Harvey M. Schwartz
Harvey M. Schwartz's purchase track record
How the stock did after each of Harvey M. Schwartz's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 6/13/2022 | SOFI | $299K | +14.3% | -20.7% | +6.4% |
| 5/13/2022 | SOFI | $98K | +13.3% | -11.8% | -0.8% |
| 3/17/2022 | SOFI | $513K | -38.6% | -28.1% | -11.6% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
SoFi Stock Hits 52-Week Low Amid Rate Pressures. SoFi shares recently fell to a 52-week low, driven by rising interest rate pressures that test the company's valuation. The stock is currently down 46% over the past year, with analysts debating whether the current price reflects a temporary dip or a longer-term trend. While some signals suggest a potential short-term rebound, the broader market remains cautious about the impact of higher rates on the fintech sector.
Transaction History
| CG | ▲ Buy | Grant | 19,240 | $0 | 8/26/2026 | View on chart |
| CG | ▲ Buy | Grant | 20,743 | $0 | 5/28/2026 | View on chart |
| CG | ▲ Buy | Grant | 17,457 | $0 | 2/20/2026 | View on chart |
| CG | ▼ Sell | Tax Withholding | 134,812 | $7.3M | 2/14/2026 | View on chart |
| CG | ▼ Sell | Tax Withholding | 578,862 | $34.0M | 2/1/2026 | View on chart |
| CG | ▼ Sell | Tax Withholding | 310,696 | $18.1M | 12/15/2025 | View on chart |
| CG | ▲ Buy | Grant | 28,519 | $0 | 11/19/2025 | View on chart |
| CG | ▲ Buy | Grant | 22,884 | $0 | 8/28/2025 | View on chart |
| CG | ▲ Buy | Grant | 31,709 | $0 | 5/27/2025 | View on chart |
| CG | ▲ Buy | Grant | 29,151 | $0 | 2/28/2025 | View on chart |
| CG | ▼ Sell | Tax Withholding | 134,812 | $6.9M | 2/14/2025 | View on chart |
| CG | ▼ Sell | Tax Withholding | 563,583 | $31.7M | 2/1/2025 | View on chart |
| CG | ▼ Sell | Tax Withholding | 302,515 | $15.9M | 12/15/2024 | View on chart |
| CG | ▲ Buy | Grant | 36,555 | $0 | 11/25/2024 | View on chart |
| CG | ▲ Buy | Grant | 49,508 | $0 | 8/26/2024 | View on chart |
| CG | ▲ Buy | Grant | 44,052 | $0 | 5/21/2024 | View on chart |
| SOFI | ▲ Buy | Option Exercise | 26,249 | — | 5/21/2024 | View on chart |
| CG | ▼ Sell | Tax Withholding | 550,704 | $24.7M | 5/1/2024 | View on chart |
| CG | ▲ Buy | Grant | 50,131 | $0 | 3/1/2024 | View on chart |
| CG | ▲ Buy | Grant | 731,351 | $0 | 2/14/2024 | View on chart |
| CG | ▼ Sell | Open Market | 295,358 | $12.3M | 12/15/2023 | View on chart |
| CG | ▲ Buy | Grant | 70,896 | $0 | 11/29/2023 | View on chart |
| CG | ▲ Buy | Grant | 80,717 | $0 | 8/23/2023 | View on chart |
| SOFI | ▲ Buy | Option Exercise | 35,974 | — | 6/14/2023 | View on chart |
| CG | ▲ Buy | Grant | 85,723 | $0 | 5/23/2023 | View on chart |
| CG | ▲ Buy | Grant | 63,849 | $0 | 3/1/2023 | View on chart |
| CG | ▲ Buy | Grant | 2,031,602 | $0 | 2/15/2023 | View on chart |
| CG | ▲ Buy | Grant | 4,730,617 | $0 | 2/15/2023 | View on chart |
| SOFI | ▲ Buy | Option Exercise | 15,714 | — | 6/14/2022 | View on chart |
| SOFI | ▲ Buy | Open Market | 53,500 | $299K | 6/13/2022 | View on chart |
| SOFI | ▲ Buy | Open Market | 15,000 | $98K | 5/13/2022 | View on chart |
| SOFI | ▲ Buy | Open Market | 58,000 | $513K | 3/17/2022 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
Carlyle Schedules Q3 Earnings as Shares Fall and Targets Cut
Carlyle Secured Lending has scheduled its Q3 earnings release and conference call for the quarter ended September 30, 2026. In recent trading, the company's shares fell, as reported in a market roundup. Analysts at UBS and TD Cowen lowered their price targets to $60 and $42, citing concerns such as the risk of private‑credit exposure to a growing AI financing wave that Carlyle highlighted.
Carlyle Schedules Q3 Earnings as Shares Fall and Targets Cut. Carlyle Secured Lending has scheduled its Q3 earnings release and conference call for the quarter ended September 30, 2026. In recent trading, the company's shares fell, as reported in a market roundup. Analysts at UBS and TD Cowen lowered their price targets to $60 and $42, citing concerns such as the risk of private‑credit exposure to a growing AI financing wave that Carlyle highlighted.