SEC CIK 1548546
Kalbaugh John Andrew
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| LPLAview stock → | 27,523 | 2021-02-26 |
Position History — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2021-02-26 | Open-market sale | 926 | $130.23 | 27,523 |
| 2021-02-25 | Grant / award | 4,914 | $0.00 | 28,449 |
| 2021-02-25 | Tax withholding | 3,008 | $132.10 | 23,535 |
| 2021-02-24 | Open-market sale | 4,669 | $134.94 | 26,543 |
| 2021-02-23 | Option exercise (derivative) | 8,745 | $0.00 | 0 |
| 2021-02-23 | Tax withholding | 3,810 | $135.41 | 31,212 |
| 2021-02-23 | Option exercise | 8,745 | $65.50 | 36,229 |
| 2021-02-23 | Open-market sale | 8,745 | $132.64 | 27,484 |
| 2021-02-23 | Grant / award | 7,538 | $0.00 | 35,022 |
| 2021-02-10 | Option exercise (derivative) | 12,476 | $0.00 | 0 |
| 2021-02-10 | Open-market sale | 8,184 | $128.31 | 27,484 |
| 2021-02-10 | Option exercise | 12,476 | $54.81 | 45,468 |
| 2021-02-10 | Open-market sale | 2,301 | $126.68 | 43,167 |
| 2021-02-10 | Open-market sale | 7,499 | $127.45 | 35,668 |
| 2020-12-11 | Gift | 3,048 | $0.00 | 32,992 |
| 2020-08-12 | Option exercise (derivative) | 14,676 | $0.00 | 0 |
| 2020-08-12 | Option exercise | 14,676 | $39.48 | 86,807 |
| 2020-08-12 | Option exercise | 7,317 | $32.26 | 43,357 |
| 2020-08-12 | Open-market sale | 21,099 | $84.57 | 36,040 |
| 2020-08-12 | Open-market sale | 29,668 | $84.09 | 57,139 |
| 2020-08-12 | Option exercise | 17,984 | $45.55 | 72,131 |
| 2020-08-12 | Option exercise | 10,790 | $45.55 | 54,147 |
| 2020-06-09 | Option exercise (derivative) | 21,135 | $0.00 | 0 |
| 2020-06-09 | Open-market sale | 38,211 | $85.13 | 36,040 |
| 2020-06-09 | Option exercise | 17,076 | $24.38 | 74,251 |
| 2020-06-09 | Option exercise | 21,135 | $31.60 | 57,175 |
| 2020-03-13 | Grant / award | 11,182 | $0.00 | 41,838 |
| 2020-03-13 | Tax withholding | 5,798 | $59.76 | 36,040 |
| 2020-02-26 | Open-market sale | 456 | $84.86 | 30,656 |
| 2020-02-25 | Tax withholding | 360 | $84.48 | 28,591 |
| 2020-02-25 | Open-market sale | 528 | $87.78 | 28,951 |
| 2020-02-25 | Grant / award | 2,521 | $0.00 | 31,112 |
| 2020-02-23 | Tax withholding | 415 | $94.86 | 29,479 |
| 2020-01-27 | Option exercise (derivative) | 64,380 | $0.00 | 0 |
| 2020-01-27 | Open-market sale | 64,380 | $92.94 | 29,894 |
| 2020-01-27 | Option exercise | 64,380 | $19.85 | 94,274 |
| 2019-09-11 | Option exercise (derivative) | 6,198 | $0.00 | 7,317 |
| 2019-09-11 | Option exercise (derivative) | 2,889 | $0.00 | 0 |
| 2019-09-11 | Option exercise | 2,889 | $34.61 | 23,696 |
| 2019-09-11 | Option exercise | 6,198 | $32.26 | 29,894 |
| 2019-09-10 | Option exercise (derivative) | 12,120 | $0.00 | 13,515 |
| 2019-09-10 | Option exercise (derivative) | 3,289 | $0.00 | 64,380 |
| 2019-09-10 | Option exercise (derivative) | 16,711 | $0.00 | 2,889 |
| 2019-09-10 | Open-market sale | 280 | $81.07 | 20,807 |
| 2019-09-10 | Option exercise | 16,711 | $34.61 | 52,927 |
| 2019-09-10 | Option exercise | 3,289 | $19.85 | 24,096 |
| 2019-09-10 | Option exercise | 12,120 | $32.26 | 36,216 |
| 2019-09-10 | Open-market sale | 31,840 | $80.27 | 21,087 |
| 2019-06-13 | Tax withholding | 716 | $84.64 | 20,807 |
| 2019-03-13 | Tax withholding | 616 | $74.22 | 21,523 |
| 2019-02-25 | Grant / award (derivative) | 7,349 | $0.00 | 7,349 |
| 2019-02-25 | Grant / award | 2,448 | $0.00 | 22,139 |
| 2019-02-25 | Tax withholding | 2,585 | $77.53 | 19,691 |
| 2019-02-23 | Tax withholding | 415 | $77.04 | 22,276 |
| 2019-02-11 | Option exercise (derivative) | 40,000 | $0.00 | 0 |
| 2019-02-11 | Open-market sale | 40,000 | $76.94 | 22,691 |
| 2019-02-11 | Option exercise | 40,000 | $22.08 | 62,691 |
| 2018-06-14 | Open-market sale | 1,627 | $70.20 | 22,691 |
| 2018-03-14 | Open-market sale | 1,398 | $64.76 | 24,318 |
| 2018-03-07 | Open-market sale | 2,397 | $63.16 | 25,716 |
| 2018-02-26 | Open-market sale | 2,764 | $65.20 | 28,113 |
| 2018-02-23 | Grant / award (derivative) | 8,745 | $0.00 | 8,745 |
| 2018-02-23 | Grant / award | 2,827 | $0.00 | 30,877 |
| 2018-02-05 | Option exercise (derivative) | 10,000 | $0.00 | 0 |
| 2018-02-05 | Option exercise | 10,000 | $27.17 | 38,050 |
| 2018-02-05 | Open-market sale | 2,500 | $63.17 | 28,050 |
| 2018-02-05 | Open-market sale | 7,100 | $62.49 | 30,550 |
| 2018-02-05 | Open-market sale | 400 | $61.16 | 37,650 |
| 2017-06-13 | Tax withholding | 559 | $42.08 | 28,050 |
| 2017-03-13 | Grant / award (derivative) | 14,676 | $0.00 | 14,676 |
| 2017-03-13 | Grant / award | 4,193 | $0.00 | 28,609 |
| 2017-03-06 | Tax withholding | 295 | $39.30 | 24,416 |
| 2017-02-25 | Tax withholding | 950 | $39.13 | 24,711 |
| 2017-02-24 | Tax withholding | 232 | $39.13 | 25,661 |
| 2017-02-23 | Option exercise (derivative) | 30,000 | $0.00 | 0 |
| 2017-02-23 | Option exercise | 30,000 | $25.50 | 55,893 |
| 2017-02-23 | Open-market sale | 30,000 | $39.73 | 25,893 |
| 2017-02-22 | Tax withholding | 345 | $40.16 | 25,893 |
| 2016-06-13 | Grant / award (derivative) | 17,076 | $0.00 | 17,076 |
| 2016-06-13 | Grant / award | 4,880 | $0.00 | 26,238 |
| 2016-03-06 | Tax withholding | 284 | $21.44 | 21,358 |
| 2016-02-25 | Grant / award (derivative) | 67,669 | $0.00 | 67,669 |
| 2016-02-25 | Grant / award | 3,111 | $0.00 | 21,642 |
| 2016-02-25 | Grant / award | 8,290 | $0.00 | 18,531 |
| 2016-02-24 | Tax withholding | 260 | $19.35 | 10,241 |
| 2016-02-22 | Tax withholding | 329 | $19.92 | 10,501 |
| 2015-03-06 | Grant / award (derivative) | 10,790 | $0.00 | 10,790 |
| 2015-03-06 | Grant / award (derivative) | 17,984 | $0.00 | 17,984 |
| 2015-03-06 | Grant / award | 2,568 | $0.00 | 9,289 |
| 2015-03-06 | Grant / award | 1,541 | $0.00 | 10,830 |
| 2015-02-25 | Tax withholding | 1,055 | $45.46 | 6,721 |
| 2015-02-24 | Tax withholding | 235 | $45.58 | 7,776 |
| 2015-02-22 | Tax withholding | 329 | $45.69 | 8,011 |
| 2014-02-24 | Grant / award (derivative) | 12,476 | $0.00 | 12,476 |
| 2014-02-24 | Grant / award | 2,025 | $0.00 | 8,340 |
| 2014-02-22 | Tax withholding | 331 | $54.25 | 6,315 |
| 2013-02-25 | Grant / award | 3,224 | $0.00 | 6,646 |
| 2013-02-22 | Grant / award (derivative) | 21,135 | $0.00 | 21,135 |
| 2013-02-22 | Grant / award | 3,422 | $0.00 | 3,422 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.