Home/Filings/4/0001397911-17-000077
4//SEC Filing

LPL Financial Holdings Inc. 4

Accession 0001397911-17-000077

$LPLACIK 0001397911operating

Filed

Mar 14, 8:00 PM ET

Accepted

Mar 15, 9:32 PM ET

Size

7.8 KB

Accession

0001397911-17-000077

Insider Transaction Report

Form 4
Period: 2017-03-13
Morrissey William P. Jr.
MD, Independent Advisor Svcs
Transactions
  • Award

    Common Stock

    2017-03-13+3,46817,541 total
  • Award

    Option to purchase Common Stock

    2017-03-13+12,13712,137 total
    Exercise: $39.48Exp: 2027-03-13Common Stock (12,137 underlying)
Footnotes (3)
  • [F1]These shares represent restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock on the applicable vesting date. These restricted stock units will vest ratably on each of March 13, 2018, March 13, 2019 and March 13, 2020. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
  • [F2]Consists of (i) 5,831 shares of Common Stock; (ii) 666 restricted stock units that vest in full on March 6, 2018; (iii) 4,465 restricted stock units that vest ratably on each of February 25, 2018 and February 25, 2019; (iv) 3,111 restricted stock units that vest in full on February 25, 2019; and (v) the restricted stock units reported on this Form 4.
  • [F3]This option becomes exercisable in three equal annual installments on each of March 13, 2018, March 13, 2019 and March 13, 2020.

Issuer

LPL Financial Holdings Inc.

CIK 0001397911

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001397911

Filing Metadata

Form type
4
Filed
Mar 14, 8:00 PM ET
Accepted
Mar 15, 9:32 PM ET
Size
7.8 KB