Brent Simonich is Principal Accounting Officer of LPL Financial Holdings Inc.. Currently has a direct ownership of 5,687 shares of LPLA, which is worth approximately $1.6 Million. The most recent transaction as insider was on Feb 25, 2023, when has been sold 355 shares (Common Stock) at a price of $247.3 per share, resulting in proceeds of $87,791. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 5.69K
0% 3M change
0% 12M change
Total Value Held $1.6 Million

Brent Simonich Transaction History

Date Transaction Value Shares Traded Shares Held Form
Feb 25 2023
SELL
Payment of exercise price or tax liability
$87,791 $247.3 p/Share
355 Reduced 5.88%
5,687 Common Stock
Feb 25 2023
BUY
Grant, award, or other acquisition
-
1,086 Added 13.82%
6,773 Common Stock
Nov 18 2022
BUY
Open market or private purchase
$201,618 $219.15 p/Share
920 Added 13.21%
6,042 Common Stock
Feb 25 2022
SELL
Payment of exercise price or tax liability
$42,576 $182.73 p/Share
233 Reduced 5.92%
3,703 Common Stock
Feb 25 2022
BUY
Grant, award, or other acquisition
-
1,419 Added 21.69%
5,122 Common Stock
Feb 25 2021
BUY
Grant, award, or other acquisition
-
2,027 Added 33.99%
3,936 Common Stock
Feb 16 2021
BUY
Open market or private purchase
$250,079 $131.0 p/Share
1,909 Added 50.0%
1,909 Common Stock
BS

Brent Simonich

Principal Accounting Officer
San Diego, CA

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