| |
| |
|
| Insider
Information: |
Oroschakoff Michelle |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
23,852 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$6,679,991 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
23,852 |
|
|
| Total
Value |
$6,679,991 |
|
|
|
|
|
|
|
|
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 |
2023-02-27 |
23,852 |
2013-09-03 |
0 |
Premium* |
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|
Records found :
78 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 4
|
| 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... |
MD, Chief Risk Officer |
• – – |
2014-09-03 |
4 |
D |
$48.09 |
$24,526 |
D/D |
(510) |
6,827 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
D |
$84.48 |
$24,922 |
D/D |
(295) |
8,250 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-09-03 |
4 |
D |
$47.35 |
$31,014 |
D/D |
(655) |
18,526 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
D |
$64.99 |
$31,520 |
D/D |
(485) |
19,861 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-23 |
4 |
D |
$94.86 |
$33,486 |
D/D |
(353) |
9,210 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-25 |
4 |
D |
$65.50 |
$35,960 |
D/D |
(549) |
20,931 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
D |
$59.76 |
$35,976 |
D/D |
(602) |
19,857 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-06 |
4 |
D |
$64.27 |
$37,598 |
D/D |
(585) |
20,346 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-26 |
4 |
AS |
$84.86 |
$47,352 |
D/D |
(558) |
10,749 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
AS |
$87.78 |
$58,374 |
D/D |
(665) |
8,545 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-24 |
4 |
AS |
$134.94 |
$69,224 |
D/D |
(513) |
23,725 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-03-14 |
4 |
AS |
$73.81 |
$89,605 |
D/D |
(1,214) |
9,563 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-25 |
4 |
D |
$132.10 |
$122,721 |
D/D |
(929) |
22,796 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-26 |
4 |
AS |
$130.23 |
$122,807 |
D/D |
(943) |
24,392 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-08-13 |
4 |
OE |
$36.88 |
$187,382 |
D/D |
5,000 |
14,563 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-05-12 |
4 |
OE |
$48.09 |
$192,360 |
D/D |
4,000 |
28,392 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-12 |
4 |
OE |
$48.09 |
$217,909 |
D/D |
4,000 |
23,857 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-08-12 |
4 |
OE |
$54.81 |
$219,240 |
D/D |
4,000 |
23,857 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-11-12 |
4 |
OE |
$54.81 |
$219,240 |
D/D |
4,000 |
23,857 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-08-27 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
19,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-11-27 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
19,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-26 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
22,370 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-05-28 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
15,563 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-13 |
4 |
OE |
$48.09 |
$240,450 |
D/D |
5,000 |
14,563 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-08-12 |
4 |
AS |
$84.33 |
$337,320 |
D/D |
(4,000) |
19,857 |
0 |
% |
|
78 Records found
|
|
Page 2 of 4 |
| |
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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