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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Aug-24 4:20 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-24 | Grant | 7 | -- | -- | < 1% 14.26K to 14.27K | |
| 06-Jun-24 4:36 PM View: | Lpl Financial Holdings Inc. (LPLA) | 04-Jun-24 | Grant | 5 | -- | -- | < 1% 14.25K to 14.26K | |
| 14-May-24 4:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-24 | Grant | 699 | -- | -- | 5% 13.55K to 14.25K | |
| 28-Mar-24 4:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Mar-24 | Grant | 5 | -- | -- | < 1% 13.55K to 13.55K | |
| 29-Nov-23 4:57 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Nov-23 | Grant | 7 | -- | -- | < 1% 13.54K to 13.55K | |
| 29-Aug-23 5:52 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Aug-23 | Grant | 7 | -- | -- | < 1% 13.54K to 13.54K | |
| 05-Jun-23 4:25 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Jun-23 | Grant | 9 | -- | -- | < 1% 13.53K to 13.54K | |
| 16-May-23 4:07 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-23 | Grant | 1,290 | -- | -- | 11% 12.24K to 13.53K | |
| 30-Mar-23 4:03 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Mar-23 | Grant | 8 | -- | -- | < 1% 12.23K to 12.24K | |
| 30-Nov-22 5:18 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Nov-22 | Grant | 5 | -- | -- | < 1% 12.22K to 12.23K | |
| 02-Sep-22 4:49 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Aug-22 | Grant | 5 | -- | -- | < 1% 12.22K to 12.22K | |
| 28-Jun-22 5:41 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Jun-22 | Grant | 6 | -- | -- | < 1% 12.21K to 12.22K | |
| 23-May-22 6:19 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-May-22 | Grant | 1,339 | -- | -- | 12% 10.87K to 12.21K | |
| 31-Mar-22 4:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Mar-22 | Grant | 5 | -- | -- | < 1% 10.87K to 10.87K | |
| 01-Dec-21 4:26 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Nov-21 | Grant | 7 | -- | -- | < 1% 10.86K to 10.87K | |
| 31-Aug-21 6:07 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Aug-21 | Grant | 7 | -- | -- | < 1% 10.86K to 10.86K | |
| 09-Jun-21 5:25 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Jun-21 | Grant | 7 | -- | -- | < 1% 10.85K to 10.86K | |
| 10-May-21 7:49 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-21 | Grant | 1,593 | -- | -- | 17% 9.26K to 10.85K | |
| 01-Apr-21 4:37 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Mar-21 | Grant | 6 | -- | -- | < 1% 9.25K to 9.26K | |
| 02-Dec-20 9:01 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Nov-20 | Grant | 10 | -- | -- | < 1% 9.24K to 9.25K | |
| 01-Sep-20 6:28 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Aug-20 | Grant | 12 | -- | -- | < 1% 9.23K to 9.24K | |
| 16-Jun-20 5:15 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-Jun-20 | Grant | 12 | -- | -- | < 1% 9.21K to 9.23K | |
| 11-May-20 5:59 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-20 | Grant | 4,215 | -- | -- | 84% 5.0K to 9.21K | |
| 29-Apr-19 3:51 PM View: | T. Rowe Price Group, Inc. (TROW) | 26-Apr-19 | Gift | 2,000 | -- | -- | (< 1%) 961.1K to 959.1K | |
| 29-Apr-19 3:51 PM View: | T. Rowe Price Group, Inc. (TROW) | 25-Apr-19 | Market Sale | 20,000 | $107.92 | $2,158,470.00 | (2%) 981.1K to 961.1K | (90%) |
| 28-Mar-19 2:45 PM View: | T. Rowe Price Group, Inc. (TROW) | 27-Mar-19 | Payment of Exercise | 2,016 | $99.09 | $199,765.00 | (< 1%) 653.15K to 651.13K | (106%) |
| 28-Mar-19 2:45 PM View: | T. Rowe Price Group, Inc. (TROW) | 27-Mar-19 | Option Exercise | 3,126 | $63.93 | $199,853.00 | < 1% 650.02K to 653.15K | |
| 04-Mar-19 1:48 PM View: | T. Rowe Price Group, Inc. (TROW) | 28-Feb-19 | Payment of Exercise | 1,507 | $100.43 | $151,348.00 | (< 1%) 981.5K to 979.99K | (105%) |
| 19-Feb-19 3:39 PM View: | T. Rowe Price Group, Inc. (TROW) | 15-Feb-19 | Market Sale | 10,000 | $97.15 | $971,469.00 | (1%) 991.5K to 981.5K | (112%) |
| 15-Feb-19 11:29 AM View: | T. Rowe Price Group, Inc. (TROW) | 13-Feb-19 | Grant | 15,719 | -- | -- | 2% 975.78K to 991.5K | |
| 20-Dec-18 3:48 PM View: | T. Rowe Price Group, Inc. (TROW) | 19-Dec-18 | Gift | 24,050 | -- | -- | (2%) 999.83K to 975.78K | |
| 20-Dec-18 3:48 PM View: | T. Rowe Price Group, Inc. (TROW) | 18-Dec-18 | Gift | 2,925 | -- | -- | (< 1%) 1.0M to 999.83K | |
| 12-Dec-18 1:02 PM View: | T. Rowe Price Group, Inc. (TROW) | 10-Dec-18 | Payment of Exercise | 4,669 | $92.45 | $431,649.00 | (< 1%) 1.01M to 1.0M | (121%) |
| 01-Aug-18 3:23 PM View: | T. Rowe Price Group, Inc. (TROW) | 31-Jul-18 | Grant | 149 | $118.49 | $17,661.60 | < 1% 1.01M to 1.01M | 72% |
| 01-Aug-18 3:23 PM View: | T. Rowe Price Group, Inc. (TROW) | 27-Jul-18 | Gift | 815 | -- | -- | (< 1%) 1.01M to 1.01M | |
| 21-Jun-18 3:26 PM View: | T. Rowe Price Group, Inc. (TROW) | 20-Jun-18 | Grant | 14 | $121.88 | $1,750.02 | < 1% 1.01M to 1.01M | 67% |
| 21-Jun-18 3:26 PM View: | T. Rowe Price Group, Inc. (TROW) | 20-Jun-18 | Gift | 1,205 | -- | -- | (< 1%) 1.01M to 1.01M | |
| 24-May-18 9:57 AM View: | T. Rowe Price Group, Inc. (TROW) | 22-May-18 | Gift | 4,940 | -- | -- | (< 1%) 1.01M to 1.01M | |
| 21-May-18 3:54 PM View: | T. Rowe Price Group, Inc. (TROW) | 18-May-18 | Grant | 282 | $106.57 | $30,066.60 | < 1% 1.0M to 1.0M | |
| 21-May-18 3:54 PM View: | T. Rowe Price Group, Inc. (TROW) | 18-May-18 | Payment of Exercise | 38,993 | $120.59 | $4,702,170.00 | (4%) 1.05M to 1.01M | (68%) |
| 21-May-18 3:54 PM View: | T. Rowe Price Group, Inc. (TROW) | 18-May-18 | Option Exercise | 50,569 | $67.56 | $3,416,510.00 | 5% 1.0M to 1.05M | |
| 12-Dec-17 1:36 PM View: | T. Rowe Price Group, Inc. (TROW) | 08-Dec-17 | Payment of Exercise | 6,405 | $102.75 | $658,114.00 | (< 1%) 1.01M to 1.0M | (95%) |
| 04-Dec-17 3:05 PM View: | T. Rowe Price Group, Inc. (TROW) | 01-Dec-17 | Grant | 162 | $90.92 | $14,770.00 | < 1% 1.02M to 1.02M | (3%) |
| 04-Dec-17 3:05 PM View: | T. Rowe Price Group, Inc. (TROW) | 01-Dec-17 | Gift | 8,250 | -- | -- | (< 1%) 1.02M to 1.01M | |
| 19-Sep-17 10:43 AM View: | T. Rowe Price Group, Inc. (TROW) | 06-Sep-17 | Grant | 11,001 | $3.07 | $33,751.50 | 1% 1.01M to 1.02M | |
| 17-Feb-17 12:23 PM View: | T. Rowe Price Group, Inc. (TROW) | 15-Feb-17 | Grant | 10,496 | $1.26 | $13,244.80 | 1% 994.54K to 1.01M | |
| 22-Dec-16 2:39 PM View: | T. Rowe Price Group, Inc. (TROW) | 22-Dec-16 | Gift | 46,400 | -- | -- | (4%) 1.04M to 994.54K | |
| 22-Dec-16 2:39 PM View: | T. Rowe Price Group, Inc. (TROW) | 21-Dec-16 | Gift | 5,200 | -- | -- | (< 1%) 1.05M to 1.04M | |
| 19-Dec-16 4:25 PM View: | T. Rowe Price Group, Inc. (TROW) | 16-Dec-16 | Option Exercise | 9,190 | $43.68 | $401,431.00 | < 1% 1.04M to 1.05M | |
| 19-Dec-16 4:25 PM View: | T. Rowe Price Group, Inc. (TROW) | 15-Dec-16 | Payment of Exercise | 198,958 | $76.00 | $15,120,800.00 | (16%) 1.24M to 1.04M | (161%) |