John Andrew Kalbaugh is Managing Director of LPL Financial Holdings Inc.. Currently has a direct ownership of 27,523 shares of LPLA, which is worth approximately $8.59 Million. The most recent transaction as insider was on Feb 26, 2021, when has been sold 926 shares (Common Stock) at a price of $130.23 per share, resulting in proceeds of $120,593. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 27.5K
0% 3M change
0% 12M change
Total Value Held $8.59 Million

John Andrew Kalbaugh Transaction History

Date Transaction Value Shares Traded Shares Held Form
Feb 26 2021
SELL
Open market or private sale
$120,593 $130.23 p/Share
926 Reduced 3.25%
27,523 Common Stock
Feb 25 2021
SELL
Payment of exercise price or tax liability
$397,357 $132.1 p/Share
3,008 Reduced 11.33%
23,535 Common Stock
Feb 25 2021
BUY
Grant, award, or other acquisition
-
4,914 Added 14.73%
28,449 Common Stock
Feb 24 2021
SELL
Open market or private sale
$630,035 $134.94 p/Share
4,669 Reduced 14.96%
26,543 Common Stock
Feb 23 2021
SELL
Open market or private sale
$1,159,937 $132.64 p/Share
8,745 Reduced 24.14%
27,484 Common Stock
Feb 23 2021
SELL
Payment of exercise price or tax liability
$515,912 $135.41 p/Share
3,810 Reduced 10.88%
31,212 Common Stock
Feb 23 2021
BUY
Exercise of conversion of derivative security
$572,798 $65.5 p/Share
8,745 Added 19.44%
36,229 Common Stock
Feb 23 2021
BUY
Grant, award, or other acquisition
-
7,538 Added 17.71%
35,022 Common Stock
Feb 10 2021
SELL
Open market or private sale
$2,292,600 $127.48 p/Share
17,984 Reduced 39.55%
27,484 Common Stock
Feb 10 2021
BUY
Exercise of conversion of derivative security
$683,810 $54.81 p/Share
12,476 Added 21.53%
45,468 Common Stock
Dec 11 2020
SELL
Bona fide gift
-
3,048 Reduced 8.46%
32,992 Common Stock
JAK

John Andrew Kalbaugh

Managing Director
San Diego, CA

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