SEC CIK 1665253

Calder Tracy

Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.

Current Positions

Company	Shares Owned	As Of
LPLA view stock →	8,089	2019-11-25

Reported shares owned immediately after each Form 4 transaction, over time.

Date	Activity	Shares	Price	Owned After
2019-11-25	Option exercise (derivative)	13,181	$0.00	5,939
2019-11-25	Open-market sale	13,181	$91.60	8,089
2019-11-25	Option exercise	13,181	$19.85	21,270
2019-11-22	Gift	1,513.86	$0.00	8,089
2019-05-08	Open-market sale	500	$84.25	9,589
2019-03-13	Tax withholding	373	$74.22	10,089
2019-02-26	Open-market sale	10,747	$77.34	10,462
2019-02-25	Grant / award (derivative)	4,700	$0.00	4,700
2019-02-25	Grant / award	1,566	$0.00	21,209
2019-02-25	Tax withholding	422	$77.53	19,643
2019-02-23	Tax withholding	191	$77.04	20,065
2018-05-07	Open-market sale	7,388	$64.54	20,256
2018-03-13	Tax withholding	253	$64.99	27,644
2018-02-25	Tax withholding	3,778	$65.50	27,897
2018-02-23	Grant / award (derivative)	4,837	$0.00	4,837
2018-02-23	Grant / award	1,563	$0.00	31,675
2017-03-13	Grant / award (derivative)	8,443	$0.00	8,443
2017-03-13	Option exercise (derivative)	9,561	$0.00	19,120
2017-03-13	Option exercise	9,561	$19.85	34,165
2017-03-13	Open-market sale	6,465	$39.31	27,700
2017-03-13	Grant / award	2,412	$0.00	30,112
2017-02-27	Open-market sale	10,747	$39.05	24,604
2017-02-25	Tax withholding	403	$39.13	35,351
2016-02-25	Grant / award (derivative)	28,681	$0.00	28,681
2016-02-25	Grant / award	35,754	$0.00	35,754
2016-01-25	—	—	—	0

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.