| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Feb 25, 2024 | Option Exercise | $263.36 | 3,164 | 833,271 | 28,155 | Feb 27, 2024, 07:51 PM | |
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Feb 26, 2024 | Sale | $266.27 | 11,401 | 3,035,697 | 30,268 | Feb 27, 2024, 07:51 PM | |
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Jun 05, 2023 | Option Exercise | $199.99 | 688 | 137,593 | 23,849 | Jun 07, 2023, 04:24 PM | |
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Feb 25, 2023 | Option Exercise | $247.30 | 2,540 | 628,142 | 23,009 | Feb 28, 2023, 06:23 PM | |
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Jun 05, 2022 | Option Exercise | $198.05 | 695 | 137,645 | 21,139 | Jun 06, 2022, 04:40 PM | |
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Feb 25, 2022 | Option Exercise | $182.73 | 729 | 133,210 | 19,777 | Mar 01, 2022, 06:03 PM | |
| LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Director | Dec 10, 2021 | Option Exercise | $160.27 | 2,314 | 370,865 | 20,506 | Dec 13, 2021, 05:34 PM |
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