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This option became exercisable by its terms for the remaining 268,886 shares on March 3, 2017 upon the reporting person's retirement and will remain exercisable for a period of up to two years thereafter."}],"balance_after":401329,"derivative":{"exercise_price":19.85,"underlying":"Common Stock","underlying_shares":2000},"source":{"system":"sec-edgar","filing":"0001397911-17-000047","document":"wf-form4_148883850437020.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000047/wf-form4_148883850437020.xml","form_type":"4"}},{"id":4400199,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-03-06T17:15:18.000Z","date":"2017-03-02","kind":"sale","acquired":false,"shares":2000,"price":40.75,"value":81500.0,"ownership":{"direct":true},"balance_after":130957,"source":{"system":"sec-edgar","filing":"0001397911-17-000047","document":"wf-form4_148883850437020.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000047/wf-form4_148883850437020.xml","form_type":"4"}},{"id":4400198,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-03-06T17:15:18.000Z","date":"2017-03-02","kind":"exercise","acquired":true,"shares":2000,"price":19.85,"value":39700.0,"ownership":{"direct":true},"balance_after":132957,"source":{"system":"sec-edgar","filing":"0001397911-17-000047","document":"wf-form4_148883850437020.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000047/wf-form4_148883850437020.xml","form_type":"4"}},{"id":4427536,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Option to purchase Common Stock","published_at":"2017-02-23T21:46:18.000Z","date":"2017-02-22","kind":"exercise","acquired":false,"shares":58628,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F2","text":"The option became exercisable in four installments, beginning on February 22, 2014, which was the first anniversary of the date on which it was granted. 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The reporting person undertakes to provide to LPL Financial Holdings Inc., any security holder of LPL Financial Holdings Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4."}],"balance_after":130957,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":9,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445398,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-15","kind":"exercise","acquired":true,"shares":175885,"price":31.6,"value":5557966.0,"ownership":{"direct":true},"balance_after":496170,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":8,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445397,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-15","kind":"exercise","acquired":true,"shares":186439,"price":32.26,"value":6014522.14,"ownership":{"direct":true},"balance_after":320285,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":7,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445396,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-15","kind":"exercise","acquired":true,"shares":2889,"price":34.61,"value":99988.29,"ownership":{"direct":true},"balance_after":133846,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445395,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-14","kind":"sale","acquired":false,"shares":204471,"price":40.65,"value":8311746.15,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $40.22 to $40.89, inclusive. The reporting person undertakes to provide to LPL Financial Holdings Inc., any security holder of LPL Financial Holdings Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4."}],"balance_after":130957,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445394,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-14","kind":"exercise","acquired":true,"shares":147111,"price":34.61,"value":5091511.71,"ownership":{"direct":true},"balance_after":335428,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445393,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-14","kind":"exercise","acquired":true,"shares":57360,"price":22.08,"value":1266508.8,"ownership":{"direct":true},"balance_after":188317,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445392,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-13","kind":"sale","acquired":false,"shares":62640,"price":40.84,"value":2558217.6,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F2","text":"The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $40.62 to $41.17, inclusive. The reporting person undertakes to provide to LPL Financial Holdings Inc., any security holder of LPL Financial Holdings Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4."}],"balance_after":130957,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}},{"id":4445391,"issuer":{"id":3160,"kind":"organization","name":"LPL Financial Holdings Inc.","symbol":"LPLA"},"owners":[{"id":126851,"kind":"person","name":"Casady Mark S","position":1,"cik":"0001405275","reported_name":"Casady Mark S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2017-02-15T21:42:02.000Z","date":"2017-02-13","kind":"exercise","acquired":true,"shares":62640,"price":22.08,"value":1383091.2,"ownership":{"direct":true},"footnotes":[{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F1","text":"Includes 67,086 shares previously reported by the Reporting Person as indirectly held by the Mark S. Casady 2014 Grantor Retained Annuity Trust."}],"balance_after":193597,"source":{"system":"sec-edgar","filing":"0001397911-17-000009","document":"wf-form4_148721290883585.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1405275/000139791117000009/wf-form4_148721290883585.xml","form_type":"4"}}]}