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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Jun-24 4:11 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 12-Jun-24 | Payment of Exercise | 234 | $278.99 | $65,283.70 | (1%) 19.08K to 18.85K | |
| 27-Feb-24 7:51 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Feb-24 | Sale | 11,401 | $266.27 | $3,035,700.00 | (37%) 30.48K to 19.08K | |
| 27-Feb-24 7:51 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Grant | 8,264 | -- | -- | 33% 25.38K to 33.65K | |
| 27-Feb-24 7:51 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Payment of Exercise | 3,164 | $263.36 | $833,271.00 | (9%) 33.65K to 30.48K | |
| 13-Jun-23 5:13 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-Jun-23 | Grant | 1,532 | -- | -- | 6% 23.85K to 25.38K | |
| 07-Jun-23 4:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 05-Jun-23 | Payment of Exercise | 688 | $199.99 | $137,593.00 | (3%) 24.54K to 23.85K | |
| 28-Feb-23 6:23 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Grant | 5,938 | -- | -- | 28% 21.14K to 27.08K | |
| 28-Feb-23 6:23 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Payment of Exercise | 2,540 | $247.30 | $628,142.00 | (9%) 27.08K to 24.54K | |
| 06-Jun-22 4:40 PM View: | Lpl Financial Holdings Inc. (LPLA) | 05-Jun-22 | Payment of Exercise | 695 | $198.05 | $137,645.00 | (3%) 21.83K to 21.14K | |
| 01-Mar-22 6:03 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Grant | 2,057 | -- | -- | 10% 20.51K to 22.56K | |
| 01-Mar-22 6:03 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Payment of Exercise | 729 | $182.73 | $133,210.00 | (3%) 22.56K to 21.83K | |
| 13-Dec-21 5:34 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-Dec-21 | Payment of Exercise | 2,314 | $160.27 | $370,865.00 | (10%) 22.82K to 20.51K | 0% |