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James Putnam Insider Profile

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James Putnam, Director at LPL Financial, holds 135.30K shares in LPL Financial (Ticker: LPLA).
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James Putnam

James Putnam
LPL Financial (LPLA)
Director

Ranked #89,980 out of 109,287 Corporate Insiders

Profitable Transactions

57%
4 out of 7 Profitable Transactions

Average Return

-20.70%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$36M
100.00%
A breakdown of James Putnam's holdings

Insider Roles

LPL Financial
(LPLA)
Director
Roles that James Putnam holds in companies

Most Profitable Insider Trade

Stock:
LPL Financial
(LPLA)
Rating:Informative Sell
Date:Nov 19, 2010 - Nov 19, 2011
Return:+12.60%
The most profitable trade made by James Putnam

James Putnam'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
―
$36.42M
Success Rate for
LPLA
4 out of 7 profitable transactions on
LPLA
57%
Average Return for
LPLA
Average return per transaction on
LPLA
-20.79%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
May 09, 2014
Uninformative Buy
$79.99K
1,706
$46.89
―
Feb 26, 2013
Uninformative Buy
$0.00
1,582
$0.00
―
Nov 21, 2013
Uninformative Buy
$0.00
1,183
$0.00
―
Feb 09, 2012
Uninformative Buy
$0.00
1,550
$0.00
―
Nov 13, 2012
Uninformative Buy
$0.00
1,785
$0.00
―
List of latest transactions for each holding click on a transaction to see James Putnam's performance on stock

James Putnam insider profile FAQ

What is the percentage of profitable transactions made by James Putnam?
The percentage of profitable transactions made by James Putnam is 57%.
    What is the average return per transaction made by James Putnam?
    The average return per transaction made by James Putnam is -20.70%.
      What stocks does James Putnam hold?
      James Putnam holds: LPLA stocks.
        What was James Putnam’s latest transaction?
        James Putnam latest transaction was an Uninformative Buy of ―.
          What was James Putnam's most profitable transaction?
          James Putnam’s most profitable transaction was an Informative Sell of LPLA stock on November 19, 2010. The return on the trade was 12.60%.
            What is James Putnam's role in LPL Financial?
            James Putnam's role in LPL Financial is Director.
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