InsiderTrades

Form 4 for LPLA LPL Financial Holdings Inc.

Accepted 2022-11-21 00:00:00 ET · period of report 2022-11-18 · accession 0001397911-22-000164 · 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
2022-11-21 2022-11-18 LPLA Simonich Brent EVP, CAO, Treas P - Purchase $219.15 +920 6,042 +18% +$201.6K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2022-11-18 P A 920 $219.15 6,042 D — — (F1) Consists of (i) 3,271 shares of Common Stock; (ii) 1,352 restricted stock units that vest ratably on each of February 25, 2023 and February 25, 2024; and (iii) 1,419 restricted stock units that vest ratably on each of February 25, 2023, February 25, 2024 and February 25, 2025.