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CM

SEC Insider//CIK 0002050551

Cohen Marc Eliot

CIK 00020505511 companySAN DIEGO, CA

Transactions

12

Companies

1

Filings

4

CIK

0002050551

Recent Transactions

12 trades

Sale
LPL Financial Holdings Inc.$LPLA
Common Stock
2026-03-10$309.72/sh−1,088.211→ 4,400 total
Exercise/Conversion
LPL Financial Holdings Inc.$LPLA
Common Stock
2026-03-09$77.53/sh+2,212→ 7,700.211 total
Exercise/Conversion
LPL Financial Holdings Inc.$LPLA
Stock Option (Right to Buy)
2026-03-09−2,212→ 0 total
Sale
LPL Financial Holdings Inc.$LPLA
Common Stock
2026-03-09$308.75/sh−2,212→ 5,488.211 total
Tax Payment
LPL Financial Holdings Inc.$LPLA
Common Stock
2026-02-25$318.47/sh−483→ 4,085.211 total
Award
LPL Financial Holdings Inc.$LPLA
Common Stock
2026-02-25+537→ 4,568.211 total
Award
LPL Financial Holdings Inc.$LPLA
Common Stock
2026-02-25+1,403→ 5,488.211 total
Tax Payment
LPL Financial Holdings Inc.$LPLA
Common Stock
2025-06-12$379.39/sh−44→ 4,031.211 total
Sale
LPL Financial Holdings Inc.$LPLA
Common Stock
2025-02-26$365.85/sh−1,100→ 4,075.211 total
Award
LPL Financial Holdings Inc.$LPLA
Common Stock
2025-02-25+774→ 5,175.211 total
Tax Payment
LPL Financial Holdings Inc.$LPLA
Common Stock
2025-02-25$357.36/sh−673→ 4,401.211 total
Award
LPL Financial Holdings Inc.$LPLA
Common Stock
2025-02-25+1,140→ 5,074.211 total

Companies

1

LPL Financial Holdings Inc.
Group Managing Director
$LPLA

Recent Filings

4

Address

C/O LPL FINANCIAL HOLDINGS INC. 4707 EXECUTIVE DRIVE

SAN DIEGO, CA, 92121

View on SEC.gov