Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 5 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
Feb. 25, 2025 LPLA F 237 $357.36 $84,694 5,439 Direct -4.18% Disposed -7.1% (price as of 2026-10-05)
Feb. 25, 2025 LPLA A 1,272 · · 6,711 Direct +23.39% Acquired (price as of 2026-10-05)
Sept. 12, 2024 LPLA F 514 $206.98 $106,388 5,676 Direct -8.30% Disposed 60.4% (price as of 2026-10-05)
Feb. 25, 2024 LPLA A 1,871 · · 6,190 Direct +43.32% Acquired (price as of 2026-10-05)
Sept. 12, 2023 LPLA A 4,319 · · 4,319 Direct · Acquired (price as of 2026-10-05)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.