Richard Steinmeier

Track

Insider profile

Currently holds a position at LPL Financial Holdings Inc

Performance

Overall performance
2.9
Performance over holding periods
2.9
30 days 90 days 120 days
Average return 8% 8.2% 15.1%
Success rate 71% 68% 82%
Transactions
2 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Managing Director, Divisional President, Business Development LPL Financial Holdings Inc Aug. 1, 2018 -
Richard Steinmeier's trades of LPL Financial Holdings Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
366.04
Quantity 5,058
Value US$1,851,430
Transaction date
Proposed sale
Price
373.79
Quantity 3,500
Value US$1,308,265
Transaction date
Proposed sale
Price
243.64
Quantity 10,300
Value US$2,509,492
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-12-09 2025-12-05
PlS Planned sale
31,928 +35.2%
123.66
US$462,468 		31,928 +35.2% 123.66 US$462,468
2025-12-09 2025-12-05
PlS Planned sale
88,037 +18.9%
83.07
US$3,744,756 		88,037 +18.9% 83.07 US$3,744,756
2025-12-09 2025-12-05
PlS Planned sale
57,696 +31.0%
160.66
US$3,444,818 		57,696 +31.0% 160.66 US$3,444,818
2025-12-09 2025-12-05
PlS Planned sale
1,040 -7.5%
370.62
US$385,445 		1,040 -7.5% 370.62 US$385,445
2025-12-09 2025-12-05
PlS Planned sale
183 -1.3%
368.63
US$67,459 		183 -1.3% 368.63 US$67,459
2025-12-09 2025-12-05
PlS Planned sale
332 -2.3%
367.06
US$121,864 		332 -2.3% 367.06 US$121,864
2025-12-05 2025-12-05
PrS Proposed sale
5,058
366.04
US$1,851,430 		5,058 366.04 US$1,851,430
2025-02-20 2025-02-18
PlS Planned sale
3,500 -14.1%
373.79
US$1,308,265 		3,500 -14.1% 373.79 US$1,308,265
2025-02-18 2025-02-18
PrS Proposed sale
3,500
373.79
US$1,308,265 		3,500 373.79 US$1,308,265
2023-09-15 2023-09-13
PlS Planned sale
100 -0.6%
244.65
US$24,465 		100 -0.6% 244.65 US$24,465
2023-09-15 2023-09-13
PlS Planned sale
1,200 -6.6%
243.99
US$292,788 		1,200 -6.6% 243.99 US$292,788
2023-09-15 2023-09-13
PlS Planned sale
5,334 -22.7%
242.77
US$1,294,935 		5,334 -22.7% 242.77 US$1,294,935
2023-09-15 2023-09-13
PlS Planned sale
3,666 -13.5%
242.07
US$887,429 		3,666 -13.5% 242.07 US$887,429
2023-09-13 2023-09-13
PrS Proposed sale
10,300
243.64
US$2,509,492 		10,300 243.64 US$2,509,492
2022-08-08 2022-08-04
PlS Planned sale
7,355 -23.4%
216.64
US$1,593,387 		7,355 -23.4% 216.64 US$1,593,387
2021-03-10 2021-03-08
S Sale
1,406 -5.8%
136.67
US$192,158 		1,406 -5.8% 136.67 US$192,158
2020-11-12 2020-11-09
PlS Planned sale
3,984 -16.1%
86.00
US$342,624 		3,984 -16.1% 86.00 US$342,624
2020-06-11 2020-06-09
S Sale
5,418 -16.0%
86.02
US$466,056 		5,418 -16.0% 86.02 US$466,056