Insider · CIK 0001203065

BERNARD EDWARD C

Reports to the SEC for 2 companies · SAN DIEGO, CA

sec.gov

Transactions

Companies

Filings

CIK

0001203065

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-28	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	16,262
2026-06-04	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+4 sh	—	—	16,259
2026-05-15	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+712 sh	—	—	15,907
2026-05-15	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+348 sh	—	—	16,255
2026-03-24	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+4 sh	—	—	15,195
2025-12-01	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	15,191
2025-08-29	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	15,188
2025-06-12	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	15,185
2025-05-23	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+308 sh	—	—	15,182
2025-05-23	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+602 sh	—	—	14,874
2025-03-25	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	14,272
2024-12-02	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	14,269
2024-08-23	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+7 sh	—	—	14,266
2024-06-04	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+5 sh	—	—	14,259
2024-05-10	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+699 sh	—	—	14,254
2024-03-26	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+5 sh	—	—	13,555
2023-11-27	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+6 sh	—	—	13,550
2023-11-27	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	13,544
2023-08-25	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+6 sh	—	—	13,543
2023-08-25	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	13,537
2023-06-01	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	13,528
2023-06-01	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+8 sh	—	—	13,536
2023-05-12	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+784 sh	—	—	13,021
2023-05-12	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+506 sh	—	—	13,527
2023-03-28	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+7 sh	—	—	12,237
2023-03-28	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	12,230
2022-11-28	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+5 sh	—	—	12,229
2022-08-31	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+5 sh	—	—	12,224
2022-06-24	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	12,214
2022-06-24	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+5 sh	—	—	12,219
2022-05-19	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+525 sh	—	—	12,213
2022-05-19	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+814 sh	—	—	11,688
2022-03-29	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	10,870
2022-03-29	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+4 sh	—	—	10,874
2021-11-29	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+6 sh	—	—	10,869
2021-11-29	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	10,863
2021-08-27	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	10,856
2021-08-27	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+6 sh	—	—	10,862
2021-06-07	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+6 sh	—	—	10,855
2021-06-07	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1 sh	—	—	10,849
2021-05-06	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+542 sh	—	—	10,848
2021-05-06	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+1,051 sh	—	—	10,306
2021-03-30	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+2 sh	—	—	9,255
2021-03-30	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+4 sh	—	—	9,253
2020-11-30	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+7 sh	—	—	9,246
2020-11-30	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+3 sh	—	—	9,249
2020-08-28	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+4 sh	—	—	9,239
2020-08-28	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+8 sh	—	—	9,235
2020-06-12	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+8 sh	—	—	9,223
2020-06-12	LPLALPL Financial Holdings Inc.A Award	Director	AAward	+4 sh	—	—	9,227

Recent filings

Accepted (ET)
Sep 14
BERNARD EDWARD C0001628280-26-059791
SEC(opens sec.gov)
Jun 84
BERNARD EDWARD C0001628280-26-041528
SEC(opens sec.gov)
May 194
BERNARD EDWARD C0001628280-26-036433
SEC(opens sec.gov)
Mar 264
BERNARD EDWARD C0001628280-26-021416
SEC(opens sec.gov)
Dec 34
BERNARD EDWARD C0001628280-25-055038
SEC(opens sec.gov)
Sep 34
BERNARD EDWARD C0001397911-25-000129
SEC(opens sec.gov)
Jun 164
BERNARD EDWARD C0001397911-25-000095
SEC(opens sec.gov)
May 284
BERNARD EDWARD C0001397911-25-000069
SEC(opens sec.gov)
Mar 264
BERNARD EDWARD C0001397911-25-000043
SEC(opens sec.gov)
Dec 44
BERNARD EDWARD C0001397911-24-000146
SEC(opens sec.gov)
Aug 274
BERNARD EDWARD C0001397911-24-000116
SEC(opens sec.gov)
Jun 64
BERNARD EDWARD C0001397911-24-000079
SEC(opens sec.gov)
May 144
BERNARD EDWARD C0001397911-24-000059
SEC(opens sec.gov)
Mar 284
BERNARD EDWARD C0001397911-24-000033
SEC(opens sec.gov)
Nov 294
BERNARD EDWARD C0001397911-23-000170
SEC(opens sec.gov)
Aug 294
BERNARD EDWARD C0001397911-23-000131
SEC(opens sec.gov)

Companies

Address

C/O LPL FINANCIAL HOLDINGS INC. 4707 EXECUTIVE DRIVE

SAN DIEGO, CA, 92121