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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Feb-24 7:42 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 26-Feb-24 | Sale (Planned) | 2,400 | $263.00 | $631,200.00 | (19%) 12.89K to 10.49K | |
| 27-Feb-24 7:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Grant | 7,685 | -- | -- | 89% 8.63K to 16.32K | |
| 27-Feb-24 7:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-24 | Payment of Exercise | 3,424 | $263.36 | $901,745.00 | (21%) 16.32K to 12.89K | |
| 22-Feb-24 5:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 20-Feb-24 | Option Exercise | 1,381 | $45.55 | $62,904.60 | 16% 8.63K to 10.02K | |
| 22-Feb-24 5:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 20-Feb-24 | Planned Option Sale | 1,381 | $256.94 | $354,834.00 | (14%) 10.02K to 8.63K | |
| 08-Nov-23 5:08 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-Nov-23 | Gift | 1,344 | -- | -- | (13%) 9.98K to 8.63K | |
| 05-Sep-23 4:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 22-Aug-23 | Option Exercise | 3,265 | $45.55 | $148,721.00 | 33% 9.98K to 13.24K | |
| 05-Sep-23 4:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 22-Aug-23 | Planned Option Sale | 3,265 | $230.86 | $753,758.00 | (25%) 13.24K to 9.98K | |
| 28-Feb-23 6:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Grant | 7,805 | -- | -- | 138% 5.65K to 13.46K | |
| 28-Feb-23 6:17 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-23 | Payment of Exercise | 3,477 | $247.30 | $859,862.00 | (26%) 13.46K to 9.98K | |
| 16-Mar-22 5:02 PM View: | Lpl Financial Holdings Inc. (LPLA) | 14-Mar-22 | Option Exercise | 1,900 | $45.55 | $86,545.00 | 34% 5.65K to 7.55K | |
| 16-Mar-22 5:02 PM View: | Lpl Financial Holdings Inc. (LPLA) | 14-Mar-22 | Option Sale | 1,900 | $159.25 | $302,575.00 | (25%) 7.55K to 5.65K | |
| 01-Mar-22 5:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Grant | 1,521 | -- | -- | 32% 4.77K to 6.29K | |
| 01-Mar-22 5:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-22 | Payment of Exercise | 643 | $182.73 | $117,495.00 | (10%) 6.29K to 5.65K | |
| 21-Jul-21 6:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 20-Jul-21 | Option Exercise | 7,712 | $44.08 | $339,913.00 | 162% 4.77K to 12.48K | |
| 21-Jul-21 6:29 PM View: | Lpl Financial Holdings Inc. (LPLA) | 20-Jul-21 | Market Option Sale (Planned) | 7,712 | $130.00 | $1,002,560.00 | (62%) 12.48K to 4.77K | |
| 12-May-21 5:10 PM View: | Lpl Financial Holdings Inc. (LPLA) | 11-May-21 | Market Sale | 438 | $148.71 | $65,135.00 | (8%) 5.21K to 4.77K | < 1% |
| 01-Mar-21 7:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Mar-21 | Market Sale | 476 | $136.41 | $64,931.20 | (8%) 5.69K to 5.21K | (8%) |
| 01-Mar-21 7:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Grant | 1,965 | -- | -- | 48% 4.11K to 6.07K | |
| 01-Mar-21 7:30 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-21 | Payment of Exercise | 388 | $132.10 | $51,254.80 | (6%) 6.07K to 5.69K | (12%) |
| 25-Feb-21 5:22 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-21 | Payment of Exercise | 134 | $135.41 | $18,144.90 | (3%) 4.24K to 4.11K | (9%) |
| 11-Feb-21 4:43 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Feb-21 | Option Exercise | 1,473 | $19.85 | $29,239.10 | 35% 4.24K to 5.72K | |
| 11-Feb-21 4:43 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-Feb-21 | Market Option Sale | 1,473 | $124.89 | $183,963.00 | (26%) 5.72K to 4.24K | (18%) |
| 17-Mar-20 8:23 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-Mar-20 | Payment of Exercise | 232 | $59.76 | $13,864.30 | (5%) 4.47K to 4.24K | (144%) |
| 27-Feb-20 8:35 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Grant | 2,108 | -- | -- | 83% 2.54K to 4.65K | |
| 27-Feb-20 8:35 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Feb-20 | Payment of Exercise | 171 | $84.48 | $14,446.10 | (4%) 4.65K to 4.47K | (72%) |
| 25-Feb-20 5:25 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Feb-20 | Payment of Exercise | 159 | $94.86 | $15,082.70 | (6%) 2.7K to 2.54K | (54%) |