Brent Simonich

Insider

First SEC filing: Feb. 28, 2023 · Latest: Feb. 28, 2023

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Insider at

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

5 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Feb. 25, 2023	LPLA	F	355	$247.30	$87,792	5,687 Direct	-5.88%	Disposed	50.2% (price as of 2026-08-19)
Feb. 25, 2023	LPLA	A	1,086	—	—	6,773 Direct	+19.10%	Acquired	(price as of 2026-08-19)
Nov. 18, 2022	LPLA	P	920	$219.15	$201,618	6,042 Direct	+17.96%	Acquired	69.5% (price as of 2026-08-19)
Feb. 25, 2022	LPLA	F	233	$182.73	$42,576	3,703 Direct	-5.92%	Disposed	103.2% (price as of 2026-08-19)
Feb. 25, 2022	LPLA	A	1,419	—	—	5,122 Direct	+38.32%	Acquired	(price as of 2026-08-19)
Feb. 25, 2021	LPLA	A	2,027	—	—	3,936 Direct	+106.18%	Acquired	(price as of 2026-08-19)
Feb. 16, 2021	LPLA	P	1,909	$131.00	$250,079	1,909 Direct	—	Acquired	183.5% (price as of 2026-08-19)

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.