Charles E Haldeman - Net Worth and Insider Trading
Charles E Haldeman Net Worth
The estimated net worth of Charles E Haldeman is at least $15 Million dollars as of 2024-04-19. Charles E Haldeman is the Pres. and CEO, Putnam Invest. of Marsh & McLennan Companies Inc and owns about 53,206 shares of Marsh & McLennan Companies Inc (MMC) stock worth over $11 Million. Charles E Haldeman is the Director of DST Systems Inc and owns about 25,378 shares of DST Systems Inc (DST) stock worth over $2 Million. Charles E Haldeman is also the Director of JBG SMITH Properties and owns about 85,000 shares of JBG SMITH Properties (JBGS) stock worth over $1 Million. Besides these, Charles E Haldeman also holds KCG Holdings Inc (KCG) . Details can be seen in Charles E Haldeman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles E Haldeman has not made any transactions after 2020-09-11 and currently still holds the listed stock(s).
Transaction Summary of Charles E Haldeman
Charles E Haldeman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles E Haldeman owns 11 companies in total, including JBG SMITH Properties (JBGS) , S&P Global Inc (SPGI) , and DST Systems Inc (DST) among others .
Click here to see the complete history of Charles E Haldeman’s form 4 insider trades.
Insider Ownership Summary of Charles E Haldeman
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
JBGS | JBG SMITH Properties | 2020-09-11 | director |
SPGI | S&P Global Inc | 2018-01-02 | director |
DST | DST Systems Inc | 2018-04-16 | director |
KCG | KCG Holdings Inc | 2017-07-20 | director |
PMM | Putnam Managed Municipal Income Trust | 2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager |
PIM | Putnam Master Intermediate Income Trust | 2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager |
PCF | High Income Securities Fund | 2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager |
FMCC | Federal Home Loan Mortgage Corp | 2009-08-10 | director & Chief Executive Officer |
PPT | Putnam Premier Income Trust | 2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager |
PMO | Putnam Municipal Opportunities Trust | 2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager |
MMC | Marsh & McLennan Companies Inc | 2005-05-13 | PRES. & CEO & PUTNAM INVEST. |
Charles E Haldeman Latest Holdings Summary
Charles E Haldeman currently owns a total of 4 stocks. Among these stocks, Charles E Haldeman owns 53,206 shares of Marsh & McLennan Companies Inc (MMC) as of May 13, 2005, with a value of $11 Million and a weighting of 73.56%. Charles E Haldeman owns 25,378 shares of DST Systems Inc (DST) as of February 4, 2016, with a value of $2 Million and a weighting of 14.56%. Charles E Haldeman also owns 85,000 shares of JBG SMITH Properties (JBGS) as of September 11, 2020, with a value of $1 Million and a weighting of 8.62%. The other 1 stocks KCG Holdings Inc (KCG) have a combined weighting of 3.26% among all his current holdings.
Latest Holdings of Charles E Haldeman
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MMC | Marsh & McLennan Companies Inc | 2005-05-13 | 53,206 | 202.41 | 10,769,426 |
DST | DST Systems Inc | 2016-02-04 | 25,378 | 83.99 | 2,131,498 |
JBGS | JBG SMITH Properties | 2020-09-11 | 85,000 | 14.84 | 1,261,400 |
KCG | KCG Holdings Inc | 2015-08-18 | 23,899 | 20.00 | 477,980 |
Holding Weightings of Charles E Haldeman
Charles E Haldeman Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles E Haldeman has made a total of 0 transactions in Marsh & McLennan Companies Inc (MMC) over the past 5 years. The most-recent trade in Marsh & McLennan Companies Inc is the acquisition of 12 shares on May 13, 2005, which cost Charles E Haldeman around $356.
According to the SEC Form 4 filings, Charles E Haldeman has made a total of 0 transactions in DST Systems Inc (DST) over the past 5 years. The most-recent trade in DST Systems Inc is the acquisition of 10,000 shares on February 4, 2016, which cost Charles E Haldeman around $516,900.
According to the SEC Form 4 filings, Charles E Haldeman has made a total of 5 transactions in JBG SMITH Properties (JBGS) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in JBG SMITH Properties is the acquisition of 10,000 shares on September 11, 2020, which cost Charles E Haldeman around $266,500.
More details on Charles E Haldeman's insider transactions can be found in the Insider Trading History of Charles E Haldeman table.Insider Trading History of Charles E Haldeman
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Charles E Haldeman Trading Performance
GuruFocus tracks the stock performance after each of Charles E Haldeman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles E Haldeman is 5.96%. GuruFocus also compares Charles E Haldeman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles E Haldeman within 3 months outperforms 9 times out of 17 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles E Haldeman's insider trading performs compared to the benchmark.
Performance of Charles E Haldeman
Average Return
9.93%
Outperforming Transactions
76%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 4.2 | 5.96 | 0.84 | 9.93 | 1.59 | -5.09 |
Relative Return to S&P 500(%) | 3.27 | 1.74 | -7.41 | -9.03 | -12.72 | -15.41 |
Charles E Haldeman Ownership Network
Ownership Network List of Charles E Haldeman
Ownership Network Relation of Charles E Haldeman
Charles E Haldeman Owned Company Details
What does JBG SMITH Properties do?
Who are the key executives at JBG SMITH Properties?
Charles E Haldeman is the director of JBG SMITH Properties. Other key executives at JBG SMITH Properties include director & Executive Vice Chairman Robert Alexander Stewart , EVP & HEAD OF CAPITAL MARKETS Madhumita Moina Banerjee , and Chief Accounting Officer Angela Valdes .
JBG SMITH Properties (JBGS) Insider Trades Summary
Over the past 18 months, Charles E Haldeman made no insider transaction in JBG SMITH Properties (JBGS). Other recent insider transactions involving JBG SMITH Properties (JBGS) include a net sale of 92,790 shares made by Robert Alexander Stewart , a net sale of 58,652 shares made by Madhumita Moina Banerjee , and a net sale of 16,000 shares made by Kevin Reynolds .
In summary, during the past 3 months, insiders sold 16,901 shares of JBG SMITH Properties (JBGS) in total and bought 30,000 shares, with a net purchase of 13,099 shares. During the past 18 months, 210,004 shares of JBG SMITH Properties (JBGS) were sold and 30,000 shares were bought by its insiders, resulting in a net sale of 180,004 shares.
JBG SMITH Properties (JBGS)'s detailed insider trading history can be found in Insider Trading Tracker table.
JBG SMITH Properties Insider Transactions
Charles E Haldeman Mailing Address
Above is the net worth, insider trading, and ownership report for Charles E Haldeman. You might contact Charles E Haldeman via mailing address: C/o Jbg/operating Partners, L.p., 4445 Willard Avenue, Suite 400, Chevy Chase Md 20815.