4
Changes in Ownership
LPL Financial Holdings Inc. Filed Acc 0001628280-26-058423
Group Managing Director sold 4,119 shares at $355.38 ($1,463,810)
- Group Managing Director acquired 7,189 shares (option exercise)
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 | 2026-08-20 | Option exercise | +7,189 | $77.53 | $557,363 | 27,721 | D |
| Gates Greg Group Managing Director | 2026-08-20 | Sale | −4,119 | $355.38 | $1,463,810 | 23,602 | D |
| Derivatives | |||||||
| Gates Greg Group Managing Director | 2026-08-20 | Option exercise · Option to purchase Common Stock | −7,189 | 0 | D | ||
| Open-market sales · 4,119 sh · avg $355.38 · $1,463,810 | |||||||
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