RALPH SCHLOSSTEIN
CIK 1059227 · Co-CEO/Co-Chairman · last filed 2022-02-17
RALPH SCHLOSSTEIN is a Co-CEO/Co-Chairman who has filed 97 SEC Form 4 insider transactions across 5 companies since 2007. The most recent filing, for EVR, was dated Feb 17, 2022. Across all open-market trades the lifetime net is −$185.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $858.3M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$858.25M
5
97
-$185.17M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| EVR | Co-CEO/Co-Chairman | 239,675 | $334.71 | $80.22M | -$156.02M | 85 | 2022-02-17 |
| BLK | President | 818,834 | $950.17 | $778.03M | -$29.16M | 9 | 2007-02-16 |
| BlackRock Real Asset Equity Trust (BCF) Delisted | Director | 100 | — | — | $1.4K | 1 | 2007-01-18 |
| BlackRock Long-Term Municipal Advantage Trust (BTA) Delisted | Director | 100 | $9.72 | $972 | $1.5K | 1 | 2007-01-18 |
| BTZ | Director | 100 | $10.25 | $1.0K | $2.5K | 1 | 2007-01-18 |
Recent Filings
97 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2022-02-17 | EVR | Grant (A) | +42,898 | $0 | EDGAR |
| 2022-02-08 | EVR | Tax (F) | −19,472 | -$2.53M | EDGAR |
| 2021-11-24 | EVR | Sell (S) | −119,626 | -$18.00M | EDGAR |
| 2021-11-18 | EVR | Sell (S) | −83,044 | -$12.82M | EDGAR |
| 2021-11-03 | EVR | Sell (S) | −18,612 | -$2.88M | EDGAR |
| 2021-06-04 | EVR | Sell (S) | −7,245 | -$1.07M | EDGAR |
| 2021-05-14 | EVR | Mixed | −500 | $0 | EDGAR |
| 2021-03-03 | EVR | Sell (S) | −150,000 | -$18.81M | EDGAR |
| 2021-02-19 | EVR | Grant (A) | +36,210 | $0 | EDGAR |
| 2021-02-08 | EVR | Tax (F) | −18,849 | -$2.20M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.