---
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"
generated_at: "2026-06-01T12:06:36.700104+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000030/0001527166-26-000030-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000030/cg-20260601.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001527166-26-000030
- JSON: https://secwatch.observer/filing/0001527166-26-000030.json
- Plain text: https://secwatch.observer/filing/0001527166-26-000030.txt

## Source-grounded claims
- claim_id: 81363a8e22
  claim: Jeffrey W. Ferguson changed role as Senior Advisor at Carlyle Group Inc..
  evidence_excerpt: Mr. Ferguson will become a Senior Advisor to Carlyle
  evidence_url: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000030/0001527166-26-000030-index.htm
- claim_id: 988421476c
  claim: Kate Heinzelman was appointed as General Counsel at Carlyle Group Inc..
  evidence_excerpt: Carlyle announced that it had appointed Kate Heinzelman as the Company’s General Counsel, effective June 29, 2026
  evidence_url: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000030/0001527166-26-000030-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.