| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Director | Common Stock | 139 | $49,646 | $357.17 | 02 Feb 2026 | Direct |
| KEYCORP /NEW/ | Director | Common Shares | 100 | $1,487 | $14.87 | 15 May 2025 | Direct |
| KEYCORP /NEW/ | Director | Deferred Shares | 8,798 | 15 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 02 Feb 2026 | 1 | $0 | 4 | Director | 04 Feb 2026, 16:11 |
| LPLA | LPL Financial Holdings Inc. | 05 Jan 2026 | 0 | $0 | 3 | Director | 14 Jan 2026, 16:11 |
| KEY | KEYCORP /NEW/ | 15 May 2025 | 1 | $0 | 4 | Director | 19 May 2025, 16:46 |
| KEY | KEYCORP /NEW/ | 21 Apr 2025 | 1 | +$1,387 | 4 | Director | 23 Apr 2025, 17:17 |
| KEY | KEYCORP /NEW/ | 27 Dec 2024 | 0 | $0 | 3 | Director | 03 Jan 2025, 16:55 |