| |
| |
|
| Insider
Information: |
Arnold Dan H. |
| Relationship: |
President & CEO, Direc... |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
142,608 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$39,359,808 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
142,608 |
|
|
| Total
Value |
$39,359,808 |
|
|
|
|
|
|
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|
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 |
President & CEO, Direc... |
2024-06-14 |
142,608 |
|
0 |
Premium* |
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Records found :
117 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 3 of 5
|
| 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... |
President & CEO |
• • – |
2019-02-26 |
4 |
OE |
$32.26 |
$199,947 |
D/D |
6,198 |
235,959 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President |
• – – |
2015-06-10 |
4 |
AS |
$48.00 |
$205,104 |
D/D |
(4,273) |
183,617 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2018-03-07 |
4 |
OE |
$22.08 |
$220,800 |
D/D |
10,000 |
239,761 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2015-02-24 |
4 |
AS |
$46.00 |
$251,068 |
D/D |
(5,458) |
185,927 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2018-02-26 |
4 |
AS |
$65.20 |
$261,061 |
D/D |
(4,004) |
230,967 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2024-02-23 |
4 |
OE |
$39.48 |
$279,874 |
D/D |
7,089 |
140,258 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2021-02-25 |
4 |
D |
$132.10 |
$302,641 |
D/D |
(2,291) |
191,830 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2018-08-01 |
4 |
OE |
$22.08 |
$332,452 |
D/D |
13,226 |
236,987 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2021-02-26 |
4 |
AS |
$130.23 |
$333,128 |
D/D |
(2,558) |
204,015 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2022-05-26 |
4 |
OE |
$19.85 |
$387,234 |
D/D |
19,508 |
182,116 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2022-05-27 |
4 |
OE |
$19.85 |
$387,234 |
D/D |
19,508 |
182,116 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2022-08-15 |
4 |
OE |
$39.48 |
$394,800 |
D/D |
10,000 |
172,608 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2024-02-20 |
4 |
OE |
$39.48 |
$394,800 |
D/D |
10,000 |
147,044 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2024-06-14 |
4 |
OE |
$39.48 |
$394,800 |
D/D |
10,000 |
148,285 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2020-06-09 |
4 |
OE |
$19.85 |
$397,000 |
D/D |
20,000 |
232,159 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2018-08-01 |
4 |
AS |
$66.90 |
$401,400 |
D/D |
(6,000) |
233,761 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2022-08-17 |
4 |
OE |
$39.48 |
$449,717 |
D/D |
11,391 |
173,999 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD & Division President, FIS |
• – – |
2011-08-01 |
4 |
S |
$32.73 |
$458,220 |
D/D |
(14,000) |
302,684 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD & Division President, FIS |
• – – |
2011-06-28 |
4 |
S |
$33.81 |
$473,340 |
D/D |
(14,000) |
316,684 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2017-08-23 |
4 |
OE |
$27.80 |
$499,983 |
D/D |
17,985 |
234,971 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Chief Financial Officer |
• – – |
2015-02-19 |
4 |
OE |
$27.80 |
$515,468 |
D/D |
18,542 |
204,469 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2019-02-26 |
4 |
AS |
$77.34 |
$550,119 |
D/D |
(7,113) |
228,846 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2017-03-14 |
4 |
S |
$39.03 |
$603,832 |
D/D |
(15,428) |
216,986 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2020-11-09 |
4 |
OE |
$45.55 |
$607,964 |
D/D |
12,892 |
225,051 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
President & CEO |
• • – |
2020-02-14 |
4 |
AS |
$94.88 |
$613,684 |
D/D |
(6,468) |
197,133 |
0 |
% |
|
117 Records found
|
|
Page 3 of 5 |
| |
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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