| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 4.03K | $1.53M | $379.39 | Jun 12, 2025 | Direct |
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 19 | $7.16K | $376.75 | Jun 12, 2025 | Held by the Reporting Person's spouse |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Jun 12, 2025 | 1 | -$16.7K | 4 | Jun 16, 2025 | Group Managing Director |
| LPLA | LPL Financial Holdings Inc. | Feb 25, 2025 | 4 | -$643K | 4 | Feb 27, 2025 | Managing Director |
| LPLA | LPL Financial Holdings Inc. | Dec 16, 2024 | 0 | $0 | 3 | Dec 31, 2024 | Managing Director |