EBERHART PAULETT 4
4 · LPL Financial Holdings Inc. · Filed Mar 26, 2026
Research Summary
AI-generated summary of this filing
LPL Financial (LPLA) Director Paulett Eberhart Receives 5-Share Award
What Happened
Paulett Eberhart, a director of LPL Financial Holdings, was credited with 5 stock units on March 24, 2026. The units were reported as an award/acquisition at $0.00 per unit (total reported acquisition value $0). Each stock unit represents the right to receive one share of common stock and the units are fully vested; they were credited to her account under the Issuer’s Non-Employee Director Deferred Compensation Plan (DDCP) in connection with a quarterly cash dividend.
Key Details
- Transaction date: 2026-03-24; Report filed: 2026-03-26 (appears timely).
- Transaction type/code: A — Award/Grant (stock units); Price per unit: $0.00; Units: 5.
- Shares owned after transaction: Not specified in the provided filing.
- Footnote: Units granted under the 2021 Omnibus Equity Incentive Plan; each unit = right to one share; units were fully vested and credited to the DDCP as a dividend equivalent.
- Administrative note: Form signed on behalf of Paulett Eberhart via Power of Attorney dated Nov 25, 2024.
Context
These were dividend-related stock units credited to a director’s deferred compensation account — a routine, non-cash form of director compensation. This small, vested award is administrative in nature and does not necessarily signal a change in the director’s view of the company’s stock.
Insider Transaction Report
- Award
Common Stock
[F1]2026-03-24+5→ 17,043 total
Footnotes (1)
- [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.