Time on boards
- Boards served
- 2
- Current seats
- 2
- Board service
- 6 years
- Director since
- 2023
6 years of board service in total across 2 boards, counting each seat separately. Longest: LPL Financial Holdings Inc., 3 years.
LPL Financial Holdings Inc.
Director
BILL Holdings Inc.
Director
Insider trades
All notable trades →From SEC Forms 4 and 5. Open-market purchases and sales are highlighted; grants, option exercises and shares withheld for tax are routine.
| Date | Company | Transaction | Shares | Price | Value |
|---|---|---|---|---|---|
| Dec 5, 2024 | BILL Holdings Inc. | Option exercise | +2,883 | — | — |
| Dec 2, 2024 | LPL Financial Holdings Inc. | Grant or award | +2 | — | — |
| Aug 23, 2024 | LPL Financial Holdings Inc. | Grant or award | +6 | — | — |
| Jun 4, 2024 | LPL Financial Holdings Inc. | Grant or award | +4 | — | — |
| May 10, 2024 | LPL Financial Holdings Inc. | Grant or award | +699 | — | — |
| Mar 26, 2024 | LPL Financial Holdings Inc. | Grant or award | +4 | — | — |
| Dec 7, 2023 | BILL Holdings Inc. | Option exercise | +1,733 | — | — |
| Nov 27, 2023 | LPL Financial Holdings Inc. | Grant or award | +1 | — | — |
| Nov 27, 2023 | LPL Financial Holdings Inc. | Grant or award | +5 | — | — |
| Aug 25, 2023 | LPL Financial Holdings Inc. | Grant or award | +1 | — | — |
| Aug 25, 2023 | LPL Financial Holdings Inc. | Grant or award | +5 | — | — |
| Jun 1, 2023 | LPL Financial Holdings Inc. | Grant or award | +1 | — | — |
| Jun 1, 2023 | LPL Financial Holdings Inc. | Grant or award | +6 | — | — |
| May 12, 2023 | LPL Financial Holdings Inc. | Grant or award | +784 | — | — |
| Mar 28, 2023 | LPL Financial Holdings Inc. | Grant or award | +1 | — | — |
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