-08-26 · 0002027436-26-000012

  3. 4 · Ownership change

    Report date 2026-08-26 · 0001962643-26-000014

  4. 4 · Ownership change

    Report date 2026-08-26 · 0001822283-26-000012

  5. 4 · Ownership change

    Report date 2026-08-26 · 0001810761-26-000015

  6. 4 · Ownership change

    Report date 2026-08-26 · 0001792041-26-000019

  7. 4 · Ownership change

    Report date 2026-08-26 · 0001620605-26-000012

  8. 4 · Ownership change

    Report date 2026-08-26 · 0001566418-26-000010

  9. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001527166-26-000045

  10. 8-K · Current report

    Report date 2026-08-05 · 0001527166-26-000036 · Items 2.02,9.01

  11. 8-K · Current report

    Report date 2026-06-03 · 0001527166-26-000033 · Items 5.02,5.07,9.01

  12. 8-K · Current report

    Report date 2026-06-01 · 0001527166-26-000030 · Items 5.02,7.01,9.01

  13. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001527166-26-000027

  14. 8-K · Current report

    Report date 2026-05-07 · 0001527166-26-000023 · Items 2.02,9.01

  15. DEF 14A · Proxy statement

    Report date 2026-04-23 · 0001527166-26-000017

  16. 10-K · Annual report

    Report date 2025-12-31 · 0001527166-26-000009

  17. 8-K · Current report

    Report date 2026-02-26 · 0001527166-26-000006 · Items 7.01,9.01

  18. 8-K · Current report

    Report date 2026-02-06 · 0001527166-26-000002 · Items 2.02,9.01

  19. 8-K · Current report

    Report date 2025-12-04 · 0001527166-25-000128 · Items 5.02,7.01,9.01

  20. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001527166-25-000125

  21. 8-K · Current report

    Report date 2025-10-31 · 0001527166-25-000122 · Items 2.02,9.01

  22. 8-K · Current report

    Report date 2025-09-19 · 0001193125-25-209115 · Items 1.01,2.03,8.01,9.01

  23. 8-K · Current report

    Report date 2025-09-16 · 0001193125-25-205282 · Items 8.01,9.01

  24. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001527166-25-000104

  25. 8-K · Current report

    Report date 2025-08-06 · 0001527166-25-000097 · Items 2.02,9.01

  26. 8-K · Current report

    Report date 2025-07-28 · 0001527166-25-000088 · Items 5.02,7.01,9.01

  27. 8-K · Current report

    Report date 2025-05-29 · 0001527166-25-000085 · Items 1.01,2.03,5.07

  28. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001527166-25-000071

  29. 8-K · Current report

    Report date 2025-05-08 · 0001527166-25-000066 · Items 2.02,9.01

  30. DEF 14A · Proxy statement

    Report date 2025-04-17 · 0001527166-25-000032

  31. 10-K · Annual report

    Report date 2024-12-31 · 0001527166-25-000006

  32. 8-K · Current report

    Report date 2025-02-11 · 0001527166-25-000002 · Items 2.02,9.01

  33. SC 13D/A · Ownership disclosure

    0001493152-24-047190

  34. SC 13D/A · Ownership disclosure

    0001628280-24-048137

  35. SC 13G/A · Ownership disclosure

    0001493152-24-045339

  36. SC 13G/A · Ownership disclosure

    0001493152-24-044784

  37. SC 13G/A · Ownership disclosure

    0002012383-24-004036

  38. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001527166-24-000079

  39. 8-K · Current report

    Report date 2024-11-07 · 0001527166-24-000076 · Items 2.02,9.01

  40. SC 13G/A · Ownership disclosure

    0002012383-24-002230

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 0 transaction rows0SGrant / award: 19 transaction rows19AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

19 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-05-28
2026-05-29
LoBue LindsayA · Grant / award
Acquired
Common Stock3120.00.0
2026-05-28
2026-05-29
Nedelman JeffreyA · Grant / award
Acquired
Common Stock7733.00.0
2026-05-28
2026-05-29
Andrews Charles Elliott Jr.A · Grant / award
Acquired
Common Stock409.00.0
2026-05-28
2026-05-29
Jenkins Mark DavidA · Grant / award
Acquired
Common Stock7634.00.0
2026-05-28
2026-05-29
Plouffe JustinA · Grant / award
Acquired
Common Stock4077.00.0
2026-05-28
2026-05-29
Redett John C.A · Grant / award
Acquired
Common Stock10830.00.0
2026-05-28
2026-05-29
SCHWARTZ HARVEY MA · Grant / award
Acquired
Common Stock20743.00.0
2026-05-28
2026-05-29
Ferguson Jeffrey W.A · Grant / award
Acquired
Common Stock1274.00.0
2026-05-01
2026-05-01
Cherwoo ShardaA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
HANCE JAMES H JRA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
FILLER LINDAA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
SHAW WILLIAM JOSEPHA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
ORDAN MARK SA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
ORDAN MARK SA · Grant / award
Acquired
Common Stock4450.049.44
2026-05-01
2026-05-01
WELTERS ANTHONYA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
FITT LAWTON WA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
Rice Derica WA · Grant / award
Acquired
Common Stock2933.049.44
2026-05-01
2026-05-01
Rice Derica WA · Grant / award
Acquired
Common Stock4450.00.0
2026-05-01
2026-05-01
BESCHLOSS AFSANEH MASHAYEKHIA · Grant / award
Acquired
Common Stock4450.00.0

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001527166Carlyle Group Inc.
Accolade Wines

Showing 1 of 1 imported Wikidata subsidiary claims. Additional aliases appear below.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Carlyle Group · alias · wikidata
  • The Carlyle Group · alias · wikidata
  • Accolade Wines · subsidiary · wikidata
  • Carlyle Group L.P. · former SEC name · 2011-09-06 to 2020-01-02
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$5.43B$5.78B
2023-12-31$2.96B$3.25B
2022-12-31$4.44B$5.06B
2021-12-31$8.78B$10.82B
2020-12-31$2.93B$3.79B
2019-12-31$3.38B$4.41B
2018-12-31$2.43B$3.23B
2017-12-31$3.68B$5.01B

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗