Joan D Khoury - Net Worth and Insider Trading
Joan D Khoury Net Worth
The estimated net worth of Joan D Khoury is at least $519,560 dollars as of 2024-04-19. Joan D Khoury is the MD, Chief Marketing Officer of LPL Financial Holdings Inc and owns about 2,000 shares of LPL Financial Holdings Inc (LPLA) stock worth over $519,560. Details can be seen in Joan D Khoury's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Joan D Khoury has not made any transactions after 2012-05-11 and currently still holds the listed stock(s).
Transaction Summary of Joan D Khoury
Joan D Khoury Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joan D Khoury owns 1 companies in total, including LPL Financial Holdings Inc () .
Click here to see the complete history of Joan D Khoury’s form 4 insider trades.
Insider Ownership Summary of Joan D Khoury
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LPL Financial Holdings Inc | 2012-05-11 | MD & Chief Marketing Officer |
Joan D Khoury Latest Holdings Summary
Joan D Khoury currently owns a total of 1 stock. Joan D Khoury owns 2,000 shares of LPL Financial Holdings Inc (LPLA) as of May 11, 2012, with a value of $519,560.
Latest Holdings of Joan D Khoury
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2012-05-11 | 2,000 | 259.78 | 519,560 |
Holding Weightings of Joan D Khoury
Joan D Khoury Form 4 Trading Tracker
According to the SEC Form 4 filings, Joan D Khoury has made a total of 0 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years. The most-recent trade in LPL Financial Holdings Inc is the acquisition of 2,000 shares on May 11, 2012, which cost Joan D Khoury around $64,000.
Insider Trading History of Joan D Khoury
- 1
Joan D Khoury Trading Performance
GuruFocus tracks the stock performance after each of Joan D Khoury's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joan D Khoury is -10.89%. GuruFocus also compares Joan D Khoury's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joan D Khoury within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Joan D Khoury's insider trading performs compared to the benchmark.
Performance of Joan D Khoury
Average Return
12.47%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.72 | -10.89 | -13.37 | 12.47 | 20.64 | 8.2 |
| Relative Return to S&P 500(%) | 6.01 | -14.77 | -15.33 | -8.24 | 2.77 | -7.67 |
Joan D Khoury Ownership Network
Ownership Network List of Joan D Khoury
Ownership Network Relation of Joan D Khoury
Joan D Khoury Owned Company Details
What does LPL Financial Holdings Inc do?
Who are the key executives at LPL Financial Holdings Inc?
Joan D Khoury is the MD & Chief Marketing Officer of LPL Financial Holdings Inc. Other key executives at LPL Financial Holdings Inc include Managing Director Kabir Sethi , Managing Director Matthew Enyedi , and Managing Director Greg Gates .
LPL Financial Holdings Inc () Insider Trades Summary
Over the past 18 months, Joan D Khoury made no insider transaction in LPL Financial Holdings Inc (). Other recent insider transactions involving LPL Financial Holdings Inc () include a net sale of 81,199 shares made by Matthew J Audette , a net sale of 90,868 shares made by Dan H. Arnold , and a net sale of 38,446 shares made by Sallie R. Larsen .
In summary, during the past 3 months, insiders sold 101,656 shares of LPL Financial Holdings Inc () in total and bought 0 shares, with a net sale of 101,656 shares. During the past 18 months, 270,285 shares of LPL Financial Holdings Inc () were sold and 1,935 shares were bought by its insiders, resulting in a net sale of 268,350 shares.
LPL Financial Holdings Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.
LPL Financial Holdings Inc Insider Transactions
Joan D Khoury Mailing Address
Above is the net worth, insider trading, and ownership report for Joan D Khoury. You might contact Joan D Khoury via mailing address: One Beacon Street, 22nd Floor, Boston Ma 02108.
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