| |
| |
|
| 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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|
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|
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 |
• – – |
2022-02-16 |
4 |
AS |
$184.57 |
$2,824,152 |
D/D |
(15,217) |
33,980 |
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 |
• – – |
2022-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
8,641 |
37,888 |
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 |
• – – |
2022-05-16 |
4 |
OE |
$19.85 |
$645,259 |
D/D |
19,904 |
57,792 |
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 |
% |
|
| 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 |
• – – |
2022-08-17 |
4 |
AS |
$225.88 |
$2,931,755 |
D/D |
(12,883) |
38,633 |
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 |
• – – |
2022-11-17 |
4 |
AS |
$213.80 |
$1,114,539 |
D/D |
(5,213) |
41,100 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-16 |
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 |
• – – |
2023-02-25 |
4 |
D |
$247.30 |
$1,282,498 |
D/D |
(5,186) |
27,311 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
10,520 |
28,661 |
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... |
MD, Chief Risk Officer |
• – – |
2013-09-03 |
4 |
A |
$0.00 |
$0 |
D/D |
5,422 |
5,422 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2014-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
1,915 |
7,337 |
0 |
- |
|
| 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... |
MD, Chief Risk Officer |
• – – |
2014-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,208 |
8,035 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2015-02-24 |
4 |
D |
$45.58 |
$12,762 |
D/D |
(280) |
7,755 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2015-03-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,227 |
10,982 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2015-09-03 |
4 |
D |
$39.21 |
$19,997 |
D/D |
(510) |
10,472 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2015-11-01 |
4 |
D |
$42.60 |
$6,475 |
D/D |
(152) |
10,320 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-02-24 |
4 |
D |
$19.35 |
$5,418 |
D/D |
(280) |
10,040 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
7,503 |
17,543 |
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 |
| |
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|
