Carlyle Mozart Coinvestment Holdings, L.P.'s Form 4 filing
Medline Inc.MDLN · filed Dec 22, 2025
- Accession no.
- 0001493152-25-028781
- Filed
- Dec 22, 2025, 4:30 PM ET
- Trade date
- Dec 18, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 4 non-derivative transactions and 1 derivative transaction. Open-market sales total $555.0M. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Carlyle Mozart Coinvestment Holdings, L.P.CIK 0001878065 | 10% Owner |
| CP VIII Circle AIF Holdings, S.C.Sp.CIK 0002091266 | 10% Owner |
| CP Circle Holdings, L.P.CIK 0002091285 | 10% Owner |
| CP VII Circle Holdings-A, L.P.CIK 0002091292 | 10% Owner |
| CP VII Circle Holdings, L.P.CIK 0002091293 | 10% Owner |
| CP VII Circle AIF Holdings, S.C.Sp.CIK 0002091329 | 10% Owner |
| CP VIII Circle Holdings, L.P.CIK 0002092253 | 10% Owner |
| CPEP Circle Holdings L.P.CIK 0002100738 | 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Dec 18, 2025 | Class A Common Stock | CConversionAcquired | +6,815,617 | –F2 | – | 165,061,257 | Indirect | Duplicate filing |
| Dec 18, 2025 | Class B Common Stock | JOtherDisposed | −6,815,617 | –F5 | – | 70,927,355 | Indirect | Duplicate filing |
| Dec 18, 2025 | Class A Common Stock | SSaleDisposed | −19,136,333 | $29.00 | −$554,953,657 | 145,924,924 | Indirect | Duplicate filing |
| Dec 18, 2025 | Class A Common Stock | JOtherDisposed | −1,549,243 | –F7 | – | 144,375,681 | Indirect | Duplicate filing |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Dec 18, 2025 | Class A Common Stock | CConversionDisposed | −6,815,617 | $0.00 | $0 | 70,927,355 | Indirect | Duplicate filing |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire.
Referenced by the price of 1 transaction in Table I.
- F5
Represents a cancellation of shares of the Issuer's Class B common stock ("Class B Common Stock") held by CP Circle Holdings, L.P. as a result of an exchange of an equivalent number of Common Units to shares of Class A Common Stock. Shares of Class B Common Stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled.
Referenced by the price of 1 transaction in Table I.
- F7
Represents a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner. Pursuant to the terms of a lock-up agreement, the limited partner is bound to certain restrictions on the shares distributed, as set forth therein.
Referenced by the price of 1 transaction in Table I.
Remarks
Due to the limitations of the electronic filing system, The Carlyle Group Inc., Carlyle Holdings I GP Inc., Carlyle Holdings I GP Sub L.L.C., Carlyle Holdings I L.P., CG Subsidiary Holdings L.L.C., TC Group, L.L.C., TC Group Sub L.P., TC Group VII S1, L.L.C., TC Group VII S1, L.P., TC Group VIII, L.L.C., TC Group VIII, L.P., TC Group VII Lux GP, S.a r.l., TC Group VIII Lux GP, S.a r.l., and CPEP GP, LLC are filing a separate Form 4.