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 |
|---|---|---|---|---|---|---|
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −131 | $371.55 | $49K | 20,489 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −161 | $372.43 | $60K | 20,328 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −352 | $373.49 | $131K | 19,976 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −620 | $374.22 | $232K | 19,356 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −45 | $375.37 | $17K | 19,311 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −106 | $376.30 | $40K | 19,205 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −42 | $377.79 | $16K | 19,163 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −30 | $378.47 | $11K | 19,133 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −9 | $380.46 | $3K | 19,124 |
| 2025-08-05 | Gates Greg Group Managing Director | Sale 10b5-1 | −4 | $381.34 | $2K | 19,120 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −96 | $378.17 | $36K | 22,024 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −133 | $379.35 | $50K | 21,891 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −48 | $380.85 | $18K | 21,843 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −159 | $381.69 | $61K | 21,684 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −351 | $382.58 | $134K | 21,333 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −363 | $383.75 | $139K | 20,970 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −315 | $384.61 | $121K | 20,655 |
| 2025-07-03 | Gates Greg Group Managing Director | Sale 10b5-1 | −35 | $385.29 | $13K | 20,620 |
| 2025-06-12 | Thomas Corey E. Director | Grant or award | +4 | 13,826 | ||
| 2025-06-12 | SCHIFTER RICHARD P Director | Grant or award | +13 | 39,196.83 |
Page 9 of 62 · 1,239 trades