Brent Simonich - Net Worth and Insider Trading
Brent Simonich Net Worth
The estimated net worth of Brent Simonich is at least $3 Million dollars as of 2024-04-26. Brent Simonich is the EVP, CAO and Treasurer of LPL Financial Holdings Inc and owns about 6,042 shares of LPL Financial Holdings Inc (LPLA) stock worth over $2 Million. Brent Simonich is also the Principal Accounting Officer of E*TRADE Financial Corp and owns about 26,330 shares of E*TRADE Financial Corp (ETFC) stock worth over $1 Million. Details can be seen in Brent Simonich's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brent Simonich has not made any transactions after 2022-11-18 and currently still holds the listed stock(s).
Transaction Summary of Brent Simonich
Brent Simonich Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brent Simonich owns 2 companies in total, including E*TRADE Financial Corp (ETFC) , and LPL Financial Holdings Inc (LPLA) .
Click here to see the complete history of Brent Simonich’s form 4 insider trades.
Insider Ownership Summary of Brent Simonich
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ETFC | E*TRADE Financial Corp | 2020-10-02 | EVP & Chief Risk Officer |
| LPLA | LPL Financial Holdings Inc | 2022-11-18 | EVP & CAO and Treasurer |
Brent Simonich Latest Holdings Summary
Brent Simonich currently owns a total of 2 stocks. Among these stocks, Brent Simonich owns 6,042 shares of LPL Financial Holdings Inc (LPLA) as of November 18, 2022, with a value of $2 Million and a weighting of 55.24%. Brent Simonich also owns 26,330 shares of E*TRADE Financial Corp (ETFC) as of November 2, 2018, with a value of $1 Million and a weighting of 44.76%.
Latest Holdings of Brent Simonich
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2022-11-18 | 6,042 | 264.94 | 1,600,767 |
| ETFC | E*TRADE Financial Corp | 2018-11-02 | 26,330 | 49.26 | 1,297,016 |
Holding Weightings of Brent Simonich
Brent Simonich Form 4 Trading Tracker
According to the SEC Form 4 filings, Brent Simonich has made a total of 2 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in LPL Financial Holdings Inc is the acquisition of 920 shares on November 18, 2022, which cost Brent Simonich around $201,618.
According to the SEC Form 4 filings, Brent Simonich has made a total of 0 transactions in E*TRADE Financial Corp (ETFC) over the past 5 years. The most-recent trade in E*TRADE Financial Corp is the acquisition of 1,943 shares on November 2, 2018, which cost Brent Simonich around $100,064.
Insider Trading History of Brent Simonich
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Brent Simonich Trading Performance
GuruFocus tracks the stock performance after each of Brent Simonich's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brent Simonich is 6.61%. GuruFocus also compares Brent Simonich's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brent Simonich within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brent Simonich's insider trading performs compared to the benchmark.
Performance of Brent Simonich
Average Return
9.42%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.95 | 6.61 | -0.71 | 9.42 | 36.57 | 24.64 |
| Relative Return to S&P 500(%) | 1.19 | 3.81 | -9.63 | -4 | 34.58 | 16.27 |
Brent Simonich Ownership Network
Ownership Network List of Brent Simonich
Ownership Network Relation of Brent Simonich
Brent Simonich Owned Company Details
What does E*TRADE Financial Corp do?
Who are the key executives at E*TRADE Financial Corp?
Brent Simonich is the EVP & Chief Risk Officer of E*TRADE Financial Corp. Other key executives at E*TRADE Financial Corp include EVP & Institutional Michael John Curcio , Chief Information Officer Matthew Minetola , and director & Chief Executive Officer Michael A. Pizzi .
E*TRADE Financial Corp (ETFC) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of E*TRADE Financial Corp (ETFC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of E*TRADE Financial Corp (ETFC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
E*TRADE Financial Corp (ETFC)'s detailed insider trading history can be found in Insider Trading Tracker table.
E*TRADE Financial Corp Insider Transactions
Brent Simonich Mailing Address
Above is the net worth, insider trading, and ownership report for Brent Simonich. You might contact Brent Simonich via mailing address: C/o E*trade Financial Corp., 11 Times Square, 32nd Floor, New York Ny 10036-9992.
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