| |
| |
|
| Insider
Information: |
Kalbaugh John Andrew |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
27,523 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,708,091 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
27,523 |
|
|
| Total
Value |
$7,708,091 |
|
|
|
|
|
|
|
|
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 |
Managing Director |
2021-02-26 |
27,523 |
2013-02-22 |
0 |
Premium* |
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Records found :
62 |
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 |
• – – |
2019-02-23 |
4 |
D |
$77.04 |
$31,972 |
D/D |
(415) |
22,276 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-25 |
4 |
D |
$39.13 |
$37,174 |
D/D |
(950) |
24,711 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-26 |
4 |
AS |
$84.86 |
$38,696 |
D/D |
(456) |
30,656 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-23 |
4 |
D |
$94.86 |
$39,367 |
D/D |
(415) |
29,479 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-03-13 |
4 |
D |
$74.22 |
$45,720 |
D/D |
(616) |
21,523 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
AS |
$87.78 |
$46,348 |
D/D |
(528) |
28,951 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2015-02-25 |
4 |
D |
$45.46 |
$47,960 |
D/D |
(1,055) |
6,721 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-06-13 |
4 |
D |
$84.64 |
$60,602 |
D/D |
(716) |
20,807 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-14 |
4 |
AS |
$64.76 |
$90,534 |
D/D |
(1,398) |
24,318 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-06-14 |
4 |
AS |
$70.20 |
$114,215 |
D/D |
(1,627) |
22,691 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-26 |
4 |
AS |
$130.23 |
$120,593 |
D/D |
(926) |
27,523 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-07 |
4 |
AS |
$63.16 |
$151,395 |
D/D |
(2,397) |
25,716 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-26 |
4 |
AS |
$65.20 |
$180,213 |
D/D |
(2,764) |
28,113 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
D |
$77.53 |
$200,415 |
D/D |
(2,585) |
19,691 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-05 |
4 |
OE |
$27.17 |
$271,700 |
D/D |
10,000 |
38,050 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-09-11 |
4 |
OE |
$32.26 |
$299,936 |
D/D |
9,087 |
29,894 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
D |
$59.76 |
$346,488 |
D/D |
(5,798) |
36,040 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-25 |
4 |
D |
$132.10 |
$397,357 |
D/D |
(3,008) |
23,535 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
D |
$135.41 |
$515,912 |
D/D |
(3,810) |
31,212 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
OE |
$65.50 |
$572,798 |
D/D |
8,745 |
36,229 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-05 |
4 |
AS |
$61.16 |
$626,068 |
D/D |
(10,000) |
28,050 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-24 |
4 |
AS |
$134.94 |
$630,035 |
D/D |
(4,669) |
26,543 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-10 |
4 |
OE |
$54.81 |
$683,810 |
D/D |
12,476 |
45,468 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional President NSC |
• – – |
2017-02-23 |
4 |
OE |
$25.50 |
$765,000 |
D/D |
30,000 |
55,893 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-11 |
4 |
OE |
$22.08 |
$883,200 |
D/D |
40,000 |
62,691 |
0 |
- |
|
62 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 |
| |
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