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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Feb-24 7:25 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 26-Feb-24 | Sale (Planned) | 5,574 | $266.52 | $1,485,610.00 | (29%) 19.24K to 13.66K | |
| 27-Feb-24 7:25 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Grant | 13,661 | -- | -- | 108% 12.64K to 26.3K | |
| 27-Feb-24 7:25 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Payment of Exercise | 7,068 | $263.36 | $1,861,430.00 | (27%) 26.3K to 19.24K | |
| 07-Feb-24 4:47 PM View: | Lpl Financial Holdings Inc. (LPLA) | 05-Feb-24 | Option Exercise | 27,704 | $39.48 | $1,093,750.00 | 219% 12.64K to 40.35K | |
| 07-Feb-24 4:47 PM View: | Lpl Financial Holdings Inc. (LPLA) | 05-Feb-24 | Planned Option Sale | 27,704 | $248.55 | $6,885,750.00 | (69%) 40.35K to 12.64K | |
| 28-Feb-23 6:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Feb-23 | Sale (Planned) | 7,111 | $246.16 | $1,750,480.00 | (36%) 19.75K to 12.64K | |
| 28-Feb-23 6:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Grant | 15,876 | -- | -- | 125% 12.67K to 28.54K | |
| 28-Feb-23 6:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Payment of Exercise | 8,788 | $247.30 | $2,173,270.00 | (31%) 28.54K to 19.75K | |
| 08-Feb-23 4:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-Feb-23 | Option Exercise | 20,810 | $19.85 | $413,078.00 | 164% 12.67K to 33.48K | |
| 08-Feb-23 4:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-Feb-23 | Planned Option Sale | 20,810 | $239.29 | $4,979,730.00 | (62%) 33.48K to 12.67K | |
| 02-Nov-22 4:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Oct-22 | Option Exercise | 20,000 | $19.85 | $397,000.00 | 158% 12.67K to 32.67K | |
| 02-Nov-22 4:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Oct-22 | Planned Option Sale | 20,000 | $257.09 | $5,141,820.00 | (61%) 32.67K to 12.67K | |
| 01-Mar-22 5:44 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Feb-22 | Sale (Planned) | 5,780 | $180.76 | $1,044,820.00 | (31%) 18.45K to 12.67K | |
| 01-Mar-22 5:44 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Grant | 13,849 | -- | -- | 112% 12.39K to 26.24K | |
| 01-Mar-22 5:44 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Payment of Exercise | 7,795 | $182.73 | $1,424,380.00 | (30%) 26.24K to 18.45K | |
| 09-Feb-22 4:56 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Feb-22 | Option Exercise | 20,000 | $19.85 | $397,000.00 | 161% 12.39K to 32.39K | |
| 09-Feb-22 4:56 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Feb-22 | Planned Option Sale | 20,000 | $181.20 | $3,624,050.00 | (62%) 32.39K to 12.39K | |
| 12-May-21 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-21 | Option Exercise | 50,905 | $27.72 | $1,410,980.00 | 411% 12.39K to 63.3K | |
| 12-May-21 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-21 | Market Option Sale (Planned) | 50,905 | $154.39 | $7,859,400.00 | (80%) 63.3K to 12.39K | 4% |
| 01-Mar-21 7:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Feb-21 | Market Sale (Planned) | 1,512 | $131.30 | $198,533.00 | (11%) 13.9K to 12.39K | (13%) |
| 01-Mar-21 7:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Grant | 3,767 | -- | -- | 29% 13.13K to 16.89K | |
| 01-Mar-21 7:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Payment of Exercise | 1,488 | $132.10 | $196,565.00 | (9%) 16.89K to 15.4K | (12%) |
| 01-Mar-21 7:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Gift | 1,500 | -- | -- | (10%) 15.4K to 13.9K | |
| 25-Feb-21 5:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Feb-21 | Market Sale (Planned) | 8,847 | $134.94 | $1,193,810.00 | (40%) 21.97K to 13.13K | (10%) |
| 25-Feb-21 5:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-21 | Grant | 13,682 | -- | -- | 92% 14.84K to 28.52K | |
| 25-Feb-21 5:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-21 | Payment of Exercise | 6,544 | $135.41 | $886,123.00 | (23%) 28.52K to 21.97K | (9%) |
| 12-Nov-20 5:34 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Nov-20 | Market Sale (Planned) | 12,500 | $87.46 | $1,093,280.00 | (46%) 27.34K to 14.84K | (68%) |
| 12-Nov-20 5:34 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Aug-20 | Gift | 2,000 | -- | -- | (7%) 29.34K to 27.34K | |
| 17-Mar-20 8:18 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Mar-20 | Grant | 21,110 | -- | -- | 106% 20.0K to 41.11K | |
| 17-Mar-20 8:18 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Mar-20 | Payment of Exercise | 11,775 | $59.76 | $703,674.00 | (29%) 41.11K to 29.34K | (144%) |
| 27-Feb-20 8:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Feb-20 | Market Sale (Planned) | 937 | $84.86 | $79,513.80 | (4%) 20.94K to 20.0K | (72%) |
| 27-Feb-20 8:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Grant | 4,701 | -- | -- | 26% 17.83K to 22.53K | |
| 27-Feb-20 8:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Payment of Exercise | 496 | $84.48 | $41,902.10 | (2%) 22.53K to 22.03K | (72%) |
| 27-Feb-20 8:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Market Sale (Planned) | 1,095 | $87.78 | $96,119.10 | (5%) 22.03K to 20.94K | (66%) |
| 25-Feb-20 5:19 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-20 | Payment of Exercise | 616 | $94.86 | $58,433.80 | (3%) 18.44K to 17.83K | (54%) |
| 07-Aug-19 4:39 PM View: | Lpl Financial Holdings Inc. (LPLA) | 05-Aug-19 | Market Sale (Planned) | 12,500 | $76.67 | $958,411.00 | (40%) 30.94K to 18.44K | (89%) |
| 07-Aug-19 4:39 PM View: | Lpl Financial Holdings Inc. (LPLA) | 17-May-19 | Gift | 2,000 | -- | -- | (6%) 32.94K to 30.94K | |
| 15-Mar-19 8:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Mar-19 | Payment of Exercise | 1,309 | $74.22 | $97,154.00 | (4%) 34.25K to 32.94K | (96%) |
| 26-Feb-19 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-19 | Grant | 4,299 | -- | -- | 13% 32.36K to 36.66K | |
| 26-Feb-19 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-19 | Payment of Exercise | 2,405 | $77.53 | $186,460.00 | (7%) 36.66K to 34.25K | (88%) |
| 26-Feb-19 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-19 | Payment of Exercise | 616 | $77.04 | $47,456.60 | (2%) 32.97K to 32.36K | (89%) |
| 31-Oct-18 6:39 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Oct-18 | Payment of Exercise | 2,909 | $58.64 | $170,584.00 | (8%) 35.88K to 32.97K | (148%) |
| 15-Mar-18 9:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Mar-18 | Payment of Exercise | 1,309 | $64.99 | $85,071.90 | (4%) 37.19K to 35.88K | (122%) |
| 27-Feb-18 7:35 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-18 | Payment of Exercise | 1,353 | $65.50 | $88,621.50 | (4%) 38.55K to 37.19K | (119%) |
| 27-Feb-18 7:35 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-18 | Grant | 5,131 | -- | -- | 15% 33.41K to 38.55K | |
| 01-Nov-17 5:39 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Oct-17 | Payment of Exercise | 3,063 | $49.44 | $151,435.00 | (8%) 36.48K to 33.41K | (189%) |
| 15-Mar-17 8:56 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Mar-17 | Grant | 7,916 | -- | -- | 28% 28.56K to 36.48K | |
| 28-Feb-17 10:00 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-17 | Payment of Exercise | 1,479 | $39.13 | $57,873.30 | (5%) 30.04K to 28.56K | (267%) |
| 01-Nov-16 4:32 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Oct-16 | Payment of Exercise | 2,206 | $31.28 | $69,003.70 | (7%) 32.25K to 30.04K | (358%) |
| 03-Nov-15 4:21 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Oct-15 | Grant | 17,605 | -- | -- | 100% 0 to 17.61K |