| |
| |
|
| 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 |
• – – |
2018-03-07 |
4 |
AS |
$63.16 |
$151,395 |
D/D |
(2,397) |
25,716 |
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 |
• – – |
2019-02-11 |
4 |
OE |
$22.08 |
$883,200 |
D/D |
40,000 |
62,691 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-11 |
4 |
AS |
$76.94 |
$3,077,600 |
D/D |
(40,000) |
22,691 |
0 |
- |
|
| 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 |
• – – |
2019-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,448 |
22,139 |
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 |
• – – |
2019-03-13 |
4 |
D |
$74.22 |
$45,720 |
D/D |
(616) |
21,523 |
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 |
• – – |
2019-09-10 |
4 |
OE |
$19.85 |
$1,034,646 |
D/D |
32,120 |
52,927 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-09-10 |
4 |
AS |
$80.27 |
$2,578,496 |
D/D |
(32,120) |
20,807 |
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 |
• – – |
2020-01-27 |
4 |
OE |
$19.85 |
$1,277,943 |
D/D |
64,380 |
94,274 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-01-27 |
4 |
AS |
$92.94 |
$5,983,477 |
D/D |
(64,380) |
29,894 |
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 |
• – – |
2020-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,521 |
31,112 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
D |
$84.48 |
$30,413 |
D/D |
(360) |
28,591 |
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... |
Managing Director |
• – – |
2020-02-26 |
4 |
AS |
$84.86 |
$38,696 |
D/D |
(456) |
30,656 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
11,182 |
41,838 |
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 |
• – – |
2020-06-09 |
4 |
AS |
$85.13 |
$3,252,902 |
D/D |
(38,211) |
36,040 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-06-09 |
4 |
OE |
$24.38 |
$1,084,179 |
D/D |
38,211 |
74,251 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-08-12 |
4 |
OE |
$32.26 |
$2,126,111 |
D/D |
50,767 |
86,807 |
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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