| |
| |
|
| Insider
Information: |
Schwartz Harvey M |
| Relationship: |
|
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
8,148,258 |
|
|
Indirect Shares
|
30,000 |
|
|
| Direct
Value |
$355,080,212 |
|
|
|
Indirect Value
|
$12,827,100 |
|
|
| Total
Shares |
8,178,258 |
|
|
| Total
Value |
$367,907,312 |
|
|
|
|
|
|
|
|
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 |
|
2024-03-01 |
7,549,528 |
2023-02-15 |
0 |
Premium* |
|
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
50,131 |
7,549,528 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2024-02-14 |
4 |
A |
$0.00 |
$0 |
D/D |
731,351 |
7,499,397 |
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 |
• • – |
2023-11-29 |
4 |
A |
$0.00 |
$0 |
D/D |
70,896 |
7,063,404 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
Chief Executive Officer |
• • – |
2023-08-23 |
4 |
A |
$0.00 |
$0 |
D/D |
80,717 |
6,992,508 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2023-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
35,974 |
335,040 |
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 |
• • – |
2023-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
63,849 |
6,826,068 |
0 |
- |
|
| 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 |
- |
|
| 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 |
– • – |
2022-06-13 |
4 |
B |
$5.59 |
$299,065 |
D/D |
53,500 |
283,352 |
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 |
– • – |
2022-03-17 |
4 |
B |
$8.84 |
$512,581 |
D/D |
58,000 |
214,852 |
2.39 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Director |
– • – |
2021-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
156,852 |
156,852 |
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 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO |
• – – |
2017-12-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
27,481 |
279,028 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO |
• – – |
2017-10-20 |
4 |
AS |
$245.00 |
$6,125,000 |
D/D |
(25,000) |
251,547 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO |
• – – |
2017-10-20 |
4 |
AS |
$245.00 |
$6,125,000 |
D/D |
(25,000) |
251,547 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO |
• – – |
2017-10-20 |
4 |
AS |
$245.00 |
$6,125,000 |
D/D |
(25,000) |
251,547 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO |
• – – |
2017-10-20 |
4 |
AS |
$245.00 |
$6,125,000 |
D/D |
(25,000) |
251,547 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO |
• – – |
2017-10-20 |
4 |
AS |
$245.00 |
$6,125,000 |
D/D |
(25,000) |
251,547 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO; CFO |
• – – |
2017-01-24 |
4 |
D |
$232.67 |
$6,763,019 |
D/D |
(29,067) |
276,547 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO; CFO |
• – – |
2017-01-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
54,358 |
305,614 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
President and Co-COO; CFO |
• – – |
2017-01-19 |
4 |
AS |
$233.99 |
$5,849,718 |
D/D |
(25,000) |
251,256 |
0 |
- |
|
| GS |
Goldman Sachs Group Inc |
Executive Vice President - CFO |
• – – |
2016-01-26 |
4 |
D |
$151.12 |
$6,239,291 |
D/D |
(41,287) |
276,256 |
0 |
- |
|
25 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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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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