CHARLES E HALDEMAN
CIK 1202325 · Non-Executive Chairman · last filed 2023-05-05
CHARLES E HALDEMAN is a Non-Executive Chairman who has filed 60 SEC Form 4 insider transactions across 11 companies since 2007. The most recent filing, for JBGS, was dated May 5, 2023. Across all open-market trades the lifetime net is +$6.2M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $2.5M 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.
$2.51M
11
60
$6.17M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JBGS | Director | 85,000 | $14.48 | $1.23M | $2.88M | 14 | 2023-05-05 |
| SPGI | Director | 3,000 | $420.00 | $1.26M | $0 | 6 | 2021-05-10 |
| DST SYSTEMS INC (DST) Delisted | Director | 33,179 | — | — | $1.04M | 13 | 2017-12-12 |
| Virtu KCG Holdings LLC (KCG) Delisted | Non-Executive Chairman | 0 | — | — | $2.11M | 9 | 2017-07-21 |
| S&P Global Inc. (MHFI) Delisted | Director | 3,000 | — | — | $0 | 3 | 2016-01-05 |
| S&P Global Inc. (MHP) Delisted | Director | 3,000 | — | — | $147.7K | 2 | 2013-01-03 |
| PMO | Director | 806 | $10.46 | $8.4K | $0 | 1 | 2008-02-27 |
| PUTNAM INVESTMENT GRADE MUNICIPAL TRUST (PGM) Delisted | Director | 0 | $49.41 | $0 | $0 | 1 | 2008-02-26 |
| PMM | Director | 929 | $6.46 | $6.0K | $0 | 2 | 2008-02-22 |
| MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Pres. and CEO, Putnam Invest. | 58,459 | $182.62 | $10.68M | $0 | 2 | 2007-08-06 |
| PMN | Director | 0 | $12.61 | $0 | $0 | 1 | 2007-06-26 |
Recent Filings
60 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-05-05 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2022-05-03 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2021-05-10 | SPGI | Grant (A) | — | $0 | EDGAR |
| 2021-05-03 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2021-01-06 | SPGI | Grant (A) | — | $0 | EDGAR |
| 2020-09-14 | JBGS | Buy (P) | +10,000 | $266.5K | EDGAR |
| 2020-05-04 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2020-03-17 | JBGS | Buy (P) | +10,000 | $295.9K | EDGAR |
| 2020-03-12 | JBGS | Buy (P) | +10,000 | $338.6K | EDGAR |
| 2020-03-02 | JBGS | Buy (P) | +10,000 | $361.1K | 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.