Stephanie L Brown

CIK 1405364 · View on SEC EDGAR ↗

Insider

First SEC filing: June 29, 2007 · Latest: June 29, 2007

On this page

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 17 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

17 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Jan. 29, 2013 LPLA S 10b5-1 10,349 $34.00 $351,866 542,371 Direct -1.87% Disposed 951.5% (price as of 2026-08-20)
Jan. 29, 2013 LPLA S 10b5-1 11,000 $33.00 $363,000 552,720 Direct -1.95% Disposed 983.3% (price as of 2026-08-20)
Jan. 28, 2013 LPLA S 10b5-1 10,349 $32.00 $331,168 563,720 Direct -1.80% Disposed 1017.2% (price as of 2026-08-20)
Jan. 9, 2013 LPLA S 10b5-1 10,350 $30.00 $310,500 574,069 Direct -1.77% Disposed 1091.7% (price as of 2026-08-20)
Nov. 23, 2012 LPLA S 10b5-1 32,056 $27.00 $865,512 584,419 Direct -5.20% Disposed 1224.1% (price as of 2026-08-20)
Nov. 1, 2012 LPLA S 10b5-1 5,122 $29.17 $149,409 616,475 Direct -0.82% Disposed 1125.6% (price as of 2026-08-20)
Oct. 31, 2012 LPLA S 10b5-1 1,008 $29.02 $29,252 621,597 Direct -0.16% Disposed 1131.9% (price as of 2026-08-20)
June 29, 2012 LPLA S 10b5-1 11,000 $33.83 $372,130 622,605 Direct -1.74% Disposed 956.7% (price as of 2026-08-20)
April 10, 2012 LPLA S 11,000 $37.36 $410,960 619,107 Direct -1.75% Disposed 856.9% (price as of 2026-08-20)
April 10, 2012 LPLA S 14,000 $37.26 $521,640 630,107 Direct -2.17% Disposed 859.5% (price as of 2026-08-20)
July 6, 2011 LPLA S 17,057 $35.00 $596,995 680,985 Direct -2.44% Disposed 921.4% (price as of 2026-08-20)
Dec. 22, 2010 LPLA P 40,000 40,000 Direct Acquired (price as of 2026-08-20)
Nov. 17, 2010 LPLA S 125,831 $30.00 $3,774,930 713,042 Direct -15.00% Disposed 1091.7% (price as of 2026-08-20)
Sept. 14, 2009 LPLA P 40,000 40,000 Direct Acquired (price as of 2026-08-20)

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. 22, 2013 LPLA Option to Purchase Common Stock Common Stock (21,106) $31.60 Feb. 22, 2023 21,106 Acquired
May 10, 2012 LPLA Option to Purchase Common Stock Common Stock (14,498) $22.08 Sept. 14, 2019 14,498 Disposed
Feb. 22, 2012 LPLA Restricted Stock Units Common Stock (60,843) $0.00 60,843 Disposed
Feb. 9, 2012 LPLA Option to Purchase Common Stock Common Stock (25,502) $32.26 Feb. 9, 2022 25,502 Acquired
Dec. 22, 2010 LPLA Option to Purchase Common Stock Common (40,000) $34.61 Dec. 22, 2020 40,000 Acquired
Sept. 21, 2009 LPLA Stock Options Common Stock (64,680) $1.07 Dec. 14, 1999 64,680 Disposed
Sept. 14, 2009 LPLA Option to purchase common stock Common (40,000) $22.08 Sept. 14, 2019 40,000 Acquired
Dec. 31, 2008 LPLA Restricted Stock Units [F1] Common Stock (60,843) 60,843 Acquired
Dec. 31, 2008 LPLA Stock Options [F1] Common Stock (64,680) $1.07 Dec. 14, 2009 64,680 Disposed
Feb. 5, 2008 LPLA Option award (right to buy) Common Stock (15,000) $27.80 Feb. 5, 2018 15,000 Acquired

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

Initial ownership (Form 3) 3 holdings

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

Date Ticker Security Shares Ownership
June 29, 2007 LPLA Common Stock 103,230 Direct
June 29, 2007 LPLA Option awards→ Common (6,468) 6,468 Direct
June 29, 2007 LPLA Option awards→ Common (6,468) 6,468 Direct

Compensation (DEF 14A)

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

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2009 $355,000 $300,000 $471,480 $1,126,480
2008
2007

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