| |
| |
|
| Insider
Information: |
Oroschakoff Michelle |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
23,852 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$6,386,850 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
23,852 |
|
|
| Total
Value |
$6,386,850 |
|
|
|
|
|
|
|
|
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 |
2023-02-27 |
23,852 |
2013-09-03 |
0 |
Premium* |
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Records found :
78 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 4
|
| 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 Risk Officer |
• – – |
2013-09-03 |
4 |
A |
$0.00 |
$0 |
D/D |
5,422 |
5,422 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2014-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
1,915 |
7,337 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2014-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,208 |
8,035 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2015-03-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,227 |
10,982 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
7,503 |
17,543 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
3,641 |
19,181 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
3,054 |
21,480 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,559 |
16,370 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
3,057 |
11,307 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
9,710 |
20,459 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
8,144 |
28,001 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,539 |
25,335 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
8,641 |
37,888 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
10,520 |
28,661 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-02-24 |
4 |
D |
$19.35 |
$5,418 |
D/D |
(280) |
10,040 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-11-16 |
4 |
OE |
$19.85 |
$687,641 |
D/D |
20,000 |
46,207 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-02-16 |
4 |
OE |
$19.85 |
$397,000 |
D/D |
20,000 |
49,197 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-05-16 |
4 |
OE |
$19.85 |
$645,259 |
D/D |
19,904 |
57,792 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-03-06 |
4 |
D |
$21.44 |
$6,196 |
D/D |
(289) |
17,254 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-09-03 |
4 |
D |
$29.85 |
$15,224 |
D/D |
(510) |
16,744 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Chief Risk Officer |
• – – |
2016-11-01 |
4 |
D |
$31.49 |
$4,786 |
D/D |
(152) |
16,592 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-08-27 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
19,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-11-27 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
19,811 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-26 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
22,370 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-05-28 |
4 |
OE |
$36.88 |
$221,280 |
D/D |
6,000 |
15,563 |
0 |
- |
|
78 Records found
|
|
Page 1 of 4 |
| |
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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