Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LPL Financial Holdings Inc. | 142,607.94 | reported | 14 Jun 2024 | tx 218+1,380,580−1,495,107 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Jun 2024 | EXERCISE | LPL Financial Holdings Inc. | 10,000 | 39.48 USD | |
| 14 Jun 2024 | SALE | LPL Financial Holdings Inc. | 5,677 | 277.31 USD | |
| 14 Jun 2024 | EXERCISE | LPL Financial Holdings Inc. | 10,000 | 0.00 USD | deriv |
| 05 Jun 2024 | GIFT | LPL Financial Holdings Inc. | 3,525 | 0.00 USD | |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 500 | 262.73 USD | |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 800 | 263.59 USD | |
| 25 Feb 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 12,752 | 0.00 USD | |
| 23 Feb 2024 | SALE | LPL Financial Holdings Inc. | 5,267 | 265.39 USD | |
| 23 Feb 2024 | EXERCISE | LPL Financial Holdings Inc. | 7,089 | 39.48 USD | |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 8,411 | 267.80 USD | |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 11,506 | 266.76 USD | |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 12,390 | 265.99 USD | |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 1,200 | 264.90 USD | |
| 25 Feb 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 68,800 | 0.00 USD | |
| 25 Feb 2024 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 41,015 | 263.36 USD | |
| 23 Feb 2024 | SALE | LPL Financial Holdings Inc. | 1,822 | 266.43 USD | |
| 26 Feb 2024 | EXERCISE | LPL Financial Holdings Inc. | 2,911 | 39.48 USD | |
| 23 Feb 2024 | EXERCISE | LPL Financial Holdings Inc. | 7,089 | 0.00 USD | deriv |
| 26 Feb 2024 | EXERCISE | LPL Financial Holdings Inc. | 2,911 | 0.00 USD | deriv |
| 20 Feb 2024 | EXERCISE | LPL Financial Holdings Inc. | 10,000 | 39.48 USD | |
| 20 Feb 2024 | GIFT | LPL Financial Holdings Inc. | 3,875 | 0.00 USD | |
| 20 Feb 2024 | SALE | LPL Financial Holdings Inc. | 2,924 | 255.19 USD | |
| 20 Feb 2024 | SALE | LPL Financial Holdings Inc. | 4,172 | 256.19 USD | |
| 20 Feb 2024 | SALE | LPL Financial Holdings Inc. | 1,504 | 257.11 USD | |
| 20 Feb 2024 | SALE | LPL Financial Holdings Inc. | 1,200 | 258.27 USD |