| |
| |
|
| Insider
Information: |
Audette Matthew J |
| Relationship: |
CFO and Head of Busine... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
195,575 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$12,846,742 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
195,575 |
|
|
| Total
Value |
$12,846,742 |
|
|
|
|
|
|
|
|
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  |
 |
E Trade Group Inc |
ETFC |
EVP & Chief Financial ... |
2015-02-11 |
181,912 |
|
0 |
Premium* |
|
|
LPL Investment Holdings Inc |
LPLA |
CFO and Head of Busine... |
2024-02-26 |
13,663 |
2015-10-30 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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... |
Chief Financial Officer |
• – – |
2021-05-10 |
4 |
AS |
$152.73 |
$7,859,404 |
D/D |
(50,905) |
12,393 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
CFO and Head of Business Ops |
• – – |
2024-02-05 |
4 |
AS |
$246.02 |
$6,885,746 |
D/D |
(27,704) |
12,644 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2022-10-31 |
4 |
AS |
$254.84 |
$5,141,815 |
D/D |
(20,000) |
12,667 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2023-02-06 |
4 |
AS |
$234.48 |
$4,979,733 |
D/D |
(20,810) |
12,667 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2022-02-07 |
4 |
AS |
$180.04 |
$3,624,048 |
D/D |
(20,000) |
12,393 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2023-02-25 |
4 |
D |
$247.30 |
$2,173,272 |
D/D |
(8,788) |
17,983 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
CFO and Head of Business Ops |
• – – |
2024-02-25 |
4 |
D |
$263.36 |
$1,861,428 |
D/D |
(7,068) |
16,878 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2023-02-27 |
4 |
AS |
$245.30 |
$1,750,480 |
D/D |
(7,111) |
12,644 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
CFO and Head of Business Ops |
• – – |
2024-02-26 |
4 |
AS |
$263.41 |
$1,485,607 |
D/D |
(5,574) |
13,663 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2022-02-25 |
4 |
D |
$182.73 |
$1,424,380 |
D/D |
(7,795) |
16,062 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2021-05-10 |
4 |
OE |
$19.85 |
$1,410,978 |
D/D |
50,905 |
63,298 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2021-02-24 |
4 |
AS |
$134.94 |
$1,193,814 |
D/D |
(8,847) |
13,126 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
CFO and Head of Business Ops |
• – – |
2024-02-05 |
4 |
OE |
$39.48 |
$1,093,754 |
D/D |
27,704 |
40,348 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2020-11-09 |
4 |
AS |
$84.07 |
$1,093,281 |
D/D |
(12,500) |
14,835 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2022-02-28 |
4 |
AS |
$178.55 |
$1,044,820 |
D/D |
(5,780) |
12,667 |
0 |
% |
|
| ETFC |
E Trade Group Inc |
EVP & Chief Financial Officer |
• – – |
2014-08-25 |
4 |
AS |
$22.62 |
$999,884 |
D/D |
(44,210) |
174,703 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2019-08-05 |
4 |
AS |
$76.49 |
$958,411 |
D/D |
(12,500) |
18,443 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2021-02-23 |
4 |
D |
$135.41 |
$886,123 |
D/D |
(6,544) |
21,973 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP & Chief Financial Officer |
• – – |
2014-02-28 |
4 |
AS |
$22.31 |
$713,716 |
D/D |
(31,989) |
185,226 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2020-03-13 |
4 |
D |
$59.76 |
$703,674 |
D/D |
(11,775) |
29,335 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP & Chief Financial Officer |
• – – |
2015-02-11 |
4 |
AS |
$25.44 |
$534,230 |
D/D |
(21,000) |
181,912 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2023-02-06 |
4 |
OE |
$19.85 |
$413,079 |
D/D |
20,810 |
33,477 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP & Chief Financial Officer |
• – – |
2014-08-25 |
4 |
OE |
$9.25 |
$404,860 |
D/D |
33,687 |
218,913 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2022-02-07 |
4 |
OE |
$19.85 |
$397,000 |
D/D |
20,000 |
32,393 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2022-10-31 |
4 |
OE |
$19.85 |
$397,000 |
D/D |
20,000 |
32,667 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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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