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Insider Trading Intelligence
DD

Daniel A. D'aniello

CG
FOUNDER, CHAIRMAN EMERITUS · CARLYLE GROUP INC. · CIK 0001543846
FILING MIX · LIFETIME29%/71%
BUYS
4
SELLS
10
TOTAL VALUE
$582.11M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
0
AVG SELL PX
$48.53
TRADE KIND
SHOWING 14 / 14
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
6 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Daniel A. D'aniello, 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.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d6+66.67%-0.58%-0.20%-0.39%-0.62%
14d6+50.00%-1.97%-0.39%-1.59%-1.95%
30d6+50.00%-0.78%+0.93%-1.71%-0.39%
60d6+83.33%-4.43%-2.85%-1.58%-1.31%
90d6+66.67%-1.20%+0.13%-1.34%-3.18%
180d6+83.33%-15.81%-5.92%-9.90%-11.02%
1y6+66.67%-22.61%-1.48%-21.14%-19.13%
2y6(2 pending)+100.00%-37.97%+1.65%-39.62%-40.37%
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 · 0 shares · as of Nov 12, 2024
011,049,23322,098,46533,147,69844,196,93020202021202220232024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
FLOW · 4 buys / 10 sellsCOVERAGE · 20 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CG
CARLYLE GROUP INC.
SALE
434,230$51.37$22.31M61,312Nov 12, 2024Nov 14, 2024View →
CG
CARLYLE GROUP INC.
SALE
61,312$52.69$3.23M0Nov 12, 2024Nov 14, 2024View →
CG
CARLYLE GROUP INC.
SALE
1,400$59.10$82.7K32,487,102Nov 22, 2021Nov 23, 2021View →
CG
CARLYLE GROUP INC.
SALE
1,498,600$58.05$86.99M32,488,502Nov 22, 2021Nov 23, 2021View →
CG
CARLYLE GROUP INC.
SALE
5,000,000$47.10$235.50M34,499,644Aug 26, 2021Aug 27, 2021View →
CG
CARLYLE GROUP INC.
SALE
5,000,000$46.80$234.00M38,987,102Aug 5, 2021Aug 6, 2021View →
CG
CARLYLE GROUP INC.
SALEGRANT
Gift
209,82843,987,102Dec 2, 2020Dec 4, 2020View →
CG
CARLYLE GROUP INC.
PURCHASEGRANT
Gift
209,828495,542Dec 2, 2020Dec 4, 2020View →
CG
CARLYLE GROUP INC.
SALE
Founder, Chairman Emeritus
285,7140Jan 1, 2020Jan 3, 2020View →
CG
CARLYLE GROUP INC.
PURCHASE
Founder, Chairman Emeritus
285,714285,714Jan 1, 2020Jan 3, 2020View →
CG
CARLYLE GROUP INC.
SALE
Founder, Chairman Emeritus
17,0000Jan 1, 2020Jan 3, 2020View →
CG
CARLYLE GROUP INC.
PURCHASE
Founder, Chairman Emeritus
44,196,93044,196,930Jan 1, 2020Jan 3, 2020View →
CG
CARLYLE GROUP INC.
PURCHASE
Founder, Chairman Emeritus
17,00017,000Jan 1, 2020Jan 3, 2020View →
CG
CARLYLE GROUP INC.
SALE
Founder, Chairman Emeritus
44,196,9300Jan 1, 2020Jan 3, 2020View →
Other insiders · CG
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About this filer
CIK 0001543846
ROLE
Founder, Chairman Emeritus
PRIMARY
CG
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001543846DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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