| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 1,939 | $733,407 | $378.24 | 25 Feb 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2026 | 1 | $0 | 4 | Group Managing Director | 27 Feb 2026, 17:10 |
| LPLA | LPL Financial Holdings Inc. | 05 Sep 2025 | 1 | $0 | 4 | Group Managing Director | 09 Sep 2025, 16:56 |
| LPLA | LPL Financial Holdings Inc. | 04 Aug 2025 | 0 | $0 | 3 | Group Managing Director | 25 Aug 2025, 16:08 |