Charles E Haldeman
CIK 1202325 · Non-Executive Chairman · last filed 2023-05-05
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
JBGS price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
4445 WILLARD AVENUE, SUITE 400
CHEVY CHASE, MD 20815
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JBGS | Director | 85,000 | $11.41 | $969.9K | $2.88M | 14 | 2023-05-05 |
| SPGI | Director | 3,000 | $453.96 | $1.36M | $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 | $9.91 | $8.0K | $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 | $6.01 | $5.6K | $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 | $8.98 | $0 | $0 | 1 | 2007-06-26 |
Recent Filings · Page 4 of 6
60 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-05-16 | Virtu KCG Holdings LLC (KCG) Delisted | Mixed | +24,354 | $320.0K | EDGAR |
| 2016-05-12 | DST SYSTEMS INC (DST) Delisted | Grant (A) | +1,902 | $230.1K | EDGAR |
| 2016-02-05 | DST SYSTEMS INC (DST) Delisted | Buy (P) | +5,000 | $516.9K | EDGAR |
| 2016-01-05 | S&P Global Inc. (MHFI) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-08-31 | DST SYSTEMS INC (DST) Delisted | Buy (P) | +2,000 | $205.4K | EDGAR |
| 2015-08-19 | Virtu KCG Holdings LLC (KCG) Delisted | Buy (P) | +50,000 | $520.0K | EDGAR |
| 2015-08-06 | DST SYSTEMS INC (DST) Delisted | Buy (P) | +3,000 | $319.1K | EDGAR |
| 2015-05-15 | Virtu KCG Holdings LLC (KCG) Delisted | Mixed | +23,899 | $0 | EDGAR |
| 2015-05-14 | DST SYSTEMS INC (DST) Delisted | Grant (A) | +2,001 | $230.1K | EDGAR |
| 2015-01-06 | S&P Global Inc. (MHFI) Delisted | Grant (A) | — | $0 | 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.