James S Putnam - Net Worth and Insider Trading

James S Putnam Net Worth

The estimated net worth of James S Putnam is at least $27 Million dollars as of 2024-04-19. James S Putnam is the Director of LPL Financial Holdings Inc and owns about 104,280 shares of LPL Financial Holdings Inc (LPLA) stock worth over $27 Million. Details can be seen in James S Putnam's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James S Putnam has not made any transactions after 2014-01-09 and currently still holds the listed stock(s).

Transaction Summary of James S Putnam

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James S Putnam Insider Ownership Reports

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

Click here to see the complete history of James S Putnam’s form 4 insider trades.

Insider Ownership Summary of James S Putnam

Ticker Comapny Transaction Date Type of Owner
LPLA LPL Financial Holdings Inc 2014-01-09 director

James S Putnam Latest Holdings Summary

James S Putnam currently owns a total of 1 stock. James S Putnam owns 104,280 shares of LPL Financial Holdings Inc (LPLA) as of January 9, 2014, with a value of $27 Million.

Latest Holdings of James S Putnam

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LPLA LPL Financial Holdings Inc 2014-01-09 104,280 259.78 27,089,858

Holding Weightings of James S Putnam


James S Putnam Form 4 Trading Tracker

According to the SEC Form 4 filings, James S Putnam 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 30,000 shares on January 9, 2014, which brought James S Putnam around $2 Million.

Insider Trading History of James S Putnam

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.

James S Putnam Trading Performance

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

James S Putnam Ownership Network

Ownership Network List of James S Putnam

No Data

Ownership Network Relation of James S Putnam


James S Putnam Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

James S Putnam is the director 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, James S Putnam 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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James S Putnam Mailing Address

Above is the net worth, insider trading, and ownership report for James S Putnam. You might contact James S Putnam via mailing address: One Beacon Street, Suite 21, Boston Ma 02108.

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