Insider Shareholders with Direct Ownership of Lpl Financial Holdings Inc. (LPLA)
This section provides a comprehensive overview of the insiders with direct ownership of Lpl Financial Holdings Inc. (LPLA). You can find detailed information about the size and nature of each insider's ownership stake, as well as the latest updates on their holdings.
LPL Financial Holdings Inc. Insider List
| Insider | Adquired | Disposed | Held | # of Trades | Last Transaction |
|---|---|---|---|---|---|
|
Dan H. Arnold
President & CEO |
465,655 | 525,594 | 142,607 $47.8 Million | 55 |
Jun 14, 2024
Reduced 3.83%
|
|
James S Putnam
Director |
4,638 | 0 | 136,028 $45.6 Million | 21 |
Dec 02, 2024
Added 0.01%
|
|
George Burton White
Managing Director |
181,358 | 162,288 | 49,578 $16.6 Million | 14 |
Feb 25, 2022
Reduced 9.1%
|
|
Richard P Schifter
Director |
5,780 | 15,218 | 39,706 $13.3 Million | 24 |
Dec 02, 2024
Added 0.04%
|
|
Anne M Mulcahy
Director |
5,299 | 0 | 35,461 $11.9 Million | 4 |
May 10, 2024
Added 1.05%
|
|
John Andrew Kalbaugh
Managing Director |
33,673 | 42,190 | 27,523 $9.22 Million | 9 |
Feb 26, 2021
Reduced 3.25%
|
|
Sallie R. Larsen
Managing Director |
79,111 | 77,670 | 25,196 $8.44 Million | 20 |
Nov 10, 2023
Reduced 34.87%
|
|
Richard Steinmeier
Managing Director |
50,391 | 50,316 | 24,896 $8.34 Million | 15 |
Feb 25, 2024
Added 9.47%
|
|
Scott Seese
Managing Director |
26,545 | 25,502 | 24,179 $8.1 Million | 8 |
Jun 14, 2021
Reduced 34.12%
|
|
Michelle Oroschakoff
Managing Director |
138,876 | 134,881 | 23,852 $7.99 Million | 31 |
Feb 27, 2023
Reduced 5.55%
|
|
William Francis Glavin Jr
Director |
5,661 | 0 | 22,371 $7.49 Million | 21 |
Dec 02, 2024
Added 0.05%
|
|
Paulett Eberhart
Director |
3,485 | 2,870 | 20,725 $6.94 Million | 22 |
Dec 02, 2024
Added 0.02%
|
|
Dayton Semerjian
Managing Director |
15,978 | 9,418 | 19,118 $6.4 Million | 7 |
Feb 25, 2023
Reduced 24.85%
|
|
Greg Gates
Managing Director |
17,791 | 21,765 | 18,846 $6.31 Million | 12 |
Jun 12, 2024
Reduced 1.23%
|
|
Edward Fandrey
Managing Director |
28,175 | 12,886 | 15,289 $5.12 Million | 9 |
Feb 28, 2022
Reduced 3.96%
|
|
Edward C Bernard
Director |
5,030 | 0 | 14,269 $4.78 Million | 21 |
Dec 02, 2024
Added 0.02%
|
|
Matthew J Audette
CFO and Head of Business Ops |
200,254 | 215,926 | 13,663 $4.58 Million | 27 |
Feb 26, 2024
Reduced 8.78%
|
|
Corey E. Thomas
Director |
5,468 | 0 | 12,908 $4.32 Million | 21 |
Dec 02, 2024
Added 0.04%
|
|
Matthew Enyedi
Managing Director |
34,707 | 28,455 | 10,495 $3.52 Million | 23 |
Feb 26, 2024
Reduced 18.61%
|
|
Allison Mnookin
Director |
3,432 | 0 | 10,433 $3.49 Million | 21 |
Dec 02, 2024
Added 0.02%
|
|
Kabir Sethi
Managing Director |
13,584 | 3,339 | 10,245 $3.43 Million | 5 |
Feb 26, 2024
Reduced 2.31%
|
|
Brent Simonich
Principal Accounting Officer |
7,361 | 588 | 6,773 $2.27 Million | 7 |
Feb 25, 2023
Added 13.82%
|
|
Althea Brown
Managing Director |
6,190 | 514 | 5,676 $1.9 Million | 3 |
Sep 12, 2024
Reduced 8.3%
|
|
Aneri Jambusaria
Managing Director |
4,494 | 4,702 | 3,920 $1.31 Million | 7 |
Dec 05, 2024
Reduced 7.22%
|
|
Albert J Ko
Director |
1,656 | 0 | 1,656 $554,644 | 3 |
May 10, 2024
Added 29.68%
|