Carlyle Group Inc.·4

Feb 3, 5:37 PM ET

Jenkins Mark David 4

4 · Carlyle Group Inc. · Filed Feb 3, 2026

Research Summary

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Carlyle (CG) Co‑President Mark Jenkins Receives RSU Awards

What Happened

  • Mark David Jenkins, Co‑President of Carlyle Group Inc. (CG), was granted a total of 157,453 restricted stock units (RSUs) on Feb 1, 2026 (144,488 and 12,965 RSUs reported separately at $0.00 per share). On the same date, 5,812 shares were withheld by the issuer to cover taxes related to previously vested RSUs — those withheld shares were disposed at $58.78 each for a total value of $341,629.
  • The RSU grants are compensation awards (not open‑market purchases). The 5,812‑share disposition reflects tax withholding by the company, not an open‑market sale by Jenkins.

Key Details

  • Transaction date: February 1, 2026; Form 4 filed February 3, 2026.
  • Disposition: 5,812 shares withheld at $58.78/share = $341,629 (tax withholding; no shares sold by the insider per footnote).
  • Acquisitions: 144,488 RSUs and 12,965 RSUs granted at $0.00 (total 157,453 RSUs).
  • Shares owned after transaction: not specified in the provided filing excerpt.
  • Footnotes: F1 = shares withheld by issuer to pay taxes (includes dividend equivalents); F2 = 144,488 RSUs vest 40% on Aug 1, 2027, 30% on Aug 1, 2028, 30% on Aug 1, 2029; F3 = 12,965 RSUs vest 1/3 on each of Feb 1, 2027, Feb 1, 2028 and Feb 1, 2029, subject to continued service.
  • Filing timeliness: Form filed two days after the transaction date (Feb 3 for Feb 1 transactions), consistent with typical Form 4 reporting timelines.

Context

  • These transactions are awards and tax withholding related to compensation. RSU grants are common executive compensation; they are not direct purchases indicating personal investment, and the withheld shares were used solely to satisfy tax obligations rather than representing a market sale by the insider.
  • Vesting schedules mean the economic interest vests over future dates — value is realized only as units vest (and then converted to shares subject to any company withholding). For retail investors, outright purchases by insiders tend to be stronger signals than routine compensation grants or tax‑withholding disposals.

Insider Transaction Report

Form 4
Period: 2026-02-01
Jenkins Mark David
Co-President
Transactions
  • Tax Payment

    Common Stock

    [F1]
    2026-02-01$58.78/sh5,812$341,6291,408,672 total
  • Award

    Common Stock

    [F2]
    2026-02-01+144,4881,553,160 total
  • Award

    Common Stock

    [F3]
    2026-02-01+12,9651,566,125 total
Footnotes (3)
  • [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 previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person.
  • [F2]These securities are restricted stock unit awards and will vest 40% on August 1, 2027, an additional 30% on August 1, 2028 and the remaining 30% on August 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date.
  • [F3]These securities are restricted stock unit awards and will vest 1/3 on each of February 1, 2027, February 1, 2028 and February 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date.
Signature
/s/ Anne K. Frederick by Power of Attorney for Mark Jenkins|2026-02-03

Documents

1 file
  • 4
    wk-form4_1770158264.xmlPrimary

    FORM 4