Jeffrey R. Buchheister

CIK 1614251 · EVP, Chief Accounting Officer · last filed 2016-03-08

Jeffrey R. Buchheister is an EVP, Chief Accounting Officer who has filed 9 SEC Form 4 insider transactions across 1 company since 2015. The most recent filing, for LPLA, was dated Mar 8, 2016. Across all open-market trades the lifetime net is −$453.6K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.2M across reported positions.

"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.

Disclosed Exposure

$2.23M

Companies

1

Total Filings

9

Lifetime Open-Market Net

-$453.6K

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	EVP, Chief Accounting Officer	7,341	$303.30	$2.23M	-$453.6K	9	2016-03-08

Recent Filings

9 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
2016-03-08	LPLA	Mixed	−63	-$1.9K	EDGAR
2016-02-29	LPLA	Grant (A)	+2,049	$0	EDGAR
2016-02-26	LPLA	Tax (F)	−75	-$1.5K	EDGAR
2016-02-24	LPLA	Tax (F)	−81	-$1.6K	EDGAR
2015-12-16	LPLA	Sell (S)	−10,688	-$455.2K	EDGAR
2015-06-01	LPLA	Exer (M)	+13,360	$31.8K	EDGAR
2015-03-10	LPLA	Grant (A)	+1,328	$0	EDGAR
2015-02-26	LPLA	Tax (F)	−75	-$3.4K	EDGAR
2015-02-24	LPLA	Tax (F)	−81	-$3.7K	EDGAR

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.