| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 5,488 | $2,075,861 | $378.24 | 25 Feb 2026 | Direct |
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 19 | $7,186 | $378.24 | 25 Feb 2026 | Held by the Reporting Person's spouse |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2026 | 3 | -$153,821 | 4 | Group Managing Director | 27 Feb 2026, 17:05 |
| LPLA | LPL Financial Holdings Inc. | 12 Jun 2025 | 1 | -$16,693 | 4 | Group Managing Director | 16 Jun 2025, 16:11 |
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2025 | 4 | -$642,938 | 4 | Managing Director | 27 Feb 2025, 18:14 |
| LPLA | LPL Financial Holdings Inc. | 16 Dec 2024 | 0 | $0 | 3 | Managing Director | 31 Dec 2024, 18:34 |