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LPL Financial Holdings Director Receives Dividend Equivalent Stock Units
LPL Financial Holdings Inc.
$LPLA4CIK: 0001397911
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Filing Summary
LPL Financial Holdings Inc. ($LPLA) - Form 4 Insider Report
Insider: Edward C. Bernard (Director) Transaction: Received 3 shares / stock units ($0.00) Total Post-Transaction Ownership: 16,262 shares Significance: Low (Routine dividend equivalent credit)
Comprehensive Analysis
Insider Transaction Overview
- Reporting Owner: Edward C. Bernard
- Role: Director
- Issuer: LPL Financial Holdings Inc. (
LPLA) - Transaction Date: August 28, 2026
- Filing Date: September 1, 2026
Transaction Summary
- Security: Common Stock (Stock Units)
- Transaction Code:
A(Grant / Award / Dividend Equivalent) - Shares Acquired: 3 shares
- Price per Share: $0.00
- Post-Transaction Holdings: 16,262 shares (Direct)
Analysis & Key Details
- Nature of Transaction: The 3 stock units were credited to the director's account under the Non-Employee Director Deferred Compensation Plan (DDCP) in connection with a quarterly cash dividend paid on LPL Financial common stock.
- Trading Significance: Low. This is a non-discretionary, automated dividend reinvestment/credit transaction rather than an open-market purchase or sale.
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