The estimated Net Worth of William P. Jr. Morrissey is at least $7.86 Million dollars as of 5 February 2018. William Morrissey owns over 20,000 units of LPL Inc stock worth over $7,863,338 and over the last 10 years William sold LPLA stock worth over $0.
Sign up
William Morrissey LPLA stock SEC Form 4 insiders trading
William has made over 3 trades of the LPL Inc stock since 2015, according to the Form 4 filled with the SEC. Most recently William exercised 20,000 units of LPLA stock worth $556,000 on 5 February 2018.
The largest trade William's ever made was exercising 32,150 units of LPL Inc stock on 2 June 2017 worth over $694,440. On average, William trades about 4,538 units every 46 days since 2015. As of 5 February 2018 William still owns at least 37,541 units of LPL Inc stock.
You can see the complete history of William Morrissey stock trades at the bottom of the page.
Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!
Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!
What's William Morrissey's mailing address?
William's mailing address filed with the SEC is C/O LPL FINANCIAL HOLDINGS INC., 75 STATE STREET, 24TH FLOOR, BOSTON, MA, 02109.
Insiders trading at LPL Inc
Over the last 14 years, insiders at LPL Inc have traded over $932,016,471 worth of LPL Inc stock and bought 7,303,648 units worth $244,535,291 . The most active insiders traders include Group Holdings (Sbs) Adviso..., & Friedman Llc Hellman & Fr..., and Mark S Casady. On average, LPL Inc executives and independent directors trade stock every 17 days with the average trade being worth of $29,127,508. The most recent stock trade was executed by Dan H. Arnold on 14 June 2024, trading 10,000 units of LPLA stock currently worth $394,800.
What does LPL Inc do?
lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi
What does LPL Inc's logo look like?
Complete history of William Morrissey stock trades at LPL Inc
LPL Inc executives and stock owners
LPL Inc executives and other stock owners filed with the SEC include:
-
Dan Arnold,
President, Chief Executive Officer, Director -
Matthew Audette,
Chief Financial Officer -
Dan Hogan Arnold Jr., B.S., M.B.A., CPA,
Pres, CEO & Director -
Scott Seese,
Chief Information Officer, Managing Director -
Dayton Semerjian,
Managing Director, Chief Customer Care Officer -
Richard Steinmeier,
Managing Director, Divisional President, Business Development -
George White,
Managing Director, Investor and Investment Solutions and Chief Investment Officer -
Michelle Oroschakoff,
Managing Director, Chief Legal Officer -
Matthew Jon Audette B.S.,
Chief Financial Officer -
Richard Steinmeier,
MD & Divisional Pres of Bus. Devel. -
Scott Alan Seese,
MD & Chief Information Officer (Leave of Absence) -
Dayton Semerjian,
MD & Chief Customer Care Officer -
Sallie Larsen,
Managing Director, Chief Human Capital Officer -
James Putnam,
Independent Director -
Anne Mulcahy,
Independent Director -
William Glavin,
Independent Director -
H. Paulett Eberhart,
Independent Director -
Richard Schifter,
Independent Director -
Allison Mnookin,
Independent Director -
Corey Thomas,
Independent Director -
Chris Koegel,
Senior Vice President, Investor Relations -
J. Andrew Kalbaugh,
Managing Director, Divisional President, National Sales and Consulting -
Matthew Enyedi,
Managing Director, National Sales -
Michelle B. Oroschakoff,
Chief Legal Officer, MD of Compliance and Legal & Risk -
Greg Gates,
Exec. VP & Interim Chief Information Officer -
Brent Blain Simonich,
Exec. VP, Chief Accounting Officer & Treasurer -
George Burton White,
MD of Investor & Investment Solutions and Chief Investment Officer -
Judith Kohoskie Ricketts,
Exec. VP of Operations -
John J. Mc Dermott,
See Remarks -
Tracy Calder,
Managing Director -
Viet D Dinh,
Director -
John Joseph Brennan,
Director -
James S Riepe,
Director -
Marco Hellman,
Director -
Mark S Casady,
Chairman & Chief Exec. Officer -
Victor Fetter,
MD, Chief Information Officer -
Jeffrey A Goldstein,
Director -
Stephanie L Brown,
MD & General Counsel -
Christopher Feeney,
MD, Chief Information Officer -
& Friedman Llc Hellman & Fr...,
-
& Friedman Llc Hellman & Fr...,
-
& Friedman Llc Hellman & Fr...,
-
Jonathan Eaton,
MD, Custom Clearing Services -
Edward C Bernard,
Director -
David P. Bergers,
MD, Legal & Gov't Relations -
William P. Jr. Morrissey,
MD, Independent Advisor Svcs -
Edward Fandrey,
Managing Director -
Erik D. Ragatz,
Director -
William E Iii Dwyer,
MD & Pres., Nat'l Sales&Mktg -
& Friedman Llc Hellman & Fr...,
-
Becky S Shulman,
MD & Deputy CFO -
Esther M Stearns,
President & COO -
Denise M. Abood,
MD, Human Capital -
Thomas Gooley,
MD, Svc, Trading & Operations -
Ryan Parker,
MD, Invstmt & Planning Solutns -
Lux Thomas,
EVP, CAO -
Richard W Boyce,
Director -
Jeffrey R. Buchheister,
EVP, Chief Accounting Officer -
Group Holdings (Sbs) Adviso...,
-
Sharyn Handelsman,
MD, Chief Compliance Officer -
Mary Frances Schott,
MD, Client Expernce & Training -
Robert J. Moore,
Chief Financial Officer -
Mark Helliker,
MD, B/D Support Services -
Allen R Thorpe,
Director -
Joan D Khoury,
MD, Chief Marketing Officer -
Derek Bruton,
MD, National Sales Manager -
Jeffrey E Stiefler,
Director -
& Friedman Llchellman & Fri...,
-
Greg Gates,
Managing Director -
Kabir Sethi,
Managing Director -
Aneri Jambusaria,
Managing Director -
Brent Simonich,
Principal Accounting Officer -
Albert J Ko,
Director -
Althea Brown,
Managing Director