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 6.83M $359M $52.64 Dec 15, 2024 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

Insider Reports Filed by Harvey M. Schwartz

Symbol Company Period Transactions Value $ Form Type Date Filed Role
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