| |
| |
|
| 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 |
$1,892,241 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
6,773 |
|
|
| Total
Value |
$1,892,241 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
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... |
EVP, CAO and Treasurer |
• – – |
2021-02-16 |
4 |
B |
$131.00 |
$250,079 |
D/D |
1,909 |
1,909 |
2.74 |
% |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2021-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,027 |
3,936 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2022-02-25 |
4 |
D |
$182.73 |
$42,576 |
D/D |
(233) |
3,703 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2022-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,419 |
5,122 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2022-11-18 |
4 |
B |
$219.15 |
$201,618 |
D/D |
920 |
6,042 |
2.74 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Principal Accounting Officer |
• – – |
2023-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,086 |
6,773 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Principal Accounting Officer |
• – – |
2023-02-25 |
4 |
D |
$247.30 |
$87,792 |
D/D |
(355) |
5,687 |
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 |
Principal Accounting Officer |
• – – |
2016-02-05 |
4 |
A |
$0.00 |
$0 |
D/D |
13,001 |
54,028 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-06 |
4 |
D |
$23.08 |
$51,873 |
D/D |
(2,248) |
51,780 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-07 |
4 |
D |
$23.08 |
$21,875 |
D/D |
(948) |
50,832 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-09 |
4 |
D |
$20.87 |
$23,640 |
D/D |
(1,133) |
49,699 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-04-26 |
4 |
S |
$26.22 |
$104,716 |
D/D |
(3,994) |
45,705 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-06-01 |
4 |
D |
$27.62 |
$51,420 |
D/D |
(1,862) |
43,843 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-11-14 |
4 |
S |
$32.68 |
$261,290 |
D/D |
(7,996) |
35,847 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2017-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
12,867 |
48,714 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2017-02-05 |
4 |
D |
$34.97 |
$53,889 |
D/D |
(1,541) |
47,173 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2017-02-06 |
4 |
D |
$34.69 |
$71,676 |
D/D |
(2,066) |
45,107 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2017-02-07 |
4 |
D |
$35.20 |
$33,722 |
D/D |
(958) |
44,149 |
0 |
- |
|
| 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 |
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 |
- |
|
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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