SEC CIK 1644152
Simonich Brent
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| LPLAview stock → | 5,687 | 2023-02-25 |
Position History — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2023-02-25 | Tax withholding | 355 | $247.30 | 5,687 |
| 2023-02-25 | Grant / award | 1,086 | $0.00 | 6,773 |
| 2022-11-18 | Open-market buy | 920 | $219.15 | 6,042 |
| 2022-02-25 | Tax withholding | 233 | $182.73 | 3,703 |
| 2022-02-25 | Grant / award | 1,419 | $0.00 | 5,122 |
| 2021-02-25 | Grant / award | 2,027 | $0.00 | 3,936 |
| 2021-02-16 | Open-market buy | 1,909 | $131.00 | 1,909 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.