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 — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-08-28 | Grant / award | 3 | $0.00 | 16,262 |
| 2026-06-04 | Grant / award | 4 | $0.00 | 16,259 |
| 2026-05-15 | Grant / award | 348 | $0.00 | 16,255 |
| 2026-05-15 | Grant / award | 712 | $0.00 | 15,907 |
| 2026-03-24 | Grant / award | 4 | $0.00 | 15,195 |
| 2025-12-01 | Grant / award | 3 | $0.00 | 15,191 |
| 2025-08-29 | Grant / award | 3 | $0.00 | 15,188 |
| 2025-06-12 | Grant / award | 3 | $0.00 | 15,185 |
| 2025-05-23 | Grant / award | 308 | $0.00 | 15,182 |
| 2025-05-23 | Grant / award | 602 | $0.00 | 14,874 |
| 2025-03-25 | Grant / award | 3 | $0.00 | 14,272 |
| 2024-12-02 | Grant / award | 3 | $0.00 | 14,269 |
| 2024-08-23 | Grant / award | 7 | $0.00 | 14,266 |
| 2024-06-04 | Grant / award | 5 | $0.00 | 14,259 |
| 2024-05-10 | Grant / award | 699 | $0.00 | 14,254 |
| 2024-03-26 | Grant / award | 5 | $0.00 | 13,555 |
| 2023-11-27 | Grant / award | 1 | $0.00 | 13,544 |
| 2023-11-27 | Grant / award | 6 | $0.00 | 13,550 |
| 2023-08-25 | Grant / award | 6 | $0.00 | 13,543 |
| 2023-08-25 | Grant / award | 1 | $0.00 | 13,537 |
| 2023-06-01 | Grant / award | 1 | $0.00 | 13,528 |
| 2023-06-01 | Grant / award | 8 | $0.00 | 13,536 |
| 2023-05-12 | Grant / award | 506 | $0.00 | 13,527 |
| 2023-05-12 | Grant / award | 784 | $0.00 | 13,021 |
| 2023-03-28 | Grant / award | 7 | $0.00 | 12,237 |
| 2023-03-28 | Grant / award | 1 | $0.00 | 12,230 |
| 2022-11-28 | Grant / award | 5 | $0.00 | 12,229 |
| 2022-08-31 | Grant / award | 5 | $0.00 | 12,224 |
| 2022-06-24 | Grant / award | 5 | $0.00 | 12,219 |
| 2022-06-24 | Grant / award | 1 | $0.00 | 12,214 |
| 2022-05-19 | Grant / award | 525 | $0.00 | 12,213 |
| 2022-05-19 | Grant / award | 814 | $0.00 | 11,688 |
| 2022-03-29 | Grant / award | 4 | $0.00 | 10,874 |
| 2022-03-29 | Grant / award | 1 | $0.00 | 10,870 |
| 2021-11-29 | Grant / award | 6 | $0.00 | 10,869 |
| 2021-11-29 | Grant / award | 1 | $0.00 | 10,863 |
| 2021-08-27 | Grant / award | 6 | $0.00 | 10,862 |
| 2021-08-27 | Grant / award | 1 | $0.00 | 10,856 |
| 2021-06-07 | Grant / award | 6 | $0.00 | 10,855 |
| 2021-06-07 | Grant / award | 1 | $0.00 | 10,849 |
| 2021-05-06 | Grant / award | 1,051 | $0.00 | 10,306 |
| 2021-05-06 | Grant / award | 542 | $0.00 | 10,848 |
| 2021-03-30 | Grant / award | 4 | $0.00 | 9,253 |
| 2021-03-30 | Grant / award | 2 | $0.00 | 9,255 |
| 2020-11-30 | Grant / award | 3 | $0.00 | 9,249 |
| 2020-11-30 | Grant / award | 7 | $0.00 | 9,246 |
| 2020-08-28 | Grant / award | 8 | $0.00 | 9,235 |
| 2020-08-28 | Grant / award | 4 | $0.00 | 9,239 |
| 2020-06-12 | Grant / award | 4 | $0.00 | 9,227 |
| 2020-06-12 | Grant / award | 8 | $0.00 | 9,223 |
| 2020-05-07 | Grant / award | 1,435 | $0.00 | 9,215 |
| 2020-05-07 | Grant / award | 2,780 | $0.00 | 7,780 |
| 2020-05-06 | — | — | — | 5,000 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.