| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Principal Accounting Officer | Common Stock | 1.97K | $670K | $339.97 | Sep 9, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Sep 9, 2025 | 1 | -$19K | 4 | Sep 11, 2025 | Principal Accounting Officer |
| LPLA | LPL Financial Holdings Inc. | Feb 28, 2025 | 0 | $0 | 3 | Mar 10, 2025 | Principal Accounting Officer |