Source-grounded facts extracted from Carlyle Group Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Carlyle Group Inc. shareholders approved Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay") at the 2026-06-03 meeting.
“Item 4. Non-Binding Vote to Approve Named Executive Officer Compensation ( “ Say-on-Pay ” ) FOR AGAINST ABSTAIN BROKER NON-VOTES 246,902,606 54,984,239 432,800 30,694,352”
Carlyle Group Inc. shareholders approved Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan at the 2026-06-03 meeting.
“Item 3. Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan FOR AGAINST ABSTAIN BROKER NON-VOTES 252,707,398 49,426,621 185,626 30,694,352”
Carlyle Group Inc. shareholders approved Ratification of Ernst & Young LLP as Our Independent Registered Public Accounting Firm for 2026 at the 2026-06-03 meeting.
“Item 2. Ratification of Ernst & Young LLP as Our Independent Registered Public Accounting Firm for 2026 FOR AGAINST ABSTAIN BROKER NON-VOTES 325,337,355 7,384,983 291,659 —”
Carlyle Group Inc. shareholders approved Election to Our Board of Directors of Thirteen Director Nominees for a One-Year Term at the 2026-06-03 meeting.
“William E. Conway, Jr. 294,669,209 7,650,436 30,694,352 David M. Rubenstein 294,696,355 7,623,290 30,694,352 Daniel A. D ’ Aniello 294,883,924 7,435,721 30,694,352 Harvey M. Schwartz 299,883,948 2,435,697 30,694,352 Afsaneh Beschloss 300,033,486 2,286,159 30,694,352 Sharda Cherwoo 299,762,668 2,556,977 30,694,352 Linda H. Filler 299,512,926 2,806,719 30,694,352 Lawton W. Fitt 288,425,619 13,894,026 30,694,352 James H. Hance, Jr. 294,784,933 7,534,712 30,694,352 Mark S. Ordan 293,285,680 9,033,965 30,694,352 Derica W. Rice 294,488,714 7,830,931 30,694,352 William J. Shaw 294,377,755 7,941,890 30,694,352”
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”
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 .”
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”).”
Carlyle Group Inc. amended revolving credit of $1.0 billion with Citibank, N.A. at alternate base rate plus an applicable margin not to exceed 0.50% per annum, or maturing May 29, 2030.
“as Administrative Agent. In connection with entering into the Third Amended and Restated Credit Agreement, the Company maintained the size of its revolving credit facility at $1.0 billion. The Company currently has no amounts outstanding under the revolving credit facility. The Company has the ability to increase the size of its revolving credit facility (and/or”
Carlyle Group Inc. reported the first quarter ended March 31, 2024 results: EPS net income (loss) per common share of $0.18 on a diluted basis.
“Carlyle Reports First Quarter 2024 Financial Results”
Thomas S. Robertson retired as Director at 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.”
Afsaneh M. Beschloss was appointed as Class III director at 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”
Lindsay LoBue was appointed as Chief Operating Officer at Carlyle Group Inc..
“Lindsay LoBue, 49, Deputy Chief Operating Officer, will become Chief Operating Officer, effective July 1, 2024.”
Christopher Finn departed as Chief Operating Officer at 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.”
Carlyle Group Inc. reported fourth quarter and full year ended December 31, 2023 results: net income net income (loss) before provision for income taxes of $(843) million and $(601) million, respectively, and net income (, EPS net income (loss) per common share of $(1.92) and $(1.68), respectively, on a diluted basis.
“On February 7, 2024, The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its fourth quarter and full year ended December 31, 2023.”
Bruce M. Larson departed as Chief Human Resources Officer at 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.”
Carlyle Group Inc. reported the third quarter ended September 30, 2023 results: EPS $0.22 on a diluted basis.
“Carlyle Reports Third Quarter 2023 Financial Results”
Carlyle Group Inc. reported second quarter ended June 30, 2023 results: EPS $(0.27) on a diluted basis.
“U.S. GAAP results for Q2 2023 included income (loss) before provision for income taxes of $(0.1) billion and net income (loss) per common share of $(0.27) on a diluted basis.”
John C. Redett was appointed as Chief Financial Officer and Head of Corporate Strategy at 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.”
Curtis L. Buser was appointed as Senior Advisor at Carlyle Group Inc..
“Mr. Buser will serve as a Senior Advisor and assist with the transition of his responsibilities through the retirement date.”
Curtis L. Buser departed as Chief Financial Officer at 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.”
Carlyle Group Inc.: Amended and Restated Certificate of Incorporation to declassify the board over a three-year period, effective June 1, 2023 (effective 2023-06-01).
“the Company’s shareholders approved the Amended and Restated Certificate of Incorporation, which became effective upon the Company’s filing of the Amended and Restated Certificate of Incorporation with the Secretary of State of the State of Delaware on June 1, 2023”
Carlyle Group Inc. shareholders approved Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan at the 2023-05-30 meeting.
“the Company’s shareholders approved The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan”
Carlyle Group Inc. shareholders approved Ratification of independent registered public accounting firm at the 2023-05-30 meeting.
“On May 30, 2023, The Carlyle Group Inc. (the “Company”) held its 2023 Annual Meeting of Shareholders (the “Annual Meeting”).”
Carlyle Group Inc. shareholders approved Advisory vote on executive compensation at the 2023-05-30 meeting.
“On May 30, 2023, The Carlyle Group Inc. (the “Company”) held its 2023 Annual Meeting of Shareholders (the “Annual Meeting”).”
Carlyle Group Inc. shareholders voted on Election of Directors at the 2023-05-30 meeting.
“On May 30, 2023, The Carlyle Group Inc. (the “Company”) held its 2023 Annual Meeting of Shareholders (the “Annual Meeting”).”
Carlyle Group Inc. reported first quarter ended March 31, 2023 results: EPS $0.28 per common share on a diluted basis.
“U.S. GAAP results for Q1 2023 included income (loss) before provision for income taxes of $0.2 billion and net income (loss) per common share of $0.28 on a diluted basis.”
Sharda Cherwoo was appointed as Class I director at 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.”
Peter Clare departed as Chief Investment Officer of Corporate Private Equity, Chairman of the Americas at 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.”
Carlyle Group Inc. reported Q4 2022 and full year 2022 results: net income net income attributable to The Carlyle Group Inc. common shareholders of $127 million and $1.2 billion, EPS net income per common share of $0.35 and $3.35, on a diluted basis.
“U.S. GAAP results for Q4 2022 and 2022 included income before provision for income taxes of $172 million and $1.6 billion, and net income attributable to The Carlyle Group Inc. common shareholders of $127 million and $1.2 billion, or net income per common share of $0.35 and $3.35, on a diluted basis.”
Bill Conway changed role as Co-Chairman of the Board at Carlyle Group Inc..
“Bill Conway will step down as Interim Chief Executive Officer, maintaining his role as Co-Chairman of the Board.”
Harvey M. Schwartz was appointed as Chief Executive Officer at Carlyle Group Inc..
“the Board of Directors of the Company (the "Board") has appointed Harvey M. Schwartz as Chief Executive Officer of the Company and a member of the Board, effective February 15, 2023.”
Carlyle Group Inc. reported financial results for the third quarter ended September 30, 2022.
“On November 8, 2022, The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its third quarter ended September 30, 2022.”
William E. Conway was appointed as interim Chief Executive Officer at Carlyle Group Inc..
“The Board has appointed William E. Conway to serve as interim Chief Executive Officer until a permanent successor to Mr. Lee has been appointed.”
Kewsong Lee was appointed as Senior Advisor at Carlyle Group Inc..
“Mr. Lee will serve as a Senior Advisor through the end of the year in order to assist with the transition.”
Kewsong Lee departed as Chief Executive Officer at Carlyle Group Inc..
“On August 7, 2022, The Carlyle Group Inc. (the “Company”) announced that the Company’s Board of Directors (the “Board”) and its Chief Executive Officer, Kewsong Lee, have mutually agreed that Mr. Lee will step down as Chief Executive Officer and a member of the Board, effective as of such date.”
Christopher Finn departed as Chief Operating Officer at Carlyle Group Inc..
“On July 1, 2022 , Christopher Finn notified The Carlyle Group Inc. (the “Company”) that he will retire from his position as Chief Operating Officer effective December 31, 2022, following a 26-year career with the Company.”
Janet Hill retired as Director at Carlyle Group Inc..
“On February 11, 2022, Janet Hill retired as a member of the Board effective immediately.”
Mark Ordan was appointed as Director at Carlyle Group Inc..
“On February 16, 2022, The Carlyle Group Inc. (the “Company”) issued a press release announcing that effective April 1, 2022, Linda Hefner Filler and Mark Ordan will join the Board of Directors (the “Board”) of the Company as Class II and Class III directors, respectively.”
Linda Hefner Filler was appointed as Director at Carlyle Group Inc..
“On February 16, 2022, The Carlyle Group Inc. (the “Company”) issued a press release announcing that effective April 1, 2022, Linda Hefner Filler and Mark Ordan will join the Board of Directors (the “Board”) of the Company as Class II and Class III directors, respectively.”
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.