| |
| |
|
| Insider
Information: |
Bernard Edward C |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
663,389 |
|
|
Indirect Shares
|
128,000 |
|
|
| Direct
Value |
$80,567,214 |
|
|
|
Indirect Value
|
$15,082,240 |
|
|
| Total
Shares |
791,389 |
|
|
| Total
Value |
$95,649,454 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
T Rowe Price Group Inc |
TROW |
|
2019-04-26 |
649,135 |
2019-04-26 |
128,000 |
Premium* |
|
|
LPL Investment Holdings Inc |
LPLA |
Director |
2024-05-10 |
14,254 |
2020-05-07 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
222 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 9
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2017-12-01 |
4 |
GD |
$0.00 |
$0 |
D/D |
8,250 |
667,824 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-05-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,940 |
668,499 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-06-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,205 |
667,309 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-06-20 |
4/A |
GD |
$0.00 |
$0 |
D/D |
390 |
668,124 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-07-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
815 |
667,309 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-12-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,925 |
659,864 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-12-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
24,050 |
635,814 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2019-02-13 |
4 |
A |
$0.00 |
$0 |
D/D |
15,719 |
651,532 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB |
• • – |
2019-04-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,000 |
649,135 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-05-07 |
4 |
A |
$0.00 |
$0 |
D/D |
4,215 |
9,215 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-06-12 |
4 |
A |
$0.00 |
$0 |
D/D |
12 |
9,227 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-08-28 |
4 |
A |
$0.00 |
$0 |
D/D |
12 |
9,239 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-11-30 |
4 |
A |
$0.00 |
$0 |
D/D |
10 |
9,249 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
6 |
9,255 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-05-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,593 |
10,848 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-06-07 |
4 |
A |
$0.00 |
$0 |
D/D |
7 |
10,855 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-08-27 |
4 |
A |
$0.00 |
$0 |
D/D |
7 |
10,862 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-03-29 |
4 |
A |
$0.00 |
$0 |
D/D |
5 |
10,874 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,339 |
12,213 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-06-24 |
4 |
A |
$0.00 |
$0 |
D/D |
6 |
12,219 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
5 |
12,224 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-11-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5 |
12,229 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-03-28 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
12,237 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-05-12 |
4 |
A |
$0.00 |
$0 |
D/D |
1,290 |
13,527 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
9 |
13,536 |
0 |
- |
|
222 Records found
|
|
Page 4 of 9 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
