| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Executive Officer | Director
3 companies
Schwartz Harvey M serves as a Chief Executive Officer at CGABL and has filed Form 4s across 3 companies. Across recent SEC filings that breaks down to 3 buys and 1 sell.
Historically, Schwartz Harvey M's trades have earned a below-average insider score of 42/100 across 4 rated trades. Over a 12-month horizon, 25.0% of those trades were profitable, with an average 12-month return of -5.0%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 15, 2023 | CG Carlyle Group Inc. | Chief Executive Officer | Sell10b5-1 | 295,358 | $41.74 | $12,328,036.17 | -4.2% | +7.9% | +25.8% | |
| Jun 13, 2022 | SOFI Sofi Technologies, Inc. | Director | Buy | 53,500 | $5.59 | $299,065.00 | +23.3% | +14.3% | +70.1% | |
| May 13, 2022 | SOFI Sofi Technologies, Inc. | Director | Buy | 15,000 | $6.50 | $97,500.00 | +7.0% | +9.9% | -25.6% | |
| Mar 17, 2022 | SOFI Sofi Technologies, Inc. | Director | Buy | 58,000 | $8.84 | $512,580.80 | +37.0% | -33.3% | -38.7% |