Harvey M. Schwartz

Insider Reports History

Reporting-owner location: Washington, DC
Latest reporting-owner signature: /s/ Anne K. Frederick by power of attorney for Harvey M. Schwartz
Source: Latest parsed Forms 3/4/5 signature
Transaction source note: Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Harvey M. Schwartz

Form 4 holding Chief Executive Officer, Director

Carlyle Group Inc.

Security class: Common Stock
Shares / value: 5,254,122
Estimated value: $254,246,963
Report date: 28 May 2026
Price: $48.39
Ownership: Direct

Form 4 holding Director

SoFi Technologies, Inc.

Security class: Common Stock
Shares / value: 361,289
Estimated value: $2,499,433
Report date: 21 May 2024
Price: $6.92
Ownership: Direct

Form 4 holding Director

SoFi Technologies, Inc.

Security class: Restricted Stock Unit
Shares / value: 35,034
Estimated value: $224,568
Report date: 12 Aug 2024
Price: $6.41
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 35,034

Form 4 holding Director

SoFi Technologies, Inc.

Security class: Restricted Stock Unit
Shares / value: 0
Estimated value: $0
Report date: 21 May 2024
Price: $6.92
Ownership: Direct
Underlying class: Common Stock
Underlying amount

Insider Reports Filed by Harvey M. Schwartz

4 CG

Carlyle Group Inc.

Report period: 28 May 2026
Transactions: 1
Transaction value: $0
Accepted by SEC: 29 May 2026, 17:10
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 20 Feb 2026
Transactions: 1
Transaction value: $0
Accepted by SEC: 20 Feb 2026, 18:49
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 14 Feb 2026
Transactions: 1
Transaction value: -$7,345,906
Accepted by SEC: 17 Feb 2026, 18:33
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 01 Feb 2026
Transactions: 1
Transaction value: -$34,025,508
Accepted by SEC: 03 Feb 2026, 17:37
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 15 Dec 2025
Transactions: 1
Transaction value: -$18,129,112
Accepted by SEC: 17 Dec 2025, 17:55
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 19 Nov 2025
Transactions: 1
Transaction value: $0
Accepted by SEC: 21 Nov 2025, 17:04
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 28 Aug 2025
Transactions: 1
Transaction value: $0
Accepted by SEC: 29 Aug 2025, 16:54
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 27 May 2025
Transactions: 1
Transaction value: $0
Accepted by SEC: 29 May 2025, 17:09
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 28 Feb 2025
Transactions: 1
Transaction value: $0
Accepted by SEC: 28 Feb 2025, 19:30
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 14 Feb 2025
Transactions: 1
Transaction value: -$6,879,456
Accepted by SEC: 14 Feb 2025, 19:16
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 01 Feb 2025
Transactions: 1
Transaction value: -$31,650,821
Accepted by SEC: 04 Feb 2025, 20:49
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 15 Dec 2024
Transactions: 1
Transaction value: -$15,924,390
Accepted by SEC: 17 Dec 2024, 18:01
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 25 Nov 2024
Transactions: 1
Transaction value: $0
Accepted by SEC: 26 Nov 2024, 18:08
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 26 Aug 2024
Transactions: 1
Transaction value: $0
Accepted by SEC: 28 Aug 2024, 17:22
Role: Chief Executive Officer, Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 12 Aug 2024
Transactions: 0
Transaction value: $0
Accepted by SEC: 14 Aug 2024, 19:54
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 21 May 2024
Transactions: 2
Transaction value: $0
Accepted by SEC: 23 May 2024, 18:06
Role: Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 21 May 2024
Transactions: 1
Transaction value: $0
Accepted by SEC: 23 May 2024, 17:25
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 01 May 2024
Transactions: 1
Transaction value: -$24,671,539
Accepted by SEC: 03 May 2024, 17:17
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 01 Mar 2024
Transactions: 1
Transaction value: $0
Accepted by SEC: 05 Mar 2024, 18:43
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 14 Feb 2024
Transactions: 1
Transaction value: $0
Accepted by SEC: 16 Feb 2024, 18:02
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 15 Dec 2023
Transactions: 1
Transaction value: -$12,328,036
Accepted by SEC: 19 Dec 2023, 17:01
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 29 Nov 2023
Transactions: 1
Transaction value: $0
Accepted by SEC: 01 Dec 2023, 17:22
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 23 Aug 2023
Transactions: 1
Transaction value: $0
Accepted by SEC: 25 Aug 2023, 18:56
Role: Chief Executive Officer, Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 14 Aug 2023
Transactions: 1
Transaction value: $0
Accepted by SEC: 16 Aug 2023, 20:04
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 14 Jun 2023
Transactions: 2
Transaction value: $0
Accepted by SEC: 16 Jun 2023, 18:10
Role: Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 23 May 2023
Transactions: 1
Transaction value: $0
Accepted by SEC: 25 May 2023, 18:20
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 01 Mar 2023
Transactions: 1
Transaction value: $0
Accepted by SEC: 03 Mar 2023, 17:02
Role: Chief Executive Officer, Director
Next action: Open filing details

4 CG

Carlyle Group Inc.

Report period: 15 Feb 2023
Transactions: 2
Transaction value: $0
Accepted by SEC: 17 Feb 2023, 16:15
Role: Chief Executive Officer, Director
Next action: Open filing details

3 CG

Carlyle Group Inc.

Report period: 15 Feb 2023
Transactions: 0
Transaction value: $0
Accepted by SEC: 17 Feb 2023, 16:10
Role: Chief Executive Officer, Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 15 Aug 2022
Transactions: 1
Transaction value: $0
Accepted by SEC: 17 Aug 2022, 19:10
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 14 Jun 2022
Transactions: 2
Transaction value: $0
Accepted by SEC: 16 Jun 2022, 17:47
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 13 Jun 2022
Transactions: 1
Transaction value: +$299,065
Accepted by SEC: 13 Jun 2022, 17:01
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 13 May 2022
Transactions: 1
Transaction value: +$97,500
Accepted by SEC: 17 May 2022, 12:23
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 17 Mar 2022
Transactions: 1
Transaction value: +$512,581
Accepted by SEC: 18 Mar 2022, 16:05
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 01 Sep 2021
Transactions: 1
Transaction value: $0
Accepted by SEC: 03 Sep 2021, 20:35
Role: Director
Next action: Open filing details

4 SOFI

SoFi Technologies, Inc.

Report period: 28 May 2021
Transactions: 1
Transaction value: $0
Accepted by SEC: 02 Jun 2021, 21:23
Role: Director
Next action: Open filing details

3 SOFI

SoFi Technologies, Inc.

Report period: 28 May 2021
Transactions: 0
Transaction value: $0
Accepted by SEC: 02 Jun 2021, 21:18
Role: Director
Next action: Open filing details

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