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AI brief of an SEC Form 8-K · Carlyle Group (The) (CG)

Carlyle Names Kate Heinzelman General Counsel, Effective June 29, 2026

Neutral Impact 3 of 5 leadership Written later

Carlyle appointed Kate Heinzelman, former General Counsel of the Central Intelligence Agency, as its General Counsel effective June 29, 2026. Jeffrey Ferguson, who has held the role since 1999, will move to a Senior Advisor role on the same date to support the transition.

Key points

  • Kate Heinzelman joins as General Counsel effective June 29, 2026, reporting directly to CEO Harvey Schwartz
  • Heinzelman served as CIA General Counsel from July 2022 to January 2025
  • Jeffrey Ferguson, General Counsel since 1999, becomes a Senior Advisor effective June 29, 2026
  • Ferguson's planned retirement was first disclosed on December 5, 2025

The filing

CompanyCarlyle Group (The) (CG)
Form8-K, current report
Filed with the SECJun 1, 2026, 8:00 AM ET
Accession number0001527166-26-000030

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on June 01, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.