CG Carlyle Group Inc. Insider Trading

Director David M. Rubenstein sells 500,000 shares of Carlyle Group (CG) for $23.3M at $46.68, retaining 27.40M shares.

Rubenstein sold 500,000 shares (1.8% of pre-transaction holdings) at $46.68 on 2026-03-19. The stock has since declined 32.0% from its 52-week high of $69.35 and is down 14.2% over the trailing 30 days and 20.8% over 90 days. His prior sell at this ticker on 2025-12-10 achieved a 90-day return of -14.3%, consistent with a well-timed exit before the subsequent decline. His cross-ticker track record shows a 100.00% well-timed sell rate at the 90-day mark, with an average 90-day return of -14.3% following his sells—indicating a pattern of selling ahead of downturns. The company's fundamentals show annual revenue decline of -11.9%, a P/E of 37.70, and net income of only $900,000 on quarterly revenue of $332.7M, suggesting margin pressure. The magnitude of this sale ($23.3M) and Rubenstein's demonstrated track record of well-timed exits merit attention as the stock continues to underperform.

David M. Rubenstein (Director) sold 625,000 shares of CG at $56.55 on 2025-12-10; retains 27,999,644 shares.

Director David M. Rubenstein sold 625,000 shares (representing -2.2% of his pre-transaction holdings) at $56.55, a price that sits -15.9% below the 52-week high of $69.35, though the stock has recovered +6.0% over the past 30 days. The sale reduces his stake from 28,624,644 shares to 27,999,644 shares while maintaining substantial ownership. Carlyle Group posted strong fundamentals with annual revenue growth of +83.1% and a market cap of $21.0B, though current P/E stands at 31.71 against net income of $900,000 in the latest quarter. The transaction's significance lies in the scale—$35.3M in proceeds—and Rubenstein's position as a co-founder and controlling shareholder; the modest percentage reduction suggests ongoing portfolio management rather than a fundamental shift in conviction, yet the execution near recent weakness (relative to the 52-week peak) warrants attention to broader market and company context.

General Counsel Ferguson sells 300,000 CG shares (28.5% of holdings) for $19.1M at $62.37–$64.82 amid 39.2% 90-day rally.

Ferguson Jeffrey W., General Counsel at Carlyle Group Inc., executed 4 separate sales totaling 300,000 shares for $19,088,342.32 over August 11–12, 2025, reducing his holdings from 1,053,255 shares to 753,255 shares—a 28.5% reduction. The sales occurred at prices ranging from $62.37 to $64.82, with a blended average of $63.63, and the stock now trades at $65.43, near its 52-week high. Notably, this sale occurs after a sharp 90-day advance (+39.2%), though the stock remains unchanged from its 52-week peak. Ferguson's prior two sales at Carlyle (February 2025) showed 90-day declines of -11.8% and -10.0%, and his cross-ticker track record includes a 100% well-timed rate on sells (2 of 2 prior trades declined in the 90 days following), suggesting a pattern of selling into strength; however, the current rally's magnitude and the stock's proximity to its annual high warrant scrutiny of whether this sale reflects positioning ahead of a potential pullback or simply rebalancing after a sustained run-up.

General Counsel sells 250,000 CG shares for $13.3M at $53.06 avg; holds 1.10M post-sale

Ferguson Jeffrey W., General Counsel at Carlyle Group, executed two separate sales totaling 250,000 shares for $13,264,562.08 at a blended average price of $53.06. This represents an 18.6% reduction in his prior holdings of 1,345,123 shares, leaving him with 1,095,123 shares post-transaction. The sale occurred against a backdrop of significant company headwinds: Carlyle reported annual revenue growth of -33.2% and was unprofitable over its most recent full fiscal year, with a notably elevated P/E of 157.61 reflecting depressed earnings. The stock has declined 7.8% over the past 30 days and 8.7% from its 52-week high of $56.96, trading at $52.01 currently—only $0.95 above the blended sale price. The substantial size and speed of this sale (two transactions within one trading day) by a senior executive warrant examination of whether this reflects shifts in positioning or company outlook.

D'Aniello exits entire 495.5K share position in CG for $25.5M at $51.53 average price

Director Daniel A. D'Aniello executed 2 separate sales totaling 495,542 shares for $25,536,924.38, completely liquidating his holdings in Carlyle Group. The blended average price of $51.53 is near the current trading price of $51.09 and well below the 52-week high of $54.23, occurring in the context of a company that reported negative full-year net income despite $595.7M in latest quarterly net income, alongside severe annual revenue contraction of -33.2%. The complete exit of a director's entire position warrants attention given the company's unprofitable fiscal year, elevated valuation multiples (P/E of 154.82), and recent weakness relative to 52-week highs, though the recovery of 24.3% over 90 days suggests volatility rather than monotonic decline.