Cohen Marc Eliot
SEC insider (Form 3/4/5 filer). CIK 0002050551. Group Managing Director at LPL Financial Holdings Inc. (LPLA). 12 reported Form 4/5 transactions since Sep 2024; latest on Jun 12, 2026. Located in SAN DIEGO, CA.
Companies Cohen Marc Eliot has filed insider reports for
- LPL Financial Holdings Inc. (LPLA): Officer, Group Managing Director
Cohen Marc Eliot
CIK: 0002050551
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
LPL Financial Holdings Inc.
Discretionary Trading P&L
Holdings
Transaction History (12 total)
- Jun 12, 2026LPLA
LPL Financial Holdings Inc.
Tax PaymentDirect44 shares at avg. $295.66$13K - Mar 10, 2026LPLA
LPL Financial Holdings Inc.
SaleDirect1.1K shares at avg. $309.72$337K - Mar 9, 2026LPLA
LPL Financial Holdings Inc.
SaleDirect2.2K shares at avg. $308.75$683K - Mar 9, 2026LPLA
LPL Financial Holdings Inc.
ExerciseDirect2.2K shares at avg. $77.53$171K - Feb 25, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect1.4K shares- - Feb 25, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect537 shares- - Feb 25, 2026LPLA
LPL Financial Holdings Inc.
Tax PaymentDirect483 shares at avg. $318.47$154K - Jun 12, 2025LPLA
LPL Financial Holdings Inc.
Tax PaymentDirect44 shares at avg. $379.39$17K - Feb 26, 2025LPLA
LPL Financial Holdings Inc.
SaleDirect1.1K shares at avg. $365.85$402K - Feb 25, 2025LPLA
LPL Financial Holdings Inc.
AwardDirect1.1K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 12, 2026 | LPLA LPL Financial Holdings Inc. | Tax Payment | 44 | $295.66 | $13,009 | Direct |
| Mar 10, 2026 | LPLA LPL Financial Holdings Inc. | Sale | 1,088 | $309.72 | $337,041 | Direct |
| Mar 9, 2026 | LPLA LPL Financial Holdings Inc. | Sale | 2,212 | $308.75 | $682,955 | Direct |
| Mar 9, 2026 | LPLA LPL Financial Holdings Inc. | Exercise | 2,212 | $77.53 | $171,496 | Direct |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | Award | 1,403 | - | $0 | Direct |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | Award | 537 | - | $0 | Direct |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | Tax Payment | 483 | $318.47 | $153,821 | Direct |
| Jun 12, 2025 | LPLA LPL Financial Holdings Inc. | Tax Payment | 44 | $379.39 | $16,693 | Direct |
| Feb 26, 2025 | LPLA LPL Financial Holdings Inc. | Sale | 1,100 | $365.85 | $402,435 | Direct |
| Feb 25, 2025 | LPLA LPL Financial Holdings Inc. | Award | 1,140 | - | - | Direct |
1-10 of 12 transactions