SEC CIK 1606128
Morrissey William P. Jr.
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| LPLAview stock → | 18,091 | 2018-03-13 |
Position History — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2018-03-13 | Tax withholding | 400 | $64.99 | 18,091 |
| 2018-03-06 | Tax withholding | 231 | $64.27 | 18,491 |
| 2018-02-25 | Tax withholding | 773 | $65.50 | 18,722 |
| 2018-02-23 | Grant / award (derivative) | 6,047 | $0.00 | 6,047 |
| 2018-02-23 | Grant / award | 1,954 | $0.00 | 19,495 |
| 2018-02-05 | Option exercise (derivative) | 20,000 | $0.00 | 0 |
| 2018-02-05 | Option exercise | 20,000 | $27.80 | 37,541 |
| 2018-02-05 | Open-market sale | 11,703 | $63.09 | 17,541 |
| 2018-02-05 | Open-market sale | 600 | $60.57 | 36,941 |
| 2018-02-05 | Open-market sale | 7,697 | $62.38 | 29,244 |
| 2017-06-02 | Option exercise (derivative) | 32,150 | $0.00 | 0 |
| 2017-06-02 | Open-market sale | 32,150 | $39.34 | 17,541 |
| 2017-06-02 | Option exercise | 32,150 | $21.60 | 49,691 |
| 2017-03-13 | Grant / award (derivative) | 12,137 | $0.00 | 12,137 |
| 2017-03-13 | Grant / award | 3,468 | $0.00 | 17,541 |
| 2017-03-06 | Tax withholding | 252 | $39.30 | 14,073 |
| 2017-02-25 | Tax withholding | 859 | $39.13 | 14,325 |
| 2017-02-24 | Tax withholding | 203 | $39.13 | 15,184 |
| 2017-02-22 | Tax withholding | 261 | $40.16 | 15,387 |
| 2016-03-06 | Tax withholding | 252 | $21.44 | 15,648 |
| 2016-02-25 | Grant / award (derivative) | 54,673 | $0.00 | 54,673 |
| 2016-02-25 | Grant / award | 6,698 | $0.00 | 12,789 |
| 2016-02-25 | Grant / award | 3,111 | $0.00 | 15,900 |
| 2016-02-24 | Tax withholding | 203 | $19.35 | 6,091 |
| 2016-02-22 | Tax withholding | 261 | $19.92 | 6,294 |
| 2015-12-14 | Option exercise (derivative) | 25,000 | $0.00 | 13,907 |
| 2015-12-14 | Option exercise | 25,000 | $21.60 | 31,555 |
| 2015-12-14 | Open-market sale | 25,000 | $42.85 | 6,555 |
| 2015-03-06 | Grant / award (derivative) | 14,018 | $0.00 | 14,018 |
| 2015-03-06 | Grant / award | 2,002 | $0.00 | 6,555 |
| 2015-02-25 | Tax withholding | 906 | $45.46 | 4,553 |
| 2015-02-24 | Tax withholding | 202 | $45.58 | 5,459 |
| 2015-02-22 | Tax withholding | 261 | $45.69 | 5,661 |
| 2014-04-14 | — | — | — | 5,922 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.