secwatch / observer

Carlyle Group Inc. — fact timeline

Source-grounded facts extracted from Carlyle Group Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CG Carlyle Group Inc. JSON

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

“Mr. Ferguson will become a Senior Advisor to Carlyle”

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”
Earnings Releases

Carlyle Group Inc. reported financial results for the first quarter ended March 31, 2026.

“On May 7, 2026 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its first quarter ended March 31, 2026 .”
Debt Financings

Carlyle Group Inc. incurred senior notes of $800,000,000 aggregate principal amount with The Bank of New York Mellon Trust Company, N.A. at 5.050% per annum maturing September 19, 2035.

“On September 19, 2025, The Carlyle Group Inc. (the “Issuer”) and Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., CG Subsidiary Holdings L.L.C. and Carlyle Holdings III L.P., each indirect subsidiaries of the Issuer (the “Guarantors”), entered into a senior notes indenture, dated September 19, 2025 (the “Base Indenture”), as supplemented by the first supplemental indenture, dated September 19, 2025 (the “First Supplemental Indenture” and, together with the Base Indenture, the “Indenture”), with The Bank of New York Mellon Trust Company, N.A., as trustee (the “Trustee”), relating to the issuance by the Issuer of $800,000,000 aggregate principal amount of 5.050% Senior Notes due 2035 (the “Notes”).”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.