| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Managing Director | Common Stock | 10,245 | $2,744,636 | $267.90 | 26 Feb 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2024 | 5 | -$397,016 | 4 | Managing Director | 27 Feb 2024, 20:04 |
| LPLA | LPL Financial Holdings Inc. | 06 May 2023 | 1 | -$352,445 | 4 | Managing Director | 09 May 2023, 17:12 |
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2023 | 1 | $0 | 4 | Managing Director | 28 Feb 2023, 17:52 |
| LPLA | LPL Financial Holdings Inc. | 06 May 2022 | 1 | $0 | 4 | Managing Director | 10 May 2022, 16:38 |
| LPLA | LPL Financial Holdings Inc. | 02 May 2022 | 0 | $0 | 3 | Managing Director | 10 May 2022, 16:33 |