|4Feb 13, 4:30 PM ET

Carlyle Mozart Coinvestment Holdings, L.P. 4

4 · Medline Inc. · Filed Feb 13, 2026

Research Summary

AI-generated summary of this filing

Updated

Medline (MDLN) 10% Owner Transfers 15.4M Shares to Affiliate

What Happened

  • Carlyle Mozart Coinvestment Holdings, L.P. (reported as a 10% owner) reported an other disposition (code J) on 2026-02-11: it transferred 15,414,514 shares of Medline Class A common stock to an affiliated entity. The filing shows no purchase/sale price (N/A) and indicates the transfer was for no consideration.

Key Details

  • Transaction date: 2026-02-11 (Period of Report); Form 4 filed 2026-02-13.
  • Transaction type/code: Other disposition (J) — transfer to affiliate, not an open-market sale.
  • Shares moved: 15,414,514; price/value: N/A (no cash consideration reported).
  • Footnote F1: transfer was to an affiliate for no consideration; the affiliate is subject to lock-up restrictions per a lock-up agreement.
  • Shares owned after transaction: not specified in the provided excerpt.
  • Filing timeliness: filed two days after the transaction date (appears timely under Section 16’s two-business-day rule).
  • Remarks: the filer says future Section 16 filings will be made jointly with multiple Carlyle-related entities.

Context

  • This is an institutional transfer by a 10% owner to an affiliate, not an executive sale — typically internal restructuring or staking/lock-up arrangements rather than a direct market signal. Because the transfer was for no consideration and subject to lock-up restrictions, it does not represent a cash sale or a disclosed personal liquidity event.

Insider Transaction Report

Form 4
Period: 2026-02-11
Transactions
  • Other

    Class A Common Stock

    [F1]
    2026-02-1115,414,51416,125,094 total
Footnotes (1)
  • [F1]Reflects a transfer of shares of Class A Common Stock by Carlyle Mozart Coinvestment Holdings, L.P. to an affiliated entity for no consideration. Pursuant to the terms of a lock-up agreement, the affiliated entity is bound to certain restrictions on the shares transferred, as set forth therein.
Signature
Carlyle Mozart Coinvestment Holdings, L.P., By: TC Group VII S1, L.P., its general partner, TC Group VII S1, L.L.C., its general partner, /s/ Jeremy Anderson, Vice President|2026-02-13

Documents

1 file
  • 4
    ownership.xmlPrimary

    4