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4//SEC Filing

Oroschakoff Michelle 4

Accession 0001397911-22-000162

CIK 0001397911other

Filed

Nov 20, 7:00 PM ET

Accepted

Nov 21, 5:13 PM ET

Size

9.3 KB

Accession

0001397911-22-000162

Insider Transaction Report

Form 4
Period: 2022-11-17
Oroschakoff Michelle
MD, Chief Risk Officer
Transactions
  • Sale

    Common Stock

    2022-11-17$213.80/sh5,213$1,114,53941,100.148 total
  • Exercise/Conversion

    Common Stock

    2022-11-17$77.53/sh+7,680$595,43046,313.148 total
  • Exercise/Conversion

    Option to purchase Common Stock

    2022-11-177,6800 total
    Exercise: $77.53Exp: 2029-02-25Common Stock (7,680 underlying)
Footnotes (4)
  • [F1]The stock option exercise reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2022.
  • [F2]The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2022.
  • [F3]Consists of (i) 36,571.15 shares of Common Stock; (ii) 1,019 restricted stock units that vest in full on February 25, 2023; (iii) 1,693 restricted stock units that vest ratably on each of February 25, 2023 and February 25, 2024; and (iv) 1,817 restricted stock units that vest ratably on each of February 25, 2023, February 25, 2024 and February 25, 2025.
  • [F4]This option became exercisable in three installments, beginning on February 25, 2020, which was the first anniversary of the date on which it was granted. The option became fully vested on February 25, 2022.

Issuer

LPL Financial Holdings Inc.

CIK 0001397911

Entity typeother

Related Parties

1
  • filerCIK 0001585874

Filing Metadata

Form type
4
Filed
Nov 20, 7:00 PM ET
Accepted
Nov 21, 5:13 PM ET
Size
9.3 KB