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Insider
Information: |
Schwartz Harvey M |
Relationship: |
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City: |
New York |
State: |
NY |
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Insider
Summary: |
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Companies Owned : |
3 |
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Direct
Shares |
7,667,855 |
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Indirect Shares
|
30,000 |
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Direct
Value |
$346,483,966 |
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Indirect Value
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$13,695,600 |
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Total
Shares |
7,697,855 |
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Total
Value |
$360,179,566 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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3
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0
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Stock
price went up :
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2
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0
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Stock
price went down : |
1
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0
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Gain/Loss Ratio : |
2.0
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0.0
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Percentage
Gain/Loss : |
-8.6%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Goldman Sachs Group Inc |
GS |
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2017-12-28 |
263,690 |
2017-12-28 |
30,000 |
Premium* |
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SoFi Technologies, Inc |
SOFI |
Director |
2024-05-21 |
361,289 |
2021-05-28 |
0 |
Premium* |
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The Carlyle Group Inc |
CG |
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2024-05-21 |
7,042,876 |
2023-02-15 |
0 |
Premium* |
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Records found :
44 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 2
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
SOFI |
SoFi Technologies, Inc |
Director |
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2021-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
156,852 |
156,852 |
0 |
- |
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SOFI |
SoFi Technologies, Inc |
Director |
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2022-03-17 |
4 |
B |
$8.84 |
$512,581 |
D/D |
58,000 |
214,852 |
2.39 |
% |
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SOFI |
SoFi Technologies, Inc |
Director |
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2022-05-13 |
4 |
B |
$6.50 |
$97,500 |
D/D |
15,000 |
229,852 |
2.39 |
% |
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SOFI |
SoFi Technologies, Inc |
Director |
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2022-06-13 |
4 |
B |
$5.59 |
$299,065 |
D/D |
53,500 |
283,352 |
2.39 |
% |
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SOFI |
SoFi Technologies, Inc |
Director |
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2022-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,714 |
299,066 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2023-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
6,762,219 |
6,762,219 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2023-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
63,849 |
6,826,068 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2023-05-23 |
4 |
A |
$0.00 |
$0 |
D/D |
85,723 |
6,911,791 |
0 |
- |
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SOFI |
SoFi Technologies, Inc |
Director |
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2023-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
35,974 |
335,040 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2023-08-23 |
4 |
A |
$0.00 |
$0 |
D/D |
80,717 |
6,992,508 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2023-11-29 |
4 |
A |
$0.00 |
$0 |
D/D |
70,896 |
7,063,404 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2023-12-15 |
4 |
AS |
$41.74 |
$12,328,036 |
D/D |
(295,358) |
6,768,046 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2024-02-14 |
4 |
A |
$0.00 |
$0 |
D/D |
731,351 |
7,499,397 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
50,131 |
7,549,528 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2024-05-01 |
4 |
D |
$44.80 |
$24,671,539 |
D/D |
(550,704) |
6,998,824 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
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2024-05-21 |
4 |
A |
$0.00 |
$0 |
D/D |
44,052 |
7,042,876 |
0 |
- |
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SOFI |
SoFi Technologies, Inc |
Director |
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2024-05-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
26,249 |
361,289 |
0 |
- |
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GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
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2013-01-31 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
175,493 |
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- |
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GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
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2013-01-31 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
30,000 |
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- |
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44 Records found
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Page 2 of 2 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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