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Insider Information:   Simonich Brent
Relationship:   Principal Accounting O...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   6,773    

Indirect Shares

  0      
Direct Value   $1,936,672    

Indirect Value

  $0      
Total Shares   6,773      
Total Value   $1,936,672      


LPL Investment Holdings Inc
 $1,936,672 LPL Investment Holdings Inc
 $1,936,672
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   15.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            E Trade Group Inc ETFC EVP, Chief Risk Officer 2020-10-02 0 0    Premium*  
            LPL Investment Holdings Inc LPLA Principal Accounting O... 2023-02-25 6,773 2021-02-16 0    Premium*  
* Premium Members only  

Records found :    47         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2017-02-10 4 S $35.60 $248,061 D/D (6,968) 37,181 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2017-06-01 4 D $34.85 $64,884 D/D (1,862) 35,319 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2017-07-26 4 S $41.50 $236,376 D/D (5,696) 29,623 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2018-02-09 4 A $0.00 $0 D/D 7,707 33,920 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2018-03-06 4 S $53.00 $407,040 D/D (7,680) 26,240 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2018-06-01 4 D $64.20 $118,963 D/D (1,853) 24,387 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2018-11-02 4 B $51.50 $100,072 D/D 1,943 26,330 2.74 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2018-11-15 4 A $0.00 $0 D/D 53 26,383 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2019-02-03 4 D $47.30 $65,274 D/D (1,380) 25,003 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2019-02-05 4 D $47.20 $61,731 D/D (1,308) 23,695 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2019-02-08 4 A $0.00 $0 D/D 9,770 33,465 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2019-02-09 4 D $46.06 $35,695 D/D (775) 32,690 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2019-02-15 4 A $0.00 $0 D/D 26 32,716 0 -
ETFC E Trade Group Inc Principal Accounting Officer   •       –      –    2019-05-20 4 A $0.00 $0 D/D 55 32,771 0 -
LPLA LPL Investment Holdings I... Principal Accounting Officer   •       –      –    2023-02-25 4 D $247.30 $87,792 D/D (355) 5,687 0 -
LPLA LPL Investment Holdings I... Principal Accounting Officer   •       –      –    2023-02-25 4 A $0.00 $0 D/D 1,086 6,773 0 -
ETFC E Trade Group Inc Principal Accounting OfficerOf   •       –      –    2015-06-16 3 IO $0.00 $0 D/D 0 41,027 -
ETFC E Trade Group Inc SVP, Corporate Controller   •       –      –    2018-02-03 4 D $53.35 $72,713 D/D (1,363) 28,260 0 -
ETFC E Trade Group Inc SVP, Corporate Controller   •       –      –    2018-02-05 4 D $51.58 $67,312 D/D (1,305) 26,955 0 -
ETFC E Trade Group Inc SVP, Corporate Controller   •       –      –    2018-02-06 4 D $50.46 $37,441 D/D (742) 26,213 0 -
ETFC E Trade Group Inc SVP, Corporate Controller   •       –      –    2019-08-26 4 A $0.00 $0 D/D 66 32,837 0 -
ETFC E Trade Group Inc SVP, Corporate Controller   •       –      –    2019-11-15 4 A $0.00 $0 D/D 62 32,899 0 -

  47  Records found
  1   2     
  Page 2 of 2  
 
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