Harvey M. Schwartz

CIK: 0001566418

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)8 (57.1%)

Compensation grants

Other (G, F, J, C, D, …)6 (42.9%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

Carlyle Group Inc.

DirectorOfficer

Discretionary Trading P&L

Holdings

Transaction History (14 total)

CG
Carlyle Group Inc.
Aug 26, 2026
Award(A)
Direct
19.2K shares-
CG
Carlyle Group Inc.
May 28, 2026
Award(A)
Direct
20.7K shares-
CG
Carlyle Group Inc.
Feb 20, 2026
Award(A)
Direct
17.5K shares-
CG
Carlyle Group Inc.
Feb 14, 2026
Tax Payment(F)
Direct
134.8K shares at avg. $54.49$7.3M
CG
Carlyle Group Inc.
Feb 1, 2026
Tax Payment(F)
Direct
578.9K shares at avg. $58.78$34.0M
CG
Carlyle Group Inc.
Dec 15, 2025
Tax Payment(F)
Direct
310.7K shares at avg. $58.35$18.1M
CG
Carlyle Group Inc.
Nov 19, 2025
Award(A)
Direct
28.5K shares-
CG
Carlyle Group Inc.
Aug 28, 2025
Award(A)
Direct
22.9K shares-
CG
Carlyle Group Inc.
May 27, 2025
Award(A)
Direct
31.7K shares-
CG
Carlyle Group Inc.
Feb 28, 2025
Award(A)
Direct
29.2K shares-
CG
Carlyle Group Inc.
Feb 14, 2025
Tax Payment(F)
Direct
134.8K shares at avg. $51.03$6.9M
CG
Carlyle Group Inc.
Feb 1, 2025
Tax Payment(F)
Direct
563.6K shares at avg. $56.16$31.7M
CG
Carlyle Group Inc.
Dec 15, 2024
Tax Payment(F)
Direct
302.5K shares at avg. $52.64$15.9M
CG
Carlyle Group Inc.
Nov 25, 2024
Award(A)
Direct
36.6K shares-

		Type	Shares	Price		Ownership
Aug 26, 2026	CG Carlyle Group Inc.	Award(A)	19,240	-	$0	Direct
May 28, 2026	CG Carlyle Group Inc.	Award(A)	20,743	-	$0	Direct
Feb 20, 2026	CG Carlyle Group Inc.	Award(A)	17,457	-	$0	Direct
Feb 14, 2026	CG Carlyle Group Inc.	Tax Payment(F)	134,812	$54.49	$7,345,906	Direct
Feb 1, 2026	CG Carlyle Group Inc.	Tax Payment(F)	578,862	$58.78	$34,025,508	Direct
Dec 15, 2025	CG Carlyle Group Inc.	Tax Payment(F)	310,696	$58.35	$18,129,112	Direct
Nov 19, 2025	CG Carlyle Group Inc.	Award(A)	28,519	-	-	Direct
Aug 28, 2025	CG Carlyle Group Inc.	Award(A)	22,884	-	-	Direct
May 27, 2025	CG Carlyle Group Inc.	Award(A)	31,709	-	-	Direct
Feb 28, 2025	CG Carlyle Group Inc.	Award(A)	29,151	-	-	Direct
Feb 14, 2025	CG Carlyle Group Inc.	Tax Payment(F)	134,812	$51.03	$6,879,456	Direct
Feb 1, 2025	CG Carlyle Group Inc.	Tax Payment(F)	563,583	$56.16	$31,650,821	Direct
Dec 15, 2024	CG Carlyle Group Inc.	Tax Payment(F)	302,515	$52.64	$15,924,390	Direct
Nov 25, 2024	CG Carlyle Group Inc.	Award(A)	36,555	-	$0	Direct

1-14 of 14 transactions

About SCHWARTZ HARVEY M

SCHWARTZ HARVEY M (SEC CIK 0001566418) files insider reports with the SEC as Chief Executive Officer of Carlyle Group Inc. (CG).

Signal8 holds 14 ownership filings by SCHWARTZ HARVEY M, all Form 4s, filed between Nov 26, 2024 and Aug 28, 2026. Those filings report 14 transactions, from Nov 25, 2024 to Aug 26, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on SCHWARTZ HARVEY M's filings is in WASHINGTON, DC.

Recent filings by SCHWARTZ HARVEY M

Aug 26, 2026: Grant or award of CG shares (Form 4, code A).
May 28, 2026: Grant or award of CG shares (Form 4, code A).
Feb 20, 2026: Grant or award of CG shares (Form 4, code A).
Feb 14, 2026: Tax withholding of CG shares (Form 4, code F).
Feb 1, 2026: Tax withholding of CG shares (Form 4, code F).

Other insiders filing for Carlyle Group Inc. (CG)

Nedelman Jeffrey, Co-President
Rubenstein David M., Director
Heinzelman Kate Elizabeth, General Counsel
Andrews Charles Elliott Jr., Chief Accounting Officer
Plouffe Justin, Chief Financial Officer
Redett John C., Co-President

How to read Form 4 transaction codes