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 November 7, 2025, an 8-K current report filed on February 26, 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
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-09-30)
Risk Factors
- • No material changes to risk factors since 2024 10-K, risks remain consistent with prior annual report
Management Discussion & Analysis
- • Revenue $333M Q3 2025, down 87% YoY from $2.64B; nine months $2.88B, down 34% YoY from $4.39B
- • Net income $0.9M Q3 2025 vs $596M YoY; operating margin ~0.3% vs ~22% YoY (implied) due to sharp investment losses
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 7.01: Regulation FD Disclosure
- • Carlyle hosted a Shareholder Update on Feb 26, 2026, disclosing growth outlook and financial objectives — presentation posted at ir.carlyle.com
- • Key forward-looking metrics flagged: AUM, Distributable Earnings, FRE, FRE Margin, inflows, and fee revenue targets
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
| FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | |
|---|---|---|---|---|---|
| Profitability | |||||
| Revenue | $2.9B | $8.8B | $4.4B | $3.0B | $5.4B |
| Net Income | $348.2M | $3.0B | $1.2B | -$608.4M | $1.0B |
| Net Margin | 11.9% | 33.9% | 27.6% | -20.5% | 18.8% |
| Balance Sheet | |||||
| Total Assets | $15.6B | $21.3B | $21.4B | $21.2B | $23.1B |
| Equity | $2.9B | $5.7B | $6.8B | $5.8B | $6.3B |
| ROE | 11.9% | 52.1% | 18.0% | -10.5% | 16.1% |
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 |
|---|---|---|---|---|
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 | — | |
10-Q | May 9, 2025 | Mar 31, 2025 | — | |
13F-HR | 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-HR | May 3, 2024 | Mar 31, 2024 | — | |
SC 13G | Mar 29, 2024 | — | — | |
10-K | Feb 22, 2024 | Dec 31, 2023 | — | |
SC 13G | Feb 9, 2024 | — | — | |
13F-HR | Feb 2, 2024 | Dec 31, 2023 | — | |
SC 13G | Jan 25, 2024 | — | — |
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 November 7, 2025, an 8-K current report on February 26, 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 November 7, 2025. 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 February 26, 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) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CG filing with AI-powered analysis.
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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