| |
| |
|
| Insider
Information: |
Calder Tracy |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
8,089 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$2,205,466 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
8,089 |
|
|
| Total
Value |
$2,205,466 |
|
|
|
|
|
|
|
|
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 |
2019-11-25 |
8,089 |
2016-02-25 |
0 |
Premium* |
|
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|
|
|
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|
|
Records found :
19 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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... |
Managing Director |
• – – |
2019-11-25 |
4 |
S |
$91.60 |
$1,207,380 |
D/D |
(13,181) |
8,089 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-11-25 |
4 |
OE |
$19.85 |
$261,643 |
D/D |
13,181 |
21,270 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-11-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,514 |
8,089 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-05-08 |
4 |
S |
$84.25 |
$42,125 |
D/D |
(500) |
9,589 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-03-13 |
4 |
D |
$74.22 |
$27,684 |
D/D |
(373) |
10,089 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-26 |
4 |
S |
$77.34 |
$831,173 |
D/D |
(10,747) |
10,462 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,566 |
21,209 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
D |
$77.53 |
$32,718 |
D/D |
(422) |
19,643 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-23 |
4 |
D |
$77.04 |
$14,715 |
D/D |
(191) |
20,065 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-05-07 |
4 |
S |
$64.54 |
$476,822 |
D/D |
(7,388) |
20,256 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
D |
$64.99 |
$16,442 |
D/D |
(253) |
27,644 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-25 |
4 |
D |
$65.50 |
$247,459 |
D/D |
(3,778) |
27,897 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
1,563 |
31,675 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
S |
$39.31 |
$254,117 |
D/D |
(6,465) |
27,700 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
OE |
$19.85 |
$189,786 |
D/D |
9,561 |
34,165 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
2,412 |
30,112 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-27 |
4 |
S |
$39.05 |
$419,721 |
D/D |
(10,747) |
24,604 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-25 |
4 |
D |
$39.13 |
$15,769 |
D/D |
(403) |
35,351 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Deputy Chief Risk Officer |
• – – |
2016-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
35,754 |
35,754 |
0 |
- |
|
19 Records found
|
1
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Page 1 of 1 |
| |
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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