The Carlyle Group Inc.
| Security | CG / The Carlyle Group Inc. |
| Insider | Harvey M Schwartz |
This page shows the track record and history of SCHWARTZ HARVEY M
insider trades in The Carlyle Group Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company.
It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean
it is illegal for them to make any
trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Harvey M Schwartz in CG / The Carlyle Group Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
|---|---|---|---|---|---|---|---|
| There are no known unplanned open-market trades for this insider |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Harvey M Schwartz in CG / The Carlyle Group Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Min |
Price at Min |
Max Loss Avoided ($) |
Max Loss Avoided (%) |
|---|---|---|---|---|---|---|---|
| There are no known unplanned open-market trades for this insider |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Transaction History
| File Date |
Trade Date |
Form | Insider | Ticker | Security Title | Code | Direct | Exercise Price |
Unit Price |
Units Changed |
Value Changed (1K) |
Remaining Options |
Remaining Shares |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 2025-08-28 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 22,884 | 6,211,773 | ||||||
| 2025-05-29 | 2025-05-27 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 31,709 | 6,188,889 | ||||||
| 2025-02-28 | 2025-02-28 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 29,151 | 6,157,180 | ||||||
| 2025-02-14 | 2025-02-14 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 51.0300 | -134,812 | -6,879 | 6,128,029 | ||||
| 2025-02-04 | 2025-02-01 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 56.1600 | -563,583 | -31,651 | 6,262,841 | ||||
| 2024-12-17 | 2024-12-15 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 52.6400 | -302,515 | -15,924 | 6,826,424 | ||||
| 2024-11-26 | 2024-11-25 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 36,555 | 7,128,939 | ||||||
| 2024-08-28 | 2024-08-26 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 49,508 | 7,092,384 | ||||||
| 2024-05-23 | 2024-05-21 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 44,052 | 7,042,876 | ||||||
| 2024-05-03 | 2024-05-01 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 44.8000 | -550,704 | -24,672 | 6,998,824 | ||||
| 2024-03-05 | 2024-03-01 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 50,131 | 7,549,528 | ||||||
| 2024-02-16 | 2024-02-14 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 731,351 | 7,499,397 | ||||||
| 2023-12-19 | 2023-12-15 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 41.7393 | -295,358 | -12,328 | 6,768,046 | ||||
| 2023-12-01 | 2023-11-29 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 70,896 | 7,063,404 | ||||||
| 2023-08-25 | 2023-08-23 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 80,717 | 6,992,508 | ||||||
| 2023-05-25 | 2023-05-23 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 85,723 | 6,911,791 | ||||||
| 2023-03-03 | 2023-03-01 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 63,849 | 6,826,068 | ||||||
| 2023-02-17 | 2023-02-15 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 4,730,617 | 6,762,219 | ||||||
| 2023-02-17 | 2023-02-15 | 4 | SCHWARTZ HARVEY M | CG | Common Stock | D | 2,031,602 | 2,031,602 |
P
Åbent marked eller privat køb af ikke-afledte eller afledte værdipapirer
S
Åbent marked eller privat salg af ikke-afledte eller afledte værdipapirer
A
Tildeling, tildeling eller anden erhvervelse af værdipapirer fra virksomheden (såsom en option)
C
Konvertering af derivat
D
Salg eller overførsel af værdipapirer tilbage til virksomheden
F
Betaling af udnyttelseskurs eller skatteforpligtelse ved brug af en del af værdipapirer modtaget fra selskabet
G
Gave af værdipapirer af eller til insideren
K
Aktieswaps og lignende sikringstransaktioner
M
Udnyttelse eller konvertering af afledt værdipapir modtaget fra virksomheden (såsom en option)
V
En transaktion rapporteret frivilligt på formular 4
J
Andet (ledsaget af en fodnote, der beskriver transaktionen)
