Harvey Schwartz Biography and Net Worth

Director of SoFi Technologies


Harvey M. Schwartz is a business leader, investor and philanthropist. For the past 30+ years, Harvey’s professional focus has centered on tackling complex financial and business challenges, innovating and strengthening financial markets and developing leaders. Harvey retired from Goldman Sachs Group, Inc. following 20+ distinguished years at the company where he oversaw sales and trading, finance, technology and operations. He completed his tenure as the firm’s President and Co-Chief Operating Officer. He joined Goldman Sachs in 1997 and subsequently held numerous senior leadership positions including, Chief Financial Officer, Global Co-Head of the Securities Division, Head of Securities Division Sales, Head of North American Sales and Co-Head of the Americas Financing Group. He additionally served as a member of the firm’s Management Committee and co-headed its Risk Committee, Steering Committee on Regulatory Reform and Finance Committee. Harvey established the firm’s Investment Policy Committee on which he also served as a member. Prior to Goldman Sachs, Harvey spent a decade working at several other financial firms including at Citicorp from 1990 through 1997. As both an investor and advisor, he is currently involved in a range of investment and philanthropic endeavors focused on physical and mental health management and developing future business leaders, including women and young people seeking a career in finance. Among his efforts, Harvey founded and supports a pioneering program for students at his alma mater Rutgers University that provides them with real-life financial services experience through internships, professional networking opportunities and mentorship. Harvey earned BA from Rutgers University where he is member of the university’s Hall of Distinguished Alumni and a past member of the Rutgers University Foundation’s Board of Overseers. He received his MBA from Columbia University.

What is Harvey M. Schwartz's net worth?

The estimated net worth of Harvey M. Schwartz is at least $2.15 million as of June 13th, 2022. Mr. Schwartz owns 283,352 shares of SoFi Technologies stock worth more than $2,153,475 as of April 24th. This net worth estimate does not reflect any other assets that Mr. Schwartz may own. Learn More about Harvey M. Schwartz's net worth.

How do I contact Harvey M. Schwartz?

The corporate mailing address for Mr. Schwartz and other SoFi Technologies executives is 317 UNIVERSITY AVE SUITE 200, PALO ALTO CA, 94301. SoFi Technologies can also be reached via phone at 855-456-7634 and via email at [email protected]. Learn More on Harvey M. Schwartz's contact information.

Has Harvey M. Schwartz been buying or selling shares of SoFi Technologies?

Harvey M. Schwartz has not been actively trading shares of SoFi Technologies over the course of the past ninety days. Most recently, on Monday, June 13th, Harvey M. Schwartz bought 53,500 shares of SoFi Technologies stock. The stock was acquired at an average cost of $5.59 per share, with a total value of $299,065.00. Following the completion of the transaction, the director now directly owns 283,352 shares of the company's stock, valued at $1,583,937.68. Learn More on Harvey M. Schwartz's trading history.

Who are SoFi Technologies' active insiders?

SoFi Technologies' insider roster includes Ahmed Al-Hammadi (Director), Chad Borton (Insider), Michelle Gill (EVP), Micah Heavener (Insider), George Hutton (Director), Christopher Lapointe (CFO), Robert Lavet (General Counsel), Anthony Noto (CEO), Jeremy Rishel (CTO), Harvey Schwartz (Director), Webb Stafford (CMO), Aaron Webster (Insider), and Thomas Wilkes (Vice Chairman). Learn More on SoFi Technologies' active insiders.

Are insiders buying or selling shares of SoFi Technologies?

During the last twelve months, SoFi Technologies insiders bought shares 5 times. They purchased a total of 239,450 shares worth more than $1,285,445.50. During the last twelve months, insiders at the sold shares 9 times. They sold a total of 1,044,409 shares worth more than $8,406,275.58. The most recent insider tranaction occured on March, 19th when CTO Jeremy Rishel sold 56,273 shares worth more than $389,971.89. Insiders at SoFi Technologies own 2.6% of the company. Learn More about insider trades at SoFi Technologies.

Information on this page was last updated on 3/19/2024.

Harvey M. Schwartz Insider Trading History at SoFi Technologies

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/13/2022Buy53,500$5.59$299,065.00283,352View SEC Filing Icon  
5/13/2022Buy15,000$6.50$97,500.00229,852View SEC Filing Icon  
See Full Table

Harvey M. Schwartz Buying and Selling Activity at SoFi Technologies

This chart shows Harvey M Schwartz's buying and selling at SoFi Technologies by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

SoFi Technologies Company Overview

SoFi Technologies logo
SoFi Technologies, Inc. provides various financial services in the United States, Latin America, and Canada. It operates through three segments: Lending, Technology Platform, and Financial Services. The company offers lending and financial services and products that allows its members to borrow, save, spend, invest, and protect money. It offers personal loans, student loans, home loans, and related services. The company also operates Galileo, a technology platform that offers services to financial and non-financial institution; and Technisys, a cloud-native digital and core banking platform with financial services customers. In addition, it provides SoFi Money offers checking and savings accounts, debit cards, and cash management products; and SoFi Invest, a mobile-first investment platform that provides access to trading and advisory solutions, such as investing and robo-advisory. Further, the company offers SoFi Credit Card that provides cash backs on every purchase; Sofi Relay, a personal finance management product that allows to track all of their financial accounts comprising credit score and spending behaviors; SoFi Protect, which offers insurance product; SoFi Travel, an application that manages travel search and booking experience; SoFi At Work provides financial benefits to employees, including student loan payments made on their employees' behalf; Lantern Credit, a financial services marketplace platform for seeking alternative products and provide product comparisons; and other lending as a service that offers pre-qualified borrower referrals and sells loans to third-party partner. The company was founded in 2011 and is based in San Francisco, California.
Read More

Today's Range

Now: $7.60
Low: $7.46
High: $7.68

50 Day Range

MA: $7.67
Low: $6.92
High: $9.15

2 Week Range

Now: $7.60
Low: $4.45
High: $11.70

Volume

39,596,981 shs

Average Volume

52,386,816 shs

Market Capitalization

$7.42 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.75