Jeffrey R. Buchheister - Net Worth and Insider Trading
Jeffrey R. Buchheister Net Worth
The estimated net worth of Jeffrey R. Buchheister is at least $2 Million dollars as of 2024-04-25. Jeffrey R. Buchheister is the EVP, Chief Accounting Officer of LPL Financial Holdings Inc and owns about 7,341 shares of LPL Financial Holdings Inc (LPLA) stock worth over $2 Million. Details can be seen in Jeffrey R. Buchheister's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jeffrey R. Buchheister has not made any transactions after 2016-02-12 and currently still holds the listed stock(s).
Transaction Summary of Jeffrey R. Buchheister
Jeffrey R. Buchheister Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey R. Buchheister owns 1 companies in total, including LPL Financial Holdings Inc (LPLA) .
Click here to see the complete history of Jeffrey R. Buchheister’s form 4 insider trades.
Insider Ownership Summary of Jeffrey R. Buchheister
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2016-02-12 | EVP & Chief Accounting Officer |
Jeffrey R. Buchheister Latest Holdings Summary
Jeffrey R. Buchheister currently owns a total of 1 stock. Jeffrey R. Buchheister owns 7,341 shares of LPL Financial Holdings Inc (LPLA) as of February 12, 2016, with a value of $2 Million.
Latest Holdings of Jeffrey R. Buchheister
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2016-02-12 | 7,341 | 264.54 | 1,941,988 |
Holding Weightings of Jeffrey R. Buchheister
Jeffrey R. Buchheister Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey R. Buchheister 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 100 shares on February 12, 2016, which cost Jeffrey R. Buchheister around $1,640.
Insider Trading History of Jeffrey R. Buchheister
- 1
Jeffrey R. Buchheister Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey R. Buchheister's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey R. Buchheister is 47.7%. GuruFocus also compares Jeffrey R. Buchheister's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey R. Buchheister within 3 months outperforms 1 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 Jeffrey R. Buchheister's insider trading performs compared to the benchmark.
Performance of Jeffrey R. Buchheister
Average Return
146.97%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 35.88 | 47.7 | 63.45 | 146.97 | 94.74 | 67.57 |
| Relative Return to S&P 500(%) | 27.44 | 37.01 | 46.33 | 122.77 | 75.42 | 53.83 |
Jeffrey R. Buchheister Ownership Network
Ownership Network List of Jeffrey R. Buchheister
Ownership Network Relation of Jeffrey R. Buchheister
Jeffrey R. Buchheister Owned Company Details
What does LPL Financial Holdings Inc do?
Who are the key executives at LPL Financial Holdings Inc?
Jeffrey R. Buchheister is the EVP & Chief Accounting Officer of LPL Financial Holdings Inc. Other key executives at LPL Financial Holdings Inc include Managing Director Kabir Sethi , Managing Director Greg Gates , and Chief Financial Officer Matthew J Audette .
LPL Financial Holdings Inc (LPLA) Insider Trades Summary
Over the past 18 months, Jeffrey R. Buchheister made no insider transaction in LPL Financial Holdings Inc (LPLA). Other recent insider transactions involving LPL Financial Holdings Inc (LPLA) 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 (LPLA) 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 (LPLA) were sold and 1,935 shares were bought by its insiders, resulting in a net sale of 268,350 shares.
LPL Financial Holdings Inc (LPLA)'s detailed insider trading history can be found in Insider Trading Tracker table.
LPL Financial Holdings Inc Insider Transactions
Jeffrey R. Buchheister Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey R. Buchheister. You might contact Jeffrey R. Buchheister via mailing address: C/o Lpl Financial Holdings Inc., 75 State Street, 24th Floor, Boston Ma 02109.
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