Mnookin Allison
SEC insider (Form 3/4/5 filer). CIK 0001603473. Director at LPL Financial Holdings Inc. (LPLA) and 1 other issuer. 14 reported Form 4/5 transactions since Sep 2024; latest on Aug 28, 2026. Located in SAN DIEGO, CA.
Companies Mnookin Allison has filed insider reports for
- LPL Financial Holdings Inc. (LPLA): Director
- BILL Holdings, Inc. (BILL): Director
Mnookin Allison
CIK: 0001603473
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (14 total)
- Aug 28, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect2 shares- - Jun 4, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect3 shares- - May 15, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect712 shares- - Mar 24, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect3 shares- - Dec 11, 2025BILL
BILL Holdings, Inc.
AwardDirectRestricted Stock Units
3.6K shares- - Dec 5, 2025BILL
BILL Holdings, Inc.
ExerciseDirect2.1K shares- - Dec 1, 2025LPLA
LPL Financial Holdings Inc.
AwardDirect2 shares- - Aug 29, 2025LPLA
LPL Financial Holdings Inc.
AwardDirect2 shares- - Jun 12, 2025LPLA
LPL Financial Holdings Inc.
AwardDirect2 shares- - May 23, 2025LPLA
LPL Financial Holdings Inc.
AwardDirect602 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 28, 2026 |  LPLA LPL Financial Holdings Inc. | Award | 2 | - | $0 | Direct |
| Jun 4, 2026 | LPLA LPL Financial Holdings Inc. | Award | 3 | - | $0 | Direct |
| May 15, 2026 | LPLA LPL Financial Holdings Inc. | Award | 712 | - | $0 | Direct |
| Mar 24, 2026 | LPLA LPL Financial Holdings Inc. | Award | 3 | - | $0 | Direct |
| Dec 11, 2025 |  BILL BILL Holdings, Inc. | Award Restricted Stock Units | 3,639 | - | - | Direct |
| Dec 5, 2025 | BILL BILL Holdings, Inc. | Exercise | 2,095 | - | - | Direct |
| Dec 1, 2025 | LPLA LPL Financial Holdings Inc. | Award | 2 | - | - | Direct |
| Aug 29, 2025 | LPLA LPL Financial Holdings Inc. | Award | 2 | - | - | Direct |
| Jun 12, 2025 | LPLA LPL Financial Holdings Inc. | Award | 2 | - | - | Direct |
| May 23, 2025 | LPLA LPL Financial Holdings Inc. | Award | 602 | - | - | Direct |
1-10 of 14 transactions