Insider Transactions last 24 months for LPL Financial Holdings Inc. - NSDQ: LPLA
Transactions
All
Buy
Sell
Option Exercise
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Reeping Katharine Principal Accounting Officer 09/09/2025 DF Direct COM 56 $339.97 $19,038.32 1,972 Field Emily Group Managing Director 09/05/2025 AA Direct COM 817 $0.00 $0.00 817 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 32 $349.60 $11,187.20 17,620 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 11 $348.04 $3,828.44 17,652 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 106 $347.46 $36,830.76 17,663 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 1 $345.44 $345.44 17,769 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 3 $344.67 $1,034.01 17,770 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 150 $343.98 $51,597.00 17,773 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 47 $342.88 $16,115.36 17,923 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 79 $341.89 $27,009.31 17,970 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 190 $340.83 $64,757.70 18,049 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 121 $340.01 $41,141.21 18,239 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 25 $337.58 $8,439.50 18,360 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 128 $337.13 $43,152.64 18,385 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 72 $335.84 $24,180.48 18,513 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 28 $334.53 $9,366.84 18,585 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 326 $332.90 $108,525.40 18,613 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 79 $331.83 $26,214.57 18,939 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 11 $330.12 $3,631.32 19,018 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 91 $329.17 $29,954.47 19,029 Jambusaria Aneri Group Managing Director 09/02/2025 DS Direct COM 80 $361.25 $28,900.00 5,582 Bernard Edward C Director 08/29/2025 AA Direct COM 3 $0.00 $0.00 15,188 Eberhart Paulett Director 08/29/2025 AA Direct COM 4 $0.00 $0.00 17,034 Glavin William Francis Jr Director 08/29/2025 AA Direct COM 10 $0.00 $0.00 23,312 Mnookin Allison Director 08/29/2025 AA Direct COM 2 $0.00 $0.00 11,041
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Field Emily Group Managing Director 09/05/2025 AA Direct COM 817 $0.00 $0.00 817 Bernard Edward C Director 08/29/2025 AA Direct COM 3 $0.00 $0.00 15,188 Eberhart Paulett Director 08/29/2025 AA Direct COM 4 $0.00 $0.00 17,034 Glavin William Francis Jr Director 08/29/2025 AA Direct COM 10 $0.00 $0.00 23,312 Mnookin Allison Director 08/29/2025 AA Direct COM 2 $0.00 $0.00 11,041 Putnam James S Director 08/29/2025 AA Direct COM 7 $0.00 $0.00 136,652 Schifter Richard P Director 08/29/2025 AA Direct COM 14 $0.00 $0.00 39,211 Thomas Corey E. Director 08/29/2025 AA Direct COM 4 $0.00 $0.00 13,830 Bernard Edward C Director 06/12/2025 AA Direct COM 3 $0.00 $0.00 15,185 Eberhart Paulett Director 06/12/2025 AA Direct COM 4 $0.00 $0.00 17,030 Glavin William Francis Jr Director 06/12/2025 AA Direct COM 10 $0.00 $0.00 23,302 Mnookin Allison Director 06/12/2025 AA Direct COM 2 $0.00 $0.00 11,039 Putnam James S Director 06/12/2025 AA Direct COM 6 $0.00 $0.00 136,645 Schifter Richard P Director 06/12/2025 AA Direct COM 13 $0.00 $0.00 39,197 Thomas Corey E. Director 06/12/2025 AA Direct COM 4 $0.00 $0.00 13,826 Bernard Edward C Director 05/23/2025 AA Direct COM 308 $0.00 $0.00 15,182 Bernard Edward C Director 05/23/2025 AA Direct COM 602 $0.00 $0.00 14,874 Eberhart Paulett Director 05/23/2025 AA Direct COM 602 $0.00 $0.00 17,026 Glavin William Francis Jr Director 05/23/2025 AA Direct COM 308 $0.00 $0.00 23,292 Glavin William Francis Jr Director 05/23/2025 AA Direct COM 602 $0.00 $0.00 22,984 Ko Albert J Director 05/23/2025 AA Direct COM 308 $0.00 $0.00 2,566 Ko Albert J Director 05/23/2025 AA Direct COM 602 $0.00 $0.00 2,258 Mnookin Allison Director 05/23/2025 AA Direct COM 602 $0.00 $0.00 11,037 Mulcahy Anne M Director 05/23/2025 AA Direct COM 308 $0.00 $0.00 36,371 Mulcahy Anne M Director 05/23/2025 AA Direct COM 602 $0.00 $0.00 36,063
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Reeping Katharine Principal Accounting Officer 09/09/2025 DF Direct COM 56 $339.97 $19,038.32 1,972 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 32 $349.60 $11,187.20 17,620 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 11 $348.04 $3,828.44 17,652 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 106 $347.46 $36,830.76 17,663 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 1 $345.44 $345.44 17,769 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 3 $344.67 $1,034.01 17,770 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 150 $343.98 $51,597.00 17,773 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 47 $342.88 $16,115.36 17,923 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 79 $341.89 $27,009.31 17,970 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 190 $340.83 $64,757.70 18,049 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 121 $340.01 $41,141.21 18,239 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 25 $337.58 $8,439.50 18,360 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 128 $337.13 $43,152.64 18,385 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 72 $335.84 $24,180.48 18,513 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 28 $334.53 $9,366.84 18,585 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 326 $332.90 $108,525.40 18,613 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 79 $331.83 $26,214.57 18,939 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 11 $330.12 $3,631.32 19,018 Gates Greg Group Managing Director 09/05/2025 DS Direct COM 91 $329.17 $29,954.47 19,029 Jambusaria Aneri Group Managing Director 09/02/2025 DS Direct COM 80 $361.25 $28,900.00 5,582 Gates Greg Group Managing Director 08/05/2025 DS Direct COM 4 $381.34 $1,525.36 19,120 Gates Greg Group Managing Director 08/05/2025 DS Direct COM 9 $380.46 $3,424.14 19,124 Gates Greg Group Managing Director 08/05/2025 DS Direct COM 30 $378.47 $11,354.10 19,133 Gates Greg Group Managing Director 08/05/2025 DS Direct COM 42 $377.79 $15,867.18 19,163 Gates Greg Group Managing Director 08/05/2025 DS Direct COM 106 $376.30 $39,887.80 19,205
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
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 Arnold Dan H. President & CEO 02/26/2024 AM Direct COM 2,911 $39.48 $114,926.28 176,617 Arnold Dan H. President & CEO 02/23/2024 AM Direct COM 7,089 $39.48 $279,873.72 140,258 Arnold Dan H. President & CEO 02/20/2024 AM Direct COM 10,000 $39.48 $394,800.00 147,044 Enyedi Matthew Managing Director 02/20/2024 AM Direct COM 1,381 $45.55 $62,904.55 10,015 Audette Matthew J CFO and Head of Business Ops 02/05/2024 AM Direct COM 27,704 $39.48 $1,093,753.92 40,348 Larsen Sallie R. Managing Director 11/10/2023 AM Direct COM 13,488 $54.81 $739,277.28 38,684
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Transaction Type Key A = Acquired, D = Disposed 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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