EDWARD C BERNARD

CIK 1203065 · Vice COB · last filed 2026-06-08

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$98.63M

Companies

2

Total Filings

109

Lifetime Open-Market Net

-$3.13M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
LPLA Director 16,259 $353.70 $5.75M $0 32 2026-06-08
TROW Vice COB 831,098 $111.75 $92.88M -$3.13M 77 2019-04-29

Recent Filings · Page 3 of 11

109 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2022-06-28 LPLA Grant (A) +6 $0 EDGAR
2022-05-23 LPLA Grant (A) +1,339 $0 EDGAR
2022-03-31 LPLA Grant (A) +5 $0 EDGAR
2021-12-01 LPLA Grant (A) +7 $0 EDGAR
2021-08-31 LPLA Grant (A) +7 $0 EDGAR
2021-06-09 LPLA Grant (A) +7 $0 EDGAR
2021-05-10 LPLA Grant (A) +1,593 $0 EDGAR
2021-04-01 LPLA Grant (A) +6 $0 EDGAR
2020-12-02 LPLA Grant (A) +10 $0 EDGAR
2020-09-01 LPLA Grant (A) +12 $0 EDGAR
Showing 2130 of 109
Page 3 of 11
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.