CIK 0001397911 · Large accelerated filer
LPL Financial Holdings Inc.
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- 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.
Who's trading
90 days
Reading 100 more Form 4s from the SEC; this list fills in as they're read.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2025-02-25 | Gates Greg Managing Director | Grant or award | +6,170 | 25,016 | ||
| 2025-02-25 | Gates Greg Managing Director | Shares withheld for taxes | −3,319 | $357.36 | $1.2M | 21,697 |
| 2025-02-25 | Gates Greg Managing Director | Grant or award | +2,157 | 23,854 | ||
| 2025-02-25 | Enyedi Matthew Managing Director | Grant or award | +4,564 | 15,059 | ||
| 2025-02-25 | Enyedi Matthew Managing Director | Shares withheld for taxes | −3,130 | $357.36 | $1.1M | 11,929 |
| 2025-02-25 | Enyedi Matthew Managing Director | Grant or award | +1,659 | 13,588 | ||
| 2025-02-25 | Dadyar Sara Managing Director | Grant or award | +1,797 | 1,797 | ||
| 2025-02-25 | Cohen Marc Eliot Managing Director | Grant or award | +1,140 | 5,074.21 | ||
| 2025-02-25 | Cohen Marc Eliot Managing Director | Shares withheld for taxes | −673 | $357.36 | $241K | 4,401.21 |
| 2025-02-25 | Cohen Marc Eliot Managing Director | Grant or award | +774 | 5,175.21 | ||
| 2025-02-25 | Brown Althea Managing Director | Shares withheld for taxes | −237 | $357.36 | $85K | 5,439 |
| 2025-02-25 | Brown Althea Managing Director | Grant or award | +1,272 | 6,711 | ||
| 2025-02-25 | Audette Matthew J President and CFO | Grant or award 10b5-1 | +7,154 | 19,917 | ||
| 2025-02-25 | Audette Matthew J President and CFO | Shares withheld for taxes 10b5-1 | −4,738 | $357.36 | $1.7M | 15,179 |
| 2025-02-25 | Audette Matthew J President and CFO | Grant or award 10b5-1 | +5,947 | 21,126 | ||
| 2025-02-18 | Steinmeier Richard Chief Executive Officer | Sale 10b5-1 | −3,500 | $373.79 | $1.3M | 21,396 |
| 2025-02-10 | Enyedi Matthew Managing Director | Option exercise 10b5-1 | +5,154 | $39.48 | $203K | 15,649 |
| 2025-02-10 | Enyedi Matthew Managing Director | Sale 10b5-1 | −5,154 | $369.33 | $1.9M | 10,495 |
| 2025-02-10 | Enyedi Matthew Managing Director | Option exercise · Option to purchase Common Stock 10b5-1 | −5,154 | 0 | ||
| 2025-02-06 | Audette Matthew J President and CFO | Gift 10b5-1 | −900 | 12,763 |
Page 13 of 62 · 1,239 trades