| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
78 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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... |
Managing Director |
• – – |
2020-11-12 |
4 |
AS |
$86.79 |
$347,160 |
D/D |
(4,000) |
19,857 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-08-13 |
4 |
AS |
$71.67 |
$358,350 |
D/D |
(5,000) |
9,563 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-11-27 |
4 |
AS |
$63.00 |
$378,000 |
D/D |
(6,000) |
13,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-16 |
4 |
OE |
$19.85 |
$397,000 |
D/D |
20,000 |
49,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-08-27 |
4 |
AS |
$67.11 |
$402,660 |
D/D |
(6,000) |
13,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-05-11 |
4 |
S |
$69.58 |
$420,959 |
D/D |
(6,050) |
13,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-13 |
4 |
AS |
$94.95 |
$474,750 |
D/D |
(5,000) |
9,563 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-05-28 |
4 |
AS |
$84.51 |
$507,060 |
D/D |
(6,000) |
9,563 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
D |
$135.41 |
$509,548 |
D/D |
(3,763) |
24,238 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-12 |
4 |
AS |
$128.16 |
$512,640 |
D/D |
(4,000) |
19,857 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-05-12 |
4 |
AS |
$147.43 |
$589,720 |
D/D |
(4,000) |
24,392 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-11-17 |
4 |
OE |
$77.53 |
$595,430 |
D/D |
7,680 |
46,313 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-08-17 |
4 |
OE |
$65.50 |
$618,844 |
D/D |
9,448 |
51,516 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-05-16 |
4 |
OE |
$19.85 |
$645,259 |
D/D |
19,904 |
57,792 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-11-16 |
4 |
OE |
$19.85 |
$687,641 |
D/D |
20,000 |
46,207 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-25 |
4 |
D |
$182.73 |
$864,861 |
D/D |
(4,733) |
36,071 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-26 |
4 |
AS |
$77.11 |
$893,936 |
D/D |
(11,593) |
10,777 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-08-16 |
4 |
OE |
$45.55 |
$933,136 |
D/D |
20,000 |
44,392 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-11-17 |
4 |
AS |
$213.80 |
$1,114,539 |
D/D |
(5,213) |
41,100 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-27 |
4 |
AS |
$245.24 |
$1,183,882 |
D/D |
(4,809) |
23,852 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-25 |
4 |
D |
$247.30 |
$1,282,498 |
D/D |
(5,186) |
27,311 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-16 |
4 |
AS |
$248.19 |
$1,983,038 |
D/D |
(7,990) |
33,110 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-17 |
4 |
AS |
$246.91 |
$2,442,107 |
D/D |
(9,783) |
23,327 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-08-16 |
4 |
AS |
$143.69 |
$2,620,874 |
D/D |
(18,185) |
26,207 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-05-16 |
4 |
AS |
$170.78 |
$2,708,220 |
D/D |
(15,724) |
42,068 |
0 |
% |
|
78 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
