Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Carlyle Group Inc. | 5,254,122 | reported | 28 May 2026 | tx 25+8,125,464−2,871,342 |
| GOLDMAN SACHS GROUP INC | 263,690 | reported | 28 Dec 2017 | tx 38+785,722−1,157,099 |
| SoFi Technologies, Inc. | 0 | reported | 21 May 2024 | tx 13+439,226−77,937 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | Carlyle Group Inc. | 20,743 | 0.00 USD | |
| 20 Feb 2026 | GRANT_AWARD | Carlyle Group Inc. | 17,457 | 0.00 USD | |
| 14 Feb 2026 | TAX_WITHHOLDING | Carlyle Group Inc. | 134,812 | 54.49 USD | |
| 01 Feb 2026 | TAX_WITHHOLDING | Carlyle Group Inc. | 578,862 | 58.78 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | Carlyle Group Inc. | 310,696 | 58.35 USD | |
| 19 Nov 2025 | GRANT_AWARD | Carlyle Group Inc. | 28,519 | 0.00 USD | |
| 28 Aug 2025 | GRANT_AWARD | Carlyle Group Inc. | 22,884 | 0.00 USD | |
| 27 May 2025 | GRANT_AWARD | Carlyle Group Inc. | 31,709 | 0.00 USD | |
| 28 Feb 2025 | GRANT_AWARD | Carlyle Group Inc. | 29,151 | 0.00 USD | |
| 14 Feb 2025 | TAX_WITHHOLDING | Carlyle Group Inc. | 134,812 | 51.03 USD | |
| 01 Feb 2025 | TAX_WITHHOLDING | Carlyle Group Inc. | 563,583 | 56.16 USD | |
| 15 Dec 2024 | TAX_WITHHOLDING | Carlyle Group Inc. | 302,515 | 52.64 USD | |
| 25 Nov 2024 | GRANT_AWARD | Carlyle Group Inc. | 36,555 | 0.00 USD | |
| 26 Aug 2024 | GRANT_AWARD | Carlyle Group Inc. | 49,508 | 0.00 USD | |
| 21 May 2024 | EXERCISE | SoFi Technologies, Inc. | 26,249 | — | |
| 21 May 2024 | EXERCISE | SoFi Technologies, Inc. | 26,249 | 0.00 USD | deriv |
| 21 May 2024 | GRANT_AWARD | Carlyle Group Inc. | 44,052 | 0.00 USD | |
| 01 May 2024 | TAX_WITHHOLDING | Carlyle Group Inc. | 550,704 | 44.80 USD | |
| 01 Mar 2024 | GRANT_AWARD | Carlyle Group Inc. | 50,131 | 0.00 USD | |
| 14 Feb 2024 | GRANT_AWARD | Carlyle Group Inc. | 731,351 | 0.00 USD | |
| 15 Dec 2023 | SALE | Carlyle Group Inc. | 295,358 | 41.74 USD | |
| 29 Nov 2023 | GRANT_AWARD | Carlyle Group Inc. | 70,896 | 0.00 USD | |
| 23 Aug 2023 | GRANT_AWARD | Carlyle Group Inc. | 80,717 | 0.00 USD | |
| 14 Aug 2023 | GRANT_AWARD | SoFi Technologies, Inc. | 26,249 | 0.00 USD | deriv |
| 14 Jun 2023 | EXERCISE | SoFi Technologies, Inc. | 35,974 | — |