Business Context and Reporting Period
This Form 8-K Current Report was filed by The Carlyle Group Inc. on June 1, 2026. The filing addresses corporate governance changes, specifically the departure of the General Counsel and the appointment of a successor.
Key Financial Metrics
The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This report focuses exclusively on personnel changes and does not contain financial performance data.
Material Changes
- Departure: Jeffrey W. Ferguson, General Counsel, is retiring effective June 29, 2026, as previously disclosed in December 2025.
- Appointment: Kate Heinzelman has been appointed as the new General Counsel, effective June 29, 2026.
- Transition: Upon retirement, Mr. Ferguson will assume the role of Senior Advisor to Carlyle.
Guidance, Outlook, and Risks
The filing contains no management commentary regarding financial guidance, outlook, risks, contingencies, or unusual items. The document serves solely to disclose the executive transition under Item 5.02 and Regulation FD (Item 7.01).
Investor Verification Checklist
- Confirm the effective date of Kate Heinzelman's appointment (June 29, 2026).
- Review the press release (Exhibit 99.1) for additional details on the transition plan.
- Verify the new reporting structure for the General Counsel role following Mr. Ferguson's transition to Senior Advisor.