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Insider Information:   Arnold Dan H.
Relationship:   President & CEO, Direc...
City:   Boston
State:   MA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   141,810    

Indirect Shares

  0      
Direct Value   $40,587,440    

Indirect Value

  $0      
Total Shares   141,810      
Total Value   $40,587,440      


LPL Investment Holdings Inc
 $40,587,440 LPL Investment Holdings Inc
 $40,587,440
 


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 President & CEO, Direc... 2024-02-26 141,810 0    Premium*  
* Premium Members only  

Records found :    114         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 5
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... President & CEO   •       •      –    2022-02-13 4 D $187.08 $993,769 D/D (5,312) 172,132 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-02-25 4 D $182.73 $4,997,483 D/D (27,349) 190,639 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-02-25 4 A $0.00 $0 D/D 57,611 202,394 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-02-28 4 AS $178.07 $4,179,293 D/D (23,119) 179,275 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-03-18 4 GD $0.00 $0 D/D 16,667 162,608 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-05-26 4 OE $19.85 $387,234 D/D 19,508 182,116 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-05-26 4 AS $190.00 $3,788,731 D/D (19,508) 162,608 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-05-27 4 OE $19.85 $387,234 D/D 19,508 182,116 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-05-27 4 AS $200.36 $3,908,623 D/D (19,508) 162,608 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-07-29 4 OE $19.85 $774,448 D/D 39,015 201,623 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-07-29 4 AS $210.33 $8,206,025 D/D (39,015) 162,608 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-08-15 4 AS $224.02 $2,255,562 D/D (10,000) 162,608 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-08-15 4 OE $39.48 $394,800 D/D 10,000 172,608 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-08-16 4 OE $39.48 $142,483 D/D 3,609 166,217 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-08-16 4 AS $230.18 $830,720 D/D (3,609) 162,608 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-08-17 4 OE $39.48 $449,717 D/D 11,391 173,999 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-08-17 4 AS $230.28 $2,627,068 D/D (11,391) 162,608 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-09-14 4 GD $0.00 $0 D/D 4,785 157,823 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-10-05 4 AS $240.27 $4,805,400 D/D (20,000) 157,823 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2022-10-05 4 OE $39.48 $789,600 D/D 20,000 177,823 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2023-02-25 4 D $247.30 $9,773,049 D/D (39,519) 181,682 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2023-02-25 4 A $0.00 $0 D/D 79,534 193,328 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2023-02-27 4 AS $244.82 $9,464,734 D/D (38,444) 154,884 0 %
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2023-07-10 4 GD $0.00 $0 D/D 9,000 145,884 0 -
LPLA LPL Investment Holdings I... President & CEO   •       •      –    2023-09-19 4 AS $250.00 $43,750 D/D (175) 145,884 0 %

  114  Records found
  1   2   3   4  5      
  Page 4 of 5  
 
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