| |
| |
|
| Insider
Information: |
Kalbaugh John Andrew |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
27,523 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,369,834 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
27,523 |
|
|
| Total
Value |
$7,369,834 |
|
|
|
|
|
|
|
|
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 |
Managing Director |
2021-02-26 |
27,523 |
2013-02-22 |
0 |
Premium* |
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Records found :
62 |
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, Institution Services |
• – – |
2013-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,422 |
3,422 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2013-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
3,224 |
6,646 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2014-02-22 |
4 |
D |
$54.25 |
$17,957 |
D/D |
(331) |
6,315 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2014-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,025 |
8,340 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2015-02-22 |
4 |
D |
$45.69 |
$15,032 |
D/D |
(329) |
8,011 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2015-02-24 |
4 |
D |
$45.58 |
$10,711 |
D/D |
(235) |
7,776 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2015-02-25 |
4 |
D |
$45.46 |
$47,960 |
D/D |
(1,055) |
6,721 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Institution Services |
• – – |
2015-03-06 |
4 |
A |
$0.00 |
$0 |
D/D |
4,109 |
10,830 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD,Rel. Mgmt & Bus. Consulting |
• – – |
2016-02-22 |
4 |
D |
$19.92 |
$6,554 |
D/D |
(329) |
10,501 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD,Rel. Mgmt & Bus. Consulting |
• – – |
2016-02-24 |
4 |
D |
$19.35 |
$5,031 |
D/D |
(260) |
10,241 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD,Rel. Mgmt & Bus. Consulting |
• – – |
2016-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
11,401 |
21,642 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD,Rel. Mgmt & Bus. Consulting |
• – – |
2016-03-06 |
4 |
D |
$21.44 |
$6,089 |
D/D |
(284) |
21,358 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD,Rel. Mgmt & Bus. Consulting |
• – – |
2016-06-13 |
4 |
A |
$0.00 |
$0 |
D/D |
4,880 |
26,238 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional President NSC |
• – – |
2017-02-22 |
4 |
D |
$40.16 |
$13,855 |
D/D |
(345) |
25,893 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional President NSC |
• – – |
2017-02-23 |
4 |
OE |
$25.50 |
$765,000 |
D/D |
30,000 |
55,893 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional President NSC |
• – – |
2017-02-23 |
4 |
S |
$39.73 |
$1,191,900 |
D/D |
(30,000) |
25,893 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-24 |
4 |
D |
$39.13 |
$9,078 |
D/D |
(232) |
25,661 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-25 |
4 |
D |
$39.13 |
$37,174 |
D/D |
(950) |
24,711 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-06 |
4 |
D |
$39.30 |
$11,594 |
D/D |
(295) |
24,416 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
4,193 |
28,609 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-06-13 |
4 |
D |
$42.08 |
$23,523 |
D/D |
(559) |
28,050 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-05 |
4 |
OE |
$27.17 |
$271,700 |
D/D |
10,000 |
38,050 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-05 |
4 |
AS |
$61.16 |
$626,068 |
D/D |
(10,000) |
28,050 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,827 |
30,877 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-26 |
4 |
AS |
$65.20 |
$180,213 |
D/D |
(2,764) |
28,113 |
0 |
- |
|
62 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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