| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 3 | +100.00% | -6.21% | -1.41% | -4.79% | -3.75% | — |
| 14d | 3 | +100.00% | -6.17% | -4.31% | -1.86% | -0.63% | — |
| 30d | 3 | +66.67% | -1.87% | -2.06% | +0.20% | -0.31% | — |
| 60d | 3 | +100.00% | -5.81% | +3.54% | -9.35% | -10.48% | — |
| 90d | 3 | +66.67% | -2.87% | +5.78% | -8.65% | -15.32% | — |
| 180d | 3(2 pending) | +100.00% | -0.49% | +8.39% | -8.88% | -8.88% | — |
| 1y | 3(2 pending) | +100.00% | -11.78% | +16.29% | -28.06% | -28.06% | — |
| 2y | 3(3 pending) | — | — | — | — | — | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 44 | $295.66 | $13.0K | 4,356 | Jun 12, 2026 | Jun 15, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 1,088.211 | $309.72 | $337.0K | 4,400 | Mar 10, 2026 | Mar 11, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASE Group Managing Director | 2,212 | $77.53 | $171.5K | 7,700.211 | Mar 9, 2026 | Mar 11, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 2,212 | — | — | 0 | Mar 9, 2026 | Mar 11, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 2,212 | $308.75 | $683.0K | 5,488.211 | Mar 9, 2026 | Mar 11, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 483 | $318.47 | $153.8K | 4,085.211 | Feb 25, 2026 | Feb 27, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 537 | — | — | 4,568.211 | Feb 25, 2026 | Feb 27, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 1,403 | — | — | 5,488.211 | Feb 25, 2026 | Feb 27, 2026 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Group Managing Director | 44 | $379.39 | $16.7K | 4,031.211 | Jun 12, 2025 | Jun 16, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 1,100 | $365.85 | $402.4K | 4,075.211 | Feb 26, 2025 | Feb 27, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | SALE Managing Director | 673 | $357.36 | $240.5K | 4,401.211 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 1,140 | — | — | 5,074.211 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| LPLA LPL FINANCIAL HOLDINGS INC. | PURCHASEGRANT Stock grant | 774 | — | — | 5,175.211 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |