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Edward Bernard Insider Profile

4 Followers
Edward Bernard, Director at LPL Financial, holds 16.26K shares in LPL Financial (Ticker: LPLA), holds 959.10K shares in T Rowe Price (Ticker: TROW).
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Edward Bernard

Edward Bernard
LPL Financial (LPLA)
Director

Ranked #79,474 out of 108,921 Corporate Insiders

Profitable Transactions

0%
0 out of 2 Profitable Transactions

Average Return

-29.40%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$109M
94.79%
5.21%
A breakdown of Edward Bernard's holdings

Insider Roles

T Rowe Price
(TROW)
Vice COB, Director
LPL Financial
(LPLA)
Director
Roles that Edward Bernard holds in companies

Most Profitable Insider Trade

Stock:
T Rowe Price
(TROW)
Rating:Informative Sell
Date:Apr 29, 2019 - Apr 29, 2020
Return:-12.20%
The most profitable trade made by Edward Bernard

Edward Bernard's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
LPL Financial
Sep 01, 2026
Director
Uninformative Buy
$5.69M
T Rowe Price
Apr 29, 2019
Vice COB, Director
Informative Sell
2.16M
$103.33M
List of latest transactions for each holding click on a transaction to see Edward Bernard's performance on stock

Edward Bernard insider profile FAQ

What is the percentage of profitable transactions made by Edward Bernard?
The percentage of profitable transactions made by Edward Bernard is 0%.
    What is the average return per transaction made by Edward Bernard?
    The average return per transaction made by Edward Bernard is -29.40%.
      What stocks does Edward Bernard hold?
      Edward Bernard holds: LPLA, TROW stocks.
        What was Edward Bernard’s latest transaction?
        Edward Bernard latest transaction was an Uninformative Buy of ―.
          What was Edward Bernard's most profitable transaction?
          Edward Bernard’s most profitable transaction was an Informative Sell of TROW stock on April 29, 2019. The return on the trade was -12.20%.
            What is Edward Bernard's role in LPL Financial?
            Edward Bernard's role in LPL Financial is Director.
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