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

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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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Charles E Haldeman

Average Return

9.93%

Average return per transaction

Outperforming Transactions

76%

13 out of 17 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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JBG SMITH Properties Insider Transactions

No Available Data

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.

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