InsiderTrades

Form 4 for LPLA LPL Financial Holdings Inc.

Accepted 2023-03-15 00:00:00 ET · period of report 2023-03-13 · accession 0000899243-23-008561 · SEC index · Original document

Summary rows

Aggregated the way they appear in lists: one row per insider, transaction code and security table.

X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
2023-03-15 2023-03-13 LPLA SCHIFTER RICHARD P Dir J - Other — -11.6K 40.8K -22% —

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2023-03-13 J D 11,588 — 40,768.83 D — — (F1) Shares transferred in an asset swap in which the Common Stock was valued at $212.48 per share, based on the average of its high and low prices on Nasdaq on the date of transfer.