Morningstar Matthew bought LPLA

December 9, 2025 · Form 4 insider transaction

Morningstar Matthew bought 1,715 shares of LPL Financial Holdings Inc. at $0.00 per share, a transaction worth N/A. The trade was recorded as grant or award and disclosed on an SEC Form 4, filed 2 days after the transaction.

Direction
Acquired (buy-side)
Shares
1,715
Price
$0.00
Total value
N/A
Role
SecurityCommon Stock
Transaction codeA: Grant or award
Transaction dateDecember 9, 2025
Filing dateDecember 11, 2025
Shares owned after2,293
OwnershipDirect
10b5-1 planNo
AmendedNo

Footnotes

These shares represent restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock on the applicable vesting date. These restricted stock units will vest ratably on each of December 9, 2026, December 9, 2027 and December 9, 2028. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.; Consists of (i) 578 shares of Common Stock and (ii) the restricted stock units reported on this Form 4.

View the original Form 4 on SEC EDGAR