| |
| |
|
| Insider
Information: |
Simonich Brent |
| Relationship: |
Principal Accounting O... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
6,773 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$1,817,941 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
6,773 |
|
|
| Total
Value |
$1,817,941 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
2.0
|
0.0
|
| Percentage
Gain/Loss : |
 15.6%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
E Trade Group Inc |
ETFC |
EVP, Chief Risk Officer |
2020-10-02 |
0 |
|
0 |
Premium* |
|
|
LPL Investment Holdings Inc |
LPLA |
Principal Accounting O... |
2023-02-25 |
6,773 |
2021-02-16 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
47 |
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 |
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-05 |
4 |
A |
$0.00 |
$0 |
D/D |
13,001 |
54,028 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2017-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
12,867 |
48,714 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2018-02-09 |
4 |
A |
$0.00 |
$0 |
D/D |
7,707 |
33,920 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2018-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
53 |
26,383 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2019-02-08 |
4 |
A |
$0.00 |
$0 |
D/D |
9,770 |
33,465 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2019-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
26 |
32,716 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2019-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
55 |
32,771 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
SVP, Corporate Controller |
• – – |
2019-08-26 |
4 |
A |
$0.00 |
$0 |
D/D |
66 |
32,837 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
SVP, Corporate Controller |
• – – |
2019-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
62 |
32,899 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP, Chief Risk Officer |
• – – |
2020-02-07 |
4 |
A |
$0.00 |
$0 |
D/D |
17,293 |
48,785 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP, Chief Risk Officer |
• – – |
2020-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
79 |
47,089 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP, Chief Risk Officer |
• – – |
2020-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
91 |
47,180 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP, Chief Risk Officer |
• – – |
2020-08-25 |
4 |
A |
$0.00 |
$0 |
D/D |
67 |
47,247 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
EVP, Chief Risk Officer |
• – – |
2020-10-02 |
4 |
A |
$0.00 |
$0 |
D/D |
8,143 |
55,390 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2021-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,027 |
3,936 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2022-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,419 |
5,122 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Principal Accounting Officer |
• – – |
2023-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,086 |
6,773 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2018-11-02 |
4 |
B |
$51.50 |
$100,072 |
D/D |
1,943 |
26,330 |
2.74 |
- |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2021-02-16 |
4 |
B |
$131.00 |
$250,079 |
D/D |
1,909 |
1,909 |
2.74 |
% |
|
| LPLA |
LPL Investment Holdings I... |
EVP, CAO and Treasurer |
• – – |
2022-11-18 |
4 |
B |
$219.15 |
$201,618 |
D/D |
920 |
6,042 |
2.74 |
% |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-06 |
4 |
D |
$23.08 |
$51,873 |
D/D |
(2,248) |
51,780 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-07 |
4 |
D |
$23.08 |
$21,875 |
D/D |
(948) |
50,832 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-02-09 |
4 |
D |
$20.87 |
$23,640 |
D/D |
(1,133) |
49,699 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2016-06-01 |
4 |
D |
$27.62 |
$51,420 |
D/D |
(1,862) |
43,843 |
0 |
- |
|
| ETFC |
E Trade Group Inc |
Principal Accounting Officer |
• – – |
2017-02-05 |
4 |
D |
$34.97 |
$53,889 |
D/D |
(1,541) |
47,173 |
0 |
- |
|
47 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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|
