| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Managing Director | Common Stock | 25,196 | $5,708,658 | $226.57 | 10 Nov 2023 | Direct |
| LPL Financial Holdings Inc. | Managing Director | Option to purchase Common Stock | 0 | 10 Nov 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 10 Nov 2023 | 3 | -$2,316,699 | 4 | Managing Director | 14 Nov 2023, 17:07 |
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2023 | 4 | -$2,160,140 | 4 | Managing Director | 28 Feb 2023, 17:35 |
| LPLA | LPL Financial Holdings Inc. | 13 Feb 2023 | 5 | -$4,313,929 | 4 | Managing Director | 15 Feb 2023, 15:34 |
| LPLA | LPL Financial Holdings Inc. | 11 May 2022 | 2 | +$499,912 | 4 | Managing Director | 13 May 2022, 16:30 |
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2022 | 4 | -$1,306,097 | 4 | Managing Director | 01 Mar 2022, 17:10 |
| LPLA | LPL Financial Holdings Inc. | 16 Aug 2021 | 1 | -$1,248,163 | 4 | Managing Director | 18 Aug 2021, 16:19 |