Insider Transactions last 24 months for LPL Financial Holdings Inc. - NSDQ: LPLA
Transactions
All
Buy
Sell
Option Exercise
Filer's Name
Relationship/ Title
Trans.
Date
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Value
Total Shares Owned
Bernard Edward C Director 03/24/2026 AA Direct COM 4 $0.00 $0.00 15,195 Eberhart Paulett Director 03/24/2026 AA Direct COM 5 $0.00 $0.00 17,043 Glavin William Francis Jr Director 03/24/2026 AA Direct COM 15 $0.00 $0.00 23,337 Mnookin Allison Director 03/24/2026 AA Direct COM 3 $0.00 $0.00 11,046 Putnam James S Director 03/24/2026 AA Direct COM 10 $0.00 $0.00 136,669 Schifter Richard P Director 03/24/2026 AA Direct COM 19 $0.00 $0.00 38,099 Thomas Corey E. Director 03/24/2026 AA Direct COM 7 $0.00 $0.00 13,841 Cohen Marc Eliot Group Managing Director 03/10/2026 DS Direct COM 1,088 $309.72 $337,040.83 4,400 Cohen Marc Eliot Group Managing Director 03/09/2026 DS Direct COM 2,212 $308.75 $682,955.00 5,488 Cohen Marc Eliot Group Managing Director 03/09/2026 AM Direct COM 2,212 $77.53 $171,496.36 7,700 Jambusaria Aneri Group Managing Director 03/02/2026 DS Direct COM 308 $306.00 $94,248.00 6,723 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 453 $322.15 $145,933.95 21,382 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 506 $321.04 $162,446.24 21,835 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 274 $319.32 $87,493.68 22,341 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 348 $318.51 $110,841.48 22,615 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 183 $322.72 $59,057.76 14,121 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 169 $321.74 $54,374.06 14,304 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 666 $320.99 $213,779.34 14,473 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 628 $319.38 $200,570.64 15,139 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 463 $318.38 $147,409.94 15,767 Audette Matthew J President and CFO 02/25/2026 AA Direct COM 6,624 $0.00 $0.00 22,963 Audette Matthew J President and CFO 02/25/2026 DF Direct COM 2,351 $318.47 $748,722.97 16,339 Audette Matthew J President and CFO 02/25/2026 AA Direct COM 2,152 $0.00 $0.00 18,690 Cohen Marc Eliot Group Managing Director 02/25/2026 AA Direct COM 1,403 $0.00 $0.00 5,488 Cohen Marc Eliot Group Managing Director 02/25/2026 DF Direct COM 483 $318.47 $153,821.01 4,085
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Filer's Name
Relationship/ Title
Trans.
Date
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Value
Total Shares Owned
Bernard Edward C Director 03/24/2026 AA Direct COM 4 $0.00 $0.00 15,195 Eberhart Paulett Director 03/24/2026 AA Direct COM 5 $0.00 $0.00 17,043 Glavin William Francis Jr Director 03/24/2026 AA Direct COM 15 $0.00 $0.00 23,337 Mnookin Allison Director 03/24/2026 AA Direct COM 3 $0.00 $0.00 11,046 Putnam James S Director 03/24/2026 AA Direct COM 10 $0.00 $0.00 136,669 Schifter Richard P Director 03/24/2026 AA Direct COM 19 $0.00 $0.00 38,099 Thomas Corey E. Director 03/24/2026 AA Direct COM 7 $0.00 $0.00 13,841 Audette Matthew J President and CFO 02/25/2026 AA Direct COM 6,624 $0.00 $0.00 22,963 Audette Matthew J President and CFO 02/25/2026 AA Direct COM 2,152 $0.00 $0.00 18,690 Cohen Marc Eliot Group Managing Director 02/25/2026 AA Direct COM 1,403 $0.00 $0.00 5,488 Cohen Marc Eliot Group Managing Director 02/25/2026 AA Direct COM 537 $0.00 $0.00 4,568 Enyedi Matthew Group Managing Director 02/25/2026 AA Direct COM 2,176 $0.00 $0.00 16,230 Enyedi Matthew Group Managing Director 02/25/2026 AA Direct COM 1,799 $0.00 $0.00 15,387 Field Emily Group Managing Director 02/25/2026 AA Direct COM 1,122 $0.00 $0.00 1,939 Gates Greg Group Managing Director 02/25/2026 AA Direct COM 2,807 $0.00 $0.00 20,764 Gates Greg Group Managing Director 02/25/2026 AA Direct COM 2,774 $0.00 $0.00 17,957 Gates Greg Group Managing Director 02/25/2026 AA Direct COM 1,856 $0.00 $0.00 16,476 Jambusaria Aneri Group Managing Director 02/25/2026 AA Direct COM 1,302 $0.00 $0.00 7,031 Jambusaria Aneri Group Managing Director 02/25/2026 AA Direct COM 942 $0.00 $0.00 6,444 Morningstar Matthew Group Managing Director 02/25/2026 AA Direct COM 1,122 $0.00 $0.00 3,415 Reeping Katharine Principal Accounting Officer 02/25/2026 AA Direct COM 373 $0.00 $0.00 2,214 Reeping Katharine Principal Accounting Officer 02/25/2026 AA Direct COM 81 $0.00 $0.00 2,053 Steinmeier Richard Chief Executive Officer 02/25/2026 AA Direct COM 10,526 $0.00 $0.00 19,488 Steinmeier Richard Chief Executive Officer 02/25/2026 AA Direct COM 2,255 $0.00 $0.00 11,581 Khanna Somesh Director 02/02/2026 AA Direct COM 139 $0.00 $0.00 139
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Filer's Name
Relationship/ Title
Trans.
Date
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Value
Total Shares Owned
Cohen Marc Eliot Group Managing Director 03/10/2026 DS Direct COM 1,088 $309.72 $337,040.83 4,400 Cohen Marc Eliot Group Managing Director 03/09/2026 DS Direct COM 2,212 $308.75 $682,955.00 5,488 Jambusaria Aneri Group Managing Director 03/02/2026 DS Direct COM 308 $306.00 $94,248.00 6,723 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 453 $322.15 $145,933.95 21,382 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 506 $321.04 $162,446.24 21,835 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 274 $319.32 $87,493.68 22,341 Audette Matthew J President and CFO 02/26/2026 DS Direct COM 348 $318.51 $110,841.48 22,615 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 183 $322.72 $59,057.76 14,121 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 169 $321.74 $54,374.06 14,304 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 666 $320.99 $213,779.34 14,473 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 628 $319.38 $200,570.64 15,139 Enyedi Matthew Group Managing Director 02/26/2026 DS Direct COM 463 $318.38 $147,409.94 15,767 Audette Matthew J President and CFO 02/25/2026 DF Direct COM 2,351 $318.47 $748,722.97 16,339 Cohen Marc Eliot Group Managing Director 02/25/2026 DF Direct COM 483 $318.47 $153,821.01 4,085 Enyedi Matthew Group Managing Director 02/25/2026 DF Direct COM 1,333 $318.47 $424,520.51 14,054 Gates Greg Group Managing Director 02/25/2026 DF Direct COM 1,293 $318.47 $411,781.71 15,183 Jambusaria Aneri Group Managing Director 02/25/2026 DF Direct COM 715 $318.47 $227,706.05 5,729 Reeping Katharine Principal Accounting Officer 02/25/2026 DF Direct COM 212 $318.47 $67,515.64 1,841 Steinmeier Richard Chief Executive Officer 02/25/2026 DF Direct COM 2,619 $318.47 $834,072.93 8,962 Schifter Richard P Director 12/31/2025 DG Direct COM 1,145 $0.00 $0.00 38,080 Gates Greg Group Managing Director 12/05/2025 DS Direct COM 39 $373.09 $14,550.51 14,620 Gates Greg Group Managing Director 12/05/2025 DS Direct COM 85 $372.32 $31,647.20 14,659 Gates Greg Group Managing Director 12/05/2025 DS Direct COM 410 $371.20 $152,192.00 14,744 Gates Greg Group Managing Director 12/05/2025 DS Direct COM 136 $370.44 $50,379.84 15,154 Gates Greg Group Managing Director 12/05/2025 DS Direct COM 34 $368.70 $12,535.80 15,290
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Filer's Name
Relationship/ Title
Trans.
Date
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Value
Total Shares Owned
Cohen Marc Eliot Group Managing Director 03/09/2026 AM Direct COM 2,212 $77.53 $171,496.36 7,700 Enyedi Matthew Managing Director 02/10/2025 AM Direct COM 5,154 $39.48 $203,479.92 15,649 Audette Matthew J President and CFO 02/05/2025 AM Direct COM 12,903 $77.53 $1,000,369.59 42,440 Audette Matthew J President and CFO 02/05/2025 AM Direct COM 15,874 $65.50 $1,039,747.00 29,537 Arnold Dan H. President & CEO 06/14/2024 AM Direct COM 10,000 $39.48 $394,800.00 148,285
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Transaction Type Key
First letter: A = Acquired, D = Disposed
Second letter:
A = Grant, award or other acquisition pursuant to Rule 16b-3(d)
C = Conversion of derivative security |
D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) |
E = Expiration of short derivative position |
F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. |
G = Gift |
H = Expiration (or cancellation) of long derivative position with value received |
I = Discretionary transaction in accordance with Rule 16b-3(f) |
J = Other |
L = Small acquisition under Rule 16a-6 |
M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 |
O = Exercise of out-of-the-money derivative security |
P = Open market or private purchase |
S = Open market or private sale |
U = Disposition pursuant to a tender of shares in a change of control transaction |
W = Acquisition or disposition by will or the laws of descent and distribution |
X = Exercise of in-the-money or at-the-money derivative security |
Z = Deposit into or withdrawal from voting trust
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