HARVEY M SCHWARTZ
CIK 1566418 · Chief Executive Officer · last filed 2026-05-29
"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.
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Disclosed Exposure
$246.37M
Companies
4
Total Filings
48
Lifetime Open-Market Net
-$54.07M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CG | Chief Executive Officer | 5,254,122 | $45.75 | $240.38M | -$12.33M | 24 | 2026-05-29 |
| SOFI | Director | 361,289 | $16.58 | $5.99M | $909.1K | 11 | 2024-08-14 |
| GOLDMAN SACHS GROUP INC (GSpK) Delisted | President and Co-COO | 293,690 | $25.03 | $7.35M | -$42.65M | 11 | 2017-12-29 |
| GOLDMAN SACHS GROUP INC (GSpJ) Delisted | Executive Vice President - CFO | 244,182 | $25.20 | $6.15M | $0 | 2 | 2014-01-30 |
Recent Filings · Page 2 of 5
48 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-02-04 | CG | Tax (F) | −563,583 | -$31.65M | EDGAR |
| 2024-12-17 | CG | Tax (F) | −302,515 | -$15.92M | EDGAR |
| 2024-11-26 | CG | Grant (A) | +36,555 | $0 | EDGAR |
| 2024-08-28 | CG | Grant (A) | +49,508 | $0 | EDGAR |
| 2024-08-14 | SOFI | — | — | $0 | EDGAR |
| 2024-05-23 | CG | Grant (A) | +44,052 | $0 | EDGAR |
| 2024-05-23 | SOFI | Exer (M) | +26,249 | $0 | EDGAR |
| 2024-05-03 | CG | Tax (F) | −550,704 | -$24.67M | EDGAR |
| 2024-03-05 | CG | Grant (A) | +50,131 | $0 | EDGAR |
| 2024-02-16 | CG | Grant (A) | +731,351 | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.