Why insider trading matters?

If management teams do not own any relevant stakes in the companies they guide, they may not be focused on creating wealth for shareholders to the same degree, compared to those that see their personal wealth increase when share prices rise.

- Klaus Gugler, Economist
Carlyle Group Inc. (CG)
Sector: Financial Services; Industry: Asset Management

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It typically holds its investments for three to five years.


Trade Date Insider Title Buy/Sell #Shares Price Value Option
2022-08-01 Ferguson Jeffrey W. General Counsel Sell 9,070 $37.85 $343,300 No
2022-08-01 Buser Curtis L. Chief Financial Officer Sell 38,890 $37.85 $1,471,986 No
2022-08-01 Larson Bruce M. Chief Human Resources Officer Sell 8,743 $37.85 $330,923 No
2022-08-01 Finn Christopher Chief Operating Officer Sell 34,054 $37.85 $1,288,944 No
2022-08-01 Andrews Charles Elliott Jr. Chief Accounting Officer Sell 4,698 $37.85 $177,819 No
2022-06-06 Rubenstein David M. Director Sell 2,000,000 $38.67 $77,340,000 No
2022-02-08 Buser Curtis L. Chief Financial Officer Sell 71,803 $48.90 $3,511,167 No
2022-02-08 Ferguson Jeffrey W. General Counsel Sell 33,331 $48.90 $1,629,886 No
2022-02-08 Larson Bruce M. Chief Human Resources Officer Sell 10,743 $48.90 $525,333 No
2022-02-08 Finn Christopher Chief Operating Officer Sell 76,897 $48.90 $3,760,263 No
2022-02-01 LEE KEWSONG Chief Executive Officer Sell 124,876 $52.25 $6,524,771 No
2022-02-01 Buser Curtis L. Chief Financial Officer Sell 10,230 $52.25 $534,518 No
2022-02-01 Larson Bruce M. Chief Human Resources Officer Sell 10,230 $52.25 $534,518 No
2022-02-01 Finn Christopher Chief Operating Officer Sell 10,956 $52.25 $572,451 No
2022-02-01 Ferguson Jeffrey W. General Counsel Sell 6,820 $52.25 $356,345 No
2021-11-22 D'Aniello Daniel A. Director Sell 1,500,000 $58.05 $87,076,470 No
2021-11-09 Rubenstein David M. Director Sell 2,000,000 $58.00 $116,000,000 No
2021-11-03 ROBERTSON THOMAS S Director Sell 30,000 $56.68 $1,700,400 No
2021-08-02 Ferguson Jeffrey W. General Counsel Sell 14,653 $48.80 $715,066 No
2021-08-02 Finn Christopher Chief Operating Officer Sell 41,273 $48.80 $2,014,122 No
2021-05-18 Rubenstein David M. 10%-Owner, Director Sell 2,000,000 $41.76 $83,520,000 No
2021-05-03 LEE KEWSONG Chief Executive Officer Sell 2,639 $43.49 $114,770 No
2021-03-11 Rubenstein David M. 10%-Owner, Director Sell 3,000,000 $35.80 $107,400,000 No
2021-02-09 Ferguson Jeffrey W. General Counsel Sell 14,236 $36.60 $521,038 No
2021-02-09 Buser Curtis L. Chief Financial Officer Sell 33,215 $36.60 $1,215,669 No
2021-02-09 Finn Christopher Chief Operating Officer Sell 35,572 $36.60 $1,301,935 No
2021-02-09 LEE KEWSONG Chief Executive Officer Sell 140,701 $36.60 $5,149,657 No
2021-02-01 CLARE PETER J Director Sell 60,829 $32.06 $1,950,178 No
2021-02-01 LEE KEWSONG Chief Executive Officer Sell 123,532 $32.06 $3,960,436 No
2020-12-10 Rubenstein David M. 10%-Owner, Director Sell 750,000 $29.05 $21,787,500 No

Insider Smart

CEDAR FAIR L.P. (FUN) - Another crash victim, Cedar Fair L.P. took a deep dive from $54 to $13, insiders were confidence and eagerly jumped in around $27. With insiders on your side, this would be an easy add and hold to get your cost under $20. Stock is about to breach $40 in the coming weeks.

Insider Smart

SERVICE CORP INTERNATIONAL (SCI) - WALTRIP W BLAIR, Director of $SCI made a buy at 34.65, was he convinced the bottom of the box is a strong support? Well, seems he is not wrong.