Cohen Marc Eliot's Form 4 filing
LPL Financial Holdings Inc. (LPLA) · filed Feb 27, 2025
- Accession no.
- 0001397911-25-000024
- Filed
- Feb 27, 2025
- Trade date
- Feb 25-26, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 4 non-derivative transactions. Open-market sales total $402.4K. 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.
| Owner | Relationship to the company |
|---|---|
| Cohen Marc EliotCIK 0002050551 | Officer (Managing Director) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 25, 2025 | Common Stock | AGrant or awardAcquired | +1,140 | $0.00 | $0 | 5,074.21 | Direct | |
| Feb 25, 2025 | Common Stock | FTax withholdingDisposed | −673 | $357.36 | −$240,503.28 | 4,401.21 | Direct | |
| Feb 25, 2025 | Common Stock | AGrant or awardAcquired | +774 | $0.00 | $0 | 5,175.21 | Direct | |
| Feb 26, 2025 | Common Stock | SSaleDisposed | −1,100 | $365.85 | −$402,435 | 4,075.21 | Direct |
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 Marc Cohen pursuant to a Power of Attorney dated December 11, 2024.