Brent B. Simonich's Insider Trades & SAST Disclosures

Brent B. Simonich's most recent trade in LPL Financial Holdings Inc was a trade of 1,086 Common Stock done . Disclosure was reported to the exchange on Feb. 25, 2023.

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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

Stock	Client Name	Client Category	Action	Reported to Exchange	Quantity	Post Transaction Holding	Traded %	Avg. Price	Value	Security Type
LPL Financial Holdings Inc	Brent B. Simonich	Principal Accounting Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	25 Feb 2023	1,086	6,773 (0%)	0%		0	Common Stock
LPL Financial Holdings Inc	Brent B. Simonich	Principal Accounting Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 247.30 per share.	25 Feb 2023	355	5,687 (0%)	0%	247.3	87,792	Common Stock
LPL Financial Holdings Inc	Brent B. Simonich	EVP, CAO and Treasurer	Purchase of securities on an exchange or from another person at price $ 219.15 per share.	18 Nov 2022	920	6,042 (0%)	0%	219.2	201,618	Common Stock
LPL Financial Holdings Inc	Brent B. Simonich	EVP, CAO and Treasurer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	25 Feb 2022	1,419	5,122 (0%)	0%		0	Common Stock
LPL Financial Holdings Inc	Brent B. Simonich	EVP, CAO and Treasurer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 182.73 per share.	25 Feb 2022	233	3,703 (0%)	0%	182.7	42,576	Common Stock
LPL Financial Holdings Inc	Brent B. Simonich	EVP, CAO and Treasurer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	25 Feb 2021	2,027	3,936 (0%)	0%		0	Common Stock
LPL Financial Holdings Inc	Brent B. Simonich	EVP, CAO and Treasurer	Purchase of securities on an exchange or from another person at price $ 131.00 per share.	16 Feb 2021	1,909	1,909 (0%)	0%	131	250,079	Common Stock

*All Values are in $ Million

Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures

Data as reported to USA Exchanges

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