Form 4: Carlyle Group Inc. Executive Harvey M. Schwartz Reports Changes in Beneficial Ownership

Harvey M. Schwartz, Chief Executive Officer of Carlyle Group Inc., reports a transaction involving the withholding of common stock for tax obligations related to vesting restricted stock units.

Summary

• On February 14, 2025, Harvey M. Schwartz, the Chief Executive Officer of Carlyle Group Inc., reported a change in beneficial ownership of the company's common stock.
• The transaction involved the withholding of 134,812 shares of common stock by Carlyle Group Inc. to cover tax obligations arising from the vesting of previously reported restricted stock units.
• The price per share for the transaction was $51.03.
• Following the transaction, Schwartz directly owns 6,128,029 shares of Carlyle Group Inc. common stock.

Sentiment

Score: 5

Explanation: This is a neutral filing related to standard executive compensation practices and tax obligations. It doesn't inherently indicate positive or negative sentiment.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. This filing indicates the vesting of restricted stock units and the subsequent withholding of shares to cover tax obligations, a common practice in executive compensation.

Stakeholder Impact

• The transaction has a minimal direct impact on stakeholders, as it primarily reflects internal compensation adjustments and tax obligations.

Key Dates

Keywords

Beneficial Ownership, Form 4, Carlyle Group Inc., Harvey M. Schwartz, Common Stock, Restricted Stock Units, Tax Withholding