Simonich Brent
SEC CIK 1644152 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Principal Accounting Off | 6,773 | $201.6K | — | 5 | 2022-02-25 | 2023-02-25 |
Most active insiders at LPLA, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Gates Greg | Group Managing Dir | — | $2.54M |
| 2 | Steinmeier Richard | CEO | — | $1.88M |
| 3 | Enyedi Matthew | Group Managing Dir | — | $1.03M |
| 4 | Audette Matthew J | Pres, CFO | — | $1.03M |
| 5 | Cohen Marc Eliot | Group Managing Dir | — | $1.02M |
| 6 | Jambusaria Aneri | Group Managing Dir | — | $326.8K |
| 7 | Reeping Katharine | Principal Accounting Off | — | $153.0K |
| 8 | Morningstar Matthew | Group Managing Dir | — | — |
| 9 | Field Emily | Group Managing Dir | — | — |
| 10 | Khanna Somesh | Dir | — | — |
Simonich Brent made no open-market trades at LPLA in the last 12 months.
Transactions 5
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-02-28 | 2023-02-25 | LPLA | LPL Financial Holdings Inc. | Simonich Brent | Principal Accounting Off | A - Grant | $0.00 | +1,086 | 6,773 | +19% | $0 | |
| 2023-02-28 | 2023-02-25 | LPLA | LPL Financial Holdings Inc. | Simonich Brent | Principal Accounting Off | F - Tax | $247.30 | -355 | 5,687 | -6% | -$87.8K | |
| 2022-11-21 | 2022-11-18 | LPLA | LPL Financial Holdings Inc. | Simonich Brent | EVP, CAO, Treas | P - Purchase | $219.15 | +920 | 6,042 | +18% | +$201.6K | |
| 2022-03-01 | 2022-02-25 | LPLA | LPL Financial Holdings Inc. | Simonich Brent | EVP, CAO, Treas | A - Grant | $0.00 | +1,419 | 5,122 | +38% | $0 | |
| 2022-03-01 | 2022-02-25 | LPLA | LPL Financial Holdings Inc. | Simonich Brent | EVP, CAO, Treas | F - Tax | $182.73 | -233 | 3,703 | -6% | -$42.6K |
Purchase Sale Sale after option exercise All abbreviations