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Audette Matthew J's Form 4 filing

LPL Financial Holdings Inc. (LPLA) · filed Feb 27, 2025

Accession no.
0001397911-25-000020
Filed
Feb 27, 2025
Trade date
Feb 25-26, 2025
Filing delay
2 days
Rule 10b5-1 plan
Checked

This filing lists 4 non-derivative transactions. Open-market sales total $1.65M. It was filed 2 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
Audette Matthew JCIK 0001435098Officer (President and CFO)

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, 2025Common StockAGrant or awardAcquired+7,154$0.00$019,917Direct
Feb 25, 2025Common StockFTax withholdingDisposed−4,738$357.36−$1,693,171.6815,179Direct
Feb 25, 2025Common StockAGrant or awardAcquired+5,947$0.00$021,126Direct
Feb 26, 2025Common StockSSaleDisposed−4,588$360.07−$1,652,001.1616,538Direct

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 Matthew J. Audette pursuant to a Power of Attorney dated December 16, 2024.

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