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

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
2025-06-05
Sale
2025-06-09
4:12 pm
LPL Financial Holdings Inc.LPLAGates Greg
Group Managing Director
Director
1,500$378.87$568,30022,354
(Direct)
View
2025-06-02
Sale
2025-06-04
4:13 pm
LPL Financial Holdings Inc.LPLAJambusaria Aneri
Group Managing Director
Director
80$383.99$30,7195,662
(Direct)
View
2025-03-14
Sale
2025-03-17
4:24 pm
LPL Financial Holdings Inc.LPLAJambusaria Aneri
Managing Director
Director
80$311.87$24,9505,742
(Direct)
View
2025-02-26
Sale
2025-02-27
6:14 pm
LPL Financial Holdings Inc.LPLACohen Marc Eliot
Managing Director
Director
1,100$365.85$402,4354,094
(Indirect
Direct)
View
2025-02-26
Sale
2025-02-27
6:05 pm
LPL Financial Holdings Inc.LPLAAudette Matthew J
President and CFO
4,588$360.07$1,652,00116,538
(Direct)
View
2025-02-18
Sale
2025-02-20
4:13 pm
LPL Financial Holdings Inc.LPLASteinmeier Richard
Chief Executive Officer
3,500$373.79$1,308,26521,396
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2025-06-12
Option Award
2025-06-16
4:30 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
4$013,826
(Direct)
View
2025-06-12
Option Award
2025-06-16
4:28 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
13$044,037
(Direct)
View
2025-06-12
Option Award
2025-06-16
4:22 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
6$0136,645
(Direct)
View
2025-06-12
Option Award
2025-06-16
4:20 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
2$011,039
(Direct)
View
2025-06-12
Option Award
2025-06-16
4:19 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
10$026,077
(Direct)
View
2025-06-12
Tax Withholding
2025-06-16
4:16 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGates Greg
Group Managing Director
Director
234$379.3922,120
(Direct)
View
2025-06-12
Option Award
2025-06-16
4:13 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
4$017,030
(Direct)
View
2025-06-12
Tax Withholding
2025-06-16
4:11 pm
N/A
N/A
LPL Financial Holdings Inc.LPLACohen Marc Eliot
Group Managing Director
Director
44$379.394,050
(Direct)
View
2025-06-12
Option Award
2025-06-16
4:09 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABERNARD EDWARD C
Director
3$015,185
(Direct)
View
2025-06-02
Gift
2025-06-04
4:17 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
238$044,024
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:56 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
910$013,822
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:53 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
910$044,262
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:50 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
602$0136,639
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:47 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMULCAHY ANNE M
Director
910$036,371
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:41 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
602$011,037
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:38 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAKo Albert J
Director
910$02,566
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:34 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
910$026,067
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:30 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
602$017,026
(Direct)
View
2025-05-23
Option Award
2025-05-28
4:25 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABERNARD EDWARD C
Director
910$015,182
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:31 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAThomas Corey E.
Director
4$012,912
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:29 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
15$043,352
(Direct)
View
2025-03-24
Gift
2025-03-26
4:29 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASCHIFTER RICHARD P
Director
110$043,352
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:18 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAPutnam James S
Director
8$0136,037
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:16 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAMnookin Allison
Director
2$010,435
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:13 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGlavin William Francis Jr
Director
11$025,157
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:10 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
4$016,424
(Direct)
View
2025-03-25
Option Award
2025-03-26
4:08 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABERNARD EDWARD C
Director
3$014,272
(Direct)
View
2025-03-13
Gift
2025-03-17
4:19 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEBERHART PAULETT
Director
4,305$016,420
(Direct)
View

Ownership
2025-03-10
4:05 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAReeping Katharine
Principal Accounting Officer
0$02,028
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:36 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASteinmeier Richard
Chief Executive Officer
14,807$031,439
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:36 pm
N/A
N/A
LPL Financial Holdings Inc.LPLASteinmeier Richard
Chief Executive Officer
4,764$357.3631,439
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:33 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAJambusaria Aneri
Managing Director
Director
2,894$05,822
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:33 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAJambusaria Aneri
Managing Director
Director
992$357.365,822
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:29 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGates Greg
Managing Director
Director
8,327$023,854
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:29 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAGates Greg
Managing Director
Director
3,319$357.3623,854
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:23 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEnyedi Matthew
Managing Director
Director
6,223$013,588
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:23 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAEnyedi Matthew
Managing Director
Director
3,130$357.3613,588
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:18 pm
N/A
N/A
LPL Financial Holdings Inc.LPLADadyar Sara
Managing Director
Director
1,797$01,797
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:14 pm
N/A
N/A
LPL Financial Holdings Inc.LPLACohen Marc Eliot
Managing Director
Director
1,914$04,094
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:14 pm
N/A
N/A
LPL Financial Holdings Inc.LPLACohen Marc Eliot
Managing Director
Director
673$357.364,094
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:08 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABrown Althea
Managing Director
Director
1,272$06,711
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:08 pm
N/A
N/A
LPL Financial Holdings Inc.LPLABrown Althea
Managing Director
Director
237$357.366,711
(Direct)
View
2025-02-25
Option Award
2025-02-27
6:05 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAAudette Matthew J
President and CFO
13,101$016,538
(Direct)
View
2025-02-25
Tax Withholding
2025-02-27
6:05 pm
N/A
N/A
LPL Financial Holdings Inc.LPLAAudette Matthew J
President and CFO
4,738$357.3616,538
(Direct)
View
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