| |
| |
|
| 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 3 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 |
• – – |
2020-02-23 |
4 |
D |
$94.86 |
$33,296 |
D/D |
(351) |
28,458 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-25 |
4 |
D |
$132.10 |
$120,872 |
D/D |
(915) |
35,435 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
D |
$135.41 |
$428,166 |
D/D |
(3,162) |
36,350 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-05-12 |
4 |
AS |
$143.16 |
$7,417,048 |
D/D |
(50,608) |
40,430 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-12-07 |
4 |
S |
$166.10 |
$3,699,213 |
D/D |
(22,271) |
46,628 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-07 |
4 |
S |
$180.12 |
$14,561,178 |
D/D |
(80,368) |
46,628 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-25 |
4 |
D |
$182.73 |
$907,072 |
D/D |
(4,964) |
49,578 |
0 |
- |
|
57 Records found
|
|
Page 3 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 |
| |
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|
