| |
| |
|
| Insider
Information: |
White George Burton |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
49,578 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$14,189,719 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
49,578 |
|
|
| Total
Value |
$14,189,719 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
2
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
2.0
|
| Percentage
Gain/Loss : |
0.0%
|
 74.9%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Managing Director |
2022-02-25 |
49,578 |
2013-02-22 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
57 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 3
|
| 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... |
Managing Director |
• – – |
2017-02-25 |
4 |
D |
$39.13 |
$35,687 |
D/D |
(912) |
19,884 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-06 |
4 |
D |
$39.30 |
$17,960 |
D/D |
(457) |
19,427 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-12-07 |
4 |
OE |
$39.48 |
$928,846 |
D/D |
22,271 |
68,899 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Investor & Invstmt Solutns |
• – – |
2017-02-22 |
4 |
S |
$40.14 |
$1,003,470 |
D/D |
(25,000) |
21,445 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Investor & Invstmt Solutns |
• – – |
2017-02-22 |
4 |
D |
$40.16 |
$14,096 |
D/D |
(351) |
21,094 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-06-10 |
4 |
D |
$41.47 |
$10,077 |
D/D |
(243) |
23,736 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Investment Officer |
• – – |
2015-02-24 |
4 |
D |
$45.58 |
$12,489 |
D/D |
(274) |
5,640 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Investment Officer |
• – – |
2015-02-22 |
4 |
D |
$45.69 |
$17,545 |
D/D |
(384) |
5,914 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Investment Officer |
• – – |
2014-02-22 |
4 |
D |
$54.25 |
$20,778 |
D/D |
(383) |
3,699 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-08-12 |
4 |
OE |
$54.81 |
$877,892 |
D/D |
16,017 |
53,081 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
D |
$59.76 |
$369,018 |
D/D |
(6,175) |
37,064 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-06 |
4 |
D |
$64.27 |
$26,801 |
D/D |
(417) |
25,505 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
D |
$64.99 |
$45,753 |
D/D |
(704) |
24,801 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
S |
$65.34 |
$1,635,390 |
D/D |
(25,000) |
25,505 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-25 |
4 |
D |
$65.50 |
$56,854 |
D/D |
(868) |
25,922 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-11-08 |
4 |
AS |
$66.00 |
$1,576,938 |
D/D |
(23,893) |
26,689 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-01-10 |
4 |
AS |
$66.00 |
$1,576,872 |
D/D |
(23,892) |
26,689 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-06-10 |
4 |
D |
$71.05 |
$23,233 |
D/D |
(327) |
24,474 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-03-13 |
4 |
D |
$74.22 |
$52,251 |
D/D |
(704) |
28,809 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-23 |
4 |
D |
$77.04 |
$36,363 |
D/D |
(472) |
29,217 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
D |
$77.53 |
$207,160 |
D/D |
(2,672) |
26,545 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-08-12 |
4 |
AS |
$84.28 |
$1,904,159 |
D/D |
(22,573) |
30,508 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
D |
$84.48 |
$26,020 |
D/D |
(308) |
28,150 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-11-06 |
4 |
AS |
$86.25 |
$4,415,270 |
D/D |
(51,140) |
28,809 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-12-06 |
4 |
AS |
$92.30 |
$1,910,975 |
D/D |
(20,703) |
28,809 |
0 |
- |
|
57 Records found
|
|
Page 2 of 3 |
| |
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 |
| |
|
|
|
|
|
