LPL Financial Holdings Director Receives Dividend Equivalent Stock Units
LPL Financial Holdings Inc.
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Filing Summary
Form 4 Alert: LPL Financial Holdings Inc. ($LPLA) Insider: Paulett Eberhart (Director) Transaction: Acquired 4 shares of Common Stock (Stock Units) at $0.00 via dividend crediting. Post-Transaction Holdings: 17,764 shares Significance: Low (Routine dividend equivalent credit)
Comprehensive Analysis
Transaction Overview
On August 28, 2026, Paulett Eberhart, a Director of LPL Financial Holdings Inc. ($LPLA), acquired 4 stock units representing common stock at $0.00 per share.
Transaction Details
- Security: Common Stock
- Transaction Code:
A(Award / Grant) - Shares Acquired: 4
- Price per Share: $0.00
- Post-Transaction Beneficial Ownership: 17,764 shares (Direct)
Context & Significance
According to the filing footnotes, these stock units were credited to the reporting person's Non-Employee Director Deferred Compensation Plan (DDCP) account in connection with a quarterly cash dividend paid on shares of common stock. Each unit represents the right to receive one share of common stock and is fully vested. Given the nominal share count (4 shares) and the nature of the transaction as an automatic dividend equivalent credit, this filing carries Low trading significance.
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