SEC CIK 1203065
BERNARD EDWARD C
Reported ownership across 2 companies, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| TROWview stock → | 649,135 | 2019-04-26 |
| LPLAview stock → | 16,262 | 2026-08-28 |
Position History — TROW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — TROW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2019-04-26 | Gift | 2,000 | $0.00 | 649,135 |
| 2019-04-25 | Open-market sale | 20,000 | $107.92 | 181,963 |
| 2019-03-27 | Option exercise (derivative) | 1,434 | $69.67 | 21,626 |
| 2019-03-27 | Option exercise (derivative) | 1,692 | $59.07 | 24,331 |
| 2019-03-27 | Option exercise | 1,434 | $69.67 | 653,151 |
| 2019-03-27 | Tax withholding | 2,016 | $99.09 | 651,135 |
| 2019-03-27 | Option exercise | 1,692 | $59.07 | 651,717 |
| 2019-02-28 | Tax withholding | 1,507 | $100.43 | 650,025 |
| 2019-02-15 | Open-market sale | 10,000 | $97.15 | 67,500 |
| 2019-02-13 | Grant / award | 15,719 | $0.00 | 651,532 |
| 2018-12-19 | Gift | 24,050 | $0.00 | 635,813.78 |
| 2018-12-18 | Gift | 2,925 | $0.00 | 659,863.78 |
| 2018-12-10 | Tax withholding | 4,669 | $92.45 | 662,788.78 |
| 2018-07-31 | Grant / award | 149.06 | $118.49 | 667,457.78 |
| 2018-07-27 | Gift | 815 | $0.00 | 667,308.72 |
| 2018-06-20 | Grant / award | 14.36 | $121.88 | 668,513.72 |
| 2018-06-20 | Gift | 1,205 | $0.00 | 667,308.72 |
| 2018-06-20 | Gift | 390 | $0.00 | 668,123.72 |
| 2018-05-22 | Gift | 4,940 | $0.00 | 668,499.36 |
| 2018-05-18 | Option exercise (derivative) | 50,569 | $0.00 | 0 |
| 2018-05-18 | Tax withholding | 38,993 | $120.59 | 673,157.24 |
| 2018-05-18 | Grant / award | 282.12 | $106.57 | 673,439.36 |
| 2018-05-18 | Option exercise | 50,569 | $67.56 | 712,150.24 |
| 2017-12-08 | Tax withholding | 6,405 | $102.75 | 661,581.24 |
| 2017-12-01 | Grant / award | 162.44 | $90.92 | 667,986.24 |
| 2017-12-01 | Gift | 8,250 | $0.00 | 667,823.8 |
| 2017-09-06 | Grant / award | 10,532 | $0.00 | 676,073.8 |
| 2017-09-06 | Grant / award | 468.99 | $71.97 | 665,541.8 |
| 2017-02-15 | Grant / award | 176.77 | $74.93 | 665,072.81 |
| 2017-02-15 | Grant / award | 10,319 | $0.00 | 664,896.04 |
| 2016-12-22 | Gift | 46,400 | $0.00 | 654,577.04 |
| 2016-12-21 | Gift | 5,200 | $0.00 | 700,977.04 |
| 2016-12-16 | Option exercise (derivative) | 1,803 | $0.00 | 0 |
| 2016-12-16 | Option exercise (derivative) | 1,479 | $0.00 | 50,569 |
| 2016-12-16 | Option exercise | 3,684 | $26.39 | 702,474.04 |
| 2016-12-16 | Option exercise | 1,479 | $67.56 | 706,177.04 |
| 2016-12-16 | Option exercise | 1,803 | $54.83 | 698,790.04 |
| 2016-12-16 | Option exercise | 126 | $43.37 | 702,600.04 |
| 2016-12-16 | Option exercise | 2,098 | $47.65 | 704,698.04 |
| 2016-12-15 | Option exercise (derivative) | 52,048 | $0.00 | 0 |
| 2016-12-15 | Option exercise (derivative) | 49,949 | $0.00 | 2,098 |
| 2016-12-15 | Option exercise (derivative) | 51,921 | $0.00 | 126 |
| 2016-12-15 | Option exercise (derivative) | 48,363 | $0.00 | 3,684 |
| 2016-12-15 | Tax withholding | 198,958 | $76.00 | 696,987.04 |
| 2016-12-15 | Option exercise | 52,048 | $48.56 | 895,945.04 |
| 2016-12-15 | Option exercise | 52,048 | $45.79 | 843,897.04 |
| 2016-12-15 | Option exercise | 49,949 | $47.65 | 791,849.04 |
| 2016-12-15 | Option exercise | 48,363 | $26.39 | 689,979.04 |
| 2016-12-15 | Option exercise | 51,921 | $43.37 | 741,900.04 |
| 2016-12-09 | Tax withholding | 4,507 | $76.60 | 641,616.04 |
| 2016-12-06 | Option exercise (derivative) | 102,293 | $0.00 | 1,803 |
| 2016-12-06 | Grant / award | 205.54 | $66.74 | 645,386.04 |
| 2016-12-06 | Option exercise | 102,293 | $54.83 | 747,679.04 |
| 2016-12-06 | Tax withholding | 88,161 | $76.09 | 659,518.04 |
| 2016-12-06 | Gift | 13,395 | $0.00 | 646,123.04 |
| 2016-09-07 | Grant / award | 437.37 | $72.44 | 640,680.5 |
| 2016-09-07 | Grant / award | 4,500 | $0.00 | 645,180.5 |
| 2016-03-30 | Option exercise (derivative) | 104,096 | $0.00 | 0 |
| 2016-03-30 | Tax withholding | 83,814 | $73.90 | 640,243.13 |
| 2016-03-30 | Option exercise | 104,096 | $48.05 | 724,057.13 |
| 2016-02-17 | Grant / award | 171.19 | $72.66 | 619,961.13 |
| 2016-02-16 | Grant / award | 4,500 | $0.00 | 619,789.94 |
| 2015-12-22 | Gift | 27,000 | $0.00 | 615,289.94 |
| 2015-12-10 | Grant / award | 184.12 | $70.21 | 645,886.94 |
| 2015-12-10 | Tax withholding | 3,597 | $73.34 | 642,289.94 |
| 2015-09-10 | Grant / award (derivative) | 15,000 | $0.00 | 15,000 |
| 2015-09-10 | Grant / award | 801.97 | $80.92 | 645,702.82 |
| 2015-09-09 | Grant / award | 4,500 | $0.00 | 644,900.84 |
| 2015-02-25 | Option exercise (derivative) | 101,448 | $0.00 | 0 |
| 2015-02-25 | Tax withholding | 78,093 | $83.52 | 640,400.84 |
| 2015-02-25 | Option exercise | 101,448 | $45.48 | 718,493.84 |
| 2015-02-19 | Grant / award (derivative) | 15,000 | $0.00 | 15,000 |
| 2015-02-19 | Grant / award | 122.48 | $85.62 | 617,045.84 |
| 2015-02-18 | Grant / award | 5,250 | $0.00 | 616,923.36 |
| 2014-12-22 | Gift | 5,320 | $0.00 | 611,673.36 |
| 2014-12-19 | Gift | 2,900 | $0.00 | 616,993.36 |
| 2014-12-10 | Grant / award | 13.97 | $83.50 | 622,504.36 |
| 2014-12-10 | Tax withholding | 2,611 | $83.95 | 619,893.36 |
| 2014-11-05 | Grant / award | 124.87 | $78.81 | 622,490.39 |
| 2014-11-04 | Gift | 7,975 | $0.00 | 622,365.52 |
| 2014-11-03 | Gift | 3,060 | $0.00 | 630,340.52 |
| 2014-09-25 | Gift | 1,275 | $0.00 | 633,400.52 |
| 2014-09-09 | Grant / award (derivative) | 15,000 | $0.00 | 15,000 |
| 2014-09-09 | Grant / award | 14.39 | $81.08 | 634,675.52 |
| 2014-09-08 | Grant / award | 4,800 | $0.00 | 634,661.13 |
| 2014-08-20 | Option exercise (derivative) | 108,672 | $0.00 | 0 |
| 2014-08-20 | Option exercise | 108,672 | $32.12 | 706,508.13 |
| 2014-08-20 | Tax withholding | 76,647 | $79.49 | 629,861.13 |
| 2014-08-20 | Grant / award | 173.96 | $82.55 | 597,836.13 |
| 2014-04-10 | Gift | 50,000 | $0.00 | 0 |
| 2014-04-10 | Gift | 50,000 | $0.00 | 201,963 |
| 2014-04-10 | Grant / award | 132.19 | $82.28 | 597,662.17 |
| 2014-02-19 | Grant / award (derivative) | 17,500 | $0.00 | 17,500 |
| 2014-02-19 | Grant / award | 111.91 | $82.54 | 597,529.98 |
| 2014-02-18 | Grant / award | 6,750 | $0.00 | 597,418.07 |
| 2013-12-09 | Gift | 2,550 | $0.00 | 590,668.07 |
| 2013-12-06 | Grant / award | 132.29 | $73.85 | 598,318.07 |
| 2013-12-06 | Gift | 5,100 | $0.00 | 593,218.07 |
| 2013-09-10 | Grant / award (derivative) | 16,000 | $0.00 | 16,000 |
| 2013-09-10 | Grant / award | 16.59 | $70.32 | 598,185.78 |
| 2013-08-21 | Grant / award | 6,750 | $0.00 | 598,169.19 |
| 2013-08-21 | Grant / award | 283.63 | $75.56 | 591,419.19 |
| 2013-03-12 | Gift | 68,000 | $0.00 | 50,000 |
| 2013-03-12 | Gift | 68,000 | $0.00 | 591,135.56 |
| 2013-02-28 | Option exercise (derivative) | 42,114 | $0.00 | 0 |
| 2013-02-28 | Grant / award | 24.41 | $71.70 | 519,724.56 |
| 2013-02-28 | Option exercise | 42,114 | $59.53 | 561,838.56 |
| 2013-02-28 | Tax withholding | 38,703 | $71.19 | 523,135.56 |
| 2013-02-21 | Grant / award (derivative) | 22,500 | $0.00 | 22,500 |
| 2013-02-21 | Grant / award | 370.78 | $64.98 | 519,700.15 |
| 2013-02-20 | Grant / award | 7,500 | $0.00 | 519,329.37 |
| 2012-12-20 | Gift | 750 | $0.00 | 511,829.37 |
| 2012-12-19 | Gift | 8,250 | $0.00 | 512,579.37 |
| 2012-12-18 | Option exercise (derivative) | 118,625 | $0.00 | 0 |
| 2012-12-18 | Tax withholding | 83,299 | $66.15 | 520,829.37 |
| 2012-12-18 | Option exercise | 118,625 | $30.30 | 604,128.37 |
| 2012-12-13 | Grant / award | 36.24 | $64.39 | 485,503.37 |
| 2012-12-10 | Gift | 77,500 | $0.00 | 77,500 |
| 2012-12-10 | Gift | 77,500 | $0.00 | 60,500 |
| 2012-10-01 | Grant / award | 102.58 | $63.30 | 485,467.13 |
| 2012-09-27 | Gift | 90,000 | $0.00 | 485,364.55 |
| 2012-09-27 | Gift | 82,000 | $0.00 | 575,364.55 |
| 2012-09-27 | Gift | 82,000 | $0.00 | 118,000 |
| 2012-09-27 | Gift | 90,000 | $0.00 | 138,000 |
| 2012-09-06 | Grant / award (derivative) | 22,500 | $0.00 | 22,500 |
| 2012-09-06 | Grant / award | 357.68 | $61.70 | 493,364.55 |
| 2012-02-23 | Grant / award (derivative) | 25,000 | $0.00 | 25,000 |
| 2012-02-17 | Option exercise (derivative) | 26,426 | $0.00 | 0 |
| 2012-02-17 | Option exercise | 26,426 | $33.11 | 532,054.88 |
| 2012-02-17 | Option exercise | 13,040 | $33.55 | 545,094.88 |
| 2012-02-17 | Option exercise | 10,561 | $41.42 | 555,655.88 |
| 2012-02-17 | Grant / award | 133.82 | $56.95 | 505,628.88 |
| 2012-02-17 | Tax withholding | 36,223 | $62.91 | 519,432.88 |
| 2011-12-08 | Option exercise (derivative) | 4,600 | $0.00 | 0 |
| 2011-12-08 | Option exercise | 4,600 | $0.00 | 479,069.06 |
| 2011-12-01 | Gift | 9,900 | $0.00 | 474,469.06 |
| 2011-12-01 | Grant / award | 160.64 | $50.76 | 484,369.06 |
| 2011-09-19 | Option exercise (derivative) | 37,262 | $0.00 | 0 |
| 2011-09-19 | Tax withholding | 43,756 | $51.46 | 484,208.42 |
| 2011-09-19 | Option exercise | 37,262 | $0.00 | 511,675.42 |
| 2011-09-19 | Option exercise | 12,258 | $0.00 | 523,933.42 |
| 2011-09-19 | Option exercise | 4,031 | $0.00 | 527,964.42 |
| 2011-09-08 | Grant / award (derivative) | 50,000 | $0.00 | 50,000 |
| 2011-09-08 | Grant / award | 21.64 | $53.91 | 474,413.42 |
| 2011-08-10 | Gift | 200,000 | $200000.00 | 200,000 |
| 2011-08-10 | Gift | 200,000 | $200000.00 | 474,391.78 |
| 2011-08-10 | Grant / award | 288.89 | $61.72 | 674,391.78 |
| 2011-03-02 | Gift | 45,463 | $0.00 | 45,463 |
| 2011-03-02 | Gift | 106,500 | $0.00 | 0 |
| 2011-03-02 | Gift | 106,500 | $0.00 | 151,963 |
| 2011-02-28 | Grant / award | 26.08 | $67.10 | 674,102.89 |
| 2011-02-17 | Grant / award (derivative) | 50,000 | $0.00 | 50,000 |
| 2011-02-15 | Gift | 39,700 | $0.00 | 674,076.81 |
| 2011-02-15 | Gift | 39,700 | $0.00 | 106,500 |
| 2011-01-31 | Grant / award | 125.9 | $63.68 | 634,376.81 |
| 2010-11-23 | Gift | 3,500 | $0.00 | 634,250.91 |
| 2010-11-22 | Gift | 6,500 | $0.00 | 637,750.91 |
| 2010-11-19 | Gift | 1,000 | $0.00 | 644,250.91 |
| 2010-11-05 | Option exercise (derivative) | 115,400 | $0.00 | 4,600 |
| 2010-11-05 | Option exercise (derivative) | 3,000 | $0.00 | 107,000 |
| 2010-11-05 | Option exercise (derivative) | 112 | $0.00 | 99,888 |
| 2010-11-05 | Option exercise (derivative) | 3,200 | $0.00 | 116,800 |
| 2010-11-05 | Option exercise | 3,200 | $30.78 | 645,250.91 |
| 2010-11-05 | Option exercise | 112 | $46.19 | 642,050.91 |
| 2010-11-05 | Option exercise | 3,000 | $32.62 | 641,938.91 |
| 2010-11-05 | Tax withholding | 75,143 | $60.46 | 638,938.91 |
| 2010-11-05 | Option exercise | 115,400 | $21.73 | 714,081.91 |
| 2010-10-29 | Grant / award | 21.27 | $54.85 | 598,681.91 |
| 2010-10-14 | Gift | 71,200 | $0.00 | 45,463 |
| 2010-10-14 | Gift | 71,200 | $0.00 | 598,660.64 |
| 2010-09-30 | Grant / award | 101.46 | $49.89 | 527,460.64 |
| 2010-09-08 | Grant / award (derivative) | 50,000 | $0.00 | 50,000 |
| 2010-08-31 | Grant / award | 245.47 | $48.60 | 527,409.18 |
| 2010-04-29 | Grant / award (derivative) | 23,178 | $58.89 | 23,178 |
| 2010-04-29 | Option exercise (derivative) | 70,000 | $0.00 | 0 |
| 2010-04-29 | Option exercise | 70,000 | $19.50 | 571,669.71 |
| 2010-04-29 | Tax withholding | 44,506 | $58.89 | 527,163.71 |
| 2010-03-31 | Grant / award | 100.5 | $45.30 | 501,669.71 |
| 2010-03-04 | Gift | 53,850 | $0.00 | 146,150 |
| 2010-03-04 | Gift | 53,850 | $0.00 | 501,569.21 |
| 2010-03-04 | Gift | 53,800 | $0.00 | 501,519.21 |
| 2010-03-04 | Gift | 53,800 | $0.00 | 146,200 |
| 2010-02-26 | Grant / award | 34.65 | $50.51 | 447,719.21 |
| 2010-02-18 | Grant / award (derivative) | 50,000 | $0.00 | 50,000 |
| 2010-01-31 | Grant / award | 34.43 | $50.82 | 447,684.56 |
| 2009-12-31 | Grant / award | 86.43 | $53.78 | 447,650.13 |
| 2009-12-29 | Gift | 1,000 | $0.00 | 447,563.7 |
| 2009-12-15 | Gift | 11,500 | $0.00 | 448,563.7 |
| 2009-11-30 | Grant / award | 47.59 | $49.03 | 460,063.7 |
| 2009-10-27 | Gift | 69,500 | $0.00 | 116,663 |
| 2009-10-27 | Gift | 69,500 | $0.00 | 460,016.11 |
| 2009-09-30 | Grant / award | 101.53 | $45.42 | 390,516.11 |
| 2009-09-10 | Grant / award (derivative) | 50,000 | $0.00 | 50,000 |
| 2009-08-31 | Grant / award | 25.92 | $45.01 | 390,414.58 |
| 2009-08-28 | Option exercise (derivative) | 71,789 | $0.00 | 0 |
| 2009-08-28 | Option exercise | 71,789 | $41.42 | 458,492.66 |
| 2009-08-28 | Tax withholding | 68,104 | $45.73 | 390,388.66 |
| 2009-07-31 | Grant / award | 501.63 | $34.18 | 386,703.66 |
| 2009-02-12 | Grant / award (derivative) | 50,000 | $0.00 | 50,000 |
| 2009-02-12 | Gift | 200,000 | $0.00 | 200,000 |
| 2009-02-12 | Gift | 200,000 | $0.00 | 386,202.03 |
| 2009-01-30 | Grant / award | 255.21 | $32.85 | 586,202.03 |
| 2008-10-10 | Gift | 186,163 | $0.00 | 186,163 |
| 2008-10-10 | Gift | 186,163 | $0.00 | 585,946.83 |
| 2008-09-30 | Grant / award | 73.71 | $57.90 | 772,109.83 |
| 2008-09-19 | Option exercise (derivative) | 75,000 | $0.00 | 70,000 |
| 2008-09-19 | Option exercise (derivative) | 45,306 | $0.00 | 0 |
| 2008-09-19 | Grant / award (derivative) | 22,496 | $0.00 | 22,496 |
| 2008-09-19 | Option exercise | 75,000 | $19.50 | 812,531.12 |
| 2008-09-19 | Tax withholding | 85,801 | $65.01 | 772,036.12 |
| 2008-09-19 | Option exercise | 45,306 | $49.08 | 857,837.12 |
| 2008-09-04 | Grant / award (derivative) | 100,000 | $0.00 | 100,000 |
| 2008-08-29 | Grant / award | 433.15 | $54.48 | 737,531.12 |
| 2007-12-20 | Gift | 9,008 | $0.00 | 737,097.96 |
| 2007-12-19 | Option exercise (derivative) | 24,800 | $0.00 | 0 |
| 2007-12-19 | Option exercise (derivative) | 50,000 | $0.00 | 145,000 |
| 2007-12-19 | Grant / award (derivative) | 16,078 | $0.00 | 16,078 |
| 2007-12-19 | Grant / award (derivative) | 5,590 | $0.00 | 5,590 |
| 2007-12-19 | Option exercise | 50,000 | $19.50 | 791,285.96 |
| 2007-12-19 | Option exercise | 24,800 | $13.67 | 741,285.96 |
| 2007-12-19 | Tax withholding | 45,180 | $60.64 | 746,105.96 |
| 2007-11-30 | Grant / award | 18.66 | $62.53 | 716,485.96 |
| 2007-11-27 | Option exercise (derivative) | 7,200 | $0.00 | 0 |
| 2007-11-27 | Option exercise | 7,200 | $13.67 | 716,467.3 |
| 2007-10-31 | Grant / award | 76.51 | $0.00 | 709,267.3 |
| 2007-09-06 | Grant / award (derivative) | 100,000 | $0.00 | 100,000 |
| 2007-08-31 | Grant / award | 161.22 | $0.00 | 709,190.8 |
| 2007-05-24 | Grant / award (derivative) | 45,306 | $0.00 | 45,306 |
| 2007-05-24 | Option exercise (derivative) | 124,400 | $0.00 | 0 |
| 2007-05-24 | Option exercise (derivative) | 43,958 | $0.00 | 0 |
| 2007-05-24 | Grant / award (derivative) | 4,031 | $0.00 | 4,031 |
| 2007-05-24 | Option exercise | 15,400 | $12.85 | 666,239.58 |
| 2007-05-24 | Tax withholding | 125,568 | $49.08 | 709,029.58 |
| 2007-05-24 | Option exercise | 43,958 | $33.55 | 834,597.58 |
| 2007-05-24 | Option exercise | 124,400 | $17.88 | 790,639.58 |
| 2007-04-30 | Grant / award | 114.48 | $0.00 | 650,839.58 |
| 2007-03-01 | Option exercise (derivative) | 9,000 | $0.00 | 15,400 |
| 2007-03-01 | Option exercise (derivative) | 7,600 | $0.00 | 0 |
| 2007-03-01 | Option exercise | 9,000 | $12.85 | 643,125.1 |
| 2007-03-01 | Option exercise | 7,600 | $12.85 | 650,725.1 |
| 2007-02-28 | Grant / award | 116.47 | $0.00 | 634,125.1 |
| 2006-12-29 | Grant / award | 53.54 | $0.00 | 634,008.63 |
| 2006-11-01 | Grant / award (derivative) | 100,000 | $0.00 | 100,000 |
| 2006-10-31 | Grant / award | 110.69 | $0.00 | 633,955.09 |
| 2006-08-09 | Option exercise (derivative) | 32,000 | $0.00 | 24,800 |
| 2006-08-09 | Option exercise (derivative) | 193,400 | $0.00 | 0 |
| 2006-08-09 | Grant / award (derivative) | 10,561 | $0.00 | 10,561 |
| 2006-08-09 | Grant / award (derivative) | 71,789 | $0.00 | 71,789 |
| 2006-08-09 | Option exercise | 193,400 | $15.38 | 779,494.4 |
| 2006-08-09 | Option exercise | 32,000 | $13.67 | 586,094.4 |
| 2006-08-09 | Tax withholding | 145,650 | $41.42 | 633,844.4 |
| 2006-07-31 | Grant / award | 85.03 | $0.00 | 554,094.4 |
| 2006-06-30 | Grant / award | 171.4 | $0.00 | 554,009.37 |
| 2006-04-04 | Option exercise (derivative) | 20,472 | $0.00 | 0 |
| 2006-04-04 | Option exercise | 20,472 | $53.28 | 293,407.99 |
| 2006-04-04 | Tax withholding | 16,489 | $81.84 | 276,918.99 |
| 2006-03-31 | Grant / award | 88.8 | $0.00 | 272,935.99 |
| 2005-12-30 | Grant / award | 22.78 | $71.80 | 272,847.18 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.