InsiderTrades

Mnookin Allison

SEC CIK 1603473 · EDGAR

Buying vs selling by month open-market trades, last 60 months, all 2 companies
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
LPLALPL Financial Holdings Inc.Dir 11.8K — — 262021-08-272026-08-28
BILLBILL Holdings, Inc.Dir 8,537 — $6.86M 132021-07-062025-12-05

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 ——
13 Mnookin AllisonDir ——

Transactions 39

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-09-01 16:12 2026-08-28 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +2 11.8K +0.0% $0
2026-06-08 16:10 2026-06-04 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +3 11.8K +0.0% $0
2026-05-19 16:21 2026-05-15 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +712 11.8K +6% $0
2026-03-26 2026-03-24 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +3 11.0K +0.0% $0
D 2025-12-09 2025-12-05 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx — +2,095 8,537 +33% —
2025-12-03 2025-12-01 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +2 11.0K +0.0% $0
2025-09-03 2025-08-29 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +2 11.0K +0.0% $0
2025-06-16 2025-06-12 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +2 11.0K +0.0% $0
2025-05-28 2025-05-23 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +602 11.0K +6% $0
2025-03-26 2025-03-25 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +2 10.4K +0.0% $0
D 2024-12-09 2024-12-05 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx — +2,883 6,442 +81% —
2024-12-04 2024-12-02 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +2 10.4K +0.0% $0
2024-08-27 2024-08-23 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +6 10.4K +0.1% $0
2024-06-06 2024-06-04 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +4 10.4K +0.0% $0
2024-05-14 2024-05-10 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +699 10.4K +7% $0
2024-03-28 2024-03-26 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +4 9,722 +0.0% $0
D 2023-12-11 2023-12-07 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx — +1,733 3,559 +95% —
M 2023-11-29 2023-11-27 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +6 9,718 +0.1% $0
M 2023-08-29 2023-08-25 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +6 9,712 +0.1% $0
M 2023-06-05 2023-06-01 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +7 9,700 +0.1% $0
2023-05-16 2023-05-12 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +784 9,699 +9% $0
M 2023-03-30 2023-03-28 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +6 8,915 +0.1% $0
D 2022-12-12 2022-12-08 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx — +873 1,826 +92% —
2022-11-30 2022-11-28 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +4 8,909 +0.0% $0
2022-09-02 2022-08-31 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +4 8,905 +0.0% $0
M 2022-06-28 2022-06-24 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +5 8,897 +0.1% $0
2022-05-23 2022-05-19 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +814 8,896 +10% $0
M 2022-03-31 2022-03-29 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +4 8,079 +0.0% $0
D 2022-02-10 2022-02-09 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx $13.40 +3,333 4,286 +350% +$44.7K
D 2022-02-10 2022-02-09 BILL BILL Holdings, Inc. Mnookin Allison Dir S - Sale+OE $245.00 -3,333 953 -78% -$816.6K
DM 2022-02-09 2022-02-07 BILL BILL Holdings, Inc. Mnookin Allison Dir S - Sale+OE $232.65 -3,334 1,653 -67% -$775.7K
D 2022-02-09 2022-02-07 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx $13.40 +3,334 4,287 +350% +$44.7K
D 2021-12-10 2021-12-09 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx — +953 953 New —
M 2021-12-01 2021-11-29 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +5 8,078 +0.1% $0
D 2021-11-09 2021-11-08 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx $13.40 +10.0K 10.0K New +$134.0K
DM 2021-11-09 2021-11-08 BILL BILL Holdings, Inc. Mnookin Allison Dir S - Sale+OE $341.03 -10.0K 707 -93% -$3.41M
M 2021-08-31 2021-08-27 LPLA LPL Financial Holdings Inc. Mnookin Allison Dir A - Grant $0.00 +5 8,073 +0.1% $0
D 2021-07-08 2021-07-06 BILL BILL Holdings, Inc. Mnookin Allison Dir M - OptEx $13.40 +10.0K 10.0K New +$134.0K
DM 2021-07-08 2021-07-06 BILL BILL Holdings, Inc. Mnookin Allison Dir S - Sale+OE $185.88 -10.0K 0 -100% -$1.86M

Purchase Sale Sale after option exercise All abbreviations