Across 2 buy signals with a settled T+90 return. Return basis: close on the day after publication.
Explore the complete record of transactions filed by Morningstar Matthew, Chief Executive Officer. Director active across 1 company, notably LPL Financial Holdings Inc.. Aggregated, 4 disclosures have been recorded. History available since 9 December 2025. The latest transaction was disclosed on 25 February 2026 (Attribution). Regulator: SEC (Form 4). All data is accessible without signup.
4 of 4 declarations
Morningstar Matthew serves as Group Managing Director at LPL Financial Holdings Inc. He is responsible for the strategic and operational leadership of the company, focusing on innovation in financial services. With extensive experience in the sector, he oversees teams and initiatives aimed at enhancing customer experience and maximizing shareholder value. Matthew plays a key role in defining the strategic direction of the company.