John Andrew Kalbaugh - Net Worth and Insider Trading

John Andrew Kalbaugh Net Worth

The estimated net worth of John Andrew Kalbaugh is at least $7 Million dollars as of 2024-04-19. John Andrew Kalbaugh is the Managing Director of LPL Financial Holdings Inc and owns about 27,523 shares of LPL Financial Holdings Inc (LPLA) stock worth over $7 Million. Details can be seen in John Andrew Kalbaugh's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that John Andrew Kalbaugh has not made any transactions after 2021-02-26 and currently still holds the listed stock(s).

Transaction Summary of John Andrew Kalbaugh

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John Andrew Kalbaugh Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, John Andrew Kalbaugh owns 1 companies in total, including LPL Financial Holdings Inc (LPLA) .

Click here to see the complete history of John Andrew Kalbaugh’s form 4 insider trades.

Insider Ownership Summary of John Andrew Kalbaugh

Ticker Comapny Transaction Date Type of Owner
LPLA LPL Financial Holdings Inc 2021-02-26 MD & Institution Services

John Andrew Kalbaugh Latest Holdings Summary

John Andrew Kalbaugh currently owns a total of 1 stock. John Andrew Kalbaugh owns 27,523 shares of LPL Financial Holdings Inc (LPLA) as of February 26, 2021, with a value of $7 Million.

Latest Holdings of John Andrew Kalbaugh

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LPLA LPL Financial Holdings Inc 2021-02-26 27,523 259.78 7,149,925

Holding Weightings of John Andrew Kalbaugh


John Andrew Kalbaugh Form 4 Trading Tracker

According to the SEC Form 4 filings, John Andrew Kalbaugh has made a total of 8 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 0 buys and 8 sells. The most-recent trade in LPL Financial Holdings Inc is the sale of 926 shares on February 26, 2021, which brought John Andrew Kalbaugh around $120,593.

Insider Trading History of John Andrew Kalbaugh

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
  • 1
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.

John Andrew Kalbaugh Trading Performance

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

John Andrew Kalbaugh Ownership Network

Ownership Network List of John Andrew Kalbaugh

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Ownership Network Relation of John Andrew Kalbaugh


John Andrew Kalbaugh Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

John Andrew Kalbaugh is the MD & Institution Services 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 (LPLA) Insider Trades Summary

Over the past 18 months, John Andrew Kalbaugh 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.

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LPL Financial Holdings Inc Insider Transactions

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John Andrew Kalbaugh Mailing Address

Above is the net worth, insider trading, and ownership report for John Andrew Kalbaugh. You might contact John Andrew Kalbaugh via mailing address: One Beacon Street, 22nd Floor, Boston Ma 02108.

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