Glenn A. Youngkin

CO-CHIEF EXECUTIVE OFFICER · CARLYLE GROUP INC. · CIK 0001512671

FILING MIX · LIFETIME57%/43%

BUYS

SELLS

TOTAL VALUE

$385.6K

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

8,172,695

AVG SELL PX

$27.80

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Glenn A. Youngkin, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	1	+100.00%	-3.14%	+2.06%	-5.20%	-5.20%	—
14d	1	+100.00%	-2.53%	+2.77%	-5.31%	-5.31%	—
30d	1	+100.00%	-4.32%	+8.79%	-13.11%	-13.11%	—
60d	1	+100.00%	-9.94%	+1.94%	-11.89%	-11.89%	—
90d	1	+100.00%	-9.62%	+0.84%	-10.45%	-10.45%	—
180d	1	+0.00%	+15.94%	+13.49%	+2.45%	+2.45%	—
1y	1	+0.00%	+74.19%	+36.18%	+38.01%	+38.01%	—
2y	1	+0.00%	+43.55%	+29.76%	+13.79%	+13.79%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

CG · 8,172,695 shares · as of Aug 3, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 4 buys / 3 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
CG CARLYLE GROUP INC.	SALE Co-Chief Executive Officer	13,871	$27.80	$385.6K	8,172,695	Aug 3, 2020	Aug 5, 2020 ↗
CG CARLYLE GROUP INC.	PURCHASEGRANT Stock grant	24,575	—	—	8,186,566	May 1, 2020	May 5, 2020 ↗
CG CARLYLE GROUP INC.	PURCHASEGRANT Stock grant	300,000	—	—	8,161,991	Feb 10, 2020	Feb 12, 2020 ↗
CG CARLYLE GROUP INC.	PURCHASE Co-Chief Executive Officer	142,857	—	—	142,857	Jan 1, 2020	Jan 3, 2020 ↗
CG CARLYLE GROUP INC.	SALE Co-Chief Executive Officer	142,857	—	—	0	Jan 1, 2020	Jan 3, 2020 ↗
CG CARLYLE GROUP INC.	PURCHASE Co-Chief Executive Officer	5,528,231	—	—	7,861,991	Jan 1, 2020	Jan 3, 2020 ↗
CG CARLYLE GROUP INC.	SALE Co-Chief Executive Officer	5,528,231	—	—	0	Jan 1, 2020	Jan 3, 2020 ↗

Other insiders · CG

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About this filer

CIK 0001512671

ROLE

Co-Chief Executive Officer

PRIMARY

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001512671DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Glenn A. Youngkin

The morning brief, before the bell.