The Carlyle Group Inc. (CG)
Nasdaq: CG · Investment Advice · Washington, DC · filing with the SEC since 2011
Grade4.3
◀ Past 4.3● Present 4.5▶ Future 3.9
Who runs The Carlyle Group Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Schwartz Harvey M
Chief Executive Officer. First filing Feb 2023, latest Aug 28, 2026, 1 filing in all.
Officers reporting now
11
of 20 people with a filing in the last fifteen months
Directors reporting now
9
31 people on the record since 2012
Officerssales are open-market, Nov 3, 2025 to Nov 3, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Nedelman Jeffrey | Co-President | Jan 2026 | Nov 3, 2026 | none |
| Rubenstein David M. | The reporting person's title is Founder and Co-Executive Chairman. | May 2012 | Sep 11, 2026 | 3 · $75.8M |
| Schwartz Harvey M | Chief Executive Officer | Feb 2023 | Aug 28, 2026 | none |
| Jenkins Mark David | Co-President | Jan 2026 | Aug 28, 2026 | none |
| Redett John C. | Co-President | Oct 2023 | Aug 28, 2026 | none |
| Plouffe Justin | Chief Financial Officer | Jan 2026 | Aug 28, 2026 | none |
| Lobue Lindsay | Chief Operating Officer | Jul 2024 | Aug 28, 2026 | none |
| Andrews Charles Elliott Jr. | Chief Accounting Officer | Oct 2020 | Aug 28, 2026 | none |
| Heinzelman Kate Elizabeth | General Counsel | Jul 2026 | Aug 28, 2026 | none |
| Ferguson Jeffrey W. | General Counsel | May 2012 | May 29, 2026 | none |
| Conway William E Jr | Title: Founder and Co-Executive Chairman Pursuant to Rule 16a-1(a)(4) of the Securities Exchange Act of 1934, as amended, the reporting per | May 2012 | Sep 5, 2025 | none |
Directorssales are open-market, Nov 3, 2025 to Nov 3, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Beschloss Afsaneh Mashayekhi | director | May 2024 | May 1, 2026 | none |
| Cherwoo Sharda | director | Jun 2023 | May 1, 2026 | none |
| Fitt Lawton W | director | May 2012 | May 1, 2026 | none |
| Hance James H Jr | director | May 2012 | May 1, 2026 | none |
| Hefner Linda P | director | Apr 2022 | May 1, 2026 | none |
| Ordan Mark S | director | Apr 2022 | May 1, 2026 | none |
| Rice Derica W | director | Mar 2021 | May 1, 2026 | none |
| Shaw William Joseph | director | May 2012 | May 1, 2026 | none |
| Welters Anthony | director | Oct 2015 | May 1, 2026 | none |
Earlier names on the record12, newest filing first
D'Aniello Daniel A. · officer · last filing Nov 2024Carlyle Group Management L.L.C. · 10% owner · last filing Jul 2024Finn Christopher · officer · last filing May 2024Buser Curtis L. · officer · last filing Aug 2023Larson Bruce M. · officer · last filing Aug 2023Robertson Thomas S · director · last filing May 2023Clare Peter J · officer · last filing Feb 2023Lee Kewsong · officer · last filing May 2022Hill Janet · director · last filing May 2021Bentley Pamela L · officer · last filing Sep 2020Youngkin Glenn A. · officer · last filing Aug 2020Mathias Edward J · director · last filing Nov 2017
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.