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
MORNINGSTAR MATTHEW — Initial Ownership Disclosure (Form 3) Filed Dec 11, 2025 | Finecho