| |
| |
|
| Insider
Information: |
Glavin William Francis Jr |
| Relationship: |
Director |
| City: |
Springfield |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
70,612 |
|
|
Indirect Shares
|
2,775 |
|
|
| Direct
Value |
$6,764,823 |
|
|
|
Indirect Value
|
$744,838 |
|
|
| Total
Shares |
73,387 |
|
|
| Total
Value |
$7,509,661 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
0
|
|
Stock
price went up :
|
3
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
3.0
|
0.0
|
| Percentage
Gain/Loss : |
 32.8%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Director |
2024-05-10 |
22,323 |
2024-05-10 |
2,775 |
Premium* |
|
|
Invesco Plc (ADR) |
IVZ |
Director |
2023-05-15 |
48,289 |
2019-07-26 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
48 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| 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... |
Director |
– • – |
2022-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
16 |
19,834 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-11-28 |
4 |
A |
$0.00 |
$0 |
D/D |
16 |
19,850 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
16 |
21,246 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-03-29 |
4 |
A |
$0.00 |
$0 |
D/D |
18 |
18,460 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-06-24 |
4 |
A |
$0.00 |
$0 |
D/D |
19 |
19,818 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-08-25 |
4 |
A |
$0.00 |
$0 |
D/D |
20 |
21,210 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
20 |
21,230 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2018-03-23 |
4 |
A |
$0.00 |
$0 |
D/D |
21 |
5,240 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
24 |
16,775 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-03-28 |
4 |
A |
$0.00 |
$0 |
D/D |
24 |
19,874 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2017-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
25 |
5,219 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-06-07 |
4 |
A |
$0.00 |
$0 |
D/D |
25 |
18,393 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-08-27 |
4 |
A |
$0.00 |
$0 |
D/D |
25 |
18,418 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
26 |
21,190 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2017-08-24 |
4 |
A |
$0.00 |
$0 |
D/D |
27 |
5,194 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2018-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
30 |
9,004 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2019-03-29 |
4 |
A |
$0.00 |
$0 |
D/D |
30 |
9,099 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2019-11-21 |
4 |
A |
$0.00 |
$0 |
D/D |
30 |
12,347 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2018-08-23 |
4 |
A |
$0.00 |
$0 |
D/D |
32 |
9,036 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2018-11-26 |
4 |
A |
$0.00 |
$0 |
D/D |
33 |
9,069 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2019-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
35 |
12,278 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2019-08-23 |
4 |
A |
$0.00 |
$0 |
D/D |
39 |
12,317 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-11-30 |
4 |
A |
$0.00 |
$0 |
D/D |
41 |
16,751 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-08-28 |
4 |
A |
$0.00 |
$0 |
D/D |
47 |
16,710 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-06-12 |
4 |
A |
$0.00 |
$0 |
D/D |
48 |
16,663 |
0 |
- |
|
48 Records found
|
|
Page 1 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 |
| |
|
|
|
|
|
