Form 4 for LPLA LPL Financial Holdings Inc.
Accepted 2025-02-20 00:00:00 ET · period of report 2025-02-18 · accession 0001397911-25-000016 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-20 | 2025-02-18 | LPLA | Steinmeier Richard | CEO | S - Sale | $373.79 | -3,500 | 21.4K | -14% | -$1.31M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-18 | S | D | 3,500 | $373.79 | 21,396 | D | — | — | (F2) Consists of (i) 16,684 shares of Common Stock; (ii) 871 restricted stock units that vest in full on February 25, 2025; (iii) 1,238 restricted stock units that vest ratably on each of February 25, 2025 and February 25, 2026; and (iv) 2,603 restricted stock units that vest ratably on each of February 25, 2025, February 25, 2026 and February 25, 2027. |