Richard P. Schifter - 09 Aug 2024 Form 4 Insider Report for LPL Financial Holdings Inc. (LPLA)

Role
Director
Signature
/s/ Gregory M. Woods, attorney-in-fact
Issuer symbol
LPLA
Transactions as of
09 Aug 2024
Net transactions value
$0
Form type
4
Filing time
13 Aug 2024, 17:12:34 UTC
Previous filing
06 Jun 2024
Next filing
27 Aug 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction LPLA Common Stock Gift $0 -182 -0.44% $0.000000 41,484 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.44% $0.000000 41,302 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.44% $0.000000 41,120 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.44% $0.000000 40,938 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.44% $0.000000 40,756 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.45% $0.000000 40,574 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.45% $0.000000 40,392 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.45% $0.000000 40,210 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.45% $0.000000 40,028 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.45% $0.000000 39,846 09 Aug 2024 Direct F1
transaction LPLA Common Stock Gift $0 -182 -0.46% $0.000000 39,664 09 Aug 2024 Direct F1
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #1 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #2 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #3 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #4 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #5 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #6 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #7 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #8 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #9 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #10 F2
holding LPLA Common Stock 330 09 Aug 2024 By Co-Trustee of Grandchild's Trust #11 F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On August 9, 2024, the reporting person transferred shares of common stock to each of eleven trusts.
F2 The reporting person is a co-trustee of each trust, and the sole beneficiary of each trust is a grandchild of the reporting person. The reporting person remains the beneficial owner of the securities held by such trusts.

Remarks:

The signatory is signing on behalf of Richard P. Schifter pursuant to a Power of Attorney dated March 28, 2017.