Did Sara Jacobs buy LPL Financial Holdings stock?

Common questions

Did Sara Jacobs buy LPL Financial Holdings stock?

Yes. Sara Jacobs disclosed 1 purchase and 1 sale of LPL Financial Holdings (LPLA) stock between Feb 19, 2021 and Apr 9, 2021, in STOCK Act reports. Added together, the disclosed purchases come to $15K-$50K and the disclosed sales to $15K-$50K.

How big were Sara Jacobs's LPL Financial Holdings trades?

STOCK Act reports give a range for each trade, such as $15K-$50K, never an exact amount. Added together, the disclosed purchases come to $15K-$50K and the disclosed sales to $15K-$50K.

Did Sara Jacobs make these LPL Financial Holdings trades personally?

Not always. The STOCK Act requires members to report trades by themselves, a spouse and dependent children. The owner column of each linked filing says whose trade it was.

Does Sara Jacobs still own LPL Financial Holdings stock?

This page lists reported trades, not holdings. A purchase can have been sold since, and the filings shown do not say what is held today.

When did Sara Jacobs report these trades?

The latest filing is dated May 28, 2021. The STOCK Act gives members of Congress 45 days to report a trade, so a filing can trail the trade by weeks. Every row shows both dates.

Where does this data come from?

From periodic transaction reports filed under the STOCK Act with the Clerk of the House. Every trade links to the original filing.