| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Group Managing Director | Common Stock | 3,415 | $1,291,689 | $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, 17:13 |
| LPLA | LPL Financial Holdings Inc. | 09 Dec 2025 | 1 | $0 | 4 | Group Managing Director | 11 Dec 2025, 16:21 |
| LPLA | LPL Financial Holdings Inc. | 08 Dec 2025 | 0 | $0 | 3 | Group Managing Director | 11 Dec 2025, 16:19 |