Ownership

Harvey M. Schwartz

Insider Reports History

Entity: Individual
Location: C/O Goldman Sachs & Co. Llc, 200 West Street, New York, NY
Signature: /s/ Anne K. Frederick by power of attorney for Harvey M. Schwartz
All insider transactions: Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Harvey M. Schwartz:

Stock	Role	Class	Num Shares	Value	Price $	Report Date	Ownership
Carlyle Group Inc.	Chief Executive Officer, Director	Common Stock	6.16M	$326M	$52.96	Feb 28, 2025	Direct
SoFi Technologies, Inc.	Director	Common Stock	361K	$2.5M	$6.92	May 21, 2024	Direct
SoFi Technologies, Inc.	Director	Restricted Stock Unit	35K	$225K	$6.41	Aug 12, 2024	Direct
SoFi Technologies, Inc.	Director	Restricted Stock Unit	0	$0	$6.92	May 21, 2024	Direct

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Showing 1 to 4 of 4 entries

Insider Reports Filed by Harvey M. Schwartz

Symbol	Company	Period	Transactions	Value $	Form Type	Date Filed	Role
CG	Carlyle Group Inc.	Feb 28, 2025	1	$0	4	Feb 28, 2025	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Feb 14, 2025	1	-$6.88M	4	Feb 14, 2025	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Feb 1, 2025	1	-$31.7M	4	Feb 4, 2025	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Dec 15, 2024	1	-$15.9M	4	Dec 17, 2024	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Nov 25, 2024	1	$0	4	Nov 26, 2024	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Aug 26, 2024	1	$0	4	Aug 28, 2024	Chief Executive Officer, Director
SOFI	SoFi Technologies, Inc.	Aug 12, 2024	0	$0	4	Aug 14, 2024	Director
SOFI	SoFi Technologies, Inc.	May 21, 2024	2	$0	4	May 23, 2024	Director
CG	Carlyle Group Inc.	May 21, 2024	1	$0	4	May 23, 2024	Chief Executive Officer, Director
CG	Carlyle Group Inc.	May 1, 2024	1	-$24.7M	4	May 3, 2024	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Mar 1, 2024	1	$0	4	Mar 5, 2024	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Feb 14, 2024	1	$0	4	Feb 16, 2024	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Dec 15, 2023	1	-$12.3M	4	Dec 19, 2023	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Nov 29, 2023	1	$0	4	Dec 1, 2023	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Aug 23, 2023	1	$0	4	Aug 25, 2023	Chief Executive Officer, Director
SOFI	SoFi Technologies, Inc.	Aug 14, 2023	1	$0	4	Aug 16, 2023	Director
SOFI	SoFi Technologies, Inc.	Jun 14, 2023	2	$0	4	Jun 16, 2023	Director
CG	Carlyle Group Inc.	May 23, 2023	1	$0	4	May 25, 2023	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Mar 1, 2023	1	$0	4	Mar 3, 2023	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Feb 15, 2023	2	$0	4	Feb 17, 2023	Chief Executive Officer, Director
CG	Carlyle Group Inc.	Feb 15, 2023	0	$0	3	Feb 17, 2023	Chief Executive Officer, Director
SOFI	SoFi Technologies, Inc.	Aug 15, 2022	1	$0	4	Aug 17, 2022	Director
SOFI	SoFi Technologies, Inc.	Jun 14, 2022	2	$0	4	Jun 16, 2022	Director
SOFI	SoFi Technologies, Inc.	Jun 13, 2022	1	$299K	4	Jun 13, 2022	Director
SOFI	SoFi Technologies, Inc.	May 13, 2022	1	$97.5K	4	May 17, 2022	Director
SOFI	SoFi Technologies, Inc.	Mar 17, 2022	1	$513K	4	Mar 18, 2022	Director
SOFI	SoFi Technologies, Inc.	Sep 1, 2021	1	$0	4	Sep 3, 2021	Director
SOFI	SoFi Technologies, Inc.	May 28, 2021	1	$0	4	Jun 2, 2021	Director
SOFI	SoFi Technologies, Inc.	May 28, 2021	0	$0	3	Jun 2, 2021	Director