STEINMEIER RICHARD

PrivateCIK: 1750576
Location

BOSTON, MA

STEINMEIER RICHARD (Managing Director) sold 35.2% of their position (5.06K shares) of LPL FINANCIAL HOLDINGS INC. on the open market

Open‑market sale worth $1.88M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 6 sales
InsiderSTEINMEIER RICHARDCIK 1750576
Officer· Managing Director
Since Aug 2018
-5.33K
Net shares
Net seller
$1.88M
Total sold
6
Open market trades
0B · 6S
7
Total transactions
5.33K disposed
Non-Derivative Transactions7

Common Stock

Direct
S · Sale

Shares

332.00

Price / share

$367.06

Trade value

$121.86K

% of position

2.3%
12/5/2025
14.38K14.05K

Common Stock

Direct
S · Sale

Shares

183.00

Price / share

$368.63

Trade value

$67.46K

% of position

1.3%
12/5/2025
14.05K13.87K

Common Stock

Direct
S · Sale

Shares

1.04K

Price / share

$370.62

Trade value

$385.44K

% of position

7.5%
12/5/2025
13.87K12.83K

Common Stock

Direct
S · Sale

Shares

2.45K

Price / share

$371.23

Trade value

$909.51K

% of position

19.1%
12/5/2025
12.83K10.38K

Common Stock

Direct
S · Sale

Shares

779.00

Price / share

$372.20

Trade value

$289.94K

% of position

7.5%
12/5/2025
10.38K9.60K

Common Stock

Direct
S · Sale

Shares

274.00

Price / share

$373.20

Trade value

$102.26K

% of position

2.9%
12/5/2025
9.60K9.33K

Common Stock

Indirect
G · Gift

Shares

275.00

Price / share

Trade value

% of position

1.6%
12/5/2025
17.09K16.81K
Total

Net shares

5.33K

Net value

-$1.88M

Derivative Transactions0
No derivative transactions reported
STEINMEIER RICHARD — Insider Transaction (Form 4) Filed Dec 9, 2025 | Finecho