Matthew Morningstar

CIK 2100107 · Group Managing Director · last filed 2026-02-27

Matthew Morningstar is a Group Managing Director who has filed 2 SEC Form 4 insider transactions across 1 company since 2025. The most recent filing, for LPLA, was dated Feb 27, 2026. Current disclosed insider exposure totals $1.0M 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

$1.00M

Companies

1

Total Filings

2

Lifetime Open-Market Net

$0

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	Group Managing Director	3,415	$292.90	$1.00M	$0	2	2026-02-27

Recent Filings

2 filings

Form 4 transactions across all companies, newest first.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-02-27	LPLA	Grant (A)	+1,122	$0	EDGAR
2025-12-11	LPLA	Grant (A)	+1,715	$0	EDGAR

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.