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CG SEC filings (2026)

CIK 1527166 · Investment Advice (SIC 6282) · incorporated in DE · fiscal year ends in December

1,355 filings on EDGAR since 2011 · 19 annual, 44 quarterly, 131 current · financial statements · earnings

Latest 10-K
Feb 27, 2026
fiscal year to Dec 31, 2025
Latest 10-Q
Aug 10, 2026
quarter to Jun 30, 2026
Latest 8-K
Aug 5, 2026
Results of operations
Last earnings release
Aug 5, 2026
$1.07 vs $0.88 · ▼ 1.9%
Filings on file
1,355
since 2011, 732 insider forms

What happened, last 12 months#

Every earnings release with its print, every report with its quarter, the other 8-Ks by what they covered, the proxy statements, and each day an insider bought or sold — newest first, each line opening the filing on EDGAR. The index by form and year follows.

Insider transactions#

What officers, directors and 10% holders reported on Forms 4 and 5 over the last 13 months, from the documents themselves: one insider’s trades of one kind on one day are one row, with the shares, the price range and the total as filed. Open-market buys and sells first; awards, exercises, tax withholding, gifts and employee-plan purchases are grouped below them.

Over the last 13 months insiders sold $40.4M in 2 sales and bought nothing on the open market; 65 other transactions (awards, exercises, tax withholding, gifts and plan purchases).

DateInsider
Sep 11, 2026Form 4Rubenstein David M.DirectorSold · $17.1M · 400,000 sh
Mar 19, 2026Form 4Rubenstein David M.DirectorSold · $23.3M · 500,000 sh
Awards, exercises, withholding and plan purchases · 65 transactions
DateInsider
Sep 11, 2026Form 4Rubenstein David M.DirectorGift · $0 · 100,000 sh
Aug 26, 2026Form 4SCHWARTZ HARVEY MChief Executive Officer · DirectorAward · $0 · 19,240 sh
Aug 26, 2026Form 4Redett John C.Co-PresidentAward · $0 · 8,302 sh
Aug 26, 2026Form 4Nedelman JeffreyCo-PresidentAward · $0 · 6,615 sh
Aug 26, 2026Form 4Jenkins Mark DavidCo-PresidentAward · $0 · 6,264 sh
Aug 26, 2026Form 4Plouffe JustinChief Financial OfficerAward · $0 · 3,769 sh
Aug 26, 2026Form 4LoBue LindsayChief Operating OfficerAward · $0 · 2,657 sh
Aug 26, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerAward · $0 · 304 sh
Aug 26, 2026Form 4Heinzelman Kate ElizabethGeneral CounselAward · $0 · 78 sh
Aug 1, 2026Form 4Jenkins Mark DavidCo-PresidentTax withholding · $5.7M · 124,793 sh
Aug 1, 2026Form 4Redett John C.Co-PresidentTax withholding · $5.7M · 124,558 sh
Aug 1, 2026Form 4Plouffe JustinChief Financial OfficerTax withholding · $2.9M · 62,533 sh
Aug 1, 2026Form 4Nedelman JeffreyCo-PresidentTax withholding · $2.0M · 43,081 sh
Aug 1, 2026Form 4LoBue LindsayChief Operating OfficerTax withholding · $841K · 18,284 sh
Aug 1, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerTax withholding · $569K · 12,364 sh
Aug 1, 2026Form 4Heinzelman Kate ElizabethGeneral CounselAward · $0 · 11,031 sh
May 28, 2026Form 4SCHWARTZ HARVEY MChief Executive Officer · DirectorAward · $0 · 20,743 sh
May 28, 2026Form 4Redett John C.Co-PresidentAward · $0 · 10,830 sh
May 28, 2026Form 4Nedelman JeffreyCo-PresidentAward · $0 · 7,733 sh
May 28, 2026Form 4Jenkins Mark DavidCo-PresidentAward · $0 · 7,634 sh
May 28, 2026Form 4Plouffe JustinChief Financial OfficerAward · $0 · 4,077 sh
May 28, 2026Form 4LoBue LindsayChief Operating OfficerAward · $0 · 3,120 sh
May 28, 2026Form 4Ferguson Jeffrey W.General CounselAward · $0 · 1,274 sh
May 28, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerAward · $0 · 409 sh
May 1, 2026Form 4ORDAN MARK SDirectorAward · $220K · 8,900 sh
May 1, 2026Form 4Rice Derica WDirectorAward · $145K · 7,383 sh
May 1, 2026Form 4BESCHLOSS AFSANEH MASHAYEKHIDirectorAward · $0 · 4,450 sh
May 1, 2026Form 4FITT LAWTON WDirectorAward · $0 · 4,450 sh
May 1, 2026Form 4WELTERS ANTHONYDirectorAward · $0 · 4,450 sh
May 1, 2026Form 4SHAW WILLIAM JOSEPHDirectorAward · $0 · 4,450 sh
May 1, 2026Form 4FILLER LINDADirectorAward · $0 · 4,450 sh
May 1, 2026Form 4HANCE JAMES H JRDirectorAward · $0 · 4,450 sh
May 1, 2026Form 4Cherwoo ShardaDirectorAward · $0 · 4,450 sh
Mar 19, 2026Form 4Rubenstein David M.DirectorGift · $0 · 100,000 sh
Feb 20, 2026Form 4SCHWARTZ HARVEY MChief Executive Officer · DirectorAward · $0 · 17,457 sh
Feb 20, 2026Form 4Redett John C.Co-PresidentAward · $0 · 9,114 sh
Feb 20, 2026Form 4Nedelman JeffreyCo-PresidentAward · $0 · 6,507 sh
Feb 20, 2026Form 4Jenkins Mark DavidCo-PresidentAward · $0 · 6,424 sh
Feb 20, 2026Form 4Plouffe JustinChief Financial OfficerAward · $0 · 3,431 sh
Feb 20, 2026Form 4LoBue LindsayChief Operating OfficerAward · $0 · 2,625 sh
Feb 20, 2026Form 4Ferguson Jeffrey W.General CounselAward · $0 · 1,070 sh
Feb 20, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerAward · $0 · 343 sh
Feb 14, 2026Form 4SCHWARTZ HARVEY MChief Executive Officer · DirectorTax withholding · $7.3M · 134,812 sh
Feb 6, 2026Form 4Nedelman JeffreyCo-PresidentTax withholding · $5.1M · 92,352 sh
Feb 6, 2026Form 4Redett John C.Co-PresidentTax withholding · $4.8M · 86,781 sh
Feb 6, 2026Form 4LoBue LindsayChief Operating OfficerTax withholding · $4.2M · 75,033 sh
Feb 6, 2026Form 4Plouffe JustinChief Financial OfficerTax withholding · $2.6M · 46,176 sh
Feb 6, 2026Form 4Jenkins Mark DavidCo-PresidentTax withholding · $2.6M · 46,176 sh
Feb 6, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerTax withholding · $352K · 6,354 sh
Feb 6, 2026Form 4Ferguson Jeffrey W.General CounselTax withholding · $52K · 937 sh
Feb 1, 2026Form 4SCHWARTZ HARVEY MChief Executive Officer · DirectorTax withholding · $34.0M · 578,862 sh
Feb 1, 2026Form 4Nedelman JeffreyCo-PresidentTax withholding · $358K · 6,092 sh
Feb 1, 2026Form 4Jenkins Mark DavidCo-PresidentTax withholding · $342K · 5,812 sh
Feb 1, 2026Form 4Redett John C.Co-PresidentTax withholding · $172K · 2,926 sh
Feb 1, 2026Form 4Plouffe JustinChief Financial OfficerTax withholding · $164K · 2,792 sh
Feb 1, 2026Form 4LoBue LindsayChief Operating OfficerTax withholding · $125K · 2,128 sh
Feb 1, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerTax withholding · $64K · 1,084 sh
Feb 1, 2026Form 4Ferguson Jeffrey W.General CounselTax withholding · $30K · 503 sh
Feb 1, 2026Form 4Redett John C.Co-PresidentAward · $0 · 286,938 sh
Feb 1, 2026Form 4Nedelman JeffreyCo-PresidentAward · $0 · 230,268 sh
Feb 1, 2026Form 4Jenkins Mark DavidCo-PresidentAward · $0 · 157,453 sh
Feb 1, 2026Form 4LoBue LindsayChief Operating OfficerAward · $0 · 127,121 sh
Feb 1, 2026Form 4Plouffe JustinChief Financial OfficerAward · $0 · 50,474 sh
Feb 1, 2026Form 4Ferguson Jeffrey W.General CounselAward · $0 · 27,643 sh
Feb 1, 2026Form 4Andrews Charles Elliott Jr.Chief Accounting OfficerAward · $0 · 23,240 sh

Reports and proxy statements#

Annual reports (10-K, 20-F, 40-F), quarterly reports (10-Q), current reports (8-K, 6-K) and proxy statements, newest first. An 8-K is described by its items. A form opens the document on EDGAR, or the filing’s index where it furnishes exhibits (an earnings release is the 8-K’s Exhibit 99.1).

2026 · 12 filings
FiledWhat it is
Aug 10, 202610-QQuarterly report, Q2 2026 — revenue $1.12B (−29% y/y), net income $137.1M, EPS $0.37
Aug 5, 20268-KEarnings release — EPS $1.07 vs $0.88 est. (+21.6%); revenue $1.12B (−29% y/y) 1.9%
Jun 5, 20268-KDirectors or officers; compensation; Shareholder vote results
Jun 1, 20268-KDirectors or officers; compensation; Regulation FD disclosure
May 8, 202610-QQuarterly report, Q1 2026 — revenue $254.0M (−74% y/y), net income −$132.2M, EPS −$0.37
May 7, 20268-KEarnings release — EPS $0.89 vs $0.91 est. (−2.2%); revenue $254.0M (−74% y/y) 3.3%
Apr 23, 2026ARSAnnual report to shareholders
Apr 23, 2026DEFA14AAdditional proxy materials
Apr 23, 2026DEF 14AProxy statement
Feb 27, 202610-KAnnual report, FY2025 — revenue $4.78B (−12% y/y), net income $808.7M, EPS $2.18
Feb 26, 20268-KRegulation FD disclosure
Feb 6, 20268-KResults of operations
2025 · 16 filings
FiledWhat it is
Dec 5, 20258-KDirectors or officers; compensation; Regulation FD disclosure
Nov 7, 202510-QQuarterly report, Q3 2025 — revenue $332.7M (−87% y/y), net income $900K, EPS $0.00
Oct 31, 20258-KResults of operations
Sep 19, 20258-KMaterial definitive agreement; New financial obligation; Other events
Sep 17, 20258-KOther events
Aug 8, 202510-QQuarterly report, Q2 2025 — revenue $1.57B (+47% y/y), net income $319.7M, EPS $0.87
Aug 6, 20258-KResults of operations
Jul 28, 20258-KDirectors or officers; compensation; Regulation FD disclosure
May 30, 20258-KMaterial definitive agreement; New financial obligation; Shareholder vote results
May 9, 202510-QQuarterly report, Q1 2025 — revenue $973.1M (+41% y/y), net income $130.0M, EPS $0.35
May 8, 20258-KResults of operations
Apr 17, 2025ARSAnnual report to shareholders
Apr 17, 2025DEFA14AAdditional proxy materials
Apr 17, 2025DEF 14AProxy statement
Feb 27, 202510-KAnnual report, FY2024 — revenue $5.43B (+83% y/y), net income $1.02B, EPS $2.77
Feb 11, 20258-KResults of operations
2024 · 16 filings
FiledWhat it is
Nov 7, 202410-QQuarterly report, Q3 2024 — revenue $2.64B (+268% y/y), net income $595.7M, EPS $1.63
Nov 7, 20248-KResults of operations
Aug 6, 202410-QQuarterly report, Q2 2024 — revenue $1.07B (+131% y/y), net income $148.2M, EPS $0.40
Aug 5, 20248-KResults of operations
May 31, 20248-KDirectors or officers; compensation; Shareholder vote results
May 7, 202410-QQuarterly report, Q1 2024 — revenue $688.4M (−20% y/y), net income $65.6M, EPS $0.18
May 1, 20248-KResults of operations
Apr 18, 2024ARSAnnual report to shareholders
Apr 18, 2024DEFA14AAdditional proxy materials
Apr 18, 2024DEF 14AProxy statement
Apr 3, 2024PRE 14APreliminary proxy statement
Apr 3, 20248-KDirectors or officers; compensation; Regulation FD disclosure
Mar 27, 20248-KDirectors or officers; compensation; Regulation FD disclosure
Feb 22, 202410-KAnnual report, FY2023 — revenue $2.96B (−33% y/y), net income −$608.4M, EPS −$1.68
Feb 7, 20248-KResults of operations
Jan 18, 20248-KDirectors or officers; compensation
2023 · 20 filings — 9 × 8-K, 3 × 10-Q, 2 × 10-K/A and 5 other forms
FiledWhat it is
Nov 7, 202310-QQuarterly report, Q3 2023 — revenue $716.6M (−34% y/y), net income $81.3M, EPS $0.22
Aug 2, 202310-QQuarterly report, Q2 2023 — revenue $462.1M (−56% y/y), net income −$98.4M, EPS −$0.27
May 4, 202310-QQuarterly report, Q1 2023 — revenue $859.0M (−46% y/y), net income $100.7M, EPS $0.28
May 4, 202310-K/AAnnual report, amended
Apr 26, 2023DEFA14AAdditional proxy materials
Apr 12, 2023ARSAnnual report to shareholders
Apr 12, 2023DEFA14AAdditional proxy materials
Apr 12, 2023DEF 14AProxy statement
Mar 28, 2023PRE 14APreliminary proxy statement
Mar 22, 202310-K/AAnnual report, amended
Feb 9, 202310-KAnnual report

9 current reports (8-K) not listed; the year is on EDGAR.

2022 · 21 filings — 12 × 8-K, 3 × 10-Q, 2 × DEFA14A and 4 other forms
FiledWhat it is
Nov 8, 202210-QQuarterly report, Q3 2022 — revenue $1.09B (−34% y/y), net income $280.8M, EPS $0.77
Jul 28, 202210-QQuarterly report, Q2 2022 — revenue $1.05B (−61% y/y), net income $245.4M, EPS $0.67
May 26, 2022DEFA14AAdditional proxy materials
Apr 28, 202210-QQuarterly report, Q1 2022 — revenue $1.58B (−35% y/y), net income $571.6M, EPS $1.57
Apr 13, 2022DEFA14AAdditional proxy materials
Apr 13, 2022DEF 14AProxy statement
Mar 2, 202210-K/AAnnual report, amended
Feb 10, 202210-KAnnual report, FY2021 — revenue $8.78B (+199% y/y), net income $2.97B, EPS $8.20

13 current reports (8-K) not listed; the year is on EDGAR.

2021 · 19 filings — 11 × 8-K, 3 × 10-Q, 1 × 10-K and 4 other forms
FiledWhat it is
Oct 28, 202110-QQuarterly report, Q3 2021 — revenue $1.64B (+58% y/y), net income $532.8M, EPS $1.46
Jul 29, 202110-QQuarterly report, Q2 2021 — revenue $2.71B (+139% y/y), net income $925.0M, EPS $2.55
Apr 29, 202110-QQuarterly report, Q1 2021 — revenue $2.44B, net income $869.3M, EPS $2.41
Apr 14, 2021DEFA14AAdditional proxy materials
Apr 14, 2021DEF 14AProxy statement
Mar 5, 202110-K/AAnnual report, amended
Feb 11, 202110-KAnnual report, FY2020 — revenue $2.93B (−13% y/y), net income $348.2M, EPS $0.97

12 current reports (8-K) not listed; the year is on EDGAR.

2020 · 12 filings — 7 × 8-K, 3 × 10-Q, 1 × 10-K and 1 other form
FiledWhat it is
Oct 29, 202010-QQuarterly report, Q3 2020 — revenue $1.03B (+35% y/y), net income $295.5M, EPS $0.82
Jul 31, 202010-QQuarterly report, Q2 2020 — revenue $1.13B (+7% y/y), net income $145.9M, EPS $0.41
Apr 30, 202010-QQuarterly report, Q1 2020 — revenue −$745.7M (−169% y/y), net income −$612.0M, EPS −$1.76
Mar 2, 202010-K/AAnnual report, amended
Feb 12, 202010-KAnnual report, FY2019 — revenue $3.38B (+39% y/y), net income $380.9M, EPS $2.82

7 current reports (8-K) not listed; the year is on EDGAR.

2019 · 13 filings — 9 × 8-K, 3 × 10-Q, 1 × 10-K
FiledWhat it is
Oct 31, 201910-QQuarterly report, Q3 2019 — revenue $768.6M (+13% y/y), net income $92.2M, EPS $0.55
Jul 31, 201910-QQuarterly report, Q2 2019 — revenue $1.06B (+19% y/y), net income $154.1M, EPS $1.23
May 1, 201910-QQuarterly report, Q1 2019 — revenue $1.09B (+55% y/y), net income $142.9M, EPS $1.18
Feb 13, 201910-KAnnual report, FY2018 — revenue $2.43B (−34% y/y), net income $116.5M, EPS $0.82

9 current reports (8-K) not listed; the year is on EDGAR.

2018 · 14 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K
FiledWhat it is
Oct 31, 201810-QQuarterly report, Q3 2018 — revenue $679.1M (+6% y/y), net income $11.6M, EPS $0.10
Aug 1, 201810-QQuarterly report, Q2 2018 — revenue $893.6M (−2% y/y), net income $63.5M, EPS $0.56
May 1, 201810-QQuarterly report, Q1 2018 — revenue $702.8M (−37% y/y), net income $33.8M, EPS $0.30
Feb 15, 201810-KAnnual report, FY2017 — revenue $3.68B (+62% y/y), net income $244.1M, EPS $2.38

10 current reports (8-K) not listed; the year is on EDGAR.

2017 · 13 filings — 9 × 8-K, 3 × 10-Q, 1 × 10-K
FiledWhat it is
Oct 31, 201710-QQuarterly report, Q3 2017 — revenue $639.9M (+5% y/y), net income $44.6M, EPS $0.43
Aug 2, 201710-QQuarterly report, Q2 2017 — revenue $908.4M (+49% y/y), net income $57.6M, EPS $0.59
May 3, 201710-QQuarterly report, Q1 2017 — revenue $1.12B (+132% y/y), net income $83.0M, EPS $0.90
Feb 16, 201710-KAnnual report, FY2016 — revenue $2.27B (−24% y/y), net income $6.4M, EPS −$0.08

9 current reports (8-K) not listed; the year is on EDGAR.

2016 · 8 filings — 4 × 8-K, 3 × 10-Q, 1 × 10-K

Counted, not listed; the year is on EDGAR.

2015 · 11 filings — 7 × 8-K, 3 × 10-Q, 1 × 10-K

Counted, not listed; the year is on EDGAR.

2014 · 14 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K

Counted, not listed; the year is on EDGAR.

2013 · 16 filings — 12 × 8-K, 3 × 10-Q, 1 × 10-K

Counted, not listed; the year is on EDGAR.

2012 · 9 filings — 6 × 8-K, 3 × 10-Q

Counted, not listed; the year is on EDGAR.

Insider, ownership and other filings#

Insider ownership (Forms 3, 4, 5 and 144), beneficial ownership (Schedules 13D and 13G), registration and prospectus (S-1, S-3, S-8, 424B and related) and the rest, counted by year, with the newest 25 of each of the latest 3 years shown. A Form 4 is one insider’s transaction report; a 13G is a passive holder above five percent.

2026 · 80 filings — 60 × 4, 6 × SCHEDULE 13G/A, 4 × 3 and 6 other forms
FiledWhat it is
Sep 11, 2026144Notice of proposed sale (Form 144)
Sep 11, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 28, 20264Insider transaction (Form 4)
Aug 14, 2026N-PXOther filings
Aug 14, 2026SCHEDULE 13G/AOther filings
Aug 10, 2026S-8Employee stock plan registration
Aug 7, 202613F-HROther filings
Aug 4, 20264Insider transaction (Form 4)
Aug 4, 20264Insider transaction (Form 4)
Aug 4, 20264Insider transaction (Form 4)
Aug 4, 20264Insider transaction (Form 4)
Aug 4, 20264Insider transaction (Form 4)
Aug 4, 20264Insider transaction (Form 4)
Aug 4, 20264Insider transaction (Form 4)
Jul 8, 20263Initial insider holdings (Form 3)
Jul 6, 2026SCHEDULE 13G/AOther filings
May 29, 20264Insider transaction (Form 4)
May 29, 20264Insider transaction (Form 4)

The newest 25 of 80 shown; the full year is on EDGAR.

2025 · 88 filings — 58 × 4, 9 × SCHEDULE 13G/A, 5 × 144 and 8 other forms
FiledWhat it is
Dec 19, 20254Insider transaction (Form 4)
Dec 19, 20254Insider transaction (Form 4)
Dec 17, 20254Insider transaction (Form 4)
Dec 12, 20254Insider transaction (Form 4)
Dec 10, 2025144Notice of proposed sale (Form 144)
Nov 25, 20254Insider transaction (Form 4)
Nov 21, 20254Insider transaction (Form 4)
Nov 21, 20254Insider transaction (Form 4)
Nov 21, 20254Insider transaction (Form 4)
Nov 21, 20254Insider transaction (Form 4)
Nov 21, 20254Insider transaction (Form 4)
Nov 13, 2025SCHEDULE 13G/AOther filings
Nov 7, 202513F-HROther filings
Oct 2, 20254Insider transaction (Form 4)
Sep 17, 2025424B5Prospectus supplement
Sep 16, 2025FWPFree writing prospectus
Sep 16, 2025424B5Prospectus supplement
Sep 16, 2025POSASRRegistration and prospectus
Sep 5, 20254Insider transaction (Form 4)
Aug 29, 20254Insider transaction (Form 4)
Aug 29, 20254Insider transaction (Form 4)
Aug 29, 20254Insider transaction (Form 4)
Aug 29, 20254Insider transaction (Form 4)
Aug 29, 20254Insider transaction (Form 4)
Aug 28, 2025SCHEDULE 13G/AOther filings

The newest 25 of 88 shown; the full year is on EDGAR.

2024 · 123 filings — 76 × 4, 18 × SC 13D/A, 11 × SC 13G/A and 7 other forms
FiledWhat it is
Dec 17, 20244Insider transaction (Form 4)
Dec 13, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Dec 2, 20244Insider transaction (Form 4)
Nov 29, 20244Insider transaction (Form 4)
Nov 26, 20244Insider transaction (Form 4)
Nov 26, 20244Insider transaction (Form 4)
Nov 26, 20244Insider transaction (Form 4)
Nov 26, 20244Insider transaction (Form 4)
Nov 26, 20244Insider transaction (Form 4)
Nov 21, 2024SC 13D/AActive holder above 5% (Schedule 13D), amended
Nov 21, 20244Insider transaction (Form 4)
Nov 15, 2024SC 13D/AActive holder above 5% (Schedule 13D), amended
Nov 14, 20244Insider transaction (Form 4)
Nov 14, 2024SC 13G/APassive holder above 5% (Schedule 13G), amended
Nov 12, 2024144Notice of proposed sale (Form 144)
Nov 12, 2024SC 13G/APassive holder above 5% (Schedule 13G), amended
Nov 8, 2024SC 13G/APassive holder above 5% (Schedule 13G), amended
Nov 8, 202413F-HROther filings
Oct 24, 2024SC 13G/APassive holder above 5% (Schedule 13G), amended
Oct 21, 20244Insider transaction (Form 4)
Oct 21, 2024SC 13D/AActive holder above 5% (Schedule 13D), amended
Oct 17, 20244Insider transaction (Form 4)
Oct 15, 2024SC 13D/AActive holder above 5% (Schedule 13D), amended
Oct 15, 20244Insider transaction (Form 4)

The newest 25 of 123 shown; the full year is on EDGAR.

2023 · 82 filings — 40 × 4, 15 × SC 13D/A, 7 × SC 13G/A and 7 other forms

Counted, not listed; the year is on EDGAR.

2022 · 99 filings — 54 × 4, 12 × SC 13D/A, 9 × SC 13G/A and 6 other forms

Counted, not listed; the year is on EDGAR.

2021 · 132 filings — 93 × 4, 10 × SC 13G, 8 × SC 13D/A and 11 other forms

Counted, not listed; the year is on EDGAR.

2020 · 82 filings — 51 × 4, 8 × S-8 POS, 5 × 3 and 9 other forms

Counted, not listed; the year is on EDGAR.

2019 · 45 filings — 22 × 4, 4 × 13F-HR, 4 × 3 and 8 other forms

Counted, not listed; the year is on EDGAR.

2018 · 35 filings — 19 × 4, 5 × SC 13G/A, 4 × 13F-HR and 5 other forms

Counted, not listed; the year is on EDGAR.

2017 · 42 filings — 19 × 4, 8 × SC 13G/A, 4 × 13F-HR and 9 other forms

Counted, not listed; the year is on EDGAR.

2016 · 44 filings — 26 × 4, 8 × SC 13G/A, 4 × 13F-HR and 5 other forms

Counted, not listed; the year is on EDGAR.

2015 · 80 filings — 42 × 4, 11 × SC 13G/A, 6 × 13F-HR/A and 11 other forms

Counted, not listed; the year is on EDGAR.

2014 · 82 filings — 43 × 4, 7 × SC 13G/A, 5 × 3 and 14 other forms

Counted, not listed; the year is on EDGAR.

2013 · 64 filings — 21 × 4, 10 × SC 13G/A, 8 × 3 and 15 other forms

Counted, not listed; the year is on EDGAR.

2012 · 58 filings — 33 × 3, 6 × S-1/A, 5 × 4 and 9 other forms

Counted, not listed; the year is on EDGAR.

2011 · 5 filings — 2 × UPLOAD, 1 × CORRESP, 1 × S-1 and 1 other form

Counted, not listed; the year is on EDGAR.

About this data

The Carlyle Group Inc. (CG) has 1,355 filings on EDGAR going back to 2011: 19 annual reports, 44 quarterly reports and 131 current reports, plus proxy statements, insider forms and ownership schedules. Its latest annual report, a 10-K, was filed on Feb 27, 2026 for the fiscal year ended Dec 31, 2025. The most recent 8-K, on Aug 5, 2026, covered results of operations. Over the last 13 months insiders sold $40.4M in 2 sales and bought nothing on the open market; 65 other transactions (awards, exercises, tax withholding, gifts and plan purchases). Not investment advice.

Every row is a filing EDGAR lists for the registrants that have been The Carlyle Group Inc., read from the SEC’s submissions index each morning; a filing accepted after that read appears the next day. Where a company changed its filing entity (a holding-company reorganisation, Google into Alphabet) the predecessor’s filings are shown for the years it filed as the company, derived from the filings themselves. Dates are the filing date; the period is the report’s own. The latest 3 years of reports are listed in full, the next years to 10 without their 8-Ks, and older years are counted; the other forms are counted too, with the newest 25 of each of the latest 3 years shown. Insider transactions are the Form 4 and Form 5 documents themselves, filed since January 2026, every number as the insider filed it: a day’s lots are summed, a blank price adds its shares and no dollars, and a purchase through an employee stock plan is a plan purchase, not insider buying. The documents stay on sec.gov, public domain, and every link opens the SEC’s copy. ChartRow does not summarise or interpret filings.

FAQ#

Where can I read CG's latest 10-K?
CG's latest annual report, a 10-K, was filed on Feb 27, 2026 for the fiscal year ended Dec 31, 2025. It is linked above and opens on EDGAR, the SEC's own site, where every exhibit is also listed.
When did CG last file an 8-K?
On Aug 5, 2026: results of operations. An 8-K reports a material event between quarterly reports; the one that furnishes the quarter's results is filed under Item 2.02, last on Aug 5, 2026.
Are CG insiders buying or selling?
Over the last 13 months insiders sold $40.4M in 2 sales and bought nothing on the open market; 65 other transactions (awards, exercises, tax withholding, gifts and plan purchases). The most recent sale: Rubenstein David M. (Director) sold 400,000 shares on Sep 11, 2026 for $17.1M. Every figure is as the insider filed it on Form 4; a sale under a 10b5-1 plan was scheduled in advance.
How many SEC filings has CG made?
1,355 filings are on EDGAR under the registrant records that have been The Carlyle Group Inc., going back to 2011; 732 of them are insider ownership forms (Forms 3, 4, 5 and 144).