Carlyle has announced plans to acquire Parallax Energy, strengthening its presence in Canada's oil and gas sector. The acquisition represents an expansion of Carlyle's energy portfolio in the region.
The deal demonstrates Carlyle's continued investment strategy in North American energy assets and its commitment to expanding operations in Canada's hydrocarbon sector.
No published comments yet.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in Carlyle Group Inc..
0 discretionary purchases · 1 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| DirectorRubenstein David M. | Informative sell | Common StockOpen-market or private transaction (S) | 400,000 | $42.74 | $17,096,000 | Sep 11, 2026 |
| DirectorRubenstein David M. | Non-informative sell | Gift or transfer |
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| Chief Financial OfficerPlouffe Justin | Non-informative buy | Common StockCompany grant or award (A) | 3,769 | — | — | Aug 26, 2026 |
| Co-PresidentRedett John C. | Non-informative buy |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 68.97%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| 100,000 |
| — |
| — |
| Sep 11, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative buy | Common StockCompany grant or award (A) | 6,615 | — | — | Aug 26, 2026 |
| General CounselHeinzelman Kate Elizabeth | Non-informative buy | Common StockCompany grant or award (A) | 78 | — | — | Aug 26, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative buy | Common StockCompany grant or award (A) | 304 | — | — | Aug 26, 2026 |
| Common StockCompany grant or award (A) |
| 8,302 |
| — |
| — |
| Aug 26, 2026 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative buy | Common StockCompany grant or award (A) | 19,240 | — | — | Aug 26, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative buy | Common StockCompany grant or award (A) | 2,657 | — | — | Aug 26, 2026 |
| Co-PresidentJenkins Mark David | Non-informative buy | Common StockCompany grant or award (A) | 6,264 | — | — | Aug 26, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 12,364 | — | — | Aug 1, 2026 |
| Chief Financial OfficerPlouffe Justin | Non-informative sell | Common StockTax or exercise-price withholding (F) | 62,533 | — | — | Aug 1, 2026 |
| Co-PresidentRedett John C. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 124,558 | — | — | Aug 1, 2026 |
| General CounselHeinzelman Kate Elizabeth | Non-informative buy | Common StockCompany grant or award (A) | 11,031 | — | — | Aug 1, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative sell | Common StockTax or exercise-price withholding (F) | 43,081 | — | — | Aug 1, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative sell | Common StockTax or exercise-price withholding (F) | 18,284 | — | — | Aug 1, 2026 |
| Co-PresidentJenkins Mark David | Non-informative sell | Common StockTax or exercise-price withholding (F) | 124,793 | — | — | Aug 1, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative buy | Common StockCompany grant or award (A) | 3,120 | — | — | May 28, 2026 |
| Co-PresidentJenkins Mark David | Non-informative buy | Common StockCompany grant or award (A) | 7,634 | — | — | May 28, 2026 |
| Chief Financial OfficerPlouffe Justin | Non-informative buy | Common StockCompany grant or award (A) | 4,077 | — | — | May 28, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative buy | Common StockCompany grant or award (A) | 409 | — | — | May 28, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative buy | Common StockCompany grant or award (A) | 7,733 | — | — | May 28, 2026 |
| Co-PresidentRedett John C. | Non-informative buy | Common StockCompany grant or award (A) | 10,830 | — | — | May 28, 2026 |
| General CounselFerguson Jeffrey W. | Non-informative buy | Common StockCompany grant or award (A) | 1,274 | — | — | May 28, 2026 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative buy | Common StockCompany grant or award (A) | 20,743 | — | — | May 28, 2026 |
| DirectorCherwoo Sharda | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorHANCE JAMES H JR | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorFILLER LINDA | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorSHAW WILLIAM JOSEPH | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorORDAN MARK S | Non-informative buy | Common StockCompany grant or award (A) | 8,900 | — | — | May 1, 2026 |
| DirectorWELTERS ANTHONY | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorFITT LAWTON W | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorRice Derica W | Non-informative buy | Common StockCompany grant or award (A) | 7,383 | — | — | May 1, 2026 |
| DirectorBESCHLOSS AFSANEH MASHAYEKHI | Non-informative buy | Common StockCompany grant or award (A) | 4,450 | — | — | May 1, 2026 |
| DirectorRubenstein David M. | Informative sell | Common StockOpen-market or private transaction (S) | 500,000 | $46.68 | $23,340,000 | Mar 19, 2026 |
| DirectorRubenstein David M. | Non-informative sell | Common StockGift or transfer (G) | 100,000 | — | — | Mar 19, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Informative sell | Class A Common StockOpen-market or private transaction (S) | 26,105,840 | $41.00 | $1,070,339,440 | Mar 10, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative sell | Class A Common StockOther SEC-reported transaction (J) | 2,113,483 | — | — | Mar 10, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative buy | Class A Common StockExercise or conversion; not an open-market trade (C) | 1,212,767 | — | — | Mar 5, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative sell | Class B Common StockOther SEC-reported transaction (J) | 1,212,767 | — | — | Mar 5, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative buy | Class A Common StockExercise or conversion; not an open-market trade (C) | 8,085,116 | — | — | Mar 4, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative sell | Class B Common StockOther SEC-reported transaction (J) | 8,085,116 | — | — | Mar 4, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. · Carlyle Partners VII S1 Holdings II, L.P. | Informative sell | Common StockOpen-market or private transaction (S) | 19,840,268 | $31.46 | $624,174,831 | Feb 26, 2026 |
| Co-PresidentRedett John C. | Non-informative buy | Common StockCompany grant or award (A) | 9,114 | — | — | Feb 20, 2026 |
| Co-PresidentJenkins Mark David | Non-informative buy | Common StockCompany grant or award (A) | 6,424 | — | — | Feb 20, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative buy | Common StockCompany grant or award (A) | 343 | — | — | Feb 20, 2026 |
| Chief Financial OfficerPlouffe Justin | Non-informative buy | Common StockCompany grant or award (A) | 3,431 | — | — | Feb 20, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative buy | Common StockCompany grant or award (A) | 6,507 | — | — | Feb 20, 2026 |
| General CounselFerguson Jeffrey W. | Non-informative buy | Common StockCompany grant or award (A) | 1,070 | — | — | Feb 20, 2026 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative buy | Common StockCompany grant or award (A) | 17,457 | — | — | Feb 20, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative buy | Common StockCompany grant or award (A) | 2,625 | — | — | Feb 20, 2026 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative sell | Common StockTax or exercise-price withholding (F) | 134,812 | — | — | Feb 14, 2026 |
| Chief Financial OfficerPlouffe Justin | Non-informative sell | Common StockTax or exercise-price withholding (F) | 46,176 | — | — | Feb 6, 2026 |
| General CounselFerguson Jeffrey W. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 937 | — | — | Feb 6, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 6,354 | — | — | Feb 6, 2026 |
| Co-PresidentJenkins Mark David | Non-informative sell | Common StockTax or exercise-price withholding (F) | 46,176 | — | — | Feb 6, 2026 |
| Co-PresidentRedett John C. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 86,781 | — | — | Feb 6, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative sell | Common StockTax or exercise-price withholding (F) | 92,352 | — | — | Feb 6, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative sell | Common StockTax or exercise-price withholding (F) | 75,033 | — | — | Feb 6, 2026 |
| Co-PresidentJenkins Mark David | Non-informative sell | Common StockTax or exercise-price withholding (F) | 5,812 | — | — | Feb 1, 2026 |
| Co-PresidentJenkins Mark David | Non-informative buy | Common StockCompany grant or award (A) | 157,453 | — | — | Feb 1, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative sell | Common StockTax or exercise-price withholding (F) | 6,092 | — | — | Feb 1, 2026 |
| Co-PresidentNedelman Jeffrey | Non-informative buy | Common StockCompany grant or award (A) | 230,268 | — | — | Feb 1, 2026 |
| Co-PresidentRedett John C. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 2,926 | — | — | Feb 1, 2026 |
| Co-PresidentRedett John C. | Non-informative buy | Common StockCompany grant or award (A) | 286,938 | — | — | Feb 1, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 1,084 | — | — | Feb 1, 2026 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative buy | Common StockCompany grant or award (A) | 23,240 | — | — | Feb 1, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative sell | Common StockTax or exercise-price withholding (F) | 2,128 | — | — | Feb 1, 2026 |
| Chief Operating OfficerLoBue Lindsay | Non-informative buy | Common StockCompany grant or award (A) | 127,121 | — | — | Feb 1, 2026 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative sell | Common StockTax or exercise-price withholding (F) | 578,862 | — | — | Feb 1, 2026 |
| General CounselFerguson Jeffrey W. | Non-informative sell | Common StockTax or exercise-price withholding (F) | 503 | — | — | Feb 1, 2026 |
| General CounselFerguson Jeffrey W. | Non-informative buy | Common StockCompany grant or award (A) | 27,643 | — | — | Feb 1, 2026 |
| Chief Financial OfficerPlouffe Justin | Non-informative sell | Common StockTax or exercise-price withholding (F) | 2,792 | — | — | Feb 1, 2026 |
| Chief Financial OfficerPlouffe Justin | Non-informative buy | Common StockCompany grant or award (A) | 50,474 | — | — | Feb 1, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. · Carlyle Partners VII S1 Holdings II, L.P. | Informative sell | Common StockOpen-market or private transaction (S) | 48,246,588 | $31.00 | $1,495,644,228 | Jan 29, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative sell | Class A Common StockOther SEC-reported transaction (J) | 111,994,953 | — | — | Jan 16, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative sell | Class B Common StockOther SEC-reported transaction (J) | 55,557,381 | — | — | Jan 16, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. | Non-informative sell | Common Units of Medline Holdings, LPOther SEC-reported transaction (J) | 55,557,381 | — | — | Jan 16, 2026 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. | Informative sell | Class A Common StockOpen-market or private transaction (S) | 19,136,333 | $29.00 | $554,953,657 | Dec 18, 2025 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. | Non-informative buy | Class A Common StockExercise or conversion; not an open-market trade (C) | 6,815,617 | — | — | Dec 18, 2025 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. | Non-informative sell | Class B Common StockOther SEC-reported transaction (J) | 6,815,617 | — | — | Dec 18, 2025 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. | Non-informative sell | Class A Common StockOther SEC-reported transaction (J) | 1,549,243 | — | — | Dec 18, 2025 |
| Chief Operating OfficerLoBue Lindsay | Non-informative buy | Common StockCompany grant or award (A) | 183,655 | — | — | Dec 17, 2025 |
| Chief Financial OfficerRedett John C. | Non-informative buy | Common StockCompany grant or award (A) | 550,965 | — | — | Dec 17, 2025 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative sell | Common StockTax or exercise-price withholding (F) | 310,696 | — | — | Dec 15, 2025 |
| DirectorRubenstein David M. | Informative sell | Common StockOpen-market or private transaction (S) | 625,000 | $56.55 | $35,343,750 | Dec 10, 2025 |
| DirectorRubenstein David M. | Non-informative sell | Common StockGift or transfer (G) | 625,000 | — | — | Dec 10, 2025 |
| DirectorWELTERS ANTHONY | Non-informative sell | Common StockGift or transfer (G) | 12,906 | — | — | Nov 25, 2025 |
| Chief Executive OfficerSCHWARTZ HARVEY M | Non-informative buy | Common StockCompany grant or award (A) | 28,519 | — | — | Nov 19, 2025 |
| Chief Financial OfficerRedett John C. | Non-informative buy | Common StockCompany grant or award (A) | 3,730 | — | — | Nov 19, 2025 |
| Chief Operating OfficerLoBue Lindsay | Non-informative buy | Common StockCompany grant or award (A) | 620 | — | — | Nov 19, 2025 |
| General CounselFerguson Jeffrey W. | Non-informative buy | Common StockCompany grant or award (A) | 928 | — | — | Nov 19, 2025 |
| Chief Accounting OfficerAndrews Charles Elliott Jr. | Non-informative buy | Common StockCompany grant or award (A) | 220 | — | — | Nov 19, 2025 |
| 10% OwnerCarlyle Group Inc. · Carlyle Holdings I GP Inc. · Carlyle Holdings I GP Sub L.L.C. · Carlyle Holdings I L.P. · CG Subsidiary Holdings L.L.C. · TC Group, LLC · TC Group Sub L.P. · TC Group VII S1, L.L.C. · TC Group VII S1, L.P. · Carlyle Partners VII S1 Holdings, L.P. | Non-informative buy | Series A Convertible Preferred StockOther SEC-reported transaction (J) | 630,653 | — | — | Sep 30, 2025 |
| DirectorCONWAY WILLIAM E JR | Non-informative sell | Common StockGift or transfer (G) | 2,000,000 | — | — | Sep 3, 2025 |
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Blackrock, Inc. | Buy | 959,608 (3.093%) | 31,984,053 | $1,337,573 | 6/30/2026 |
| Vanguard Group Inc | Buy | 934,237 (3.673%) | 26,368,246 | $1,102,720 | 12/31/2025 |
| Harris Associates L P | Buy | 1,077,718 (6.499%) | 17,661,625 | $738,609 | 6/30/2026 |
| Vanguard Portfolio Management Llc | Buy | 10,562 (0.089%) | 11,830,112 | $494,735 | 6/30/2026 |
| Capital World Investors | Sell | -6,013,418 (-33.732%) | 11,813,798 | $494,053 | 6/30/2026 |
| Vanguard Capital Management Llc | Buy | 70,803 (0.621%) | 11,464,474 | $479,444 | 6/30/2026 |
| Morgan Stanley | Sell | -179,037 (-1.76%) | 9,993,408 | $417,924 | 6/30/2026 |
| State Street Corp | Buy | 211,112 (2.181%) | 9,891,982 | $413,683 | 6/30/2026 |
| Massachusetts Financial Services Co /Ma/ | Buy | 90,515 (1.183%) | 7,739,524 | $323,667 | 6/30/2026 |
| Alkeon Capital Management Llc | Unchanged | 0 (0%) | 5,941,316 | $248,466 | 6/30/2026 |
| William Blair Investment Management, Llc | Sell | -386,204 (-6.129%) | 5,914,905 | $247,361 | 6/30/2026 |
| Geode Capital Management, Llc | Buy | 75,432 (1.465%) | 5,224,555 | $218,491 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Aug 31, 2026 | 17,896,730 | 3,314,864 | -10.19% | 5.40 |
| Aug 14, 2026 | 19,926,549 | 5,328,935 | +18.96% | 3.74 |
| Jul 31, 2026 | 16,750,625 | 2,701,677 | +3.45% | 6.20 |
| Jul 15, 2026 | 16,191,229 | 2,547,104 | -4.73% | 6.36 |
| Jun 30, 2026 | 16,995,190 | 4,821,555 | +4.15% | 3.52 |
| Jun 15, 2026 | 16,318,056 | 3,291,384 | +3.92% | 4.96 |
| May 29, 2026 | 15,702,506 | 3,133,132 | -10.45% | 5.01 |
| May 15, 2026 | 17,535,718 | 3,488,345 | — | 5.03 |
Source: Nasdaq
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Aug 5, 2026 | 1.07 | 0.88 | +21.59% |
| Mar 2026 | May 7, 2026 | 0.89 | 0.91 | -2.2% |
| Dec 2025 | Feb 10, 2026 | 1.01 | 1.01 | +0% |
| Sep 2025 | Nov 7, 2025 | 0.98 | 0.98 | +0% |
Source: Nasdaq
