LPL Financial Holdings Inc.·4

Feb 27, 6:23 PM ET

Enyedi Matthew 4

4 · LPL Financial Holdings Inc. · Filed Feb 27, 2025

Insider Transaction Report

Form 4
Period: 2025-02-25
Enyedi Matthew
Group Managing Director
Transactions
  • Award

    Common Stock

    2025-02-25+4,56415,059 total
  • Tax Payment

    Common Stock

    2025-02-25$357.36/sh3,130$1,118,53711,929 total
  • Award

    Common Stock

    2025-02-25+1,65913,588 total
Footnotes (3)
  • [F1]Represents shares of Common Stock received upon vesting of performance stock units ("PSUs") that were granted on February 25, 2022. The granted PSUs were eligible to become earned PSUs based on the Issuer's total stockholder return ("TSR") relative to the TSR of a predetermined comparator group over a three-year performance period ending February 14, 2025. Based on the Issuer's TSR relative to this peer group, PSUs were earned at 200% of the reporting person's target award.
  • [F2]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 February 25, 2026, February 25, 2027 and February 25, 2028. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
  • [F3]Consists of (i) 10,242 shares of Common Stock; (ii) 494 restricted stock units that vest in full on February 25, 2026; (iii) 1,193 restricted stock units that vest ratably on each of February 25, 2026 and February 25, 2027; and (iv) the restricted stock units reported on this Form 4.

Documents

1 file
  • 4
    wk-form4_1740698599.xmlPrimary

    FORM 4