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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Aug-24 4:45 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-24 | Grant | 16 | -- | -- | < 1% 136.0K to 136.02K | |
| 06-Jun-24 4:58 PM View: | Lpl Financial Holdings Inc. (LPLA) | 04-Jun-24 | Grant | 10 | -- | -- | < 1% 135.99K to 136.0K | |
| 14-May-24 4:44 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-24 | Grant | 699 | -- | -- | < 1% 135.29K to 135.99K | |
| 28-Mar-24 4:35 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Mar-24 | Grant | 12 | -- | -- | < 1% 135.28K to 135.3K | |
| 29-Nov-23 5:20 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Nov-23 | Grant | 15 | -- | -- | < 1% 135.27K to 135.28K | |
| 29-Aug-23 6:13 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Aug-23 | Grant | 15 | -- | -- | < 1% 135.25K to 135.27K | |
| 05-Jun-23 4:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Jun-23 | Grant | 18 | -- | -- | < 1% 135.24K to 135.25K | |
| 16-May-23 4:06 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-23 | Grant | 1,290 | -- | -- | < 1% 133.95K to 135.24K | |
| 30-Mar-23 4:21 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Mar-23 | Grant | 17 | -- | -- | < 1% 133.93K to 133.95K | |
| 30-Nov-22 5:41 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Nov-22 | Grant | 10 | -- | -- | < 1% 133.92K to 133.93K | |
| 02-Sep-22 5:09 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Aug-22 | Grant | 12 | -- | -- | < 1% 133.91K to 133.92K | |
| 28-Jun-22 6:04 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Jun-22 | Grant | 14 | -- | -- | < 1% 133.89K to 133.91K | |
| 23-May-22 6:52 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-May-22 | Grant | 1,339 | -- | -- | 1% 132.55K to 133.89K | |
| 31-Mar-22 5:10 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Mar-22 | Grant | 14 | -- | -- | < 1% 132.54K to 132.55K | |
| 01-Dec-21 4:56 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Nov-21 | Grant | 16 | -- | -- | < 1% 132.52K to 132.54K | |
| 31-Aug-21 6:28 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Aug-21 | Grant | 18 | -- | -- | < 1% 132.51K to 132.52K | |
| 09-Jun-21 5:47 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Jun-21 | Grant | 18 | -- | -- | < 1% 132.49K to 132.51K | |
| 10-May-21 8:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-21 | Grant | 1,051 | -- | -- | < 1% 131.44K to 132.49K | |
| 01-Apr-21 5:02 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Mar-21 | Grant | 17 | -- | -- | < 1% 131.42K to 131.44K | |
| 02-Dec-20 9:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Nov-20 | Grant | 29 | -- | -- | < 1% 131.39K to 131.42K | |
| 01-Sep-20 6:48 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Aug-20 | Grant | 32 | -- | -- | < 1% 131.36K to 131.39K | |
| 16-Jun-20 5:38 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-Jun-20 | Grant | 32 | -- | -- | < 1% 131.33K to 131.36K | |
| 11-May-20 6:31 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-20 | Grant | 4,215 | -- | -- | 3% 127.11K to 131.33K | |
| 02-Apr-20 4:58 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Mar-20 | Grant | 48 | -- | -- | < 1% 127.06K to 127.11K | |
| 25-Nov-19 5:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 21-Nov-19 | Grant | 29 | -- | -- | < 1% 127.03K to 127.06K | |
| 27-Aug-19 6:41 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-19 | Grant | 35 | -- | -- | < 1% 127.0K to 127.03K | |
| 05-Jun-19 6:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 03-Jun-19 | Grant | 32 | -- | -- | < 1% 126.97K to 127.0K | |
| 10-May-19 5:09 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-May-19 | Grant | 2,074 | -- | -- | 2% 124.89K to 126.97K | |
| 02-Apr-19 8:21 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Mar-19 | Grant | 36 | -- | -- | < 1% 124.86K to 124.89K | |
| 28-Nov-18 8:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Nov-18 | Grant | 40 | -- | -- | < 1% 124.82K to 124.86K | |
| 27-Aug-18 6:09 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-18 | Grant | 38 | -- | -- | < 1% 124.78K to 124.82K | |
| 05-Jun-18 6:57 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Jun-18 | Grant | 36 | -- | -- | < 1% 124.74K to 124.78K | |
| 22-May-18 6:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 18-May-18 | Grant | 2,463 | -- | -- | 2% 122.28K to 124.74K | |
| 27-Mar-18 7:38 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Mar-18 | Grant | 43 | -- | -- | < 1% 122.24K to 122.28K | |
| 29-Nov-17 5:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Nov-17 | Grant | 50 | -- | -- | < 1% 122.19K to 122.24K | |
| 28-Aug-17 9:27 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Aug-17 | Grant | 55 | -- | -- | < 1% 122.13K to 122.19K | |
| 30-May-17 5:49 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-May-17 | Grant | 33 | -- | -- | < 1% 122.1K to 122.13K | |
| 22-May-17 9:43 PM View: | Lpl Financial Holdings Inc. (LPLA) | 18-May-17 | Grant | 5,167 | -- | -- | 4% 116.93K to 122.1K | |
| 28-Mar-17 8:21 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Mar-17 | Grant | 33 | -- | -- | < 1% 116.9K to 116.93K | |
| 16-Dec-16 7:23 PM View: | Lpl Financial Holdings Inc. (LPLA) | 14-Dec-16 | Grant | 5,202 | -- | -- | 5% 111.7K to 116.9K | |
| 20-May-15 6:06 PM View: | Lpl Financial Holdings Inc. (LPLA) | 18-May-15 | Grant | 1,592 | $42.85 | $68,217.20 | 1% 110.11K to 111.7K | |
| 14-May-15 5:55 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-15 | Grant | 3,185 | $40.81 | $129,980.00 | 3% 106.92K to 110.11K | |
| 09-May-14 4:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-14 | Grant | 1,706 | $46.89 | $79,994.30 | 2% 105.21K to 106.92K | |
| 10-Mar-14 7:12 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-Mar-14 | Grant | 935 | $53.47 | $49,994.40 | < 1% 104.28K to 105.21K | |
| 13-Jan-14 4:40 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Jan-14 | Sale (Planned) | 30,000 | $50.00 | $1,500,000.00 | (22%) 134.28K to 104.28K | |
| 09-Jan-14 4:28 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Jan-14 | Sale (Planned) | 30,000 | $48.00 | $1,440,000.00 | (18%) 164.28K to 134.28K | |
| 24-Dec-13 4:10 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Dec-13 | Sale (Planned) | 30,000 | $46.00 | $1,380,000.00 | (15%) 194.28K to 164.28K | |
| 11-Dec-13 5:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-Dec-13 | Sale (Planned) | 11,102 | $44.00 | $488,488.00 | (5%) 205.38K to 194.28K | |
| 11-Dec-13 5:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Dec-13 | Sale (Planned) | 18,898 | $44.00 | $831,512.00 | (8%) 224.28K to 205.38K | |
| 21-Nov-13 4:49 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-Nov-13 | Grant | 1,183 | -- | -- | < 1% 223.1K to 224.28K |