Dan's holdings include a substantial portfolio in LPL Financial Holdings Inc., indicative of his deep belief in the company's future. Over the years, he's executed several insider trades, showing his confidence in LPLA's growth trajectory. His holdings peaked in late...

Dan's holdings include a substantial portfolio in LPL Financial Holdings Inc., indicative of his deep belief in the company's future. Over the years, he's executed several insider trades, showing his confidence in LPLA's growth trajectory. His holdings peaked in late 2022, with values reaching over $57 million, but have fluctuated since then. In 2023, his stock holdings were valued at around $34 million, showcasing the volatility typical in the financial sector, but also his ongoing commitment to the company he leads. It's clear that Dan invests not just in terms of capital but in vision, aligning with LPL's mission to enhance financial experiences for its clients.