Charles E Haldeman
Insider
First SEC filing: May 10, 2021 · Latest: May 10, 2021
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 4, 2023 | JBGS | A | 18,583 | · | · | 55,802 Direct | +49.93% | Acquired | (price as of 2026-10-02) |
| April 29, 2022 | JBGS | A | 10,286 | · | · | 37,219 Direct | +38.19% | Acquired | (price as of 2026-10-02) |
| May 6, 2021 | SPGI | A | 335 | $389.57 | $130,506 | 22,543 Direct | +1.51% | Acquired | 4.8% (price as of 2026-10-02) |
| April 29, 2021 | JBGS | A | 8,170 | · | · | 26,933 Direct | +43.54% | Acquired | (price as of 2026-10-02) |
| Jan. 4, 2021 | SPGI | A | 1,331 | $333.25 | $443,556 | 22,208 Direct | +6.38% | Acquired | 22.5% (price as of 2026-10-02) |
| Sept. 11, 2020 | JBGS | P | 10,000 | $26.65 | $266,500 | 85,000 Direct | +13.33% | Acquired | -60.4% (price as of 2026-10-02) |
| April 30, 2020 | JBGS | A | 3,523 | · | · | 18,763 Direct | +23.12% | Acquired | (price as of 2026-10-02) |
| March 16, 2020 | JBGS | P | 10,000 | $29.59 | $295,900 | 75,000 Direct | +15.38% | Acquired | -64.3% (price as of 2026-10-02) |
| March 11, 2020 | JBGS | P | 10,000 | $33.86 | $338,600 | 65,000 Direct | +18.18% | Acquired | -68.8% (price as of 2026-10-02) |
| Feb. 28, 2020 | JBGS | P | 10,000 | $36.11 | $361,100 | 55,000 Direct | +22.22% | Acquired | -70.8% (price as of 2026-10-02) |
| Jan. 2, 2020 | SPGI | A | 1,689 | $277.84 | $469,272 | 20,877 Direct | +8.80% | Acquired | 47.0% (price as of 2026-10-02) |
| Dec. 13, 2019 | JBGS | P | 10,000 | $38.65 | $386,500 | 45,000 Direct | +28.57% | Acquired | -72.7% (price as of 2026-10-02) |
| May 2, 2019 | JBGS | A | 5,925 | · | · | 15,240 Direct | +63.61% | Acquired | (price as of 2026-10-02) |
| Jan. 2, 2019 | SPGI | A | 2,578 | $169.85 | $437,873 | 19,188 Direct | +15.52% | Acquired | 140.4% (price as of 2026-10-02) |
| Nov. 14, 2018 | JBGS | P | 15,000 | $38.45 | $576,750 | 35,000 Direct | +75.00% | Acquired | -72.5% (price as of 2026-10-02) |
| May 3, 2018 | JBGS | A | 2,577 | · | · | 9,315 Direct | +38.25% | Acquired | (price as of 2026-10-02) |
| Jan. 2, 2018 | SPGI | A | 2,566 | $168.12 | $431,396 | 16,610 Direct | +18.27% | Acquired | 142.9% (price as of 2026-10-02) |
| Nov. 16, 2017 | JBGS | P | 20,000 | $32.59 | $651,800 | 20,000 Direct | · | Acquired | -67.6% (price as of 2026-10-02) |
| July 20, 2017 | 1569391 | D | 16,089 | $20.00 | $321,780 | 0 Direct | -100.00% | Disposed | |
| July 20, 2017 | 1569391 | D | 349,778 | $20.00 | $6,995,560 | 0 Direct | -100.00% | Disposed | |
| July 18, 2017 | JBGS | A | 6,738 | · | · | 6,738 Direct | · | Acquired | (price as of 2026-10-02) |
| May 12, 2017 | 1569391 | M | 24,354 | · | · | 349,778 Direct | +7.48% | Acquired | |
| May 12, 2017 | 1569391 | M | 24,354 | · | · | 16,089 Direct | -60.22% | Disposed | |
| May 11, 2017 | 1569391 | A | 16,089 | $19.89 | $320,010 | 40,443 Direct | +66.06% | Acquired | |
| Jan. 3, 2017 | SPGI | A | 3,593 | $108.39 | $389,445 | 14,043 Direct | +34.38% | Acquired | 276.7% (price as of 2026-10-02) |
| May 13, 2016 | 1569391 | M | 23,899 | · | · | 325,424 Direct | +7.93% | Acquired | |
| May 13, 2016 | 1569391 | M | 23,899 | · | · | 24,354 Direct | -49.53% | Disposed | |
| May 12, 2016 | 1569391 | A | 24,354 | $13.14 | $320,012 | 48,253 Direct | +101.90% | Acquired | |
| Jan. 4, 2016 | SPGI | A | 3,538 | $94.80 | $335,402 | 10,450 Direct | +51.19% | Acquired | 330.7% (price as of 2026-10-02) |
| Aug. 18, 2015 | 1569391 | P | 50,000 | $10.40 | $520,000 | 301,525 Direct | +19.88% | Acquired | |
| May 15, 2015 | 1569391 | M | 27,827 | · | · | 251,525 Direct | +12.44% | Acquired | |
| May 15, 2015 | 1569391 | M | 27,827 | · | · | 23,899 Direct | -53.80% | Disposed | |
| May 13, 2015 | 1569391 | A | 23,899 | · | · | 51,726 Direct | +85.88% | Acquired | |
| Jan. 5, 2015 | SPGI | A | 2,649 | $87.09 | $230,701 | 6,912 Direct | +62.14% | Acquired | 368.8% (price as of 2026-10-02) |
| May 15, 2014 | 1569391 | A | 27,827 | $11.50 | $320,010 | 56,596 Direct | +96.73% | Acquired | |
| May 7, 2014 | 1569391 | P | 41,957 | $10.96 | $459,849 | 194,929 Direct | +27.43% | Acquired | |
| Feb. 3, 2014 | 1569391 | P | 100,000 | $11.04 | $1,104,000 | 152,972 Direct | +188.78% | Acquired | |
| Jan. 2, 2014 | SPGI | A | 2,556 | $77.75 | $198,729 | 4,263 Direct | +149.74% | Acquired | 425.1% (price as of 2026-10-02) |
| Nov. 5, 2013 | 1569391 | P | 17,802 | $9.44 | $168,051 | 52,972 Direct | +50.62% | Acquired | |
| Nov. 4, 2013 | 1569391 | P | 5,201 | $9.44 | $49,097 | 35,170 Direct | +17.35% | Acquired | |
| Nov. 1, 2013 | 1569391 | P | 29,969 | $8.86 | $265,525 | 29,969 Direct | · | Acquired | |
| Nov. 1, 2013 | 1569391 | A | 28,769 | $8.69 | $250,003 | 28,769 Direct | · | Acquired | |
| Jan. 2, 2013 | SPGI | A | 1,707 | $55.72 | $95,114 | 1,707 Direct | · | Acquired | 632.7% (price as of 2026-10-02) |
| Aug. 13, 2012 | SPGI | P | 3,000 | $49.24 | $147,720 | 3,000 Direct | · | Acquired | 729.2% (price as of 2026-10-02) |
| Feb. 25, 2008 | PMO | J | 536 | $12.51 | $6,705 | 806 Direct | +198.52% | Acquired | -26.4% (price as of 2026-10-02) |
| Feb. 19, 2008 | PMM | J | 479 | $7.86 | $3,765 | 929 Direct | +106.44% | Acquired | -28.1% (price as of 2026-10-02) |
| Feb. 19, 2008 | PMM | J | 479 | $7.86 | $3,765 | 487 Direct | +5987.50% | Acquired | -28.1% (price as of 2026-10-02) |
| Aug. 2, 2007 | MRSH | M | 42,554 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 2, 2007 | MRSH | F | 17,428 | $27.98 | $487,635 | 58,460 Direct | -22.97% | Disposed | 507.8% (price as of 2026-10-02) |
| Aug. 2, 2007 | MRSH | M | 42,554 | · | · | 75,888 Direct | +127.66% | Acquired | (price as of 2026-10-02) |
| Feb. 4, 2007 | MRSH | M | 42,554 | · | · | 42,554 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Feb. 4, 2007 | MRSH | F | 17,428 | $29.50 | $514,126 | 33,334 Direct | -34.33% | Disposed | 476.5% (price as of 2026-10-02) |
| Feb. 4, 2007 | MRSH | M | 42,554 | · | · | 50,762 Direct | +518.45% | Acquired | (price as of 2026-10-02) |
| Oct. 24, 2006 | MRSH | M | 13,900 | · | · | 85,108 Direct | -14.04% | Disposed | (price as of 2026-10-02) |
| Oct. 24, 2006 | MRSH | F | 5,693 | $28.63 | $162,991 | 8,208 Direct | -40.95% | Disposed | 494.0% (price as of 2026-10-02) |
| Oct. 24, 2006 | MRSH | M | 13,900 | · | · | 13,901 Direct | +1390000.00% | Acquired | (price as of 2026-10-02) |
| May 30, 2006 | MRSH | G | 1,079 | $28.03 | $30,244 | 1 Direct | -99.91% | Disposed | 506.7% (price as of 2026-10-02) |
| May 15, 2006 | MRSH | G | 10,222 | $28.89 | $295,314 | 1,080 Direct | -90.44% | Disposed | 488.6% (price as of 2026-10-02) |
| Oct. 24, 2005 | MRSH | M | 13,900 | · | · | 99,008 Direct | -12.31% | Disposed | (price as of 2026-10-02) |
| Oct. 24, 2005 | MRSH | F | 5,804 | $28.48 | $165,298 | 11,302 Direct | -33.93% | Disposed | 497.1% (price as of 2026-10-02) |
| Oct. 24, 2005 | MRSH | M | 13,900 | · | · | 17,106 Direct | +433.56% | Acquired | (price as of 2026-10-02) |
| May 23, 2005 | MRSH | G | 50,000 | · | · | 3,206 Direct | -93.97% | Disposed | (price as of 2026-10-02) |
| May 13, 2005 | MRSH | P | 6 | $28.82 | $173 | 53,206 Direct | +0.01% | Acquired | 490.1% (price as of 2026-10-02) |
| March 30, 2005 | MRSH | P | 6 | $30.53 | $183 | 53,199 Direct | +0.01% | Acquired | 457.0% (price as of 2026-10-02) |
| Jan. 3, 2005 | MRSH | P | 542 | $28.16 | $15,263 | 53,193 Direct | +1.03% | Acquired | 503.9% (price as of 2026-10-02) |
| Nov. 19, 2004 | PMM | P | 450 | $7.21 | $3,244 | 450 Direct | · | Acquired | -21.6% (price as of 2026-10-02) |
| Nov. 19, 2004 | PIM | P | 510 | $6.50 | $3,315 | 510 Direct | · | Acquired | -54.0% (price as of 2026-10-02) |
| Nov. 19, 2004 | PCF | P | 420 | $7.91 | $3,322 | 420 Direct | · | Acquired | -35.4% (price as of 2026-10-02) |
| Nov. 19, 2004 | PPT | P | 500 | $6.51 | $3,255 | 500 Direct | · | Acquired | -49.8% (price as of 2026-10-02) |
| Nov. 19, 2004 | PMO | P | 270 | $12.35 | $3,334 | 270 Direct | · | Acquired | -25.4% (price as of 2026-10-02) |
| Nov. 15, 2004 | MRSH | P | 4 | · | · | 52,651 Direct | +0.01% | Acquired | (price as of 2026-10-02) |
| Oct. 25, 2004 | MRSH | M | 13,900 | · | · | 112,908 Direct | -10.96% | Disposed | (price as of 2026-10-02) |
| Oct. 25, 2004 | MRSH | F | 4,414 | $26.33 | $116,221 | 52,126 Direct | -7.81% | Disposed | 545.9% (price as of 2026-10-02) |
| Oct. 25, 2004 | MRSH | M | 13,900 | · | · | 56,540 Direct | +32.60% | Acquired | (price as of 2026-10-02) |
| Sept. 30, 2004 | MRSH | P | 521 | $39.15 | $20,397 | 43,161 Direct | +1.22% | Acquired | 334.4% (price as of 2026-10-02) |
| Feb. 4, 2004 | MRSH | A | 85,108 | · | · | 126,808 Direct | +204.10% | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 4, 2023 | JBGS | LTIP Units | Common Shares | · | · | 18,583 | Acquired |
| April 29, 2022 | JBGS | LTIP Units | Common Shares | · | · | 10,286 | Acquired |
| May 6, 2021 | SPGI | Phantom Stock Units | Common Stock | · | · | 335 | Acquired |
| April 29, 2021 | JBGS | LTIP Units | Common Shares | · | · | 8,170 | Acquired |
| Jan. 4, 2021 | SPGI | Phantom Stock Units | Common Stock | · | · | 1,331 | Acquired |
| April 30, 2020 | JBGS | LTIP Units | Common Shares | · | · | 3,523 | Acquired |
| Jan. 2, 2020 | SPGI | Phantom Stock Units | Common Stock | · | · | 1,689 | Acquired |
| May 2, 2019 | JBGS | LTIP Units | Common Shares | · | · | 5,925 | Acquired |
| Jan. 2, 2019 | SPGI | Phantom Stock Units | Common Stock | · | · | 2,578 | Acquired |
| May 3, 2018 | JBGS | LTIP Units | Common Shares | · | · | 2,577 | Acquired |
| Jan. 2, 2018 | SPGI | Phantom Stock Units | Common Stock | · | · | 2,566 | Acquired |
| July 18, 2017 | JBGS | LTIP Units | Common Shares | · | · | 6,738 | Acquired |
| Jan. 3, 2017 | SPGI | Phantom Stock Units | Common Stock | · | · | 3,593 | Acquired |
| Jan. 4, 2016 | SPGI | Phantom Stock Units | Common Stock | · | · | 3,538 | Acquired |
| Jan. 5, 2015 | SPGI | Phantom Stock Units | Common Stock | · | · | 2,649 | Acquired |
| Jan. 2, 2014 | SPGI | Phantom Stock Units | Common Stock | · | · | 2,556 | Acquired |
| Jan. 2, 2013 | SPGI | Phantom Stock Units | Common Stock | · | · | 1,707 | Acquired |
| Aug. 2, 2007 | MRSH | Restricted Stock Units | Common Stock | · | · | 42,554 | Disposed |
| Feb. 4, 2007 | MRSH | Restricted Stock Units | Common Stock | · | · | 42,554 | Disposed |
| Oct. 24, 2006 | MRSH | Restricted Stock Units | Common Stock | · | · | 13,900 | Disposed |
| Oct. 24, 2005 | MRSH | Restricted Stock Units | Common Stock | · | · | 13,900 | Disposed |
| Oct. 25, 2004 | MRSH | Restricted Stock Units | Common Stock | · | · | 13,900 | Disposed |
| Feb. 4, 2004 | MRSH | RESTRICTED STOCK UNITS | COMMON | · | · | 85,108 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 10 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 13, 2003 | MRSH | COMMON | 42,640 | Direct |
| Nov. 13, 2003 | MRSH | RESTRICTED STOCK UNITS [F1] | 41,700 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F2] | 11,250 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F2] | 11,250 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F2] | 11,250 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F2] | 11,250 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F1] | 13,900 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F1] | 13,900 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F1] | 13,900 | Direct |
| Nov. 13, 2003 | MRSH | EMPLOYEE STOCK OPTION [F1] | 13,900 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2007 | $525,000 | $0 | · | · | $0 | $15,996 | $327,032 | $14,965,722 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.