Form 4: LPL Financial Holdings Inc. Director William Francis Glavin Jr. Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Director William Francis Glavin Jr. reports acquisition of 16 common stock units due to dividend payment and updates holdings in spouse's trust.

Summary

  • On March 26, 2024, William Francis Glavin Jr., a director of LPL Financial Holdings Inc., reported changes in his beneficial ownership of the company's common stock.
  • He acquired 16 shares of common stock due to a quarterly cash dividend paid on shares of common stock, credited to his Non-Employee Director Deferred Compensation Plan (DDCP) account.
  • He directly owns 21,246 shares of common stock.
  • He indirectly owns 2,775 shares of common stock held by his spouse's trust.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, indicating a neutral sentiment. It simply reports changes in stock ownership.

Industry Context

This filing is a routine disclosure related to changes in beneficial ownership by a company insider, as required by the SEC. It provides transparency to the market regarding the trading activities of company directors.

Stakeholder Impact

  • The filing provides transparency to shareholders regarding insider transactions.

Key Dates

DateDescription
May 16, 2017Date of Power of Attorney granted to Gregory M. Woods.
March 26, 2024Date of transaction: acquisition of common stock due to dividend payment.
March 28, 2024Date of signature of the report.

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.