George Burton White

CIK 1548543 · View on SEC EDGAR ↗

Insider

First SEC filing: May 8, 2012 · Latest: May 8, 2012

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 77 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

77 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 7, 2022 LPLA S 14,184 $180.12 $2,554,822 112,812 Direct -11.17% Disposed 99.1% (price as of 2026-08-21)
Feb. 7, 2022 LPLA S 50,735 $181.14 $9,190,138 62,077 Direct -44.97% Disposed 98.0% (price as of 2026-08-21)
Feb. 7, 2022 LPLA S 10,915 $182.08 $1,987,403 51,162 Direct -17.58% Disposed 97.0% (price as of 2026-08-21)
Feb. 7, 2022 LPLA S 4,534 $182.80 $828,815 46,628 Direct -8.86% Disposed 96.2% (price as of 2026-08-21)
Dec. 7, 2021 LPLA S 22,271 $166.10 $3,699,213 46,628 Direct -32.32% Disposed 115.9% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 4,150 $143.16 $594,114 86,888 Direct -4.56% Disposed 150.5% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 877 $144.28 $126,534 86,011 Direct -1.01% Disposed 148.6% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 3,535 $145.37 $513,883 82,476 Direct -4.11% Disposed 146.7% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 17,780 $146.40 $2,602,992 64,696 Direct -21.56% Disposed 145.0% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 18,423 $147.17 $2,711,313 46,273 Direct -28.48% Disposed 143.7% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 4,280 $148.32 $634,810 41,993 Direct -9.25% Disposed 141.8% (price as of 2026-08-21)
May 12, 2021 LPLA S 10b5-1 1,563 $149.33 $233,403 40,430 Direct -3.72% Disposed 140.2% (price as of 2026-08-21)
Aug. 12, 2020 LPLA S 10b5-1 19,412 $84.28 $1,636,043 33,669 Direct -36.57% Disposed 325.5% (price as of 2026-08-21)
Aug. 12, 2020 LPLA S 10b5-1 3,161 $84.82 $268,116 30,508 Direct -9.39% Disposed 322.8% (price as of 2026-08-21)
Dec. 6, 2019 LPLA S 10b5-1 20,482 $92.30 $1,890,489 29,030 Direct -41.37% Disposed 288.5% (price as of 2026-08-21)
Dec. 6, 2019 LPLA S 10b5-1 221 $92.70 $20,487 28,809 Direct -0.76% Disposed 286.9% (price as of 2026-08-21)
Nov. 6, 2019 LPLA S 10b5-1 38,066 $86.25 $3,283,192 41,883 Direct -47.61% Disposed 315.8% (price as of 2026-08-21)
Nov. 6, 2019 LPLA S 10b5-1 13,074 $86.59 $1,132,078 28,809 Direct -31.22% Disposed 314.2% (price as of 2026-08-21)
Jan. 10, 2019 LPLA S 10b5-1 23,892 $66.00 $1,576,872 26,689 Direct -47.24% Disposed 443.4% (price as of 2026-08-21)
Nov. 8, 2018 LPLA S 10b5-1 23,893 $66.00 $1,576,938 26,689 Direct -47.24% Disposed 443.4% (price as of 2026-08-21)
March 13, 2018 LPLA S 20,800 $65.34 $1,359,072 29,705 Direct -41.18% Disposed 448.9% (price as of 2026-08-21)
March 13, 2018 LPLA S 4,200 $65.79 $276,318 25,505 Direct -14.14% Disposed 445.1% (price as of 2026-08-21)
Feb. 22, 2017 LPLA S 25,000 $40.14 $1,003,500 21,445 Direct -53.83% Disposed 793.4% (price as of 2026-08-21)

Showing latest 100 of 106 transactions

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.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Feb. 7, 2022 LPLA Option to purchase Common Stock Common Stock (64,980) $19.85 Feb. 25, 2026 64,980 Disposed
Feb. 7, 2022 LPLA Option to purchase Common Stock Common Stock (9,448) $65.50 Feb. 23, 2028 9,448 Disposed
Feb. 7, 2022 LPLA Option to purchase Common Stock Common Stock (5,940) $77.53 Feb. 25, 2029 5,940 Disposed
Dec. 7, 2021 LPLA Option to purchase Common Stock Common Stock (6,341) $47.30 June 10, 2025 6,341 Disposed
Dec. 7, 2021 LPLA Option to purchase Common Stock Common Stock (15,930) $39.48 March 13, 2027 15,930 Disposed
June 14, 2021 LPLA Option to purchase Common Stock Common Stock (6,198) $32.26 Feb. 9, 2022 6,198 Disposed
May 12, 2021 LPLA Option to purchase Common Stock Common Stock (25,210) $31.60 Feb. 22, 2023 25,210 Disposed
May 12, 2021 LPLA Option to purchase Common Stock Common Stock (27,936) $45.55 March 6, 2025 27,936 Disposed
Dec. 3, 2020 LPLA Option to purchase Common Stock Common Stock (860) $34.61 Dec. 22, 2020 860 Disposed
Aug. 12, 2020 LPLA Option to purchase Common Stock Common Stock (16,017) $54.81 Feb. 24, 2024 16,017 Disposed
Dec. 6, 2019 LPLA Option to purchase Common Stock Common Stock (20,703) $32.26 Feb. 9, 2022 20,703 Disposed
Nov. 6, 2019 LPLA Option to purchase Common Stock Common Stock (12,000) $23.41 March 15, 2020 12,000 Disposed
Nov. 6, 2019 LPLA Option to purchase Common Stock Common Stock (39,140) $34.61 Dec. 22, 2020 39,140 Disposed
Feb. 25, 2019 LPLA Option to purchase Common Stock Common Stock (8,909) $77.53 Feb. 25, 2029 8,909 Acquired
Jan. 10, 2019 LPLA Option to purchase Common Stock Common Stock (23,892) $22.08 Sept. 14, 2019 23,892 Disposed
Jan. 10, 2019 LPLA Option to purchase Common Stock Common Stock (3,000) $23.41 March 15, 2020 3,000 Disposed
Nov. 8, 2018 LPLA Option to purchase Common Stock Common Stock (26,108) $22.08 Sept. 14, 2019 26,108 Disposed
March 13, 2018 LPLA Option to purchase Common Stock Common Stock (0) $18.04 Feb. 12, 2019 25,000 Acquired
Feb. 23, 2018 LPLA Option to purchase Common Stock Common Stock (9,448) $65.50 Feb. 23, 2028 9,448 Acquired
March 13, 2017 LPLA Option to purchase Common Stock Common Stock (15,930) $39.48 March 13, 2027 15,930 Acquired
Feb. 22, 2017 LPLA Option to purchase Common Stock Common Stock (25,000) $27.40 Dec. 7, 2017 25,000 Disposed
Feb. 25, 2016 LPLA Option to purchase Common Stock Common Stock (64,980) $19.85 Feb. 25, 2026 64,980 Acquired
June 10, 2015 LPLA Option to purchase Common Stock Common Stock (6,341) $47.30 June 10, 2025 6,341 Acquired
March 6, 2015 LPLA Option to purchase Common Stock Common Stock (27,936) $45.55 March 6, 2025 27,936 Acquired
Feb. 24, 2014 LPLA Option to purchase common stock Common Stock (16,017) $54.81 Feb. 24, 2024 16,017 Acquired
Feb. 22, 2013 LPLA Option Purchase Common Stock Common Stock (25,210) $31.60 Feb. 22, 2023 25,210 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 6 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 8, 2012 LPLA Option to purchase Common Stock→ Common Stock (25,000) 25,000 Direct
May 8, 2012 LPLA Option to purchase Common Stock→ Common Stock (25,000) 25,000 Direct
May 8, 2012 LPLA Option to purchase Common Stock→ Common Stock (50,000) 50,000 Direct
May 8, 2012 LPLA Option to purchase Common Stock→ Common Stock (15,000) 15,000 Direct
May 8, 2012 LPLA Option to purchase Common Stock→ Common Stock (40,000) 40,000 Direct
May 8, 2012 LPLA Option to purchase Common Stock→ Common Stock (26,901) 26,901 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

LPLA

Managing Director Research
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2012 $430,000 — — — $313,350 — $14,615 $1,161,972

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.