| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Managing Director | Common Stock | 6,711 | $2,416,430 | $360.07 | 25 Feb 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2025 | 2 | -$84,694 | 4 | Managing Director | 27 Feb 2025, 18:08 |
| LPLA | LPL Financial Holdings Inc. | 12 Sep 2024 | 1 | -$106,388 | 4 | Managing Director | 16 Sep 2024, 16:12 |
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2024 | 1 | $0 | 4 | Managing Director | 27 Feb 2024, 19:33 |
| LPLA | LPL Financial Holdings Inc. | 12 Sep 2023 | 1 | $0 | 4 | Managing Director | 14 Sep 2023, 16:19 |
| LPLA | LPL Financial Holdings Inc. | 05 Sep 2023 | 0 | $0 | 3 | Managing Director | 14 Sep 2023, 16:12 |