| |
| |
|
| Insider
Information: |
Putnam James S |
| Relationship: |
Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
136,005 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$37,696,506 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
136,005 |
|
|
| Total
Value |
$37,696,506 |
|
|
|
|
|
|
|
|
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  |
 |
LPL Investment Holdings Inc |
LPLA |
Director |
2024-06-04 |
136,005 |
2013-11-13 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
77 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 4
|
| 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 |
– • – |
2013-12-10 |
4 |
AS |
$44.00 |
$488,488 |
D/D |
(11,102) |
194,280 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-11-13 |
4 |
AS |
$42.12 |
$542,000 |
D/D |
(12,868) |
223,097 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-11-13 |
4 |
AS |
$42.16 |
$700,994 |
I/I |
(16,627) |
0 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-11-12 |
4 |
AS |
$42.01 |
$719,715 |
D/D |
(17,132) |
235,965 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-02-15 |
4 |
S |
$32.66 |
$578,311 |
D/D |
(17,707) |
388,808 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-02-19 |
4 |
S |
$32.67 |
$594,823 |
I/I |
(18,207) |
222,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2012-01-19 |
4 |
S |
$34.01 |
$626,362 |
I/I |
(18,417) |
287,535 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-12-09 |
4 |
AS |
$44.00 |
$831,512 |
D/D |
(18,898) |
205,382 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2012-01-18 |
4 |
S |
$34.00 |
$733,822 |
I/I |
(21,583) |
305,952 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-02-15 |
4 |
S |
$32.66 |
$711,759 |
I/I |
(21,793) |
240,404 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-02-19 |
4 |
S |
$32.67 |
$728,312 |
D/D |
(22,293) |
366,515 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-04-10 |
4 |
S |
$34.01 |
$850,250 |
D/D |
(25,000) |
343,097 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-10-18 |
4 |
AS |
$40.01 |
$1,065,906 |
D/D |
(26,641) |
256,456 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-05-09 |
4 |
AS |
$36.00 |
$1,080,000 |
D/D |
(30,000) |
313,097 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-05-15 |
4 |
AS |
$38.00 |
$1,140,000 |
D/D |
(30,000) |
283,097 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-12-23 |
4 |
AS |
$46.00 |
$1,380,000 |
D/D |
(30,000) |
164,280 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2014-01-07 |
4 |
AS |
$48.00 |
$1,440,000 |
D/D |
(30,000) |
134,280 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2014-01-09 |
4 |
AS |
$50.00 |
$1,500,000 |
D/D |
(30,000) |
104,280 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-11-12 |
4 |
AS |
$42.01 |
$1,389,271 |
I/I |
(33,070) |
16,627 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2012-03-27 |
4 |
S |
$38.01 |
$1,427,047 |
I/I |
(37,544) |
262,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-10-18 |
4 |
AS |
$40.00 |
$1,530,680 |
I/I |
(38,267) |
58,930 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-04-10 |
4 |
S |
$34.01 |
$1,360,400 |
I/I |
(40,000) |
182,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-05-09 |
4 |
AS |
$36.00 |
$1,440,000 |
I/I |
(40,000) |
142,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-05-15 |
4 |
AS |
$38.00 |
$1,710,000 |
I/I |
(45,000) |
97,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2010-11-17 |
4 |
S |
$30.00 |
$2,609,100 |
D/D |
(86,970) |
400,000 |
0 |
- |
|
77 Records found
|
|
Page 3 of 4 |
| |
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 |
| |
|
|
|
|
|
