Glavin William Francis Jr - Net Worth and Insider Trading

Glavin William Francis Jr Net Worth

The estimated net worth of Glavin William Francis Jr is at least $7 Million dollars as of 2024-11-08. Glavin William Francis Jr is the Director of LPL Financial Holdings Inc and owns about 22,649 shares of LPL Financial Holdings Inc (LPLA) stock worth over $7 Million. Details can be seen in Glavin William Francis Jr's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Glavin William Francis Jr has not made any transactions after 2023-05-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Glavin William Francis Jr

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Glavin William Francis Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Glavin William Francis Jr owns 6 companies in total, including LPL Financial Holdings Inc (LPLA) , Invesco Ltd (IVZ) , and Barings BDC Inc (BBDC) among others .

Click here to see the complete history of Glavin William Francis Jr’s form 4 insider trades.

Insider Ownership Summary of Glavin William Francis Jr

Ticker Comapny Transaction Date Type of Owner
LPLA LPL Financial Holdings Inc 2023-05-04 director
IVZ Invesco Ltd 2019-05-24 director
BBDC Barings BDC Inc 2018-08-02 other: Adviser Board Member
LIMIT LIMIT 2004-03-04 other: COO of the Adviser
LIMIT LIMIT 2014-12-19 other: Advisor Board Member
LIMIT LIMIT 2014-12-19 other: Advisor Board Member

Glavin William Francis Jr Latest Holdings Summary

Glavin William Francis Jr currently owns a total of 1 stock. Glavin William Francis Jr owns 22,649 shares of LPL Financial Holdings Inc (LPLA) as of May 4, 2023, with a value of $7 Million.

Latest Holdings of Glavin William Francis Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LPLA LPL Financial Holdings Inc 2023-05-04 22,649 304.90 6,905,680

Holding Weightings of Glavin William Francis Jr


Glavin William Francis Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Glavin William Francis Jr has made a total of 3 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in LPL Financial Holdings Inc is the acquisition of 557 shares on May 4, 2023, which cost Glavin William Francis Jr around $100,388.

Insider Trading History of Glavin William Francis Jr

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.

Glavin William Francis Jr Trading Performance

GuruFocus tracks the stock performance after each of Glavin William Francis Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Glavin William Francis Jr is 27.3%. GuruFocus also compares Glavin William Francis Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Glavin William Francis Jr within 3 months outperforms 3 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Glavin William Francis Jr's insider trading performs compared to the benchmark.

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

Performance of Glavin William Francis Jr

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
3 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 13.7 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 10.3 LIMIT LIMIT LIMIT LIMIT LIMIT

Glavin William Francis Jr Ownership Network

Ownership Network List of Glavin William Francis Jr

No Data

Ownership Network Relation of Glavin William Francis Jr

Insider Network Chart

Glavin William Francis Jr Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

Glavin William Francis Jr is the director of LPL Financial Holdings Inc. Other key executives at LPL Financial Holdings Inc include MD & Division President & FIS Dan H. Arnold , Managing Director Kabir Sethi , and Managing Director Matthew Enyedi .

LPL Financial Holdings Inc (LPLA) Insider Trades Summary

Over the past 18 months, Glavin William Francis Jr 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 58,101 shares made by Dan H. Arnold , a net sale of 7,046 shares made by Matthew Enyedi , and a net sale of 33,278 shares made by Matthew J Audette .

In summary, during the past 3 months, insiders sold 0 shares of LPL Financial Holdings Inc (LPLA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 136,844 shares of LPL Financial Holdings Inc (LPLA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 136,844 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

No Available Data

Glavin William Francis Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Glavin William Francis Jr. You might contact Glavin William Francis Jr via mailing address: 6803 South Tucson Way, Centennial Co 80112.