SCHIFTER RICHARD P reported 1 transaction at LPL FINANCIAL HOLDINGS INC.
Review the transaction codes below to understand the nature of each event.
Filed: 1/2/2026ACC: 0001628280-26-000142
Director
Since Aug 2018
-1.15K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
1.15K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−1.15K
Price / share
—
Trade value
—
% of position
2.9%
12/31/2025
39.22K→38.08K
Total
Net shares
−1.15K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 12/31/2025 | G · Gift | −1.15K | — | — | 2.9% | 39.22K | 38.08K |
| Total | −1.15K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)11
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Common Stock
IndirectShares owned440.00
Total
4.84K indirect4.84K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Common Stock | 440.00 | Indirect |
| Total | 4.84K | 4.84K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported