G
$ Value
$0
Shares
238
Price
$0
Filed
Jun 4
Insider
Name
SCHIFTER RICHARD P
Title
—
CIK
0001249554
Roles
Director
Transaction Details
Transaction Date
2025-06-02
Code
G
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
39,184
Footnotes
This transaction was a charitable gift of securities by the reporting person. | The reporting person is a co-trustee of each trust, and the sole beneficiary of each trust is a grandchild of the reporting person. The reporting person remains the beneficial owner of the securities held by such trusts.
Filing Info
SCHIFTER RICHARD P's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-24 | LPLA | A | $0 |
| 2025-12-31 | LPLA | G | $0 |
| 2025-12-01 | LPLA | A | $0 |
| 2025-08-29 | LPLA | A | $0 |
| 2025-06-12 | LPLA | A | $0 |
| 2025-06-02 | LPLA | G | $0 |
| 2025-05-23 | LPLA | A | $0 |
| 2025-05-23 | LPLA | A | $0 |
Other Insiders at LPLA (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| EBERHART PAULETT | — | — | 2026-03-24 |
| BERNARD EDWARD C | — | — | 2026-03-24 |
| SCHIFTER RICHARD P | — | — | 2026-03-24 |
| Glavin William Francis Jr | — | — | 2026-03-24 |
| Putnam James S | — | — | 2026-03-24 |
|
Audette Matthew J
President and CFO
|
— | $1.0M | 2026-04-15 |
| Mnookin Allison | — | — | 2026-03-24 |
| Thomas Corey E. | — | — | 2026-03-24 |
|
Steinmeier Richard
Chief Executive Officer
|
— | — | 2026-02-25 |
|
Enyedi Matthew
Group Managing Director
|
— | $675K | 2026-02-26 |
|
Gates Greg
Group Managing Director
|
— | — | 2026-02-25 |
|
Jambusaria Aneri
Group Managing Director
|
— | $94K | 2026-03-02 |
| Khanna Somesh | — | — | 2026-02-02 |
|
Cohen Marc Eliot
Group Managing Director
|
— | $1.0M | 2026-03-10 |
|
Reeping Katharine
Principal Accounting Officer
|
— | — | 2026-02-25 |
|
Field Emily
Group Managing Director
|
— | — | 2026-02-25 |
|
Morningstar Matthew
Group Managing Director
|
— | — | 2026-02-25 |