Carlyle Group Inc. insider trading
Every open-market purchase and sale by Carlyle Group Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Carlyle Group Inc.’s insiders pay?
From June 12, 2013 to September 11, 2026, 16 insiders reported 4 open-market purchases and 103 sales not made under a pre-set plan in Carlyle Group Inc. Twelve months after each purchase was reported, the shares were −1.6% against the S&P 500 on average (median −2.4%), over 4 purchases with a full year of prices; 50% beat the index. After sales, the shares moved 0.0% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on June 13, 2013 into $19,152 by November 2, 2026, +5.0% a year. It held shares 25% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $20,694 (+5.6% a year), and held throughout $57,896 (+14.1%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Buser Curtis L. | Chief Financial Officer | 0 | — | — | 19 | +1.1% (19) | August 3, 2023 |
| Ferguson Jeffrey W. | General Counsel | 0 | — | — | 17 | −2.5% (17) | August 13, 2025 |
| Bentley Pamela L | Chief Accounting Officer | 0 | — | — | 15 | +7.0% (15) | September 11, 2020 |
| Finn Christopher | Chief Operating Officer | 0 | — | — | 11 | +1.6% (11) | August 3, 2023 |
| Rubenstein David M. | See Remarks | 0 | — | — | 11 | +14.9% (8) | September 11, 2026 |
| Larson Bruce M. | Chief Human Resources Officer | 0 | — | — | 7 | −7.6% (7) | August 3, 2023 |
| Lee Kewsong | Chief Executive Officer | 0 | — | — | 7 | +3.6% (7) | February 10, 2022 |
| Andrews Charles Elliott JR. | Chief Accounting Officer | 0 | — | — | 4 | −12.3% (4) | August 3, 2023 |
| D'aniello Daniel A. | Director | 0 | — | — | 4 | −20.3% (4) | November 14, 2024 |
| Mathias Edward J | Director | 0 | — | — | 3 | −13.0% (3) | November 21, 2017 |
| Youngkin Glenn A. | Co-Chief Executive Officer | 2 | −12.7% (2) | 50% | 1 | +43.6% (1) | August 5, 2020 |
| Clare Peter J | See remarks. | 0 | — | — | 2 | +4.5% (2) | August 3, 2021 |
| Cavanagh Michael J | See Remarks | 0 | — | — | 1 | −40.1% (1) | February 5, 2015 |
| Hill Janet | Director | 1 | +29.6% (1) | 100% | 0 | — | November 7, 2018 |
| Robertson Thomas S | Director | 0 | — | — | 1 | −34.1% (1) | November 4, 2021 |
| Welters Anthony | Director | 1 | −10.5% (1) | 0% | 0 | — | December 3, 2015 |
When several insiders traded Carlyle Group Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Carlyle Group Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 12 selling crowds, +3.2%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 31, 2023 | 5 selling | +5.4% | +30.2% | −1.0% |
| February 28, 2023 | 4 selling | −23.5% | −20.2% | +9.0% |
| August 31, 2022 | 6 selling | −6.7% | +8.3% | −11.0% |
| August 31, 2021 | 9 selling | +10.0% | −0.7% | −21.1% |
| February 26, 2021 | 6 selling | +16.0% | +26.3% | +23.8% |
| August 31, 2020 | 6 selling | +7.0% | +28.2% | +65.3% |
| February 28, 2020 | 3 selling | −5.1% | −23.4% | −6.0% |
| August 30, 2019 | 4 selling | +24.3% | +27.1% | −4.1% |
| August 31, 2018 | 3 selling | −14.9% | −15.6% | +3.5% |
| August 31, 2017 | 4 selling | −8.2% | +3.6% | −0.5% |
| August 31, 2016 | 3 selling | +2.0% | −3.3% | +27.5% |
| August 31, 2015 | 4 selling | −18.2% | −21.6% | −29.9% |