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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Aug-24 4:36 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-24 | Grant | 6 | -- | -- | < 1% 10.43K to 10.43K | |
| 06-Jun-24 4:55 PM View: | Lpl Financial Holdings Inc. (LPLA) | 04-Jun-24 | Grant | 4 | -- | -- | < 1% 10.42K to 10.43K | |
| 14-May-24 4:36 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-24 | Grant | 699 | -- | -- | 7% 9.72K to 10.42K | |
| 28-Mar-24 4:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Mar-24 | Grant | 4 | -- | -- | < 1% 9.72K to 9.72K | |
| 11-Dec-23 10:00 PM View: | Bill Holdings, Inc. (BILL) | 07-Dec-23 | Option Exercise | 1,733 | -- | -- | 95% 1.83K to 3.56K | |
| 29-Nov-23 5:14 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Nov-23 | Grant | 6 | -- | -- | < 1% 9.71K to 9.72K | |
| 29-Aug-23 6:08 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Aug-23 | Grant | 6 | -- | -- | < 1% 9.71K to 9.71K | |
| 05-Jun-23 4:45 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Jun-23 | Grant | 7 | -- | -- | < 1% 9.7K to 9.71K | |
| 16-May-23 4:05 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-23 | Grant | 784 | -- | -- | 9% 8.91K to 9.7K | |
| 30-Mar-23 4:19 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Mar-23 | Grant | 6 | -- | -- | < 1% 8.91K to 8.91K | |
| 12-Dec-22 7:54 PM View: | Bill Holdings, Inc. (BILL) | 08-Dec-22 | Option Exercise | 873 | -- | -- | 92% 0.95K to 1.83K | |
| 30-Nov-22 5:36 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Nov-22 | Grant | 4 | -- | -- | < 1% 8.9K to 8.91K | |
| 02-Sep-22 5:05 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Aug-22 | Grant | 4 | -- | -- | < 1% 8.9K to 8.9K | |
| 28-Jun-22 5:57 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Jun-22 | Grant | 5 | -- | -- | < 1% 8.9K to 8.9K | |
| 23-May-22 6:35 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-May-22 | Grant | 814 | -- | -- | 10% 8.08K to 8.9K | |
| 31-Mar-22 5:04 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Mar-22 | Grant | 4 | -- | -- | < 1% 8.08K to 8.08K | |
| 10-Feb-22 6:23 PM View: | Bill Holdings, Inc. (BILL) | 09-Feb-22 | Option Exercise | 3,333 | $13.40 | $44,662.20 | 350% 0.95K to 4.29K | |
| 10-Feb-22 6:23 PM View: | Bill Holdings, Inc. (BILL) | 09-Feb-22 | Planned Option Sale | 3,333 | $245.00 | $816,585.00 | (78%) 4.29K to 0.95K | |
| 09-Feb-22 7:56 PM View: | Bill Holdings, Inc. (BILL) | 07-Feb-22 | Option Exercise | 3,334 | $13.40 | $44,675.60 | 350% 0.95K to 4.29K | |
| 09-Feb-22 7:56 PM View: | Bill Holdings, Inc. (BILL) | 07-Feb-22 | Planned Option Sale | 3,334 | $232.65 | $775,656.00 | (78%) 4.29K to 0.95K | |
| 10-Dec-21 5:42 PM View: | Bill Holdings, Inc. (BILL) | 09-Dec-21 | Option Exercise | 953 | -- | -- | 100% 0 to 0.95K | |
| 01-Dec-21 4:52 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Nov-21 | Grant | 5 | -- | -- | < 1% 8.07K to 8.08K | |
| 09-Nov-21 7:11 PM View: | Bill Holdings, Inc. (BILL) | 08-Nov-21 | Option Exercise | 10,000 | $13.40 | $134,000.00 | 100% 0 to 10.0K | |
| 09-Nov-21 7:11 PM View: | Bill Holdings, Inc. (BILL) | 08-Nov-21 | Market Option Sale (Planned) | 10,000 | $341.03 | $3,410,330.00 | (100%) 10.0K to 0 | |
| 31-Aug-21 6:23 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Aug-21 | Grant | 5 | -- | -- | < 1% 8.07K to 8.07K | |
| 08-Jul-21 7:16 PM View: | Bill Holdings, Inc. (BILL) | 06-Jul-21 | Option Exercise | 10,000 | $13.40 | $134,000.00 | 100% 0 to 10.0K | |
| 08-Jul-21 7:16 PM View: | Bill Holdings, Inc. (BILL) | 06-Jul-21 | Market Option Sale (Planned) | 10,000 | $185.88 | $1,858,760.00 | (100%) 10.0K to 0 | |
| 09-Jun-21 5:43 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Jun-21 | Grant | 5 | -- | -- | < 1% 8.06K to 8.07K | |
| 10-May-21 8:02 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-21 | Grant | 1,051 | -- | -- | 15% 7.01K to 8.06K | |
| 01-Apr-21 4:56 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Mar-21 | Grant | 4 | -- | -- | < 1% 7.01K to 7.01K | |
| 10-Feb-21 5:21 PM View: | Bill Holdings, Inc. (BILL) | 08-Feb-21 | Option Exercise | 20,000 | $13.40 | $268,000.00 | 100% 0 to 20.0K | |
| 10-Feb-21 5:21 PM View: | Bill Holdings, Inc. (BILL) | 08-Feb-21 | Market Option Sale (Planned) | 20,000 | $180.09 | $3,601,710.00 | (100%) 20.0K to 0 | |
| 02-Dec-20 9:09 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Nov-20 | Grant | 7 | -- | -- | < 1% 7.0K to 7.01K | |
| 01-Sep-20 6:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Aug-20 | Grant | 8 | -- | -- | < 1% 6.99K to 7.0K | |
| 16-Jun-20 5:31 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-Jun-20 | Grant | 8 | -- | -- | < 1% 6.99K to 6.99K | |
| 11-May-20 6:21 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-20 | Grant | 2,780 | -- | -- | 66% 4.21K to 6.99K | |
| 10-May-19 5:02 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-May-19 | Grant | 2,074 | -- | -- | 97% 2.13K to 4.21K | |
| 05-Jun-18 6:23 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Jun-18 | Grant | 2,131 | -- | -- | 100% 0 to 2.13K | |
| 07-Nov-16 2:56 PM View: | Fleetmatics Group Plc (FLTX) | 07-Nov-16 | Disposition | 14,350 | -- | -- | (100%) 14.35K to 0 | |
| 05-Aug-16 6:22 PM View: | Fleetmatics Group Plc (FLTX) | 03-Aug-16 | Payment of Exercise | 2,587 | $59.59 | $154,159.00 | (15%) 16.94K to 14.35K | (< 1%) |
| 03-Aug-16 9:29 PM View: | Fleetmatics Group Plc (FLTX) | 01-Aug-16 | Grant | 4,363 | -- | -- | 35% 12.57K to 16.94K | |
| 17-Jun-16 7:17 PM View: | Fleetmatics Group Plc (FLTX) | 15-Jun-16 | Payment of Exercise | 1,036 | $43.63 | $45,200.70 | (8%) 13.61K to 12.57K | (37%) |
| 22-Mar-16 6:03 PM View: | Fleetmatics Group Plc (FLTX) | 18-Mar-16 | Payment of Exercise | 701 | $40.82 | $28,614.80 | (5%) 14.31K to 13.61K | (47%) |
| 22-Dec-15 7:31 PM View: | Fleetmatics Group Plc (FLTX) | 18-Dec-15 | Payment of Exercise | 700 | $50.00 | $35,000.00 | (5%) 15.01K to 14.31K | (20%) |
| 22-Sep-15 5:28 PM View: | Fleetmatics Group Plc (FLTX) | 18-Sep-15 | Payment of Exercise | 701 | $48.97 | $34,328.00 | (4%) 15.71K to 15.01K | (22%) |
| 04-Aug-15 9:45 PM View: | Fleetmatics Group Plc (FLTX) | 02-Aug-15 | Grant | 5,389 | -- | -- | 52% 10.32K to 15.71K | |
| 22-Jun-15 4:44 PM View: | Fleetmatics Group Plc (FLTX) | 18-Jun-15 | Payment of Exercise | 700 | $46.50 | $32,550.00 | (6%) 11.02K to 10.32K | (29%) |
| 17-Jun-15 5:49 PM View: | Fleetmatics Group Plc (FLTX) | 15-Jun-15 | Grant | 2,157 | -- | -- | 24% 8.87K to 11.02K | |
| 20-Mar-15 5:32 PM View: | Fleetmatics Group Plc (FLTX) | 18-Mar-15 | Payment of Exercise | 700 | $43.56 | $30,492.00 | (7%) 9.57K to 8.87K | (38%) |
| 22-Dec-14 6:14 PM View: | Fleetmatics Group Plc (FLTX) | 18-Dec-14 | Payment of Exercise | 701 | $38.75 | $27,163.80 | (7%) 10.27K to 9.57K | (55%) |