Charles E Haldeman - Net Worth and Insider Trading
Charles E Haldeman Net Worth
The estimated net worth of Charles E Haldeman is at least $16 Million dollars as of 2024-11-13. Charles E Haldeman is the Pres. and CEO, Putnam Invest. of Marsh & McLennan Companies Inc and owns about 53,206 shares of Marsh & McLennan Companies Inc (MMC) stock worth over $12 Million. Charles E Haldeman is the Director of DST Systems Inc and owns about 25,378 shares of DST Systems Inc (DST) stock worth over $2 Million. Charles E Haldeman is also the Director of JBG SMITH Properties and owns about 85,000 shares of JBG SMITH Properties (JBGS) stock worth over $1 Million. Besides these, Charles E Haldeman also holds KCG Holdings Inc (KCG) . Details can be seen in Charles E Haldeman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Charles E Haldeman has not made any transactions after 2020-09-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Charles E Haldeman
Charles E Haldeman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles E Haldeman owns 11 companies in total, including JBG SMITH Properties (JBGS) , S&P Global Inc (SPGI) , and DST Systems Inc (DST) among others .
Click here to see the complete history of Charles E Haldeman’s form 4 insider trades.
Insider Ownership Summary of Charles E Haldeman
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
JBGS | JBG SMITH Properties | 2020-09-11 | director |
SPGI | S&P Global Inc | 2018-01-02 | director |
DST | DST Systems Inc | 2018-04-16 | director |
2017-07-20 | director | ||
2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager | ||
2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager | ||
2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager | ||
2009-08-10 | director & Chief Executive Officer | ||
2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager | ||
2004-11-19 | Pres. & CEO of Putnam Invest- & other: ments and issuer's Manager | ||
2005-05-13 | PRES. & CEO & PUTNAM INVEST. |
Charles E Haldeman Latest Holdings Summary
Charles E Haldeman currently owns a total of 4 stocks. Among these stocks, Charles E Haldeman owns 53,206 shares of Marsh & McLennan Companies Inc (MMC) as of May 13, 2005, with a value of $12 Million and a weighting of 75.25%. Charles E Haldeman owns 25,378 shares of DST Systems Inc (DST) as of February 4, 2016, with a value of $2 Million and a weighting of 13.39%. Charles E Haldeman also owns 85,000 shares of JBG SMITH Properties (JBGS) as of September 11, 2020, with a value of $1 Million and a weighting of 8.36%. The other 1 stocks KCG Holdings Inc (KCG) have a combined weighting of 3% among all his current holdings.
Latest Holdings of Charles E Haldeman
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MMC | Marsh & McLennan Companies Inc | 2005-05-13 | 53,206 | 225.17 | 11,980,395 |
DST | DST Systems Inc | 2016-02-04 | 25,378 | 83.99 | 2,131,498 |
JBGS | JBG SMITH Properties | 2020-09-11 | 85,000 | 15.65 | 1,330,250 |
KCG | KCG Holdings Inc | 2015-08-18 | 23,899 | 20.00 | 477,980 |
Holding Weightings of Charles E Haldeman
Charles E Haldeman Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles E Haldeman has made a total of 0 transactions in Marsh & McLennan Companies Inc (MMC) over the past 5 years. The most-recent trade in Marsh & McLennan Companies Inc is the acquisition of 12 shares on May 13, 2005, which cost Charles E Haldeman around $356.
According to the SEC Form 4 filings, Charles E Haldeman has made a total of 0 transactions in DST Systems Inc (DST) over the past 5 years. The most-recent trade in DST Systems Inc is the acquisition of 10,000 shares on February 4, 2016, which cost Charles E Haldeman around $516,900.
According to the SEC Form 4 filings, Charles E Haldeman has made a total of 5 transactions in JBG SMITH Properties (JBGS) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in JBG SMITH Properties is the acquisition of 10,000 shares on September 11, 2020, which cost Charles E Haldeman around $266,500.
More details on Charles E Haldeman's insider transactions can be found in the Insider Trading History of Charles E Haldeman table.Insider Trading History of Charles E Haldeman
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Charles E Haldeman Trading Performance
GuruFocus tracks the stock performance after each of Charles E Haldeman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles E Haldeman is 5.96%. GuruFocus also compares Charles E Haldeman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles E Haldeman within 3 months outperforms 9 times out of 17 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles E Haldeman's insider trading performs compared to the benchmark.
Performance of Charles E Haldeman
Charles E Haldeman Ownership Network
Ownership Network List of Charles E Haldeman
Ownership Network Relation of Charles E Haldeman
Charles E Haldeman Owned Company Details
What does JBG SMITH Properties do?
Who are the key executives at JBG SMITH Properties?
Charles E Haldeman is the director of JBG SMITH Properties. Other key executives at JBG SMITH Properties include Co-Chief Development Officer Kevin Reynolds , director & Executive Vice Chairman Robert Alexander Stewart , and EVP & HEAD OF CAPITAL MARKETS Madhumita Moina Banerjee .
JBG SMITH Properties (JBGS) Insider Trades Summary
Over the past 18 months, Charles E Haldeman made no insider transaction in JBG SMITH Properties (JBGS). Other recent insider transactions involving JBG SMITH Properties (JBGS) include a net sale of 36,000 shares made by Kevin Reynolds , a net purchase of 30,000 shares made by Robert Alexander Stewart , and a net sale of 20,000 shares made by Scott A Estes .
In summary, during the past 3 months, insiders sold 47,525 shares of JBG SMITH Properties (JBGS) in total and bought 0 shares, with a net sale of 47,525 shares. During the past 18 months, 92,426 shares of JBG SMITH Properties (JBGS) were sold and 30,000 shares were bought by its insiders, resulting in a net sale of 62,426 shares.
JBG SMITH Properties (JBGS)'s detailed insider trading history can be found in Insider Trading Tracker table.
JBG SMITH Properties Insider Transactions
Charles E Haldeman Mailing Address
Above is the net worth, insider trading, and ownership report for Charles E Haldeman. You might contact Charles E Haldeman via mailing address: C/o Jbg/operating Partners, L.p., 4445 Willard Avenue, Suite 400, Chevy Chase Md 20815.