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| Ticker | Owner | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|---|
| LPLA | Gates Greg | Group Managing Director | Dec 05 '25 | Sale | 370.97 | 750 | 278,232 | 14,620 | Dec 09 |
| LPLA | Gates Greg | Group Managing Director | Nov 05 '25 | Sale | 376.43 | 1,500 | 564,648 | 15,370 | Nov 07 |
| LPLA | Gates Greg | Group Managing Director | Oct 06 '25 | Sale | 314.42 | 750 | 235,814 | 16,870 | Oct 08 |
| LPLA | Gates Greg | Group Managing Director | Sep 05 '25 | Sale | 338.21 | 1,500 | 507,310 | 17,620 | Sep 09 |
| LPLA | Gates Greg | Group Managing Director | Aug 05 '25 | Sale | 374.05 | 1,500 | 561,068 | 19,120 | Aug 07 |
| LPLA | Gates Greg | Group Managing Director | Jul 03 '25 | Sale | 382.63 | 1,500 | 573,952 | 20,620 | Jul 08 |
| LPLA | Gates Greg | Group Managing Director | Jun 05 '25 | Sale | 378.87 | 1,500 | 568,301 | 22,354 | Jun 09 |
| LPLA | Gates Greg | Managing Director | Feb 26 '24 | Sale | 266.27 | 11,401 | 3,035,698 | 19,080 | Feb 27 |