InsiderTrades

SCHWARTZ HARVEY M

SEC CIK 1566418 · EDGAR

Buying vs selling by month open-market trades, last 55 months, all 2 companies
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
CGCarlyle Group Inc.CEO, Dir 5.27M — $12.33M 252023-02-152026-08-26
SOFISoFi Technologies, Inc.Dir 361.3K $909.3K — 62022-03-172024-05-21

Most active insiders at CG, 12 months

#InsiderTitleBoughtSold
1 Rubenstein David M.Dir —$75.78M
2 Heinzelman Kate ElizabethGC ——
3 LoBue LindsayCOO ——
4 Nedelman JeffreyCo-Pres ——
5 Andrews Charles Elliott Jr.CAO ——
6 Jenkins Mark DavidCo-Pres ——
7 Cherwoo ShardaDir ——
8 Plouffe JustinCFO ——
9 Redett John C.Co-Pres ——
10 SCHWARTZ HARVEY MCEO, Dir ——

Transactions 31

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-08-28 17:02 2026-08-26 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +19.2K 5.27M +0.4% $0
2026-05-29 17:10 2026-05-28 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +20.7K 5.25M +0.4% $0
2026-02-20 2026-02-20 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +17.5K 5.23M +0.3% $0
2026-02-17 2026-02-14 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $54.49 -134.8K 5.22M -3% -$7.35M
2026-02-03 2026-02-01 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $58.78 -578.9K 5.35M -10% -$34.03M
2025-12-17 2025-12-15 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $58.35 -310.7K 5.93M -5% -$18.13M
2025-11-21 2025-11-19 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +28.5K 6.24M +0.5% $0
2025-08-29 2025-08-28 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +22.9K 6.21M +0.4% $0
2025-05-29 2025-05-27 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +31.7K 6.19M +0.5% $0
2025-02-28 2025-02-28 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +29.2K 6.16M +0.5% $0
2025-02-14 2025-02-14 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $51.03 -134.8K 6.13M -2% -$6.88M
2025-02-04 2025-02-01 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $56.16 -563.6K 6.26M -8% -$31.65M
2024-12-17 2024-12-15 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $52.64 -302.5K 6.83M -4% -$15.92M
2024-11-26 2024-11-25 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +36.6K 7.13M +0.5% $0
2024-08-28 2024-08-26 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +49.5K 7.09M +0.7% $0
D 2024-05-23 2024-05-21 SOFI SoFi Technologies, Inc. SCHWARTZ HARVEY M Dir M - OptEx — +26.2K 361.3K +8% —
2024-05-23 2024-05-21 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +44.1K 7.04M +0.6% $0
2024-05-03 2024-05-01 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir F - Tax $44.80 -550.7K 7.00M -7% -$24.67M
2024-03-05 2024-03-01 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +50.1K 7.55M +0.7% $0
2024-02-16 2024-02-14 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +731.4K 7.50M +11% $0
T 2023-12-19 2023-12-15 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir S - Sale $41.74 -295.4K 6.77M -4% -$12.33M
2023-12-01 2023-11-29 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +70.9K 7.06M +1% $0
2023-08-25 2023-08-23 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +80.7K 6.99M +1% $0
D 2023-06-16 2023-06-14 SOFI SoFi Technologies, Inc. SCHWARTZ HARVEY M Dir M - OptEx — +36.0K 335.0K +12% —
2023-05-25 2023-05-23 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +85.7K 6.91M +1% $0
2023-03-03 2023-03-01 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +63.8K 6.83M +0.9% $0
M 2023-02-17 2023-02-15 CG Carlyle Group Inc. SCHWARTZ HARVEY M CEO, Dir A - Grant $0.00 +6.76M 2.03M New $0
D 2022-06-16 2022-06-14 SOFI SoFi Technologies, Inc. SCHWARTZ HARVEY M Dir M - OptEx — +15.7K 299.1K +6% —
2022-06-13 2022-06-13 SOFI SoFi Technologies, Inc. SCHWARTZ HARVEY M Dir P - Purchase $5.59 +53.5K 283.4K +23% +$299.1K
2022-05-17 2022-05-13 SOFI SoFi Technologies, Inc. SCHWARTZ HARVEY M Dir P - Purchase $6.50 +15.0K 229.9K +7% +$97.5K
2022-03-18 2022-03-17 SOFI SoFi Technologies, Inc. SCHWARTZ HARVEY M Dir P - Purchase $8.84 +58.0K 214.9K +37% +$512.7K

Purchase Sale Sale after option exercise All abbreviations