| |
| |
|
| Insider
Information: |
Schwartz Harvey M |
| Relationship: |
|
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
7,597,554 |
|
|
Indirect Shares
|
30,000 |
|
|
| Direct
Value |
$345,609,365 |
|
|
|
Indirect Value
|
$13,754,100 |
|
|
| Total
Shares |
7,627,554 |
|
|
| Total
Value |
$359,363,465 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
0
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
2.0
|
0.0
|
| Percentage
Gain/Loss : |
 -8.6%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Goldman Sachs Group Inc |
GS |
|
2017-12-28 |
263,690 |
2017-12-28 |
30,000 |
Premium* |
|
|
SoFi Technologies, Inc |
SOFI |
Director |
2023-06-14 |
335,040 |
2021-05-28 |
0 |
Premium* |
|
|
The Carlyle Group Inc |
CG |
|
2024-05-01 |
6,998,824 |
2023-02-15 |
0 |
Premium* |
|
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|
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|
Records found :
42 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| 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 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2023-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
63,849 |
6,826,068 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2023-05-23 |
4 |
A |
$0.00 |
$0 |
D/D |
85,723 |
6,911,791 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2023-08-23 |
4 |
A |
$0.00 |
$0 |
D/D |
80,717 |
6,992,508 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2023-11-29 |
4 |
A |
$0.00 |
$0 |
D/D |
70,896 |
7,063,404 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2023-12-15 |
4 |
AS |
$41.74 |
$12,328,036 |
D/D |
(295,358) |
6,768,046 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2024-02-14 |
4 |
A |
$0.00 |
$0 |
D/D |
731,351 |
7,499,397 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
50,131 |
7,549,528 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2024-05-01 |
4 |
D |
$44.80 |
$24,671,539 |
D/D |
(550,704) |
6,998,824 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2021-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
156,852 |
156,852 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2022-03-17 |
4 |
B |
$8.84 |
$512,581 |
D/D |
58,000 |
214,852 |
2.39 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2022-05-13 |
4 |
B |
$6.50 |
$97,500 |
D/D |
15,000 |
229,852 |
2.39 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2022-06-13 |
4 |
B |
$5.59 |
$299,065 |
D/D |
53,500 |
283,352 |
2.39 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2022-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,714 |
299,066 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2023-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
35,974 |
335,040 |
0 |
- |
|
| 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 |
• – – |
2013-01-31 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
30,000 |
|
- |
|
| GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
• – – |
2014-01-27 |
4 |
D |
$167.64 |
$7,453,777 |
D/D |
(44,463) |
214,182 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
• – – |
2014-01-27 |
4 |
OE |
$0.00 |
$0 |
D/D |
83,152 |
258,645 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
• – – |
2014-07-22 |
4 |
AS |
$175.00 |
$1,738,800 |
D/D |
(9,936) |
204,246 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
• – – |
2014-07-23 |
4 |
OE |
$78.78 |
$7,191,432 |
D/D |
91,285 |
295,531 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
• – – |
2014-07-23 |
4 |
D |
$175.02 |
$12,095,457 |
D/D |
(69,109) |
226,422 |
0 |
- |
|
| 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 |
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 |
• – – |
2015-01-27 |
4 |
D |
$180.42 |
$7,482,378 |
D/D |
(41,472) |
240,332 |
0 |
- |
|
42 Records found
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Page 1 of 2 |
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Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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