Carlyle Mozart Coinvestment Holdings, L.P. 4
Research Summary
AI-generated summary
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.