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George Joseph

CaliforniaFinance

AIProfile Summary

George Joseph is a U.S.-based billionaire in the finance industry, associated with California, with an estimated net worth of ~$2.6B. SEC records show an insider-reporting profile under the name “JOSEPH GEORGE,” with filings connected to public companies including Mercury General Corp (MCY) and White Mountains Insurance Group (WTM). RTB SEC EDGAR

Business & SEC Activity

SEC EDGAR links “JOSEPH GEORGE” to multiple entities, including Mercury General Corp (MCY) and White Mountains Insurance Group (WTM), and lists 20 total insider filings. Many of the recent filings are Form 4 reports (and one Form 4/A amendment), which are used to disclose trades or other changes in holdings by corporate insiders, plus a Schedule 13G/A, which is used to report (and amend) beneficial ownership positions. SEC EDGAR

Philanthropy

ProPublica nonprofit filings list three foundations with “Joseph” in the name across NY, MI, and CO, reporting combined foundation assets of $341,791 and total grants paid of $0 in the years shown. In 2023, the Joseph Foundation (MI) reported $270,517 in assets and $0 grants paid, and the Joseph Foundation (CO) reported $71,273 in assets and $0 grants paid. ProPublica 990

Political Activity

FEC data shows 100 contributions totaling $3,566.91 from 2025-11-12 to 2026-01-27. The top listed recipients include UNION PACIFIC CORP. FUND FOR EFFECTIVE GOVERNMENT ($1,170) and ActBlue ($697.75), along with several corporate PACs; the party breakdown is reported as 100 to Republicans, with the remainder categorized as PAC/Other and Unknown. FEC

In the News

Recent NewsAPI headlines that match the name include an article about “ASK Investment CIO George Joseph” discussing investment strategy (Mint, 2026-03-03) and another about being bullish on IT stocks (CNBCTV18, 2026-02-26). Other headlines in the feed are not clearly connected to this individual based on the provided data. NewsAPI

AI-generated summary from rtb, sec_edgar, newsapi, propublica_990, fec 3/10/2026 (gpt-5.2). All claims are derived from the source data shown below.

USU.S. Presence

residenceLos Angeles, California

990Philanthropy

$342KFoundation Assets
$23KGrants Paid
3Foundations
Josh Joseph Foundation IncPort Washington, NY
Assets: $1Revenue: $190Grants: $2KTax Year: 2013
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Joseph FoundationGrand Rapids, MI
Private independent foundation (IRS NTEE T22)
Assets: $271KRevenue: $13KGrants: $21KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Joseph FoundationHghlnds Ranch, CO
Corporate foundation (IRS NTEE T21)
Assets: $71KRevenue: $70KGrants: $0Tax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

FECPolitical Contributions

$4KTotal Contributed
100Contributions
2025–2026Date Range

By Party

PAC/Other
$2K
UNK
$1K
REP
$100

Top Recipients

UNION PACIFIC CORP. FUND FOR EFFECTIVE GOVERNMENT$1K
ACTBLUE$697.75
LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE$400
H&R BLOCK INC. POLITICAL ACTION COMMITTEE (BLOCKPAC)$333.32
HONEYWELL INTERNATIONAL POLITICAL ACTION COMMITTEE$326.92
Source: FEC contribution filings · latest on record (retrieved 3/10/2026) (fec)

SECSEC Filings

20Total Filings
20Insider Filings
2,441EDGAR Mentions
0001053922Personal CIK

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

4FORM 4 SUBMISSION
3/8/2023
4FORM 4 SUBMISSION
3/8/2022
4FORM 4 SUBMISSION
3/15/2021
4FORM 4 SUBMISSION
3/11/2021
4/AFORM 4/A SUBMISSION
9/2/2020
SC 13G/ASC 13G/A
8/28/2020
4FORM 4 SUBMISSION
5/26/2020
4FORM 4 SUBMISSION
5/21/2020
4FORM 4 SUBMISSION
5/20/2020
4FORM 4 SUBMISSION
5/18/2020
Source: SEC EDGAR regulatory filings · latest on record (retrieved 3/9/2026) (sec_derived)

PBSScore Breakdown

D
26.5
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
0%

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
75%

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 6/23/2026 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.

George Joseph — Public Benefit Score D (27) | Billionaire Army