Charles G Goldman's Net Worth

$85.6 Million

Estimate Recalculated Sep 8, 2024 07:37PM EST

Who is Charles G Goldman?

Charles G Goldman has an estimated net worth of $85.6 Million. This is based on reported shares across multiple companies, which include SCHWAB CHARLES CORP, AssetMark Financial Holdings, Inc., and FinTech Evolution Acquisition Group.

SEC CIK

Charles G Goldman's CIK is 0001311478

Past Insider Trading and Trends

2007 was Charles G Goldman's most active year for acquiring shares with 3 total transactions. Charles G Goldman's most active month to acquire stocks was the month of October. 2020 was Charles G Goldman's most active year for disposing of shares, totalling 42 transactions. Charles G Goldman's most active month to dispose stocks was the month of April. 2008 saw Charles G Goldman paying a total of $260,002.71 for 146,726 shares, this is the most they've acquired in one year. In 2020 Charles G Goldman cashed out on 470,930 shares for a total of $11,132,611.81, their largest year based on trade value.

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SCHWAB CHARLES CORP (SCHW) Snapshot price: $62.6

EVP/COO, Schwab Institutional

Charles G Goldman owns 47,487 units of Common Stock which is worth $2,972,686.20.acquired a total of 24,550 shares in SCHWAB CHARLES CORP at a cost of $260,002.71, Charles also disposed a total of 20,899 shares of SCHWAB CHARLES CORP equalling to $448,608.72.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-3.25%
-1.59K
$19.19
-$30,613.31
47.49K
Nov 17
Form 4
+33.47%
12.31K
$19.18
$235,895.93
49.08K
Nov 1 - Nov 3
Form 4
-30.63%
-1.12K
$24.06
-$26,942.00
2.54K
Aug 29
Form 4
+33.27%
9.74K
$22.81
-$28,420.76
39.02K
Nov 1 - Nov 2
Form 4
-34.36%
-15.33K
$22.02
-$337,500.54
29.27K
Oct 1
Form 4
-48.34%
-1.32K
$19.75
-$26,168.75
1.42K
Apr 27
Form 4
-8.16%
-1.48K
$18.96
-$27,967.33
16.6K
Feb 25
Form 3
—
0
—
—
0
Form 4
-24.24%
-1.00K
$11.27
-$11,270.00
3.13K
Jan 25
Form 3
—
0
—
—
0
No matching records found

AssetMark Financial Holdings, Inc. (AMK) Snapshot price: $35.25

Chief Executive Officer

Charles G Goldman owns 2,023,512 units of Common stock which is worth $71,328,798.00. In the year 2019 Charles G Goldman filed a total of 21 filings.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+0.51%
10.31K
—
—
2.02M
Jun 9
Form 4
-100.00%
-7.89K
$25.86
-$204,082.88
0
Jun 11
Form 4
-79.80%
-31.18K
$28.15
-$877,720.88
7.89K
Jun 8 - Jun 10
Form 4
-42.30%
-28.65K
$26.97
-$772,648.30
39.07K
Jun 3 - Jun 5
Form 4
-36.16%
-38.35K
$26.24
-$1,006,466.37
67.72K
May 29 - Jun 2
Form 4
-44.79%
-86.06K
$26.27
-$2,261,102.97
106.08K
May 26 - May 28
Form 4
-23.70%
-59.68K
$26.59
-$1,587,229.23
192.14K
May 20 - May 22
Form 4
-3.01%
-70.34K
$25.27
-$1,801,805.31
2.27M
May 15 - May 19
Form 4
-2.77%
-57.68K
$24.72
-$1,425,563.89
2.02M
May 8 - May 12
Form 4
-4.17%
-90.58K
$23.49
-$2,127,289.21
2.08M
May 5 - May 7
Form 4
-6.59%
-153.24K
$23.40
-$3,585,611.60
2.17M
Apr 30 - May 4
Form 4
-1.97%
-46.80K
$23.05
-$1,078,907.26
2.33M
Apr 27 - Apr 29
Form 4
-1.15%
-27.59K
$22.16
-$611,336.32
2.37M
Apr 22 - Apr 24
Form 4
-0.29%
-7.04K
$22.09
-$155,513.60
2.4M
Apr 17
Form 4
-0.02%
-550.00
$22.00
-$12,100.00
2.41M
Apr 14
Form 4
-0.17%
-4.20K
$22.03
-$92,520.00
2.41M
Apr 8 - Apr 9
Form 4
-0.62%
-15.06K
$22.54
-$339,590.34
2.41M
Mar 10 - Mar 11
Form 4
-1.51%
-37.29K
$24.35
-$908,108.34
2.43M
Mar 5 - Mar 9
Form 4
-0.78%
-19.35K
$26.37
-$510,141.48
2.46M
Mar 2 - Mar 4
Form 4
∞
2.79M
—
—
2.79M
Jul 17
Form 3
—
0
—
—
0
No matching records found

FinTech Evolution Acquisition Group No price found

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found