Harvey M Schwartz - Net Worth and Insider Trading
Harvey M Schwartz Net Worth
The estimated net worth of Harvey M Schwartz is at least $429 Million dollars as of 2024-04-25. Harvey M Schwartz is the CEO of The Carlyle Group Inc and owns about 6,768,046 shares of The Carlyle Group Inc (CG) stock worth over $309 Million. Harvey M Schwartz is the President and Co-COO of The Goldman Sachs Group Inc and owns about 281,547 shares of The Goldman Sachs Group Inc (GS) stock worth over $118 Million. Harvey M Schwartz is also the Director of SoFi Technologies Inc and owns about 283,352 shares of SoFi Technologies Inc (SOFI) stock worth over $2 Million. Details can be seen in Harvey M Schwartz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Harvey M Schwartz has not made any transactions after 2023-12-15 and currently still holds the listed stock(s).
Transaction Summary of Harvey M Schwartz
Harvey M Schwartz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Harvey M Schwartz owns 3 companies in total, including The Goldman Sachs Group Inc (GS) , SoFi Technologies Inc (SOFI) , and The Carlyle Group Inc (CG) .
Click here to see the complete history of Harvey M Schwartz’s form 4 insider trades.
Insider Ownership Summary of Harvey M Schwartz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| GS | The Goldman Sachs Group Inc | 2017-10-20 | Executive Vice President - CFO |
| SOFI | SoFi Technologies Inc | 2022-06-13 | director |
| CG | The Carlyle Group Inc | 2023-12-15 | director & Chief Executive Officer |
Harvey M Schwartz Latest Holdings Summary
Harvey M Schwartz currently owns a total of 3 stocks. Among these stocks, Harvey M Schwartz owns 6,768,046 shares of The Carlyle Group Inc (CG) as of December 15, 2023, with a value of $309 Million and a weighting of 72%. Harvey M Schwartz owns 281,547 shares of The Goldman Sachs Group Inc (GS) as of October 20, 2017, with a value of $118 Million and a weighting of 27.5%. Harvey M Schwartz also owns 283,352 shares of SoFi Technologies Inc (SOFI) as of June 13, 2022, with a value of $2 Million and a weighting of 0.49%.
Latest Holdings of Harvey M Schwartz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CG | The Carlyle Group Inc | 2023-12-15 | 6,768,046 | 45.65 | 308,961,300 |
| GS | The Goldman Sachs Group Inc | 2017-10-20 | 281,547 | 419.13 | 118,004,794 |
| SOFI | SoFi Technologies Inc | 2022-06-13 | 283,352 | 7.49 | 2,121,711 |
Holding Weightings of Harvey M Schwartz
Harvey M Schwartz Form 4 Trading Tracker
According to the SEC Form 4 filings, Harvey M Schwartz has made a total of 1 transactions in The Carlyle Group Inc (CG) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in The Carlyle Group Inc is the sale of 295,358 shares on December 15, 2023, which brought Harvey M Schwartz around $12 Million.
According to the SEC Form 4 filings, Harvey M Schwartz has made a total of 0 transactions in The Goldman Sachs Group Inc (GS) over the past 5 years. The most-recent trade in The Goldman Sachs Group Inc is the sale of 25,000 shares on October 20, 2017, which brought Harvey M Schwartz around $6 Million.
According to the SEC Form 4 filings, Harvey M Schwartz has made a total of 3 transactions in SoFi Technologies Inc (SOFI) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in SoFi Technologies Inc is the acquisition of 53,500 shares on June 13, 2022, which cost Harvey M Schwartz around $299,065.
Insider Trading History of Harvey M Schwartz
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Harvey M Schwartz Trading Performance
GuruFocus tracks the stock performance after each of Harvey M Schwartz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Harvey M Schwartz is -6.2%. GuruFocus also compares Harvey M Schwartz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Harvey M Schwartz within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Harvey M Schwartz's insider trading performs compared to the benchmark.
Performance of Harvey M Schwartz
Average Return
1.9%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -9.78 | -6.2 | -21.66 | 1.9 | -11.19 | |
| Relative Return to S&P 500(%) | -7.83 | -4.38 | -19.74 | -0.7 | -18.9 |
Harvey M Schwartz Ownership Network
Ownership Network List of Harvey M Schwartz
Ownership Network Relation of Harvey M Schwartz
Harvey M Schwartz Owned Company Details
What does The Goldman Sachs Group Inc do?
Who are the key executives at The Goldman Sachs Group Inc?
Harvey M Schwartz is the Executive Vice President - CFO of The Goldman Sachs Group Inc. Other key executives at The Goldman Sachs Group Inc include Chief Financial Officer Denis P. Coleman , Global Treasurer Philip R. Berlinski , and Chief Accounting Officer Sheara J Fredman .
The Goldman Sachs Group Inc (GS) Insider Trades Summary
Over the past 18 months, Harvey M Schwartz made no insider transaction in The Goldman Sachs Group Inc (GS). Other recent insider transactions involving The Goldman Sachs Group Inc (GS) include a net sale of 25,500 shares made by Brian J Lee , a net sale of 21,600 shares made by David M Solomon , and a net sale of 15,400 shares made by Philip R. Berlinski .
In summary, during the past 3 months, insiders sold 24,330 shares of The Goldman Sachs Group Inc (GS) in total and bought 0 shares, with a net sale of 24,330 shares. During the past 18 months, 109,106 shares of The Goldman Sachs Group Inc (GS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 109,106 shares.
The Goldman Sachs Group Inc (GS)'s detailed insider trading history can be found in Insider Trading Tracker table.
The Goldman Sachs Group Inc Insider Transactions
Harvey M Schwartz Mailing Address
Above is the net worth, insider trading, and ownership report for Harvey M Schwartz. You might contact Harvey M Schwartz via mailing address: C/o Goldman Sachs & Co. Llc, 200 West Street, New York Ny 10282.
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