8-K filed June 1, 2026, 8:00 AM ET ticker CG CIK 0001527166

leadership confidence high sentiment neutral materiality 0.50

Carlyle appoints Kate Heinzelman as General Counsel; Jeff Ferguson to be Senior Advisor

Carlyle Group Inc.

Kate Heinzelman appointed General Counsel effective June 29, 2026; reports to CEO Harvey Schwartz.
Heinzelman previously served as General Counsel of the CIA (2022-2025) and Chief Counselor to U.S. Attorney General.
Incumbent Jeffrey Ferguson, General Counsel since 1999, to become Senior Advisor on June 29, 2026.
Ferguson will support leadership transition and advise on strategic matters.

item 5.02 item 7.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001527166-26-000030
form_type: 8-K
ticker: CG
cik: 0001527166
company_name: Carlyle Group Inc.
filed_at: 2026-06-01T12:00:39+00:00
discovered_at: 2026-06-01T12:05:00.309639+00:00
generated_at: 2026-06-01T12:06:36.700104+00:00
sec_items: ["5.02", "7.01", "9.01"]
event_type: leadership
sentiment: neutral
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Executive movements

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Role change

Jeffrey W. Ferguson

Senior Advisor

CG · Carlyle Group Inc.

Effective: 2026-06-29
Filed: June 1, 2026, 8:00 AM ET

Mr. Ferguson will become a Senior Advisor to Carlyle

Appointed

Kate Heinzelman

General Counsel

CG · Carlyle Group Inc.

Effective: 2026-06-29
Filed: June 1, 2026, 8:00 AM ET

Carlyle announced that it had appointed Kate Heinzelman as the Company’s General Counsel, effective June 29, 2026

Source-grounded claims

81363a8e22

Jeffrey W. Ferguson changed role as Senior Advisor at Carlyle Group Inc..

Mr. Ferguson will become a Senior Advisor to Carlyle

SEC 8-K Item 5.02 confidence 0.9 SEC evidence

988421476c

Kate Heinzelman was appointed as General Counsel at Carlyle Group Inc..

Carlyle announced that it had appointed Kate Heinzelman as the Company’s General Counsel, effective June 29, 2026

SEC 8-K Item 5.02 confidence 0.95 SEC evidence

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Source: SEC EDGAR

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