| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | CFO and Head of Business Ops | Common Stock | 13.7K | $3.66M | $267.79 | Feb 26, 2024 | Direct |
| LPL Financial Holdings Inc. | CFO and Head of Business Ops | Option to purchase Common Stock | 0 | Feb 5, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2024 | 8 | -$3.35M | 4 | Feb 27, 2024 | CFO and Head of Business Ops |
| LPLA | LPL Financial Holdings Inc. | Feb 5, 2024 | 7 | -$5.79M | 4 | Feb 7, 2024 | CFO and Head of Business Ops |
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2023 | 6 | -$3.92M | 4 | Feb 28, 2023 | Chief Financial Officer |
| LPLA | LPL Financial Holdings Inc. | Feb 6, 2023 | 10 | -$4.57M | 4 | Feb 8, 2023 | Chief Financial Officer |
| LPLA | LPL Financial Holdings Inc. | Oct 31, 2022 | 8 | -$4.74M | 4 | Nov 2, 2022 | Chief Financial Officer |
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2022 | 7 | -$2.47M | 4 | Mar 1, 2022 | Chief Financial Officer |
| LPLA | LPL Financial Holdings Inc. | Feb 7, 2022 | 6 | -$3.23M | 4 | Feb 9, 2022 | Chief Financial Officer |
| LPLA | LPL Financial Holdings Inc. | May 10, 2021 | 10 | -$6.45M | 4 | May 12, 2021 | Chief Financial Officer |