SEC CIK 2100107
Morningstar Matthew
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| LPLAview stock → | 3,415 | 2026-02-25 |
Position History — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-02-25 | Grant / award | 1,122 | $0.00 | 3,415 |
| 2025-12-09 | Grant / award | 1,715 | $0.00 | 2,293 |
| 2025-12-08 | — | — | — | 578 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.