CG Carlyle GroupfundSEC Filings & Insider Trading Activity 2026
Latest Carlyle Group (CG) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on May 8, 2026, an 8-K current report filed on August 5, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Carlyle Group (CG) (SEC CIK 1527166), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
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Annual Reports Archive10-K
AI-powered analysis of Carlyle Group (CG) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Carlyle Group (CG) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Carlyle Group (CG) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | |
|---|---|---|---|
| Profitability | |||
| Revenue | $4.4B | $3.0B | $5.4B |
| Net Income | $1.2B | -$608.4M | $1.0B |
| Net Margin | 27.6% | -20.5% | 18.8% |
| Balance Sheet | |||
| Total Assets | - | $21.2B | $23.1B |
| Equity | $6.8B | $5.8B | $6.3B |
| ROE | 18.0% | -10.5% | 16.1% |
| Per Share | |||
| EPS | $3.35 | $-1.68 | $2.77 |
| Cash Flow | |||
| Operating CF | -$379.3M | $204.9M | -$759.5M |
| CapEx | $40.6M | $66.6M | $77.7M |
Source: XBRL financial data from Carlyle Group (CG) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Aug 5, 2026 | - | - | - |
8-K | Jun 5, 2026 | - | - | |
8-K | Jun 1, 2026 | - | - | |
10-Q | May 8, 2026 | Mar 31, 2026 | - | |
13F-HR | May 8, 2026 | Mar 31, 2026 | - | |
8-K | May 7, 2026 | - | - | |
10-K | Feb 27, 2026 | Dec 31, 2025 | - | |
8-K | Feb 26, 2026 | - | Analysis | - |
13F-HR | Feb 13, 2026 | Dec 31, 2025 | - | |
8-K | Feb 6, 2026 | - | - | |
8-K | Dec 5, 2025 | - | - | |
13F-HR | Nov 7, 2025 | Sep 30, 2025 | - | |
10-Q | Nov 7, 2025 | Sep 30, 2025 | Analysis | |
13F-HR | Aug 8, 2025 | Jun 30, 2025 | - | |
10-Q | Aug 8, 2025 | Jun 30, 2025 | - | |
13F-HR | May 9, 2025 | Mar 31, 2025 | - | |
10-Q | May 9, 2025 | Mar 31, 2025 | - | |
10-K | Feb 27, 2025 | Dec 31, 2024 | Analysis | |
13F-HR | Feb 13, 2025 | Dec 31, 2024 | - | |
13F-HR | Nov 8, 2024 | Sep 30, 2024 | - | |
10-Q | Nov 7, 2024 | Sep 30, 2024 | - | |
13F-HR | Aug 9, 2024 | Jun 30, 2024 | - | |
10-Q | Aug 6, 2024 | Jun 30, 2024 | - | |
SC 13D | Jul 8, 2024 | - | - | |
10-Q | May 7, 2024 | Mar 31, 2024 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate CG share value held by 13F filers tracked by SignalX, by quarter.
- FMR LLC (Fidelity)+1.34M (+57%)
- Goldman Sachs Group+934.3K (+75%)
- BlackRock+328.0K (+1%)
- Ameriprise Financial+216.1K (+9%)
- State Street Corp+135.8K (+1%)
- Millennium Management993.3K (-11%)
- Raymond James Financial190.3K (-32%)
- Bank of America Corp151.8K (-10%)
- Dimensional Fund Advisors130.4K (-4%)
- Citadel Advisors LLC127.7K (-18%)
- Soros Fund Management+245.0K
- Franklin Resources+137.6K
- Renaissance Technologies LLC+136.7K
- Vanguard Group Inc−26.37M
- Invesco Ltd−1.12M
- JPMorgan Chase & Co−979.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest CG SEC filings in 2026?
Carlyle Group (CG) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did CG file its most recent 10-K annual report?
Carlyle Group (CG) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view CG 10-Q quarterly reports?
Carlyle Group (CG)'s most recent 10-Q quarterly report was filed on May 8, 2026. SignalX displays every CG 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has CG filed recently?
Carlyle Group (CG)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find CG insider trading activity (Form 4)?
SignalX aggregates every CG Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does CG file with the SEC?
Carlyle Group (CG) is an institutional investment manager that files 13F-HR holdings reports quarterly, due within 45 days of each quarter-end. It may also file SC 13D/G disclosures when its stake in a company crosses the 5% threshold. SignalX monitors SEC EDGAR daily to surface every new CG filing.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Carlyle Group (CG).
What is CG's SEC CIK number?
Carlyle Group (CG)'s SEC CIK (Central Index Key) number is 1527166. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1527166 to look up all CG filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find CG return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Carlyle Group (CG) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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