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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Feb-24 7:57 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Grant | 3,718 | -- | -- | 206% 1.8K to 5.52K | |
| 27-Feb-24 7:57 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Payment of Exercise | 1,295 | $263.36 | $341,051.00 | (23%) 5.52K to 4.22K | |
| 06-Nov-23 4:47 PM View: | Lpl Financial Holdings Inc. (LPLA) | 02-Nov-23 | Private Sale | 1,930 | $222.37 | $429,174.00 | (52%) 3.73K to 1.8K | |
| 07-Jun-23 4:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 05-Jun-23 | Payment of Exercise | 896 | $199.99 | $179,191.00 | (19%) 4.63K to 3.73K | |
| 28-Feb-23 6:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Grant | 776 | -- | -- | 19% 4.13K to 4.9K | |
| 28-Feb-23 6:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Payment of Exercise | 276 | $247.30 | $68,254.80 | (6%) 4.9K to 4.63K |