SEC CIK 1614251
Buchheister Jeffrey R.
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| LPLAview stock → | 7,341 | 2016-03-06 |
Position History — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2016-03-06 | Tax withholding | 163 | $21.44 | 7,341 |
| 2016-02-25 | Grant / award (derivative) | 15,583 | $0.00 | 15,583 |
| 2016-02-25 | Grant / award | 2,049 | $0.00 | 7,404 |
| 2016-02-24 | Tax withholding | 75 | $19.35 | 5,355 |
| 2016-02-22 | Tax withholding | 81 | $19.92 | 5,430 |
| 2016-02-12 | Open-market buy | 100 | $16.40 | 7,504 |
| 2015-12-14 | Open-market sale | 10,688 | $42.59 | 5,511 |
| 2015-05-28 | Option exercise (derivative) | 13,360 | $0.00 | 0 |
| 2015-05-28 | Option exercise | 13,360 | $2.38 | 16,199 |
| 2015-03-06 | Grant / award (derivative) | 5,978 | $0.00 | 5,978 |
| 2015-03-06 | Grant / award | 1,328 | $0.00 | 2,839 |
| 2015-02-24 | Tax withholding | 75 | $45.58 | 1,511 |
| 2015-02-22 | Tax withholding | 81 | $45.69 | 1,586 |
| 2014-08-01 | — | — | — | 1,667 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.