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LPLA • CIK 0001397911
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People and entities that have reported ownership via Form 3, 3/A, 4, 4/A, 5, 5/A
Parsed transactions from Form 4 (and 3/5) filings (past year)
0 transactions · 0 shares
— total value
34 transactions · 18.16K shares
$6.34M total value
3 transactions · 16.59K shares
| Filing Date | Insiders | Transactions | Filing |
|---|---|---|---|
| Sep 14, 2026 | Reeping Katharine | Sold 439.949 @ $347.88/share ($153.05K) | View |
| Sep 8, 2026 | Field Emily | Tax Withholding: 106 @ $359.33 ($38.09K) | View |
| Sep 1, 2026 | Thomas Corey E. | Grant/Award: 4 shares | View |
| Sep 1, 2026 | SCHIFTER RICHARD P | Grant/Award: 14 shares | View |
| Sep 1, 2026 | Putnam James S | Grant/Award: 7 shares | View |
| Sep 1, 2026 | Mnookin Allison | Grant/Award: 2 shares | View |
| Sep 1, 2026 | Glavin William Francis Jr | Grant/Award: 10 shares | View |
| Sep 1, 2026 | EBERHART PAULETT | Grant/Award: 4 shares | View |
| Sep 1, 2026 | BERNARD EDWARD C | Grant/Award: 3 shares | View |
| Aug 31, 2026 | Jambusaria Aneri | Sold 308 @ $357.36/share ($110.07K) | View |
| Aug 21, 2026 | Gates Greg | Exercised 14.38K options @ $38.765/share; sold 4.12K @ $355.38/share ($1.46M) | View |
| Jun 8, 2026 | SCHIFTER RICHARD P | Grant/Award: 19 shares | View |
| Jun 8, 2026 | Glavin William Francis Jr | Grant/Award: 15 shares | View |
| Jun 8, 2026 | EBERHART PAULETT | Grant/Award: 5 shares | View |
| Jun 8, 2026 | BERNARD EDWARD C | Grant/Award: 4 shares | View |
| May 19, 2026 | SCHIFTER RICHARD P | Grant/Award: 1.06K shares | View |
| May 19, 2026 | MULCAHY ANNE M | Grant/Award: 1.06K shares | View |
| May 19, 2026 | Glavin William Francis Jr | Grant/Award: 712 shares | View |
| May 19, 2026 | EBERHART PAULETT | Grant/Award: 712 shares | View |
| May 19, 2026 | BERNARD EDWARD C | Grant/Award: 1.06K shares | View |
| Mar 26, 2026 | SCHIFTER RICHARD P | Grant/Award: 19 shares | View |
| Mar 26, 2026 | Glavin William Francis Jr | Grant/Award: 15 shares | View |
| Mar 26, 2026 | EBERHART PAULETT | Grant/Award: 5 shares | View |
| Mar 26, 2026 | BERNARD EDWARD C | Grant/Award: 4 shares | View |
| Mar 11, 2026 | Cohen Marc Eliot | Exercised 2.21K options @ $77.53/share; sold 2.21K @ $308.75/share ($682.96K) | View |
| Feb 27, 2026 | Steinmeier Richard | Grant/Award: 12.78K shares Tax Withholding: 2.62K @ $318.47 ($834.07K) | View |
| Feb 27, 2026 | Reeping Katharine | Grant/Award: 454 shares Tax Withholding: 212 @ $318.47 ($67.52K) | View |
| Feb 27, 2026 | Morningstar Matthew | Grant/Award: 1.12K shares | View |
| Feb 27, 2026 | Jambusaria Aneri | Grant/Award: 2.24K shares Tax Withholding: 715 @ $318.47 ($227.71K) | View |
| Feb 27, 2026 | Gates Greg | Grant/Award: 7.44K shares Tax Withholding: 1.29K @ $318.47 ($411.78K) | View |
| Feb 27, 2026 | Field Emily | Grant/Award: 1.12K shares | View |
| Feb 27, 2026 | Enyedi Matthew | Sold 2.11K @ $320.1478/share ($675.19K) Grant/Award: 3.98K shares Tax Withholding: 1.33K @ $318.47 ($424.52K) | View |
| Feb 27, 2026 | Cohen Marc Eliot | Grant/Award: 1.94K shares Tax Withholding: 483 @ $318.47 ($153.82K) | View |
| Feb 27, 2026 | Audette Matthew J | Sold 1.58K @ $320.5031/share ($506.72K) Grant/Award: 8.78K shares Tax Withholding: 2.35K @ $318.47 ($748.72K) | View |
| Feb 4, 2026 | Khanna Somesh | Grant/Award: 139 shares | View |
| Dec 11, 2025 | Morningstar Matthew | Grant/Award: 1.72K shares | View |
| Dec 9, 2025 | Steinmeier Richard | Sold 5.06K @ $370.9929/share ($1.88M) Gift: 275 | View |
| Dec 9, 2025 | Gates Greg | Sold 750 @ $370.9747/share ($278.23K) | View |
| Dec 3, 2025 | Thomas Corey E. | Grant/Award: 4 shares | View |
| Dec 3, 2025 | Putnam James S | Grant/Award: 7 shares | View |
| Dec 3, 2025 | Mnookin Allison | Grant/Award: 2 shares | View |
| Dec 3, 2025 | Jambusaria Aneri | Sold 80 @ $352.48/share ($28.20K) | View |
| Nov 7, 2025 | Gates Greg | Sold 1.50K @ $376.4315/share ($564.65K) | View |