InsiderTrades

Form 4 for LPLA LPL Financial Holdings Inc.

Accepted 2022-06-06 00:00:00 ET · period of report 2022-06-05 · accession 0001397911-22-000096 · 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
2022-06-06 2022-06-05 LPLA Gates Greg Managing Dir F - Tax $198.05 -695 21.1K -3% -$137.6K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2022-06-05 F D 695 $198.05 21,139 D — — (F1) Consists of (i) 14,867 shares of Common Stock; (ii) 735 restricted stock units that vest in full on February 25, 2023; (iii) 1,500 restricted stock units that vest in full on June 5, 2023; (iv) 1,980 restricted stock units that vest ratably on each of February 25, 2023 and February 25, 2024; and (v) 2,057 restricted stock units that vest ratably on each of February 25, 2023, February 25, 2024 and February 25, 2025.