| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director | Director, 10% Owner | See Remarks
3 companies
Rubenstein David M. serves as a Director at CG and has filed Form 4s across 3 companies. Across recent SEC filings that breaks down to 0 buys and 13 sells. Those positions are worth an estimated $1.1B at current prices.
Historically, Rubenstein David M.'s trades have earned a middling insider score of 64/100 across 7 rated trades. Over a 12-month horizon, 83.3% of those trades were profitable, with an average 12-month return of +21.9%.
The biggest single holding is CGABL (~$1.1B) as Director. The recent filings there lean toward selling, a net 400,000 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 11, 2026 | CGABL The Carlyle Group Inc. 4.625% Subordinated Notes Due 2061 | Director | Sell | 400,000 | $42.74 | $17,096,000.00 | -1.5% | - | - | |
| Mar 19, 2026 | CG The Carlyle Group Inc. | Director | Sell | 500,000 | $46.68 | $23,340,000.00 | -1.8% | -4.3% | - | |
| Dec 10, 2025 | CG Carlyle Group Inc. | Director | Sell | 625,000 | $56.55 | $35,343,750.00 | -2.2% | -18.9% | - | |
| Jun 6, 2022 | CG Carlyle Group Inc. | Director | Sell | 2,000,000 | $38.67 | $77,340,000.00 | -6.4% | -19.9% | -25.3% | |
| Nov 9, 2021 | CG Carlyle Group Inc. | Director | Sell | 2,000,000 | $58.00 | $116,000,000.00 | -6.0% | -15.6% | -55.4% | |
| Aug 13, 2021 | CG Carlyle Group Inc. | Director | Sell | 4,000,000 | $47.10 | $188,391,088.00 | -10.7% | +21.3% | -26.3% | |
| May 18, 2021 | CG Carlyle Group Inc. | Director, 10% Owner | Sell | 2,000,000 | $41.76 | $83,520,000.00 | -5.1% | +16.2% | -13.4% | |
| Mar 11, 2021 | CG Carlyle Group Inc. | Director, 10% Owner | Sell | 3,000,000 | $35.80 | $107,400,000.00 | -7.1% | +17.8% | +15.4% | |
| Dec 10, 2020 | CG Carlyle Group Inc. | See Remarks | Sell | 750,000 | $29.05 | $21,787,500.00 | -1.7% | - | - | |
| Nov 24, 2020 | CG Carlyle Group Inc. | See Remarks | Sell | 2,000,000 | $27.30 | $54,600,000.00 | -4.4% | - | - |