Carlyle Mozart Coinvestment Holdings, L.P.

Major 10% owner Carlyle Mozart sold 26.11M MDLN shares at $41.00, reducing stake 17.2% to 125.45M shares ($1.1B transaction)

Carlyle Mozart Coinvestment Holdings, a significant 10% shareholder, executed a substantial open-market sale of 26,105,840 shares on 2026-03-10 at $41.00, representing a 17.2% reduction in holdings to 125,454,241 shares. The transaction's $1,070,339,440.00 value is material in absolute terms. Stock has declined 9.3% over the prior 30 days and trades 17.8% below its 52-week high of $49.99, creating a market backdrop of downward momentum despite underlying 11.5% annual revenue growth. The insider's cross-ticker track record shows 1 prior sell with a 30-day return of +52.1%, but the 90-day outcome metric for well-timed selling is not measurable for the only same-ticker prior trade at MDLN (2025-12-18 sell). Without measurable sell-timing performance at this specific ticker and given the significant share reduction amid near-term price weakness, the transaction warrants investor scrutiny of underlying business fundamentals versus market sentiment.

Carlyle Mozart Coinvestment Holdings sold 19.14M MDLN shares at $29.00 (4 days post-IPO); retains 144.38M shares.

Carlyle Mozart Coinvestment Holdings, a 10% owner, sold 19,136,333 shares of Medline Inc. at $29.00 on 2025-12-18, reducing its stake by 11.7% from 163,512,014 shares to 144,375,681 shares. The sale occurred just 4 trading days after Medline's recent listing, while the current price stands at $42.18, indicating the stock has appreciated significantly since the insider's transaction. The entity retains a substantial minority position of 144.38M shares post-transaction. This partial reduction is notable given the early post-listing window and the subsequent price appreciation, though the presence of derivative securities holdings (not yet reflected in available Table II data) means this filing represents only a portion of the insider's total beneficial interest.