Morrissey William P. Jr. - Net Worth and Insider Trading

Morrissey William P. Jr. Net Worth

The estimated net worth of Morrissey William P. Jr. is at least $5 Million dollars as of 2024-11-08. Morrissey William P. Jr. is the Managing Director of LPL Financial Holdings Inc and owns about 17,541 shares of LPL Financial Holdings Inc (LPLA) stock worth over $5 Million. Details can be seen in Morrissey William P. 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 Morrissey William P. Jr. has not made any transactions after 2018-02-05 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Morrissey William P. Jr.

Morrissey William P. Jr. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Morrissey William P. Jr. owns 1 companies in total, including LPL Financial Holdings Inc (LPLA) .

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

Insider Ownership Summary of Morrissey William P. Jr.

Ticker	Comapny	Transaction Date	Type of Owner
LPLA	LPL Financial Holdings Inc	2018-02-05	MD & Independent Advisor Svcs

Morrissey William P. Jr. Latest Holdings Summary

Morrissey William P. Jr. currently owns a total of 1 stock. Morrissey William P. Jr. owns 17,541 shares of LPL Financial Holdings Inc (LPLA) as of February 5, 2018, with a value of $5 Million.

Latest Holdings of Morrissey William P. Jr.

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
LPLA	LPL Financial Holdings Inc	2018-02-05	17,541	304.90	5,348,251

Holding Weightings of Morrissey William P. Jr.

Morrissey William P. Jr. Form 4 Trading Tracker

According to the SEC Form 4 filings, Morrissey William P. Jr. 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 20,000 shares on February 5, 2018, which brought Morrissey William P. Jr. around $1 Million.

Insider Trading History of Morrissey William P. 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

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.

Morrissey William P. Jr. Trading Performance

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

Morrissey William P. Jr. Ownership Network

Ownership Network List of Morrissey William P. Jr.

No Data

Ownership Network Relation of Morrissey William P. Jr.

Morrissey William P. Jr. Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

Morrissey William P. Jr. is the MD & Independent Advisor Svcs 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 Greg Gates .

LPL Financial Holdings Inc (LPLA) Insider Trades Summary

Over the past 18 months, Morrissey William P. 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.

LPL Financial Holdings Inc Insider Transactions

No Available Data

Morrissey William P. Jr. Mailing Address

Above is the net worth, insider trading, and ownership report for Morrissey William P. Jr.. You might contact Morrissey William P. Jr. via mailing address: C/o Lpl Holdings Inc., 75 State Street, 24th Floor, Boston Ma 02109.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.