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CIK 0001397911 · Large accelerated filer

LPL Financial Holdings Inc.

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Ticker
LPLA
Exchange
Nasdaq
Industry
Security & Commodity Brokers, Dealers, Exchanges & Services
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
203717839
Phone
800-877-7210
Business address
4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121
Former names
LPL Investment Holdings Inc.
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$1,726,927
in 3 filings, $110K under 10b5-1 plans

Net −$1,726,927. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Gates Greg −$1.5M Group Managing Director sold 15% of stake
  2. Reeping Katharine −$153K Principal Accounting Officer sold 20% of stake
  3. Jambusaria Aneri −$110K Group Managing Director sold 5% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2023-05-04 Glavin William Francis Jr Director Purchase +557 $180.23 $100K 2,775
2022-11-18 Simonich Brent EVP, CAO and Treasurer Purchase +920 $219.15 $202K 6,042
2022-11-18 Glavin William Francis Jr Director Purchase +458 $217.74 $100K 2,218
2022-03-08 Glavin William Francis Jr Director Purchase +1,500 $141.51 $212K 1,500
2022-03-08 Glavin William Francis Jr Director Purchase +260 $142.02 $37K 1,760
2021-02-16 Simonich Brent EVP, CAO and Treasurer Purchase +1,909 $131.00 $250K 1,909

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