Role change
Jeffrey W. Ferguson
Senior Advisor
CG ·
Carlyle Group Inc.
Mr. Ferguson will become a Senior Advisor to Carlyle
Ready 8-Ks
47
Latest filing
June 5, 2026, 4:30 PM ET
Top materiality
0.80
Event mix
earnings ×20 · leadership ×14 · other_material ×7
Sentiment
18 pos · 4 neg · 25 neu
Latest earnings
reported 2026-Q1
Executive change
recent →
Recent 8-K filings for CG
Highest-materiality recent filing
Carlyle Reports Q1 2026 Loss of $179M, Declares $0.35 Dividend
- U.S. GAAP loss before provision for income taxes was $179 million with a margin of 70.5% for Q1 2026.
- CEO Harvey Schwartz cited record U.S. Buyout realizations and AlpInvest growth; reiterates confidence in 2028 targets.
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Carlyle shareholders approve amended equity incentive plan at annual meeting
Shareholders approved Amended and Restated 2012 Equity Incentive Plan (252.7M FOR, 49.4M AGAINST).
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Carlyle appoints Kate Heinzelman as General Counsel; Jeff Ferguson to be Senior Advisor
Kate Heinzelman appointed General Counsel effective June 29, 2026; reports to CEO Harvey Schwartz.
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Carlyle Reports Q1 2026 Loss of $179M, Declares $0.35 Dividend
U.S. GAAP loss before provision for income taxes was $179 million with a margin of 70.5% for Q1 2026.
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Carlyle targets $1.9B+ FRE, $200B+ inflows, $6.00+ DE per share by 2028; $2B buyback authorized
Three-year financial targets by end of 2028: Fee Related Earnings (FRE) of $1.9+ billion.
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Carlyle Q4 2025 GAAP income before taxes $462M; declares $0.35 dividend
Q4 2025 GAAP income before provision for income taxes $462M; full-year $1.2B; margin 24.3%.
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Carlyle General Counsel Jeffrey Ferguson to retire in 2026, become Senior Advisor
Jeffrey Ferguson, General Counsel since 1999, to retire in 2026; will become Senior Advisor for transition.
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Carlyle Q3 GAAP pre-tax income $86M, margin 25.8%; $17B inflows, dividend $0.35
Q3 GAAP income before provision for income taxes of $86 million; margin 25.8%.
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Carlyle Group issues $800M of 5.050% Senior Notes due 2035
Issued $800M aggregate principal of 5.050% Senior Notes due 2035, priced at par.
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Carlyle prices $800M of 5.050% senior notes due 2035 for general corporate purposes
Notes offering of $800 million aggregate principal at 5.050% coupon, maturing 2035.
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Carlyle reports Q2 2025 pre-tax income of $441M, 28% margin; declares $0.35 dividend
Income before provision for income taxes was $441M, with a margin of 28.0%.
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Carlyle names three Co-Presidents, new CFO, and Vice Chairman effective Jan 1, 2026
John Redett (current CFO) becomes Co-President leading Global Private Equity; Justin Plouffe to succeed him as CFO.
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Carlyle Group enters Third Amended Credit Agreement, extends $1B facility to 2030
Third Amended and Restated Credit Agreement signed May 29, 2025; $1.0B revolving facility maintained, no amounts drawn.
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Carlyle Q1 GAAP pre-tax income $171M, record FRE and AUM
GAAP income before tax of $171 million and margin of 17.6%.
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Carlyle reports Q4 2024 pre-tax income $265M; full-year $1.4B; declares $0.35 dividend
Q4 2024 GAAP pre-tax income of $265M and margin of 25.7%.
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Carlyle reports Q3 income before tax of $789M, accrued performance up 27%
Q3 2024 GAAP income before tax of $789M; margin on income before tax of 29.9%.
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Carlyle Q2 GAAP pretax income $219M; record FRE and AUM; dividend $0.35
GAAP income before tax of $219M for Q2 2024 (margin 20.5%); total balance sheet assets $22B.
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Carlyle shareholders approve amended equity plan and elect directors at annual meeting
Amended 2012 Equity Incentive Plan approved; authorizes up to 58.8M shares through 2034.
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Carlyle Q1 2024 GAAP EPS $0.18; declares $0.35 dividend; record FRE
GAAP income before provision for income taxes $121M; diluted EPS $0.18.
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Carlyle appoints Afsaneh Beschloss as independent director; Robertson retiring after 12 years
Beschloss, founder/CEO of RockCreek and former Carlyle MD, joins board effective May 1, 2024.
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Carlyle names Lindsay LoBue as COO; Chris Finn retiring June 30 after 28 years
Chris Finn will retire as COO effective June 30, 2024, and become Senior Advisor.
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Carlyle reports Q4 GAAP net loss of $692M; record AUM but EPS loss of $1.92
Q4 2023 GAAP net loss attributable to common shareholders $692M, diluted EPS loss $1.92.
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Carlyle CHRO Bruce Larson to retire; steps down as executive officer Jan 19, 2024
Bruce M. Larson will retire as Chief Human Resources Officer in the second half of 2024.
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Carlyle reports Q3 2023 diluted EPS $0.22; declares $0.35/share dividend
GAAP diluted EPS $0.22; income before taxes $0.2B; total balance sheet assets $21B as of Sep 30, 2023.
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Carlyle Q2 2023: diluted EPS $(0.27), pre-tax loss of $0.1B, declares $0.35 dividend
GAAP diluted EPS $(0.27) for Q2 2023; pre-tax loss of $0.1 billion.
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Carlyle names John Redett CFO, Curt Buser to retire after nearly 20 years
Curt Buser, CFO since 2014, retires effective Dec 31, 2023; steps down as CFO Sept 30, becomes Senior Advisor for transition.
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Carlyle shareholders approve board declassification and amended equity plan
Shareholders approved declassifying the board over three years; effective June 1, 2023 via amended certificate of incorporation.
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Carlyle Q1 2023 diluted EPS $0.28, declares $0.35 dividend
Net income before tax of $0.2B; diluted EPS $0.28 for Q1 2023.
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Carlyle appoints Sharda Cherwoo as independent director, effective June 1, 2023
Sharda Cherwoo, retired EY senior partner, joins Board as independent director and Audit Committee member.
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Carlyle's CIO Peter Clare to retire; Horbach and Bernasek named co-heads of Americas PE
Peter Clare retires effective April 30, 2023; steps down from board immediately.
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Carlyle Q4 GAAP EPS $0.35, FY22 EPS $3.35; raises quarterly dividend to $0.35
Q4 2022 net income to common shareholders $127M ($0.35 diluted EPS); full-year net income $1.2B ($3.35 diluted EPS).
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Carlyle names former Goldman Sachs exec Harvey Schwartz as CEO, effective Feb 15
Harvey Schwartz appointed CEO and board member effective Feb 15, 2023; Bill Conway returns to Co-Chairman role.
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Carlyle reports Q3 2022 net income of $0.77 per share; declares $0.325 dividend
Net income per diluted share of $0.77 for Q3 2022; income before tax of $0.4 billion.
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Carlyle CEO Kewsong Lee Steps Down; Co-Founder Bill Conway Appointed Interim CEO
Kewsong Lee steps down as CEO and Board member effective Aug 7, 2022; serves as Senior Advisor through year-end.
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Carlyle files prospectus supplement for resale of common stock by selling stockholders
Filed prospectus supplement under existing shelf registration (333-236397) for resale of common stock.
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Carlyle Q2 2022 GAAP EPS $0.67; declares $0.325 dividend
GAAP net income per diluted share $0.67; income before taxes $0.3B.
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Carlyle Group COO Christopher Finn to retire effective Dec 31, 2022
Christopher Finn, COO, will retire after a 26-year career, effective December 31, 2022.
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Carlyle shareholders re-elect all Class II directors; approve board declassification
All four Class II directors re-elected (Rubinstein, Filler, Hance, Rice) with >97% of votes cast excluding broker non-votes.
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Carlyle upsizes revolving credit facility to $1.0B, extends maturity to 2027
Revolving credit facility increased from $775M to $1.0B; no amounts currently outstanding.
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Carlyle Q1 GAAP diluted EPS $1.57; declares $0.325 dividend
GAAP net income per diluted share $1.57; income before provision $0.7B.
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Linda H. Filler appointed to the Nominating and Corporate Governance Committee effective April 6, 2022.
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Filed prospectus supplement to existing shelf registration S-3 for resale of common stock by recipients.
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Carlyle to issue 4.19M shares as partial consideration for CBAM asset acquisition
On March 8, 2022, Carlyle agreed to issue 4,188,306 common shares to sellers of CBAM Partners portfolio.
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Carlyle appoints two new independent directors; Janet Hill retires after decade
Linda Hefner Filler and Mark Ordan join board effective April 1, 2022 as independent Class II and III directors.
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Net income attributable to common shareholders of $648M in Q4 2021 ($1.77 diluted EPS); full-year net income $3.0B ($8.20 diluted EPS).
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Carlyle Q3 2021 GAAP diluted EPS of $1.46, $0.7B pre-tax income; dividend $0.25
GAAP diluted EPS of $1.46; income before provision for income taxes of $0.7B.
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Carlyle reports Q2 2021 GAAP diluted EPS of $2.55; declares $0.25 dividend
Pre-tax income of $1.3 billion; diluted net income per share of $2.55.
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Carlyle appoints Derica Rice to Audit Committee
Derica Rice, elected as Class II director on March 8, 2021, appointed to Audit Committee effective July 22, 2021.
Executive changes
Appointed
Kate Heinzelman
General Counsel
CG ·
Carlyle Group Inc.
Carlyle announced that it had appointed Kate Heinzelman as the Company’s General Counsel, effective June 29, 2026
Departed
Thomas S. Robertson
Director
CG ·
Carlyle Group Inc.
on April 2, 2024, Dr. Thomas S. Robertson indicated to the Company that he intends to retire from the Board after 12 years of dedicated service and will not stand for reelection at the 2024 Annual Meeting of Shareholders on May 29, 2024.
Appointed
Afsaneh M. Beschloss
Class III director
CG ·
Carlyle Group Inc.
On April 3 , 2024, The Carlyle Group Inc. (the “Company”) issued a press release announcing that effective May 1, 2024, Afsaneh M. Beschloss will join the Board of Directors
Departed
Christopher Finn
Chief Operating Officer
CG ·
Carlyle Group Inc.
Christopher Finn, Chief Operating Officer, will retire from his role as Chief Operating Officer and cease serving as an executive officer effective June 30, 2024.
Appointed
Lindsay LoBue
Chief Operating Officer
CG ·
Carlyle Group Inc.
Lindsay LoBue, 49, Deputy Chief Operating Officer, will become Chief Operating Officer, effective July 1, 2024.
Departed
Bruce M. Larson
Chief Human Resources Officer
CG ·
Carlyle Group Inc.
On January 17, 2024, Bruce M. Larson, Chief Human Resources Officer, informed The Carlyle Group Inc. (the “Company”) that he will retire from the Company in the second half of 2024.
Appointed
John C. Redett
Chief Financial Officer and Head of Corporate Strategy
CG ·
Carlyle Group Inc.
John C. Redett, 55, Head of Global Financial Services, will become Chief Financial Officer and Head of Corporate Strategy, effective October 1, 2023.
Departed
Curtis L. Buser
Chief Financial Officer
CG ·
Carlyle Group Inc.
On June 20, 2023, The Carlyle Group Inc. (the “Company” or “Carlyle”) announced that Curtis L. Buser, Chief Financial Officer, will retire from the Company, effective December 31, 2023.
Role change
Curtis L. Buser
Senior Advisor
CG ·
Carlyle Group Inc.
Mr. Buser will serve as a Senior Advisor and assist with the transition of his responsibilities through the retirement date.
Appointed
Sharda Cherwoo
Class I director
CG ·
Carlyle Group Inc.
On April 26, 2023, The Carlyle Group Inc. (the “Company”) issued a press release announcing that effective June 1, 2023, Sharda Cherwoo will join the Board of Directors (the “Board”) of the Company as a Class I director.
Departed
Peter Clare
Chief Investment Officer of Corporate Private Equity, Chairman of the Americas
CG ·
Carlyle Group Inc.
On February 27, 2023, The Carlyle Group Inc. (the “Company”) announced that Peter Clare, the Chief Investment Officer of Corporate Private Equity, Chairman of the Americas and a member of the Board of Directors of the Company, will retire from the Company, effective April 30, 2023.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.80 · Median 0.55 · Most common event earnings