Charles E Haldeman

CIK 1202325 · View on SEC EDGAR ↗

Insider

First SEC filing: May 10, 2021 · Latest: May 10, 2021

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 52 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

52 other filings hidden

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 2026-08-19)
April 29, 2022	JBGS	A	10,286	—	—	37,219 Direct	+38.19%	Acquired	(price as of 2026-08-19)
May 6, 2021	SPGI	A	335	$389.57	$130,506	22,543 Direct	+1.51%	Acquired	15.9% (price as of 2026-08-19)
April 29, 2021	JBGS	A	8,170	—	—	26,933 Direct	+43.54%	Acquired	(price as of 2026-08-19)
Jan. 4, 2021	SPGI	A	1,331	$333.25	$443,556	22,208 Direct	+6.38%	Acquired	35.5% (price as of 2026-08-19)
Sept. 11, 2020	JBGS	P	10,000	$26.65	$266,500	85,000 Direct	+13.33%	Acquired	-54.6% (price as of 2026-08-19)
April 30, 2020	JBGS	A	3,523	—	—	18,763 Direct	+23.12%	Acquired	(price as of 2026-08-19)
March 16, 2020	JBGS	P	10,000	$29.59	$295,900	75,000 Direct	+15.38%	Acquired	-59.1% (price as of 2026-08-19)
March 11, 2020	JBGS	P	10,000	$33.86	$338,600	65,000 Direct	+18.18%	Acquired	-64.3% (price as of 2026-08-19)
Feb. 28, 2020	JBGS	P	10,000	$36.11	$361,100	55,000 Direct	+22.22%	Acquired	-66.5% (price as of 2026-08-19)
Jan. 2, 2020	SPGI	A	1,689	$277.84	$469,272	20,877 Direct	+8.80%	Acquired	62.5% (price as of 2026-08-19)
Dec. 13, 2019	JBGS	P	10,000	$38.65	$386,500	45,000 Direct	+28.57%	Acquired	-68.7% (price as of 2026-08-19)
May 2, 2019	JBGS	A	5,925	—	—	15,240 Direct	+63.61%	Acquired	(price as of 2026-08-19)
Jan. 2, 2019	SPGI	A	2,578	$169.85	$437,873	19,188 Direct	+15.52%	Acquired	165.8% (price as of 2026-08-19)
Nov. 14, 2018	JBGS	P	15,000	$38.45	$576,750	35,000 Direct	+75.00%	Acquired	-68.6% (price as of 2026-08-19)
May 3, 2018	JBGS	A	2,577	—	—	9,315 Direct	+38.25%	Acquired	(price as of 2026-08-19)
Jan. 2, 2018	SPGI	A	2,566	$168.12	$431,396	16,610 Direct	+18.27%	Acquired	168.5% (price as of 2026-08-19)
Nov. 16, 2017	JBGS	P	20,000	$32.59	$651,800	20,000 Direct	—	Acquired	-62.9% (price as of 2026-08-19)
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 2026-08-19)
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	316.5% (price as of 2026-08-19)
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	376.2% (price as of 2026-08-19)
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	418.4% (price as of 2026-08-19)
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	480.6% (price as of 2026-08-19)
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	710.2% (price as of 2026-08-19)
Aug. 13, 2012	SPGI	P	3,000	$49.24	$147,720	3,000 Direct	—	Acquired	816.8% (price as of 2026-08-19)
Feb. 25, 2008	PMO	J	536	$12.51	$6,705	806 Direct	+198.52%	Acquired	-15.7% (price as of 2026-08-19)
Feb. 19, 2008	PMM	J	479	$7.86	$3,765	929 Direct	+106.44%	Acquired	-19.1% (price as of 2026-08-19)
Feb. 19, 2008	PMM	J	479	$7.86	$3,765	487 Direct	+5987.50%	Acquired	-19.1% (price as of 2026-08-19)
Aug. 2, 2007	MRSH	M	42,554	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-19)
Aug. 2, 2007	MRSH	F	17,428	$27.98	$487,635	58,460 Direct	-22.97%	Disposed	579.8% (price as of 2026-08-19)
Aug. 2, 2007	MRSH	M	42,554	—	—	75,888 Direct	+127.66%	Acquired	(price as of 2026-08-19)
Feb. 4, 2007	MRSH	M	42,554	—	—	42,554 Direct	-50.00%	Disposed	(price as of 2026-08-19)
Feb. 4, 2007	MRSH	F	17,428	$29.50	$514,126	33,334 Direct	-34.33%	Disposed	544.8% (price as of 2026-08-19)
Feb. 4, 2007	MRSH	M	42,554	—	—	50,762 Direct	+518.45%	Acquired	(price as of 2026-08-19)
Oct. 24, 2006	MRSH	M	13,900	—	—	85,108 Direct	-14.04%	Disposed	(price as of 2026-08-19)
Oct. 24, 2006	MRSH	F	5,693	$28.63	$162,991	8,208 Direct	-40.95%	Disposed	564.4% (price as of 2026-08-19)
Oct. 24, 2006	MRSH	M	13,900	—	—	13,901 Direct	+1390000.00%	Acquired	(price as of 2026-08-19)
May 30, 2006	MRSH	G	1,079	$28.03	$30,244	1 Direct	-99.91%	Disposed	578.6% (price as of 2026-08-19)
May 15, 2006	MRSH	G	10,222	$28.89	$295,314	1,080 Direct	-90.44%	Disposed	558.4% (price as of 2026-08-19)
Oct. 24, 2005	MRSH	M	13,900	—	—	99,008 Direct	-12.31%	Disposed	(price as of 2026-08-19)
Oct. 24, 2005	MRSH	F	5,804	$28.48	$165,298	11,302 Direct	-33.93%	Disposed	567.9% (price as of 2026-08-19)
Oct. 24, 2005	MRSH	M	13,900	—	—	17,106 Direct	+433.56%	Acquired	(price as of 2026-08-19)
May 23, 2005	MRSH	G	50,000	—	—	3,206 Direct	-93.97%	Disposed	(price as of 2026-08-19)
May 13, 2005	MRSH	P	6	$28.82	$173	53,206 Direct	+0.01%	Acquired	560.0% (price as of 2026-08-19)
March 30, 2005	MRSH	P	6	$30.53	$183	53,199 Direct	+0.01%	Acquired	523.0% (price as of 2026-08-19)
Jan. 3, 2005	MRSH	P	542	$28.16	$15,263	53,193 Direct	+1.03%	Acquired	575.5% (price as of 2026-08-19)
Nov. 19, 2004	PMM	P	450	$7.21	$3,244	450 Direct	—	Acquired	-11.9% (price as of 2026-08-19)
Nov. 19, 2004	PIM	P	510	$6.50	$3,315	510 Direct	—	Acquired	-51.2% (price as of 2026-08-19)
Nov. 19, 2004	PCF	P	420	$7.91	$3,322	420 Direct	—	Acquired	-31.8% (price as of 2026-08-19)
Nov. 19, 2004	PPT	P	500	$6.51	$3,255	500 Direct	—	Acquired	-47.0% (price as of 2026-08-19)
Nov. 19, 2004	PMO	P	270	$12.35	$3,334	270 Direct	—	Acquired	-14.6% (price as of 2026-08-19)
Nov. 15, 2004	MRSH	P	4	—	—	52,651 Direct	+0.01%	Acquired	(price as of 2026-08-19)
Oct. 25, 2004	MRSH	M	13,900	—	—	112,908 Direct	-10.96%	Disposed	(price as of 2026-08-19)
Oct. 25, 2004	MRSH	F	4,414	$26.33	$116,221	52,126 Direct	-7.81%	Disposed	622.4% (price as of 2026-08-19)
Oct. 25, 2004	MRSH	M	13,900	—	—	56,540 Direct	+32.60%	Acquired	(price as of 2026-08-19)
Sept. 30, 2004	MRSH	P	521	$39.15	$20,397	43,161 Direct	+1.22%	Acquired	385.9% (price as of 2026-08-19)
Feb. 4, 2004	MRSH	A	85,108	—	—	126,808 Direct	+204.10%	Acquired	(price as of 2026-08-19)

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)	—	—	18,583	Acquired
April 29, 2022	JBGS	LTIP Units	Common Shares (10,286)	—	—	10,286	Acquired
May 6, 2021	SPGI	Phantom Stock Units	Common Stock (335)	—	—	335	Acquired
April 29, 2021	JBGS	LTIP Units	Common Shares (8,170)	—	—	8,170	Acquired
Jan. 4, 2021	SPGI	Phantom Stock Units	Common Stock (1,331)	—	—	1,331	Acquired
April 30, 2020	JBGS	LTIP Units	Common Shares (3,523)	—	—	3,523	Acquired
Jan. 2, 2020	SPGI	Phantom Stock Units	Common Stock (1,689)	—	—	1,689	Acquired
May 2, 2019	JBGS	LTIP Units	Common Shares (5,925)	—	—	5,925	Acquired
Jan. 2, 2019	SPGI	Phantom Stock Units	Common Stock (2,578)	—	—	2,578	Acquired
May 3, 2018	JBGS	LTIP Units	Common Shares (2,577)	—	—	2,577	Acquired
Jan. 2, 2018	SPGI	Phantom Stock Units	Common Stock (2,566)	—	—	2,566	Acquired
July 18, 2017	JBGS	LTIP Units	Common Shares (6,738)	—	—	6,738	Acquired
Jan. 3, 2017	SPGI	Phantom Stock Units	Common Stock (3,593)	—	—	3,593	Acquired
Jan. 4, 2016	SPGI	Phantom Stock Units	Common Stock (3,538)	—	—	3,538	Acquired
Jan. 5, 2015	SPGI	Phantom Stock Units	Common Stock (2,649)	—	—	2,649	Acquired
Jan. 2, 2014	SPGI	Phantom Stock Units	Common Stock (2,556)	—	—	2,556	Acquired
Jan. 2, 2013	SPGI	Phantom Stock Units	Common Stock (1,707)	—	—	1,707	Acquired
Aug. 2, 2007	MRSH	Restricted Stock Units	Common Stock (42,554)	—	—	42,554	Disposed
Feb. 4, 2007	MRSH	Restricted Stock Units	Common Stock (42,554)	—	—	42,554	Disposed
Oct. 24, 2006	MRSH	Restricted Stock Units	Common Stock (13,900)	—	—	13,900	Disposed
Oct. 24, 2005	MRSH	Restricted Stock Units	Common Stock (13,900)	—	—	13,900	Disposed
Oct. 25, 2004	MRSH	Restricted Stock Units	Common Stock (13,900)	—	—	13,900	Disposed
Feb. 4, 2004	MRSH	RESTRICTED STOCK UNITS	COMMON (85,108)	—	—	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]→ COMMON (41,700)	41,700	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F2]→ COMMON (11,250)	11,250	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F2]→ COMMON (11,250)	11,250	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F2]→ COMMON (11,250)	11,250	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F2]→ COMMON (11,250)	11,250	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F1]→ COMMON (13,900)	13,900	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F1]→ COMMON (13,900)	13,900	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F1]→ COMMON (13,900)	13,900	Direct
Nov. 13, 2003	MRSH	EMPLOYEE STOCK OPTION [F1]→ COMMON (13,900)	13,900	Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

MRSH

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.