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Larsen Sallie R.'s Form 4 filing

LPL Financial Holdings Inc. (LPLA) · filed Feb 28, 2023

Accession no.
0001397911-23-000036
Filed
Feb 28, 2023
Trade date
Feb 25-27, 2023
Filing delay
3 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 4 non-derivative transactions. Open-market sales total $1.10M. It was filed 3 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Larsen Sallie R.CIK 0001548541Officer (Managing Director)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Feb 25, 2023Common StockAGrant or awardAcquired+6,830$0.00$031,385Direct
Feb 25, 2023Common StockFTax withholdingDisposed−4,281$247.30−$1,058,691.327,104Direct
Feb 25, 2023Common StockAGrant or awardAcquired+2,531$0.00$029,635Direct
Feb 27, 2023Common StockSSaleDisposed−4,439$248.13−$1,101,449.0725,196Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

No transaction price on this filing refers to a footnote.

Remarks

The signatory is signing on behalf of Sallie R. Larsen pursuant to a Power of Attorney dated August 3, 2015.

Read the full filing on SEC EDGAR (opens in a new tab)