| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 7 | +42.86% | +0.43% | +0.41% | +0.02% | +1.33% | — |
| 14d | 7 | +57.14% | -0.97% | +0.35% | -1.33% | -2.63% | — |
| 30d | 7 | +71.43% | -3.29% | +0.78% | -4.07% | -0.93% | — |
| 60d | 7 | +14.29% | +5.79% | +4.54% | +1.25% | -0.86% | — |
| 90d | 7 | +57.14% | -0.03% | +5.43% | -3.70% | -5.56% | — |
| 180d | 7(1 pending) | +50.00% | -0.52% | +11.00% | -6.46% | -10.06% | — |
| 1y | 7(3 pending) | +50.00% | +0.40% | +22.05% | -12.09% | -6.47% | — |
| 2y | 7(6 pending) | +0.00% | +71.84% | +61.50% | +10.34% | +10.34% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE10b5-1 10b5-1 plan | 308 | $306.00 | $94.2K | 6,415 | Jun 17, 2026 | Jun 22, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE10b5-1 10b5-1 plan | 308 | $306.00 | $94.2K | 6,723 | Mar 2, 2026 | Mar 4, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 715 | $318.47 | $227.7K | 5,729 | Feb 25, 2026 | Feb 27, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 942 | — | — | 6,444 | Feb 25, 2026 | Feb 27, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 1,302 | — | — | 7,031 | Feb 25, 2026 | Feb 27, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE10b5-1 10b5-1 plan | 80 | $352.48 | $28.2K | 5,502 | Dec 1, 2025 | Dec 3, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE10b5-1 10b5-1 plan | 80 | $361.25 | $28.9K | 5,582 | Sep 2, 2025 | Sep 3, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE10b5-1 10b5-1 plan | 80 | $383.99 | $30.7K | 5,662 | Jun 2, 2025 | Jun 4, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE10b5-1 10b5-1 plan | 80 | $311.87 | $24.9K | 5,742 | Mar 14, 2025 | Mar 17, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 1,788 | — | — | 5,708 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 1,106 | — | — | 5,822 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 992 | $357.36 | $354.5K | 4,716 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 305 | $331.94 | $101.2K | 3,920 | Dec 5, 2024 | Dec 9, 2024 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 1,295 | $263.36 | $341.1K | 3,087 | Feb 25, 2024 | Feb 27, 2024 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 2,580 | — | — | 4,382 | Feb 25, 2024 | Feb 27, 2024 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 1,138 | — | — | 4,225 | Feb 25, 2024 | Feb 27, 2024 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 1,930 | $222.37 | $429.2K | 1,802 | Nov 2, 2023 | Nov 6, 2023 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 896 | $199.99 | $179.2K | 3,732 | Jun 5, 2023 | Jun 7, 2023 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 776 | — | — | 4,628 | Feb 25, 2023 | Feb 28, 2023 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 276 | $247.30 | $68.3K | 3,852 | Feb 25, 2023 | Feb 28, 2023 ↗ | View → |