SCHWARTZ HARVEY M

Track

Insider profile

Performance

Overall performance
1.7
Performance over holding periods
1.7
30 days 90 days 120 days
Average return -10% 8.2% 15.1%
Success rate 33% 68% 82%
Transactions
3 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
SCHWARTZ HARVEY M's trades of Carlyle Group Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Planned sale
Price
126.93
Quantity 83,603 -29.3%
Value US$607,171
Transaction date
Proposed sale
Price
273.35
Quantity 84,157
Value US$3,512,624
Transaction date
Purchase
Price
6.50
Quantity 15,000 +7.0%
Value US$97,500
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-12-19 2023-12-15
PlS Planned sale
83,603 -29.3%
126.93
US$607,171 		83,603 -29.3% 126.93 US$607,171
2023-12-15 2023-12-15
PrS Proposed sale
84,157
273.35
US$3,512,624 		84,157 273.35 US$3,512,624
2022-06-13 2022-06-13
B Purchase
54,080 +9.0%
284.59
US$896,437 		54,080 +9.0% 284.59 US$896,437
2022-05-17 2022-05-13
B Purchase
15,000 +7.0%
6.50
US$97,500 		15,000 +7.0% 6.50 US$97,500
2022-03-18 2022-03-17
B Purchase
58,000 +37.0%
8.84
US$512,581 		58,000 +37.0% 8.84 US$512,581