Morningstar Matthew
SEC CIK 2100107 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Group Managing Dir | 3,415 | — | — | 2 | 2025-12-09 | 2026-02-25 |
Most active insiders at LPLA, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Gates Greg | Group Managing Dir | — | $2.54M |
| 2 | Steinmeier Richard | CEO | — | $1.88M |
| 3 | Enyedi Matthew | Group Managing Dir | — | $1.03M |
| 4 | Audette Matthew J | Pres, CFO | — | $1.03M |
| 5 | Cohen Marc Eliot | Group Managing Dir | — | $1.02M |
| 6 | Jambusaria Aneri | Group Managing Dir | — | $326.8K |
| 7 | Reeping Katharine | Principal Accounting Off | — | $153.0K |
| 8 | Morningstar Matthew | Group Managing Dir | — | — |
| 9 | Field Emily | Group Managing Dir | — | — |
| 10 | Khanna Somesh | Dir | — | — |
Transactions 2
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-27 | 2026-02-25 | LPLA | LPL Financial Holdings Inc. | Morningstar Matthew | Group Managing Dir | A - Grant | $0.00 | +1,122 | 3,415 | +49% | $0 | |
| 2025-12-11 | 2025-12-09 | LPLA | LPL Financial Holdings Inc. | Morningstar Matthew | Group Managing Dir | A - Grant | $0.00 | +1,715 | 2,293 | +297% | $0 |
Purchase Sale Sale after option exercise All abbreviations