Form 4 for LPLA LPL Financial Holdings Inc.
Accepted 2026-06-15 16:44:14 ET · period of report 2026-06-12 · accession 0001628280-26-043261 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-15 16:44 | 2026-06-12 | LPLA | Cohen Marc Eliot | Group Managing Dir | F - Tax | $295.66 | -44 | 4,356 | -1% | -$13.0K |
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 | 2026-06-12 | F | D | 44 | $295.66 | 4,356 | D | — | — | (F1) Consists of (i) 2,159 shares of Common Stock; (ii) 278 restricted stock units that vest in full on February 25, 2027; (iii) 516 restricted stock units that vest ratably on each of February 25, 2027 and February 25, 2028; and (iv) 1,403 restricted stock units that vest ratably on each of February 25, 2027, February 25, 2028 and February 25, 2029. |