Sara Jacobs bought LPL Financial Holdings Inc (NASDAQ: LPLA)
Sara Jacobs (D-CA), a U.S. Representative, has disclosed 2 trades in LPL Financial Holdings Inc (LPLA) since 2021, 1 purchase and 1 sale, worth an estimated $65K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Sara Jacobs bought $15,001 - $50,000 of LPL Financial Holdings Inc (NASDAQ: LPLA) on February 19, 2021. Since that trade, LPLA is up +130.26% against the S&P 500 up +104.29%, an outperformance of +25.97%.
Across these filings, Sara Jacobs has been a balanced trader of LPLA (a buy-to-sell ratio of 1.00). The most recent disclosed LPLA transaction shown was dated April 9, 2021. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Sara Jacobs's LPLA trades vs the price
LPLA is up +130.26% since Sara Jacobs bought on February 19, 2021, versus +104.29% for the S&P 500.
Performance since this trade
All Sara Jacobs LPLA trades
Sara Jacobs & LPLA trading FAQ
Is it legal for Sara Jacobs to trade LPL Financial Holdings Inc (LPLA) stock?
Yes. Members of Congress are allowed to trade individual stocks, including LPL Financial Holdings Inc (LPLA), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. BullishWhales tracks those disclosures; this page does not imply the trade was improper.
When did Sara Jacobs buy LPLA?
Sara Jacobs disclosed a purchase of $15,001 - $50,000 of LPL Financial Holdings Inc (LPLA) on February 19, 2021, according to public STOCK Act filings.
How has LPLA performed since Sara Jacobs's trade?
Since Sara Jacobs bought LPLA on February 19, 2021, the stock is up +130.26%, versus +104.29% for the S&P 500 over the same period, an outperformance of +25.97%.
How many times has Sara Jacobs traded LPLA?
Sara Jacobs has disclosed 2 LPLA trades since 2021 (1 purchase and 1 sale). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional LPLA trades?
BullishWhales tracks every disclosed congressional trade in LPL Financial Holdings Inc (LPLA) on the LPL Financial Holdings Inc congressional trading page, which aggregates filings across all members of Congress.
Sara Jacobs's LPLA tradesAll congressional filings for LPL Financial Holdings IncSara Jacobs's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.