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. | 4,400 | reported | 10 Mar 2026 | tx 12+6,066−7,812.21 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Mar 2026 | EXERCISE | LPL Financial Holdings Inc. | 2,212 | 77.53 USD | |
| 09 Mar 2026 | SALE | LPL Financial Holdings Inc. | 2,212 | 308.75 USD | |
| 10 Mar 2026 | SALE | LPL Financial Holdings Inc. | 1,088.21 | 309.72 USD | |
| 09 Mar 2026 | EXERCISE | LPL Financial Holdings Inc. | 2,212 | 0.00 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 537 | 0.00 USD | |
| 25 Feb 2026 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 483 | 318.47 USD | |
| 25 Feb 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 1,403 | 0.00 USD | |
| 12 Jun 2025 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 44 | 379.39 USD | |
| 25 Feb 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 774 | 0.00 USD | |
| 25 Feb 2025 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 673 | 357.36 USD | |
| 25 Feb 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 1,140 | 0.00 USD | |
| 26 Feb 2025 | SALE | LPL Financial Holdings Inc. | 1,100 | 365.85 USD |