4
Changes in Ownership
LPL Financial Holdings Inc. Filed Acc 0001628280-26-012928
Group Managing Director gave up 1,293 shares (to pay taxes)
- Group Managing Director acquired 7,437 shares (grant or award)
From the SEC's structured data for this filing
Trades in this filing
| Insider | Date | Transaction | Shares | Price | Value | Owned after | D/I |
|---|---|---|---|---|---|---|---|
| Gates Greg Group Managing Director | 2026-02-25 | Grant or award | +1,856 | 16,476 | D | ||
| Gates Greg Group Managing Director | 2026-02-25 | Shares withheld for taxes | −1,293 | $318.47 | $411,782 | 15,183 | D |
| Gates Greg Group Managing Director | 2026-02-25 | Grant or award | +2,774 | 17,957 | D | ||
| Gates Greg Group Managing Director | 2026-02-25 | Grant or award | +2,807 | 20,764 | D |
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