InsiderTrades

BERNARD EDWARD C

SEC CIK 1203065 · EDGAR

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
LPLALPL Financial Holdings Inc.Dir 16.3K — — 262021-08-272026-08-28

Most active insiders at LPLA, 12 months

#InsiderTitleBoughtSold
1 Gates GregGroup Managing Dir —$2.54M
2 Steinmeier RichardCEO —$1.88M
3 Enyedi MatthewGroup Managing Dir —$1.03M
4 Audette Matthew JPres, CFO —$1.03M
5 Cohen Marc EliotGroup Managing Dir —$1.02M
6 Jambusaria AneriGroup Managing Dir —$326.8K
7 Reeping KatharinePrincipal Accounting Off —$153.0K
8 Morningstar MatthewGroup Managing Dir ——
9 Field EmilyGroup Managing Dir ——
10 Khanna SomeshDir ——
17 BERNARD EDWARD CDir ——

Transactions 26

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-09-01 16:07 2026-08-28 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +3 16.3K +0.0% $0
2026-06-08 16:05 2026-06-04 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +4 16.3K +0.0% $0
M 2026-05-19 16:09 2026-05-15 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +1,060 16.3K +7% $0
2026-03-26 2026-03-24 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +4 15.2K +0.0% $0
2025-12-03 2025-12-01 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +3 15.2K +0.0% $0
2025-09-03 2025-08-29 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +3 15.2K +0.0% $0
2025-06-16 2025-06-12 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +3 15.2K +0.0% $0
M 2025-05-28 2025-05-23 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +910 15.2K +6% $0
2025-03-26 2025-03-25 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +3 14.3K +0.0% $0
2024-12-04 2024-12-02 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +3 14.3K +0.0% $0
2024-08-27 2024-08-23 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +7 14.3K +0.0% $0
2024-06-06 2024-06-04 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +5 14.3K +0.0% $0
2024-05-14 2024-05-10 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +699 14.3K +5% $0
2024-03-28 2024-03-26 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +5 13.6K +0.0% $0
M 2023-11-29 2023-11-27 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +7 13.5K +0.1% $0
M 2023-08-29 2023-08-25 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +7 13.5K +0.1% $0
M 2023-06-05 2023-06-01 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +9 13.5K +0.1% $0
M 2023-05-16 2023-05-12 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +1,290 13.5K +11% $0
M 2023-03-30 2023-03-28 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +8 12.2K +0.1% $0
2022-11-30 2022-11-28 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +5 12.2K +0.0% $0
2022-09-02 2022-08-31 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +5 12.2K +0.0% $0
M 2022-06-28 2022-06-24 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +6 12.2K +0.0% $0
M 2022-05-23 2022-05-19 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +1,339 12.2K +12% $0
M 2022-03-31 2022-03-29 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +5 10.9K +0.0% $0
M 2021-12-01 2021-11-29 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +7 10.9K +0.1% $0
M 2021-08-31 2021-08-27 LPLA LPL Financial Holdings Inc. BERNARD EDWARD C Dir A - Grant $0.00 +7 10.9K +0.1% $0

Purchase Sale Sale after option exercise All abbreviations