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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 |
7,597,554 |
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Indirect Shares
|
30,000 |
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Direct
Value |
$344,194,033 |
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Indirect Value
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$13,606,800 |
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Total
Shares |
7,627,554 |
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Total
Value |
$357,800,833 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
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 |
|
2017-12-28 |
263,690 |
2017-12-28 |
30,000 |
Premium* |
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SoFi Technologies, Inc |
SOFI |
Director |
2023-06-14 |
335,040 |
2021-05-28 |
0 |
Premium* |
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The Carlyle Group Inc |
CG |
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2024-05-01 |
6,998,824 |
2023-02-15 |
0 |
Premium* |
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Records found :
42 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 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 |
GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
|
2013-01-31 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
175,493 |
|
- |
|
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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- |
|
GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
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2014-01-27 |
4 |
OE |
$0.00 |
$0 |
D/D |
83,152 |
258,645 |
0 |
- |
|
GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
|
2015-01-27 |
4 |
OE |
$0.00 |
$0 |
D/D |
77,558 |
281,804 |
0 |
- |
|
GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
|
2016-01-26 |
4 |
OE |
$0.00 |
$0 |
D/D |
77,211 |
317,543 |
0 |
- |
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GS |
Goldman Sachs Group Inc |
President and Co-COO; CFO |
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2017-01-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
54,358 |
305,614 |
0 |
- |
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GS |
Goldman Sachs Group Inc |
President and Co-COO |
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2017-12-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
27,481 |
279,028 |
0 |
- |
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SOFI |
SoFi Technologies, Inc |
Director |
|
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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2022-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,714 |
299,066 |
0 |
- |
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CG |
The Carlyle Group Inc |
Chief Executive Officer |
|
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 |
|
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 |
|
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 |
|
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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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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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 |
|
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 |
|
2022-03-17 |
4 |
B |
$8.84 |
$512,581 |
D/D |
58,000 |
214,852 |
2.39 |
% |
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GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
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2014-07-22 |
4 |
AS |
$175.00 |
$1,738,800 |
D/D |
(9,936) |
204,246 |
0 |
- |
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GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
|
2014-07-23 |
4 |
AS |
$175.13 |
$3,913,535 |
D/D |
(22,176) |
204,246 |
0 |
- |
|
GS |
Goldman Sachs Group Inc |
President and Co-COO |
|
2017-12-28 |
4 |
D |
$255.95 |
$3,925,761 |
D/D |
(15,338) |
263,690 |
0 |
- |
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GS |
Goldman Sachs Group Inc |
President and Co-COO; CFO |
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2017-01-19 |
4 |
AS |
$233.99 |
$5,849,718 |
D/D |
(25,000) |
251,256 |
0 |
- |
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GS |
Goldman Sachs Group Inc |
President and Co-COO |
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2017-10-20 |
4 |
AS |
$245.00 |
$6,125,000 |
D/D |
(25,000) |
251,547 |
0 |
- |
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42 Records found
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Page 1 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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