Home/Filings/4/0001397911-24-000156
4//SEC Filing

SCHIFTER RICHARD P 4

Accession 0001397911-24-000156

CIK 0001397911other

Filed

Dec 3, 7:00 PM ET

Accepted

Dec 4, 4:47 PM ET

Size

374.6 KB

Accession

0001397911-24-000156

Insider Transaction Report

Form 4
Period: 2024-12-02
Transactions
  • Award

    Common Stock

    2024-12-02+1639,706.835 total
Holdings
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
  • Common Stock

    (indirect: By Trust)
    330
Footnotes (2)
  • [F1]Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock.
  • [F2]The reporting person is a co-trustee of each trust, and the sole beneficiary of each trust is a grandchild of the reporting person. The reporting person remains the beneficial owner of the securities held by such trusts.

Issuer

LPL Financial Holdings Inc.

CIK 0001397911

Entity typeother

Related Parties

1
  • filerCIK 0001249554

Filing Metadata

Form type
4
Filed
Dec 3, 7:00 PM ET
Accepted
Dec 4, 4:47 PM ET
Size
374.6 KB