SCHWARTZ HARVEY M 4
4 · Carlyle Group Inc. · Filed Feb 3, 2026
Research Summary
AI-generated summary of this filing
Carlyle (CG) CEO Harvey Schwartz Withholds 578,862 Shares for Taxes
What Happened Harvey M. Schwartz, CEO of Carlyle Group Inc. (CG), had 578,862 shares of Carlyle common stock withheld by the issuer on 2026-02-01 to satisfy taxes related to the vesting of previously granted restricted stock units (RSUs). The withheld shares were valued at $58.78 each, totaling $34,025,508. This was a tax-withholding disposition, not an open-market sale.
Key Details
- Transaction date and filing: 2026-02-01 (reported on Form 4 filed 2026-02-03). Filing appears timely.
- Transaction type/code: Tax withholding of shares (reported as "Disposed"); no open-market sale by the insider.
- Shares withheld: 578,862 at $58.78 per share; total value ~$34.03 million.
- Shares owned after transaction: Not specified in the provided filing details.
- Footnote: The filing states the shares were withheld by the issuer to pay taxes on vested RSUs (including accrued dividend equivalents). No shares were sold by the reporting person.
Context Withholding shares to cover taxes on vested RSUs is a common, administrative transaction and does not necessarily indicate a change in the insider's view of the company. It differs from a sale because shares were surrendered to the company for tax purposes rather than sold in the market.
Insider Transaction Report
- Tax Payment
Common Stock
[F1]2026-02-01$58.78/sh−578,862$34,025,508→ 5,350,734 total
Footnotes (1)
- [F1]Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of a previously reported restricted stock unit award (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person.