Morrissey William P. Jr. - Net Worth and Insider Trading

Morrissey William P. Jr. Net Worth

The estimated net worth of Morrissey William P. Jr. is at least $5 Million dollars as of 2024-04-24. Morrissey William P. Jr. is the Managing Director of LPL Financial Holdings Inc and owns about 17,541 shares of LPL Financial Holdings Inc (LPLA) stock worth over $5 Million. Details can be seen in Morrissey William P. Jr.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Morrissey William P. Jr. has not made any transactions after 2018-02-05 and currently still holds the listed stock(s).

Transaction Summary of Morrissey William P. Jr.

Morrissey William P. Jr. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Morrissey William P. Jr. owns 1 companies in total, including LPL Financial Holdings Inc (LPLA) .

Click here to see the complete history of Morrissey William P. Jr.’s form 4 insider trades.

Insider Ownership Summary of Morrissey William P. Jr.

Ticker	Comapny	Transaction Date	Type of Owner
LPLA	LPL Financial Holdings Inc	2018-02-05	MD & Independent Advisor Svcs

Morrissey William P. Jr. Latest Holdings Summary

Morrissey William P. Jr. currently owns a total of 1 stock. Morrissey William P. Jr. owns 17,541 shares of LPL Financial Holdings Inc (LPLA) as of February 5, 2018, with a value of $5 Million.

Latest Holdings of Morrissey William P. Jr.

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
LPLA	LPL Financial Holdings Inc	2018-02-05	17,541	267.04	4,684,149

Holding Weightings of Morrissey William P. Jr.

Morrissey William P. Jr. Form 4 Trading Tracker

According to the SEC Form 4 filings, Morrissey William P. Jr. 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 sale of 20,000 shares on February 5, 2018, which brought Morrissey William P. Jr. around $1 Million.

Insider Trading History of Morrissey William P. Jr.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Morrissey William P. Jr. Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Morrissey William P. Jr. Ownership Network

Ownership Network List of Morrissey William P. Jr.

No Data

Ownership Network Relation of Morrissey William P. Jr.

Morrissey William P. Jr. Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

Morrissey William P. Jr. is the MD & Independent Advisor Svcs 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, Morrissey William P. Jr. 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

No Available Data

Morrissey William P. Jr. Mailing Address

Above is the net worth, insider trading, and ownership report for Morrissey William P. Jr.. You might contact Morrissey William P. Jr. via mailing address: C/o Lpl Holdings Inc., 75 State Street, 24th Floor, Boston Ma 02109.

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