| |
| |
|
| 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* |
|
|
|
|
|
|
|
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|
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|
Records found :
222 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 of 9
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-08-25 |
4 |
A |
$0.00 |
$0 |
D/D |
7 |
13,543 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
7 |
13,550 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
5 |
13,555 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
699 |
14,254 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2004-01-09 |
4 |
A |
$49.35 |
$927 |
D/D |
19 |
176,583 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2007-11-30 |
4 |
A |
$62.53 |
$1,167 |
D/D |
19 |
716,486 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2009-08-31 |
4 |
A |
$45.01 |
$1,167 |
D/D |
26 |
390,415 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2010-10-29 |
4 |
A |
$54.85 |
$1,167 |
D/D |
21 |
598,682 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2011-09-08 |
4 |
A |
$53.91 |
$1,167 |
D/D |
22 |
474,413 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2013-09-10 |
4 |
A |
$70.32 |
$1,167 |
D/D |
17 |
598,186 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2014-09-09 |
4 |
A |
$81.08 |
$1,167 |
D/D |
14 |
634,676 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2014-12-10 |
4 |
A |
$83.50 |
$1,167 |
D/D |
14 |
622,504 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2005-01-10 |
4 |
A |
$60.58 |
$1,216 |
D/D |
20 |
209,489 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2005-07-08 |
4 |
A |
$63.68 |
$1,263 |
D/D |
20 |
214,899 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2003-12-31 |
4 |
A |
$47.39 |
$1,406 |
D/D |
30 |
176,564 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2004-01-30 |
4 |
A |
$52.36 |
$1,406 |
D/D |
27 |
176,610 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2004-12-31 |
4 |
A |
$62.15 |
$1,406 |
D/D |
23 |
209,469 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice President |
• • – |
2005-06-30 |
4 |
A |
$63.39 |
$1,635 |
D/D |
26 |
209,675 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
officerTitle |
• • – |
2005-11-30 |
4 |
A |
$72.42 |
$1,635 |
D/D |
23 |
268,224 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
officerTitle |
• • – |
2005-12-30 |
4 |
A |
$71.80 |
$1,635 |
D/D |
23 |
272,847 |
|
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2010-01-31 |
4 |
A |
$50.82 |
$1,750 |
D/D |
34 |
447,685 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2010-02-26 |
4 |
A |
$50.51 |
$1,750 |
D/D |
35 |
447,719 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2011-02-28 |
4 |
A |
$67.10 |
$1,750 |
D/D |
26 |
674,103 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2013-02-28 |
4 |
A |
$71.70 |
$1,750 |
D/D |
24 |
519,725 |
0 |
- |
|
| TROW |
T Rowe Price Group Inc |
Vice COB & Vice President |
• • – |
2018-06-20 |
4 |
A |
$121.88 |
$1,750 |
D/D |
14 |
668,514 |
0 |
- |
|
222 Records found
|
|
Page 5 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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