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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 16-Sep-24 4:12 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 12-Sep-24 | Payment of Exercise | 514 | $206.98 | $106,388.00 | (8%) 6.19K to 5.68K | |
| 27-Feb-24 7:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Grant | 1,871 | -- | -- | 43% 4.32K to 6.19K | |
| 14-Sep-23 4:19 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-Sep-23 | Grant | 4,319 | -- | -- | 100% 0 to 4.32K |