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. | 39,157 | reported | 14 Mar 2019 | tx 40+247,109−207,867 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2019 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 982 | 74.22 USD | |
| 14 Mar 2019 | EXERCISE | LPL Financial Holdings Inc. | 14,938 | 19.85 USD | |
| 14 Mar 2019 | SALE | LPL Financial Holdings Inc. | 25,392 | 74.06 USD | |
| 14 Mar 2019 | EXERCISE | LPL Financial Holdings Inc. | 3,528 | 65.50 USD | |
| 14 Mar 2019 | EXERCISE | LPL Financial Holdings Inc. | 6,926 | 39.48 USD | |
| 14 Mar 2019 | EXERCISE | LPL Financial Holdings Inc. | 6,926 | 0.00 USD | deriv |
| 14 Mar 2019 | EXERCISE | LPL Financial Holdings Inc. | 3,528 | 0.00 USD | deriv |
| 14 Mar 2019 | EXERCISE | LPL Financial Holdings Inc. | 14,938 | 0.00 USD | deriv |
| 23 Feb 2019 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 566 | 77.04 USD | |
| 25 Feb 2019 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 2,451 | 77.53 USD | |
| 04 Feb 2019 | EXERCISE | LPL Financial Holdings Inc. | 15,938 | 24.38 USD | |
| 04 Feb 2019 | EXERCISE | LPL Financial Holdings Inc. | 20,576 | 43.74 USD | |
| 04 Feb 2019 | EXERCISE | LPL Financial Holdings Inc. | 6,926 | 39.48 USD | |
| 04 Feb 2019 | SALE | LPL Financial Holdings Inc. | 40,340 | 74.81 USD | |
| 04 Feb 2019 | SALE | LPL Financial Holdings Inc. | 3,100 | 75.06 USD | |
| 04 Feb 2019 | EXERCISE | LPL Financial Holdings Inc. | 6,926 | 0.00 USD | deriv |
| 04 Feb 2019 | EXERCISE | LPL Financial Holdings Inc. | 20,576 | 0.00 USD | deriv |
| 04 Feb 2019 | EXERCISE | LPL Financial Holdings Inc. | 15,938 | 0.00 USD | deriv |
| 12 Dec 2018 | SALE | LPL Financial Holdings Inc. | 29,876 | 60.72 USD | |
| 12 Dec 2018 | EXERCISE | LPL Financial Holdings Inc. | 29,876 | 19.85 USD | |
| 12 Dec 2018 | EXERCISE | LPL Financial Holdings Inc. | 29,876 | 0.00 USD | deriv |
| 06 Aug 2018 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 1,134 | 67.22 USD | |
| 13 Jun 2018 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 484 | 70.49 USD | |
| 13 Mar 2018 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 960 | 64.99 USD | |
| 25 Feb 2018 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 654 | 65.50 USD |