| |
| |
|
| Insider
Information: |
White George Burton |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
49,578 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$13,275,501 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
49,578 |
|
|
| Total
Value |
$13,275,501 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
2
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
2.0
|
| Percentage
Gain/Loss : |
0.0%
|
 74.9%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Managing Director |
2022-02-25 |
49,578 |
2013-02-22 |
0 |
Premium* |
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|
Records found :
57 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 3
|
| 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... |
MD, Chief Investment Officer |
• – – |
2013-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
4,082 |
4,082 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Investment Officer |
• – – |
2014-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,599 |
6,298 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Investment Officer |
• – – |
2015-03-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,990 |
9,630 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Investment Officer |
• – – |
2015-06-10 |
4 |
A |
$0.00 |
$0 |
D/D |
2,114 |
11,744 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
4,552 |
23,979 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
3,054 |
26,790 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,968 |
29,513 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,951 |
31,101 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
12,138 |
43,239 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
8,144 |
39,512 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,457 |
37,892 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
7,914 |
54,542 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
OE |
$18.04 |
$451,000 |
D/D |
25,000 |
50,505 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Research |
• – – |
2016-02-24 |
4 |
D |
$19.35 |
$6,231 |
D/D |
(322) |
11,036 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-07 |
4 |
OE |
$19.85 |
$2,369,225 |
D/D |
80,368 |
126,996 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Research |
• – – |
2016-02-22 |
4 |
D |
$19.92 |
$7,689 |
D/D |
(386) |
11,358 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Research |
• – – |
2016-03-06 |
4 |
D |
$21.44 |
$9,284 |
D/D |
(433) |
21,675 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-11-08 |
4 |
OE |
$22.08 |
$576,465 |
D/D |
26,108 |
50,582 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-01-10 |
4 |
OE |
$22.08 |
$597,765 |
D/D |
26,892 |
29,689 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-11-06 |
4 |
OE |
$23.41 |
$1,635,555 |
D/D |
51,140 |
79,949 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Research |
• – – |
2016-06-10 |
4 |
D |
$24.75 |
$5,693 |
D/D |
(230) |
21,445 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Investor & Invstmt Solutns |
• – – |
2017-02-22 |
4 |
OE |
$27.40 |
$685,000 |
D/D |
25,000 |
46,445 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-05-12 |
4 |
OE |
$31.60 |
$2,069,121 |
D/D |
53,146 |
91,038 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-12-06 |
4 |
OE |
$32.26 |
$667,879 |
D/D |
20,703 |
49,512 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-24 |
4 |
D |
$39.13 |
$11,661 |
D/D |
(298) |
20,796 |
0 |
- |
|
57 Records found
|
|
Page 1 of 3 |
| |
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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