Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| E TRADE FINANCIAL CORP | 181,912 | reported | 11 Feb 2015 | tx 43+355,806−223,614 |
| LPL Financial Holdings Inc. | 22,341 | reported | 26 Feb 2026 | tx 134+494,507−473,125 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Feb 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 2,152 | 0.00 USD | |
| 26 Feb 2026 | SALE | LPL Financial Holdings Inc. | 274 | 319.32 USD | |
| 26 Feb 2026 | SALE | LPL Financial Holdings Inc. | 453 | 322.15 USD | |
| 26 Feb 2026 | SALE | LPL Financial Holdings Inc. | 348 | 318.51 USD | |
| 25 Feb 2026 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 2,351 | 318.47 USD | |
| 25 Feb 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 6,624 | 0.00 USD | |
| 26 Feb 2026 | SALE | LPL Financial Holdings Inc. | 506 | 321.04 USD | |
| 25 Feb 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 7,154 | 0.00 USD | |
| 25 Feb 2025 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 4,738 | 357.36 USD | |
| 25 Feb 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 5,947 | 0.00 USD | |
| 26 Feb 2025 | SALE | LPL Financial Holdings Inc. | 4,588 | 360.07 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 1,417 | 368.08 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 5,260 | 365.37 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 3,247 | 364.37 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 10,307 | 366.40 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 3,173 | 367.37 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 300 | 362.30 USD | |
| 06 Feb 2025 | GIFT | LPL Financial Holdings Inc. | 900 | 0.00 USD | |
| 05 Feb 2025 | EXERCISE | LPL Financial Holdings Inc. | 15,874 | 65.50 USD | |
| 05 Feb 2025 | EXERCISE | LPL Financial Holdings Inc. | 12,903 | 77.53 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 2,173 | 360.00 USD | |
| 05 Feb 2025 | SALE | LPL Financial Holdings Inc. | 2,900 | 361.39 USD | |
| 05 Feb 2025 | EXERCISE | LPL Financial Holdings Inc. | 15,874 | 0.00 USD | deriv |
| 05 Feb 2025 | EXERCISE | LPL Financial Holdings Inc. | 12,903 | 0.00 USD | deriv |
| 26 Feb 2024 | SALE | LPL Financial Holdings Inc. | 1,219 | 265.68 USD |