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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Feb-24 8:04 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 26-Feb-24 | Sale (Planned) | 1,300 | $266.50 | $346,451.00 | (11%) 11.54K to 10.24K | |
| 27-Feb-24 8:04 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Payment of Exercise | 192 | $263.36 | $50,565.10 | (2%) 11.74K to 11.54K | |
| 09-May-23 5:12 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-23 | Payment of Exercise | 1,847 | $190.82 | $352,445.00 | (14%) 13.58K to 11.74K | |
| 28-Feb-23 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Grant | 1,476 | -- | -- | 12% 12.11K to 13.58K | |
| 10-May-22 4:38 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-22 | Grant | 12,108 | -- | -- | 100% 0 to 12.11K |