Insider

Insider

Form 4/4-A open-market insider transactions (officers, directors, 10% owners) · 263 transactions
Table I (non-derivative) transactions only -- common stock bought, sold, awarded, exercised, or tax-withheld. Covers this app's full ticker Universe (backfilled INSIDER_LOOKBACK_QUARTERS quarters back, continuously monitored) plus whatever the market-wide discovery has found beyond it. Informational only: never summed into the core flow ranking.
Clear
Ticker Insider Role Type Date Shares Price Value Notes Filing
LPLA Reeping Katharine Principal Accounting Officer Sale 2026-09-11 439 $347.88 $152,719 Disposed (1,773 owned after) EDGAR
LPLA Field Emily Group Managing Director Tax withholding 2026-09-05 106 $359.33 $38,089 Disposed (1,833 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2026-08-28 14 — — Acquired (39,191 owned after) EDGAR
LPLA Putnam James S Director Award 2026-08-28 7 — — Acquired (135,297 owned after) EDGAR
LPLA Mnookin Allison Director Award 2026-08-28 2 — — Acquired (11,763 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2026-08-28 3 — — Acquired (16,262 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2026-08-28 10 — — Acquired (24,074 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2026-08-28 4 — — Acquired (14,912 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2026-08-28 4 — — Acquired (17,764 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Sale 10b5-1 2026-08-27 308 $357.36 $110,067 Disposed (6,107 owned after) EDGAR
LPLA Gates Greg Group Managing Director Option exercise 2026-08-20 7,189 $77.53 $557,363 Acquired (27,721 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 2026-08-20 4,119 $355.38 $1,463,810 Disposed (23,602 owned after) EDGAR
LPLA Putnam James S Director Gift 2026-08-03 2,000 — — Disposed (135,290 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-07-31 1 $355.51 $356 Disposed (13,121 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-07-31 51 $354.52 $18,081 Disposed (13,122 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-07-31 189 $351.06 $66,350 Disposed (13,932 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-07-31 463 $352.77 $163,333 Disposed (13,469 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-07-31 296 $353.37 $104,598 Disposed (13,173 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Sale 10b5-1 2026-06-17 308 $306.00 $94,248 Disposed (6,415 owned after) EDGAR
LPLA Gates Greg Group Managing Director Tax withholding 2026-06-12 232 $295.66 $68,593 Disposed (20,532 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Tax withholding 2026-06-12 44 $295.66 $13,009 Disposed (4,356 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2026-06-04 15 — — Acquired (24,064 owned after) EDGAR
LPLA Mnookin Allison Director Award 2026-06-04 3 — — Acquired (11,761 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2026-06-04 19 — — Acquired (39,177 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2026-06-04 4 — — Acquired (16,259 owned after) EDGAR
LPLA Putnam James S Director Award 2026-06-04 10 — — Acquired (137,290 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2026-06-04 7 — — Acquired (14,908 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2026-06-04 5 — — Acquired (17,760 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2026-05-15 712 — — Acquired (15,907 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2026-05-15 348 — — Acquired (16,255 owned after) EDGAR
LPLA Putnam James S Director Award 2026-05-15 712 — — Acquired (137,280 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2026-05-15 348 — — Acquired (14,901 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2026-05-15 712 — — Acquired (14,553 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2026-05-15 348 — — Acquired (39,158 owned after) EDGAR
LPLA Khanna Somesh Director Award 2026-05-15 712 — — Acquired (851 owned after) EDGAR
LPLA Ko Albert J Director Award 2026-05-15 712 — — Acquired (3,299 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2026-05-15 712 — — Acquired (38,810 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2026-05-15 712 — — Acquired (24,049 owned after) EDGAR
LPLA Mnookin Allison Director Award 2026-05-15 712 — — Acquired (11,758 owned after) EDGAR
LPLA MULCAHY ANNE M Director Award 2026-05-15 712 — — Acquired (37,083 owned after) EDGAR
LPLA MULCAHY ANNE M Director Award 2026-05-15 348 — — Acquired (37,431 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2026-05-15 712 — — Acquired (17,755 owned after) EDGAR
LPLA Putnam James S Director Gift 2026-05-07 100 — — Disposed (136,568 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-04-15 106 $332.27 $35,221 Disposed (19,803 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-04-15 189 $328.34 $62,056 Disposed (20,504 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-04-15 220 $327.45 $72,039 Disposed (20,693 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-04-15 595 $331.09 $196,999 Disposed (19,909 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-04-14 139 $326.16 $45,336 Disposed (20,913 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-04-14 330 $325.00 $107,250 Disposed (21,052 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2026-03-24 7 — — Acquired (13,841 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2026-03-24 19 — — Acquired (38,098 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2026-03-24 15 — — Acquired (23,337 owned after) EDGAR
LPLA Putnam James S Director Award 2026-03-24 10 — — Acquired (136,668 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2026-03-24 4 — — Acquired (15,195 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2026-03-24 5 — — Acquired (17,043 owned after) EDGAR
LPLA Mnookin Allison Director Award 2026-03-24 3 — — Acquired (11,046 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Sale 2026-03-10 1,088 $309.72 $336,975 Disposed (4,400 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Option exercise 2026-03-09 2,212 $77.53 $171,496 Acquired (7,700 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Sale 2026-03-09 2,212 $308.75 $682,955 Disposed (5,488 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Sale 10b5-1 2026-03-02 308 $306.00 $94,248 Disposed (6,723 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-02-26 628 $319.38 $200,571 Disposed (15,139 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-02-26 274 $319.32 $87,494 Disposed (22,341 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-02-26 463 $318.38 $147,410 Disposed (15,767 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-02-26 348 $318.51 $110,841 Disposed (22,615 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-02-26 453 $322.15 $145,934 Disposed (21,382 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2026-02-26 506 $321.04 $162,446 Disposed (21,835 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-02-26 183 $322.72 $59,058 Disposed (14,121 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-02-26 169 $321.74 $54,374 Disposed (14,304 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Sale 10b5-1 2026-02-26 666 $320.99 $213,779 Disposed (14,473 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Award 10b5-1 2026-02-25 2,176 — — Acquired (16,230 owned after) EDGAR
LPLA Audette Matthew J President and CFO Award 10b5-1 2026-02-25 2,152 — — Acquired (18,690 owned after) EDGAR
LPLA Audette Matthew J President and CFO Tax withholding 10b5-1 2026-02-25 2,351 $318.47 $748,723 Disposed (16,339 owned after) EDGAR
LPLA Audette Matthew J President and CFO Award 10b5-1 2026-02-25 6,624 — — Acquired (22,963 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Award 2026-02-25 537 — — Acquired (4,568 owned after) EDGAR
LPLA Gates Greg Group Managing Director Award 2026-02-25 1,856 — — Acquired (16,476 owned after) EDGAR
LPLA Gates Greg Group Managing Director Tax withholding 2026-02-25 1,293 $318.47 $411,782 Disposed (15,183 owned after) EDGAR
LPLA Gates Greg Group Managing Director Award 2026-02-25 2,774 — — Acquired (17,957 owned after) EDGAR
LPLA Gates Greg Group Managing Director Award 2026-02-25 2,807 — — Acquired (20,764 owned after) EDGAR
LPLA Field Emily Group Managing Director Award 2026-02-25 1,122 — — Acquired (1,939 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Award 2026-02-25 10,526 — — Acquired (19,488 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Tax withholding 2026-02-25 2,619 $318.47 $834,073 Disposed (8,962 owned after) EDGAR
LPLA Reeping Katharine Principal Accounting Officer Award 2026-02-25 81 — — Acquired (2,052 owned after) EDGAR
LPLA Reeping Katharine Principal Accounting Officer Tax withholding 2026-02-25 212 $318.47 $67,516 Disposed (1,840 owned after) EDGAR
LPLA Reeping Katharine Principal Accounting Officer Award 2026-02-25 373 — — Acquired (2,213 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Award 10b5-1 2026-02-25 1,799 — — Acquired (15,387 owned after) EDGAR
LPLA Enyedi Matthew Group Managing Director Tax withholding 10b5-1 2026-02-25 1,333 $318.47 $424,521 Disposed (14,054 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Award 2026-02-25 1,302 — — Acquired (7,031 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Award 2026-02-25 2,255 — — Acquired (11,581 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Tax withholding 2026-02-25 483 $318.47 $153,821 Disposed (4,085 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Award 2026-02-25 1,403 — — Acquired (5,488 owned after) EDGAR
LPLA Morningstar Matthew Group Managing Director Award 2026-02-25 1,122 — — Acquired (3,415 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Award 2026-02-25 942 — — Acquired (6,444 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Tax withholding 2026-02-25 715 $318.47 $227,706 Disposed (5,729 owned after) EDGAR
LPLA Khanna Somesh Director Award 2026-02-02 139 — — Acquired (139 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Gift 2025-12-31 1,145 — — Disposed (38,079 owned after) EDGAR
LPLA Morningstar Matthew Group Managing Director Award 2025-12-09 1,715 — — Acquired (2,293 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-12-05 2,450 $371.23 $909,514 Disposed (10,379 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-12-05 332 $367.06 $121,864 Disposed (14,052 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-12-05 183 $368.63 $67,459 Disposed (13,869 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-12-05 1,040 $370.62 $385,445 Disposed (12,829 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-12-05 779 $372.20 $289,944 Disposed (9,600 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-12-05 274 $373.20 $102,257 Disposed (9,326 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Gift 10b5-1 2025-12-05 275 — — Disposed (16,812 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-12-05 46 $367.95 $16,926 Disposed (15,324 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-12-05 34 $368.70 $12,536 Disposed (15,290 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-12-05 136 $370.44 $50,380 Disposed (15,154 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-12-05 410 $371.20 $152,192 Disposed (14,744 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-12-05 85 $372.32 $31,647 Disposed (14,659 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-12-05 39 $373.09 $14,551 Disposed (14,620 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2025-12-01 14 — — Acquired (39,224 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2025-12-01 4 — — Acquired (17,038 owned after) EDGAR
LPLA Mnookin Allison Director Award 2025-12-01 2 — — Acquired (11,043 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2025-12-01 3 — — Acquired (15,191 owned after) EDGAR
LPLA Putnam James S Director Award 2025-12-01 7 — — Acquired (136,658 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2025-12-01 10 — — Acquired (23,322 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2025-12-01 4 — — Acquired (13,834 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Sale 10b5-1 2025-12-01 80 $352.48 $28,198 Disposed (5,502 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 234 $378.24 $88,508 Disposed (15,578 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 169 $379.58 $64,149 Disposed (15,409 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 39 $380.12 $14,825 Disposed (15,370 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 293 $377.01 $110,464 Disposed (15,812 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 267 $375.80 $100,339 Disposed (16,105 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 230 $374.86 $86,218 Disposed (16,372 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 205 $374.00 $76,670 Disposed (16,602 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-11-05 63 $372.62 $23,475 Disposed (16,807 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-10-06 266 $313.20 $83,311 Disposed (17,213 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-10-06 141 $312.15 $44,013 Disposed (17,479 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-10-06 109 $314.04 $34,230 Disposed (17,104 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-10-06 132 $315.09 $41,592 Disposed (16,972 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-10-06 102 $320.27 $32,668 Disposed (16,870 owned after) EDGAR
LPLA Reeping Katharine Principal Accounting Officer Tax withholding 2025-09-09 56 $339.97 $19,038 Disposed (1,971 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 3 $344.67 $1,034 Disposed (17,770 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 32 $349.60 $11,187 Disposed (17,620 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 72 $335.84 $24,180 Disposed (18,513 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 128 $337.13 $43,153 Disposed (18,385 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 25 $337.58 $8,440 Disposed (18,360 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 121 $340.01 $41,141 Disposed (18,239 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 190 $340.83 $64,758 Disposed (18,049 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 47 $342.88 $16,115 Disposed (17,923 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 150 $343.98 $51,597 Disposed (17,773 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 1 $345.44 $345 Disposed (17,769 owned after) EDGAR
LPLA Field Emily Group Managing Director Award 2025-09-05 817 — — Acquired (817 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 106 $347.46 $36,831 Disposed (17,663 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 91 $329.17 $29,954 Disposed (19,029 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 11 $330.12 $3,631 Disposed (19,018 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 79 $331.83 $26,215 Disposed (18,939 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 326 $332.90 $108,525 Disposed (18,613 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-09-05 28 $334.53 $9,367 Disposed (18,585 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Sale 10b5-1 2025-09-02 80 $361.25 $28,900 Disposed (5,582 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2025-08-29 10 — — Acquired (23,312 owned after) EDGAR
LPLA Mnookin Allison Director Award 2025-08-29 2 — — Acquired (11,041 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2025-08-29 14 — — Acquired (39,210 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2025-08-29 4 — — Acquired (13,830 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2025-08-29 3 — — Acquired (15,188 owned after) EDGAR
LPLA Putnam James S Director Award 2025-08-29 7 — — Acquired (136,651 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2025-08-29 4 — — Acquired (17,034 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 30 $378.47 $11,354 Disposed (19,133 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 131 $371.55 $48,673 Disposed (20,489 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 161 $372.43 $59,961 Disposed (20,328 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 352 $373.49 $131,468 Disposed (19,976 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 620 $374.22 $232,016 Disposed (19,356 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 45 $375.37 $16,892 Disposed (19,311 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 106 $376.30 $39,888 Disposed (19,205 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 42 $377.79 $15,867 Disposed (19,163 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 9 $380.46 $3,424 Disposed (19,124 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-08-05 4 $381.34 $1,525 Disposed (19,120 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 159 $381.69 $60,689 Disposed (21,684 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 133 $379.35 $50,454 Disposed (21,891 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 48 $380.85 $18,281 Disposed (21,843 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 351 $382.58 $134,286 Disposed (21,333 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 363 $383.75 $139,301 Disposed (20,970 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 315 $384.61 $121,152 Disposed (20,655 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 35 $385.29 $13,485 Disposed (20,620 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-07-03 96 $378.17 $36,304 Disposed (22,024 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2025-06-12 4 — — Acquired (17,030 owned after) EDGAR
LPLA Gates Greg Group Managing Director Tax withholding 2025-06-12 234 $379.39 $88,777 Disposed (22,120 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2025-06-12 4 — — Acquired (13,826 owned after) EDGAR
LPLA Mnookin Allison Director Award 2025-06-12 2 — — Acquired (11,039 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2025-06-12 3 — — Acquired (15,185 owned after) EDGAR
LPLA Putnam James S Director Award 2025-06-12 6 — — Acquired (136,644 owned after) EDGAR
LPLA Cohen Marc Eliot Group Managing Director Tax withholding 2025-06-12 44 $379.39 $16,693 Disposed (4,031 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2025-06-12 10 — — Acquired (23,302 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2025-06-12 13 — — Acquired (39,196 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 275 $375.52 $103,268 Disposed (23,579 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 123 $382.37 $47,032 Disposed (22,354 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 59 $378.42 $22,327 Disposed (23,188 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 409 $379.79 $155,334 Disposed (22,779 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 83 $380.54 $31,585 Disposed (22,696 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 219 $381.69 $83,590 Disposed (22,477 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 189 $377.39 $71,327 Disposed (23,247 owned after) EDGAR
LPLA Gates Greg Group Managing Director Sale 10b5-1 2025-06-05 143 $376.49 $53,838 Disposed (23,436 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Gift 2025-06-02 238 — — Disposed (39,183 owned after) EDGAR
LPLA Jambusaria Aneri Group Managing Director Sale 10b5-1 2025-06-02 80 $383.99 $30,719 Disposed (5,662 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2025-05-23 308 — — Acquired (15,182 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2025-05-23 308 — — Acquired (39,421 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2025-05-23 602 — — Acquired (17,026 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2025-05-23 602 — — Acquired (14,874 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2025-05-23 602 — — Acquired (39,113 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2025-05-23 602 — — Acquired (13,514 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2025-05-23 308 — — Acquired (13,822 owned after) EDGAR
LPLA Ko Albert J Director Award 2025-05-23 602 — — Acquired (2,258 owned after) EDGAR
LPLA Ko Albert J Director Award 2025-05-23 308 — — Acquired (2,566 owned after) EDGAR
LPLA Putnam James S Director Award 2025-05-23 602 — — Acquired (136,638 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2025-05-23 308 — — Acquired (23,292 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2025-05-23 602 — — Acquired (22,984 owned after) EDGAR
LPLA MULCAHY ANNE M Director Award 2025-05-23 602 — — Acquired (36,063 owned after) EDGAR
LPLA MULCAHY ANNE M Director Award 2025-05-23 308 — — Acquired (36,371 owned after) EDGAR
LPLA Mnookin Allison Director Award 2025-05-23 602 — — Acquired (11,037 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2025-03-25 4 — — Acquired (16,424 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2025-03-25 15 — — Acquired (38,511 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2025-03-25 3 — — Acquired (14,272 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2025-03-25 4 — — Acquired (12,912 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2025-03-25 11 — — Acquired (22,382 owned after) EDGAR
LPLA Putnam James S Director Award 2025-03-25 8 — — Acquired (136,036 owned after) EDGAR
LPLA Mnookin Allison Director Award 2025-03-25 2 — — Acquired (10,435 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Gift 2025-03-24 110 — — Disposed (39,596 owned after) EDGAR
LPLA Jambusaria Aneri Managing Director Sale 10b5-1 2025-03-14 80 $311.87 $24,950 Disposed (5,742 owned after) EDGAR
LPLA EBERHART PAULETT Director Gift 2025-03-13 4,305 — — Disposed (16,420 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-26 4,588 $360.07 $1,652,001 Disposed (16,538 owned after) EDGAR
LPLA Cohen Marc Eliot Managing Director Sale 2025-02-26 1,100 $365.85 $402,435 Disposed (4,075 owned after) EDGAR
LPLA Audette Matthew J President and CFO Tax withholding 10b5-1 2025-02-25 4,738 $357.36 $1,693,172 Disposed (15,179 owned after) EDGAR
LPLA Jambusaria Aneri Managing Director Award 2025-02-25 1,788 — — Acquired (5,708 owned after) EDGAR
LPLA Jambusaria Aneri Managing Director Tax withholding 2025-02-25 992 $357.36 $354,501 Disposed (4,716 owned after) EDGAR
LPLA Jambusaria Aneri Managing Director Award 2025-02-25 1,106 — — Acquired (5,822 owned after) EDGAR
LPLA Brown Althea Managing Director Tax withholding 2025-02-25 237 $357.36 $84,694 Disposed (5,439 owned after) EDGAR
LPLA Brown Althea Managing Director Award 2025-02-25 1,272 — — Acquired (6,711 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Award 2025-02-25 7,836 — — Acquired (29,232 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Tax withholding 2025-02-25 4,764 $357.36 $1,702,463 Disposed (24,468 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Award 2025-02-25 6,971 — — Acquired (31,439 owned after) EDGAR
LPLA Cohen Marc Eliot Managing Director Award 2025-02-25 1,140 — — Acquired (5,074 owned after) EDGAR
LPLA Cohen Marc Eliot Managing Director Tax withholding 2025-02-25 673 $357.36 $240,503 Disposed (4,401 owned after) EDGAR
LPLA Cohen Marc Eliot Managing Director Award 2025-02-25 774 — — Acquired (5,175 owned after) EDGAR
LPLA Dadyar Sara Managing Director Award 2025-02-25 1,797 — — Acquired (1,797 owned after) EDGAR
LPLA Gates Greg Managing Director Award 2025-02-25 6,170 — — Acquired (25,016 owned after) EDGAR
LPLA Gates Greg Managing Director Tax withholding 2025-02-25 3,319 $357.36 $1,186,078 Disposed (21,697 owned after) EDGAR
LPLA Gates Greg Managing Director Award 2025-02-25 2,157 — — Acquired (23,854 owned after) EDGAR
LPLA Audette Matthew J President and CFO Award 10b5-1 2025-02-25 7,154 — — Acquired (19,917 owned after) EDGAR
LPLA Audette Matthew J President and CFO Award 10b5-1 2025-02-25 5,947 — — Acquired (21,126 owned after) EDGAR
LPLA Enyedi Matthew Managing Director Award 2025-02-25 4,564 — — Acquired (15,059 owned after) EDGAR
LPLA Enyedi Matthew Managing Director Tax withholding 2025-02-25 3,130 $357.36 $1,118,537 Disposed (11,929 owned after) EDGAR
LPLA Enyedi Matthew Managing Director Award 2025-02-25 1,659 — — Acquired (13,588 owned after) EDGAR
LPLA Steinmeier Richard Chief Executive Officer Sale 10b5-1 2025-02-18 3,500 $373.79 $1,308,265 Disposed (21,396 owned after) EDGAR
LPLA Enyedi Matthew Managing Director Option exercise 10b5-1 2025-02-10 5,154 $39.48 $203,480 Acquired (15,649 owned after) EDGAR
LPLA Enyedi Matthew Managing Director Sale 10b5-1 2025-02-10 5,154 $369.33 $1,903,527 Disposed (10,495 owned after) EDGAR
LPLA Audette Matthew J President and CFO Gift 10b5-1 2025-02-06 900 — — Disposed (12,763 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 5,260 $365.37 $1,921,846 Disposed (28,560 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 10,307 $366.40 $3,776,485 Disposed (18,253 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 3,173 $367.37 $1,165,665 Disposed (15,080 owned after) EDGAR
LPLA Audette Matthew J President and CFO Option exercise 10b5-1 2025-02-05 12,903 $77.53 $1,000,370 Acquired (42,440 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 2,173 $360.00 $782,280 Disposed (40,267 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 1,417 $368.08 $521,569 Disposed (13,663 owned after) EDGAR
LPLA Audette Matthew J President and CFO Option exercise 10b5-1 2025-02-05 15,874 $65.50 $1,039,747 Acquired (29,537 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 2,900 $361.39 $1,048,031 Disposed (37,367 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 300 $362.30 $108,690 Disposed (37,067 owned after) EDGAR
LPLA Audette Matthew J President and CFO Sale 10b5-1 2025-02-05 3,247 $364.37 $1,183,109 Disposed (33,820 owned after) EDGAR
LPLA Jambusaria Aneri Managing Director Sale 2024-12-05 305 $331.94 $101,242 Disposed (3,920 owned after) EDGAR
LPLA EBERHART PAULETT Director Award 2024-12-02 4 — — Acquired (20,725 owned after) EDGAR
LPLA Mnookin Allison Director Award 2024-12-02 2 — — Acquired (10,433 owned after) EDGAR
LPLA Glavin William Francis Jr Director Award 2024-12-02 12 — — Acquired (22,371 owned after) EDGAR
LPLA SCHIFTER RICHARD P Director Award 2024-12-02 16 — — Acquired (39,706 owned after) EDGAR
LPLA BERNARD EDWARD C Director Award 2024-12-02 3 — — Acquired (14,269 owned after) EDGAR
LPLA Thomas Corey E. Director Award 2024-12-02 5 — — Acquired (12,908 owned after) EDGAR
LPLA Putnam James S Director Award 2024-12-02 8 — — Acquired (136,028 owned after) EDGAR
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status