Cohen Marc Eliot sold LPLA

March 10, 2026 · Form 4 insider transaction

Cohen Marc Eliot sold 1,088.211 shares of LPL Financial Holdings Inc. at $309.72 per share, a transaction worth $337.0K. The trade was recorded as open-market sale and disclosed on an SEC Form 4, filed 1 day after the transaction.

Direction
Disposed (sell-side)
Shares
1,088.211
Price
$309.72
Total value
$337.0K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateMarch 10, 2026
Filing dateMarch 11, 2026
Shares owned after4,400
OwnershipDirect
10b5-1 planNo
AmendedNo

Footnotes

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $309.66 to $310.30, inclusive. The reporting person undertakes to provide to LPL Financial Holdings Inc., any security holder of LPL Financial Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4.; Consists of (i) 2,118 shares of Common Stock; (ii) 85 restricted stock units that vest in full on June 12, 2026; (iii) 278 restricted stock units that vest in full on February 25, 2027; (iv) 516 restricted stock units that vest ratably on each of February 25, 2027 and February 25, 2028; and (v) 1,403 restricted stock units that vest ratably on each of February 25, 2027, February 25, 2028 and February 25, 2029.

View the original Form 4 on SEC EDGAR