| |
| |
|
| Insider
Information: |
Glavin William Francis Jr |
| Relationship: |
Director |
| City: |
Springfield |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
82,567 |
|
|
Indirect Shares
|
2,775 |
|
|
| Direct
Value |
$7,161,948 |
|
|
|
Indirect Value
|
$775,280 |
|
|
| Total
Shares |
85,342 |
|
|
| Total
Value |
$7,937,227 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
0
|
|
Stock
price went up :
|
3
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
3.0
|
0.0
|
| Percentage
Gain/Loss : |
 32.8%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Director |
2024-05-10 |
22,323 |
2024-05-10 |
2,775 |
Premium* |
|
|
Invesco Plc (ADR) |
IVZ |
Director |
2024-05-15 |
60,244 |
2019-07-26 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
49 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| 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 |
– • – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
53 |
12,400 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-11-18 |
4 |
B |
$217.74 |
$99,725 |
I/I |
458 |
2,218 |
2.1 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-05-04 |
4 |
B |
$180.23 |
$100,388 |
I/I |
557 |
2,775 |
2.1 |
% |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2019-07-26 |
4 |
A |
$0.00 |
$0 |
D/D |
710 |
710 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
1,077 |
22,323 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-05-12 |
4 |
A |
$0.00 |
$0 |
D/D |
1,290 |
21,164 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2021-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1,311 |
18,732 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,339 |
19,799 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-05-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,593 |
18,368 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2021-01-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,744 |
17,421 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-03-08 |
4 |
B |
$141.51 |
$249,190 |
I/I |
1,760 |
1,760 |
2.1 |
% |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2020-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
2,056 |
4,892 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2019-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,126 |
2,836 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2020-10-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,719 |
15,677 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2019-05-09 |
4 |
A |
$0.00 |
$0 |
D/D |
3,144 |
12,243 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2020-07-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,419 |
12,958 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2018-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
3,734 |
8,974 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-05-07 |
4 |
A |
$0.00 |
$0 |
D/D |
4,215 |
16,615 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2020-04-24 |
4 |
A |
$0.00 |
$0 |
D/D |
4,647 |
9,539 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2017-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
5,167 |
5,167 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2021-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,807 |
24,539 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2022-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
10,930 |
35,469 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
11,955 |
60,244 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
12,820 |
48,289 |
0 |
- |
|
49 Records found
|
|
Page 2 of 2 |
| |
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 |
| |
|
|
|
|
|
