Edward Fandrey - Net Worth and Insider Trading

Edward Fandrey Net Worth

The estimated net worth of Edward Fandrey is at least $4 Million dollars as of 2024-04-28. Edward Fandrey is the Managing Director of LPL Financial Holdings Inc and owns about 15,289 shares of LPL Financial Holdings Inc (LPLA) stock worth over $4 Million. Details can be seen in Edward Fandrey's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Edward Fandrey has not made any transactions after 2022-02-28 and currently still holds the listed stock(s).

Transaction Summary of Edward Fandrey

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Edward Fandrey Insider Ownership Reports

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

Click here to see the complete history of Edward Fandrey’s form 4 insider trades.

Insider Ownership Summary of Edward Fandrey

Ticker Comapny Transaction Date Type of Owner
LPLA LPL Financial Holdings Inc 2022-02-28 Managing Director

Edward Fandrey Latest Holdings Summary

Edward Fandrey currently owns a total of 1 stock. Edward Fandrey owns 15,289 shares of LPL Financial Holdings Inc (LPLA) as of February 28, 2022, with a value of $4 Million.

Latest Holdings of Edward Fandrey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LPLA LPL Financial Holdings Inc 2022-02-28 15,289 266.32 4,071,766

Holding Weightings of Edward Fandrey


Edward Fandrey Form 4 Trading Tracker

According to the SEC Form 4 filings, Edward Fandrey has made a total of 3 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in LPL Financial Holdings Inc is the sale of 1,255 shares on February 28, 2022, which brought Edward Fandrey around $226,967.

Insider Trading History of Edward Fandrey

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.

Edward Fandrey Trading Performance

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

Edward Fandrey Ownership Network

Ownership Network List of Edward Fandrey

No Data

Ownership Network Relation of Edward Fandrey


Edward Fandrey Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

Edward Fandrey is the Managing Director of LPL Financial Holdings Inc. Other key executives at LPL Financial Holdings Inc include Managing Director Matthew Enyedi , Managing Director Greg Gates , and Managing Director Kabir Sethi .

LPL Financial Holdings Inc (LPLA) Insider Trades Summary

Over the past 18 months, Edward Fandrey 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 81,199 shares made by Matthew J Audette , a net sale of 90,868 shares made by Dan H. Arnold , and a net sale of 38,446 shares made by Sallie R. Larsen .

In summary, during the past 3 months, insiders sold 101,656 shares of LPL Financial Holdings Inc (LPLA) in total and bought 0 shares, with a net sale of 101,656 shares. During the past 18 months, 270,285 shares of LPL Financial Holdings Inc (LPLA) were sold and 1,935 shares were bought by its insiders, resulting in a net sale of 268,350 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

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Edward Fandrey Mailing Address

Above is the net worth, insider trading, and ownership report for Edward Fandrey. You might contact Edward Fandrey via mailing address: C/o Lpl Financial, 4707 Executive Drive, San Diego Ca 92121.

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