| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 5.66K | $2.17M | $383.99 | Jun 2, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Sep 2, 2025 | 1 | -$28.9K | 4 | Sep 3, 2025 | Group Managing Director |
| LPLA | LPL Financial Holdings Inc. | Jun 2, 2025 | 1 | -$30.7K | 4 | Jun 4, 2025 | Group Managing Director |
| LPLA | LPL Financial Holdings Inc. | Mar 14, 2025 | 1 | -$24.9K | 4 | Mar 17, 2025 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2025 | 3 | -$355K | 4 | Feb 27, 2025 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Dec 5, 2024 | 1 | -$101K | 4 | Dec 9, 2024 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2024 | 3 | -$341K | 4 | Feb 27, 2024 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Nov 2, 2023 | 1 | -$429K | 4 | Nov 6, 2023 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Jun 5, 2023 | 1 | -$179K | 4 | Jun 7, 2023 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2023 | 2 | -$68.3K | 4 | Feb 28, 2023 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Feb 8, 2023 | 0 | $0 | 3 | Feb 21, 2023 | Managing Director |