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Herb Simon

Herb Simon

American businessman (born 1934)

IndianaReal Estate

AIProfile Summary

Herb Simon is an American businessman born in 1934 and based in Indiana. The supplied profile identifies his industry as real estate and lists an estimated net worth of ~$6.5 billion. Wikidata

Business & SEC Activity

SEC records list 856 filings associated with PLX Technology Inc., a semiconductor company, and Balch Hill Capital LLC. The records include 453 insider filings; recent examples include Form 4 filings, which report insider transactions, and amended Schedules 13D and 13G, which disclose changes in substantial share ownership. SEC EDGAR

Philanthropy

Three organizations named Simon Foundation or Simon Fam Foundation appear in the nonprofit records. Their reported figures total $244,058 in grants paid and $1,805,304 in assets; the 2023 filings show $54,058 in grants from Simon Foundation and $190,000 from Simon Fam Foundation. ProPublica 990

Political Activity

The available data covers the most recent 100 contributions on file, representing at least 100 federal contributions, so the figures are not a complete lifetime total. In this sample, contributions totaled $285,957.24: $126,411.76 to Democratic recipients, $12,000 to Republican recipients, and $147,545.48 to PACs or other recipients. The largest listed recipients were Harris Victory Fund ($75,000), DSCC ($50,000), Indiana Victory Committee ($25,000), Jeffries Victory Fund ($15,000), and the AIPAC PAC ($15,000). FEC

In the News

An Inside INdiana Business article dated August 5, 2026, reported that Herb Simon sued the family of his late nephew David over the dissolution of a real estate interest. NewsAPI

AI-generated summary from fec, wikidata, sec_edgar, gdelt, propublica_990 8/29/2026 (gpt-5.6-luna). All claims are derived from the source data shown below.

USU.S. Presence

otherU.S. economic presence

990Philanthropy

Foundations are matched to a person by name, not by trustee records — so a same-surname family foundation can land here in error. Every entity below links to its full IRS filing; if one doesn’t belong, tell us at hello@skylarkcreations.com and we’ll pull it.

$1.8MFoundation Assets
$244KGrants Paid
3Foundations
Simon FoundationEvanston, IL
Assets: $222KRevenue: $22KGrants: $54KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Simon FoundationRichland, MI
Education (IRS NTEE B90)
Assets: $0Revenue: $0Grants: $0
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Simon Fam FoundationWhite Plains, NY
Private grantmaking foundation (IRS NTEE T20)
Assets: $1.6MRevenue: $45KGrants: $190KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 8/1/2026) (proPublica_990)

FECPolitical Contributions

$286K+In Records We Hold
100+Contributions
2024–2025Range Shown

These figures cover the 100 most recent federal contributions on file, not the full record. The total, party split, top recipients and dates below are all computed over that sample, so each is a floor rather than a complete figure.

By Party (in the sample)

PAC/Other
$148K
DEM
$126K
REP
$12K

Top Recipients (in the sample)

HARRIS VICTORY FUND$75K
DSCC$50K
INDIANA VICTORY COMMITTEE$25K
JEFFRIES VICTORY FUND$15K
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE$15K

Matched by name only. These are the donations the FEC lists under this person’s name — so a different person with the same name can show up here too.

Source: FEC contribution filings · latest on record (retrieved 3/9/2026) (fec)

SECSEC Filings

856Total Filings
453Insider Filings
29EDGAR Mentions

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

SC 13G/AAMENDMENT NO. 2 TO SCHEDULE 13G
2/17/2015
SC 13D/Asc13da1008679006_08122014.htm
8/18/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
4PRIMARY DOCUMENT
8/15/2014
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

PBSScore Breakdown

C
36.0
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
2%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
100%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 8/31/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source. View on Wikidata

Herb Simon — Public Benefit Score C (36) | Billionaire Army