| |
| |
|
| Insider
Information: |
Casady Mark S |
| Relationship: |
|
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
161,389 |
|
|
Indirect Shares
|
67,086 |
|
|
| Direct
Value |
$36,247,262 |
|
|
|
Indirect Value
|
$18,006,553 |
|
|
| Total
Shares |
228,475 |
|
|
| Total
Value |
$54,253,816 |
|
|
|
|
|
|
|
|
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 |
Director |
2017-02-22 |
130,957 |
2015-05-28 |
67,086 |
Premium* |
|
|
Citizens Financial Group, Inc. |
CFG |
Director |
2020-02-12 |
24,124 |
2014-09-29 |
0 |
Premium* |
|
|
Horace Mann Educators Corp |
HMN |
|
2022-05-25 |
6,308 |
2019-05-22 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
46 |
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 |
| HMN |
Horace Mann Educators Cor... |
|
– • – |
2019-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,693 |
0 |
0 |
- |
|
| HMN |
Horace Mann Educators Cor... |
|
– • – |
2020-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
3,153 |
0 |
0 |
- |
|
| HMN |
Horace Mann Educators Cor... |
|
– • – |
2021-05-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,804 |
6,112 |
0 |
- |
|
| HMN |
Horace Mann Educators Cor... |
|
– • – |
2022-05-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,911 |
6,308 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2010-11-17 |
4 |
OE |
$1.35 |
$6,532,905 |
D/D |
3,907,120 |
3,907,120 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2010-11-17 |
4 |
GA |
$0.00 |
$0 |
I/I |
162,000 |
70,000 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2010-11-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
479,000 |
1,279,204 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2010-11-17 |
4 |
S |
$30.00 |
$64,467,480 |
D/D |
(2,148,916) |
1,758,204 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2011-11-30 |
4 |
S |
$30.00 |
$570,480 |
D/D |
(19,016) |
1,281,117 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2011-12-01 |
4 |
S |
$30.00 |
$29,520 |
D/D |
(984) |
1,280,133 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2012-02-09 |
4 |
S |
$32.28 |
$1,936,800 |
D/D |
(60,000) |
1,220,133 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2012-03-02 |
4 |
GD |
$0.00 |
$0 |
D/D |
37,800 |
1,182,333 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2012-08-16 |
4 |
S |
$28.63 |
$4,084,413 |
D/D |
(142,662) |
1,039,671 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2013-11-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
520,000 |
543,665 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2013-11-13 |
5 |
GD |
$0.00 |
$0 |
D/D |
3,575 |
540,090 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2013-12-02 |
5 |
GD |
$0.00 |
$0 |
I/I |
5,310 |
0 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2014-02-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
150,000 |
309,857 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2014-08-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
300,000 |
9,857 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chairman & Chief Exec. Officer |
• • – |
2015-05-28 |
4 |
B |
$42.48 |
$896,332 |
D/D |
21,100 |
63,871 |
2.81 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2014-09-29 |
4 |
A |
$0.00 |
$0 |
D/D |
2,083 |
2,083 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2014-09-29 |
4 |
B |
$21.50 |
$90,300 |
D/D |
4,200 |
6,283 |
2.39 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2015-05-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,858 |
9,141 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2015-10-01 |
4 |
A |
$23.86 |
$14,411 |
D/D |
604 |
9,745 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2016-04-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,233 |
13,978 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2017-02-13 |
4 |
OE |
$22.08 |
$1,383,091 |
D/D |
62,640 |
193,597 |
0 |
- |
|
46 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 |
| |
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