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

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

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.9

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

Action: become
Role: Senior Advisor

Exact text from the filing

Mr. Ferguson will become a Senior Advisor to Carlyle

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

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

Action: appointed
Role: General Counsel

Exact text from the filing

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

View on SEC.gov

Carlyle Group Inc. filing history →

Source: SEC EDGAR

accession 0001527166-26-000030

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