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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Feb-24 8:13 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Grant | 15,379 | -- | -- | 91% 16.91K to 32.29K | |
| 27-Feb-24 8:13 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Payment of Exercise | 7,397 | $263.36 | $1,948,070.00 | (23%) 32.29K to 24.9K | |
| 15-Sep-23 4:15 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Sep-23 | Private Sale (Planned) | 10,300 | $242.68 | $2,499,620.00 | (38%) 27.21K to 16.91K | |
| 28-Feb-23 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Grant | 14,252 | -- | -- | 70% 20.34K to 34.59K | |
| 28-Feb-23 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Payment of Exercise | 7,379 | $247.30 | $1,824,830.00 | (21%) 34.59K to 27.21K | |
| 09-Sep-22 5:22 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Sep-22 | Payment of Exercise | 3,737 | $223.79 | $836,303.00 | (16%) 24.08K to 20.34K | |
| 08-Aug-22 4:48 PM View: | Lpl Financial Holdings Inc. (LPLA) | 04-Aug-22 | Option Exercise | 7,355 | $77.53 | $570,233.00 | 31% 24.08K to 31.43K | |
| 08-Aug-22 4:48 PM View: | Lpl Financial Holdings Inc. (LPLA) | 04-Aug-22 | Planned Option Sale | 7,355 | $216.64 | $1,593,390.00 | (23%) 31.43K to 24.08K | |
| 01-Mar-22 6:31 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Grant | 9,146 | -- | -- | 48% 19.17K to 28.31K | |
| 01-Mar-22 6:31 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Payment of Exercise | 4,234 | $182.73 | $773,679.00 | (15%) 28.31K to 24.08K | |
| 09-Sep-21 4:38 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Sep-21 | Payment of Exercise | 3,736 | $147.69 | $551,770.00 | (16%) 22.9K to 19.17K | < 1% |
| 10-Mar-21 5:16 PM View: | Lpl Financial Holdings Inc. (LPLA) | 08-Mar-21 | Market Sale | 1,406 | $136.67 | $192,158.00 | (6%) 24.31K to 22.9K | (8%) |
| 01-Mar-21 8:15 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Grant | 4,259 | -- | -- | 20% 20.84K to 25.1K | |
| 01-Mar-21 8:15 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Payment of Exercise | 788 | $132.10 | $104,095.00 | (3%) 25.1K to 24.31K | (12%) |
| 12-Nov-20 5:38 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Nov-20 | Market Sale (Planned) | 3,984 | $86.00 | $342,624.00 | (16%) 24.82K to 20.84K | (71%) |
| 09-Sep-20 4:36 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Sep-20 | Payment of Exercise | 3,552 | $83.76 | $297,516.00 | (13%) 28.37K to 24.82K | (76%) |
| 11-Jun-20 5:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Jun-20 | Market Sale | 5,418 | $86.02 | $466,056.00 | (16%) 33.79K to 28.37K | (71%) |
| 27-Feb-20 9:10 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Grant | 4,132 | -- | -- | 14% 29.99K to 34.12K | |
| 27-Feb-20 9:10 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Payment of Exercise | 328 | $84.48 | $27,709.40 | (< 1%) 34.12K to 33.79K | (72%) |
| 10-Sep-19 6:18 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Sep-19 | Payment of Exercise | 2,606 | $76.90 | $200,401.00 | (8%) 32.59K to 29.99K | (89%) |
| 26-Feb-19 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-19 | Grant | 2,450 | -- | -- | 8% 30.14K to 32.59K | |
| 11-Sep-18 8:16 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Sep-18 | Grant | 30,143 | -- | -- | 100% 0 to 30.14K |