LPL Financial Holdings Inc. (LPLA) - Insider Trading & Ownership

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for LPL Financial Holdings Inc.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2026-08-27
Sale
2026-08-31
4:20 pm
LPL Financial Holdings Inc.LPLAJambusaria Aneri
Group Managing Director
Director
308$357.36$110,0676,107
(Direct)
View
2026-08-20
Sale
2026-08-21
4:08 pm
LPL Financial Holdings Inc.LPLAGates Greg
Group Managing Director
Director
4,119$355.38$1,463,81023,602
(Direct)
View
2026-07-31
Sale
2026-08-04
4:14 pm
LPL Financial Holdings Inc.LPLAEnyedi Matthew
Group Managing Director
Director
1,000$352.72$352,71613,121
(Direct)
View
2026-06-17
Sale
2026-06-22
4:07 pm
LPL Financial Holdings Inc.LPLAJambusaria Aneri
Group Managing Director
Director
308$306$94,2486,415
(Direct)
View
2026-04-14
Sale
2026-04-16
4:25 pm
LPL Financial Holdings Inc.LPLAAudette Matthew J
President and CFO
1,579$328.63$518,90119,803
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2026-09-05
Tax Withholding
2026-09-08
4:09 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAField Emily
Group Managing Director
Director
106$359.331,833
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:18 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
4$014,912
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:16 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
14$044,032
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:14 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
7$0135,298
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:12 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
2$011,763
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:10 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
10$026,849
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:08 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
4$017,764
(Direct)
View
2026-08-28
Option Award
2026-09-01
4:07 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABERNARD EDWARD C
Director
3$016,262
(Direct)
View
2026-08-20
Exercise
2026-08-21
4:08 pm
N/A
2029-02-25
LPL Financial Holdings Inc.LPLAGates Greg
Group Managing Director
Director
7,189$023,602
(Direct)
View
2026-08-20
Exercise
2026-08-21
4:08 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGates Greg
Group Managing Director
Director
7,189$77.5323,602
(Direct)
View
2026-08-03
Gift
2026-08-04
4:16 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
2,000$0135,291
(Direct)
View
2026-06-12
Tax Withholding
2026-06-15
4:45 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGates Greg
Group Managing Director
Director
232$295.6620,532
(Direct)
View
2026-06-12
Tax Withholding
2026-06-15
4:44 pm
N/A
N/A
LPL Financial Holdings Inc.LPLACohen Marc Eliot
Group Managing Director
Director
44$295.664,375
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:15 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
7$014,908
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:13 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
19$044,018
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:11 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
10$0137,291
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:10 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
3$011,761
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:08 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
15$026,839
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:06 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
5$017,760
(Direct)
View
2026-06-04
Option Award
2026-06-08
4:05 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABERNARD EDWARD C
Director
4$016,259
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:30 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
1,060$014,901
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:27 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
1,060$043,999
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:25 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
712$0137,281
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:24 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMULCAHY ANNE M
Director
1,060$037,431
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:21 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
712$011,758
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:20 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAKo Albert J
Director
712$03,299
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:17 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAKhanna Somesh
Director
712$0851
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:15 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
712$026,824
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:11 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
712$017,755
(Direct)
View
2026-05-15
Option Award
2026-05-19
4:09 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABERNARD EDWARD C
Director
1,060$016,255
(Direct)
View
2026-05-07
Gift
2026-05-08
4:09 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
100$0136,569
(Direct)
View
2026-03-24
Option Award
2026-03-26
4:20 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
7$013,841
(Direct)
View
2026-03-24
Option Award
2026-03-26
4:19 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
19$042,939
(Direct)
View
2026-03-24
Option Award
2026-03-26
4:17 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
10$0136,669
(Direct)
View
2026-03-24
Option Award
2026-03-26
4:16 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
3$011,046
(Direct)
View
2026-03-24
Option Award
2026-03-26
4:14 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
15$026,112
(Direct)
View
2026-03-24
Option Award
2026-03-26
4:10 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
5$017,043
(Direct)
View
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