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Who

Allison Mnookin

Director

Company insider

Files Form 4 as: Director, LPL Financial Holdings; Director, BILL Holdings; Director, Fleetmatics Group.

In numbers

Trades disclosed
130
Buys
0
Sells
5
Bought
$0
Sold
$10.5M
Companies
3
Companies where not an officer
3
First trade
18 Mar 2014
Last trade
28 Aug 2026
Last filed
1 Sep 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
LPLA LPL Financial HoldingsDirector · Capital Markets & Asset Management · last 28 Aug 20260 buys · 0 sells
BILL BILL HoldingsDirector · Software · last 11 Dec 20250 buys · 5 sells
Fleetmatics GroupDirector · last 7 Nov 20160 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
28 Aug 2026filed 1 Sep 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing
28 Aug 2026filed 1 Sep 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing
4 Jun 2026filed 8 Jun 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—3 at $0.00filing
4 Jun 2026filed 8 Jun 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—3 at $0.00filing
15 May 2026filed 19 May 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—712 at $0.00filing
15 May 2026filed 19 May 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—712 at $0.00filing
24 Mar 2026filed 26 Mar 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—3 at $0.00filing
24 Mar 2026filed 26 Mar 2026LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—3 at $0.00filing
11 Dec 2025filed 15 Dec 2025BILL BILL Holdingsoption or derivative · SoftwareSEC FORM 4 Code A—3,639 at $0.00filing
5 Dec 2025filed 9 Dec 2025BILL BILL Holdingsoption or derivative · SoftwareSEC FORM 4 Code M—2,095 at $0.00filing
5 Dec 2025filed 9 Dec 2025BILL BILL HoldingsSoftwareSEC FORM 4 Code M—2,095filing
1 Dec 2025filed 3 Dec 2025LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing
29 Aug 2025filed 3 Sep 2025LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing
12 Jun 2025filed 16 Jun 2025LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing
23 May 2025filed 28 May 2025LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—602 at $0.00filing
25 Mar 2025filed 26 Mar 2025LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing
5 Dec 2024filed 9 Dec 2024BILL BILL Holdingsoption or derivative · SoftwareSEC FORM 4 Code M—2,883 at $0.00filing
5 Dec 2024filed 9 Dec 2024BILL BILL Holdingsoption or derivative · SoftwareSEC FORM 4 Code A—2,095 at $0.00filing
5 Dec 2024filed 9 Dec 2024BILL BILL HoldingsSoftwareSEC FORM 4 Code M—2,883filing
2 Dec 2024filed 4 Dec 2024LPLA LPL Financial HoldingsCapital Markets & Asset ManagementSEC FORM 4 Code A—2 at $0.00filing

Sectors

Technology5

Buys in green, sells in red, by the company’s sector.

Related people

Michael CieriChief Product Officer · Chief Product Officer at BILL Holdings, filing Form 4 there in the last year
Rohini JainChief Financial Officer · Chief Financial Officer at BILL Holdings, filing Form 4 there in the last year
Rene A. LacerteCEO · CEO at BILL Holdings, filing Form 4 there in the last year
Katharine ReepingPrincipal Accounting Officer · Principal Accounting Officer at LPL Financial Holdings, filing Form 4 there in the last year
Emily FieldGroup Managing Director · Group Managing Director at LPL Financial Holdings, filing Form 4 there in the last year