MORNINGSTAR MATTHEW

PrivateCIK: 2100107
Location

SAN DIEGO, CA

MORNINGSTAR MATTHEW enters LPL FINANCIAL HOLDINGS INC. with 578.00 shares — 100% direct ownership

Full direct ownership at entry is the strongest form of insider alignment with shareholders.

Direct
InsiderMORNINGSTAR MATTHEWCIK 2100107
→
Officer· Group Managing Director
Since Feb 2026
578.00
Baseline shares
100% direct
578.00
Direct ownership
1 position
0.00
Derivative underlying
0 instruments
1
Security positions
All direct
Non-Derivative Holdings1

Common Stock

Direct
Shares owned578.00
Total
578.00 direct578.00
Derivative Holdings0
No derivative holdings reported