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 $54.1 Million | 55 |
Jun 14, 2024
Reduced 3.83%
|
|
James S Putnam
Director |
5,254 | 0 | 136,644 $51.9 Million | 24 |
Jun 12, 2025
Added 0.0%
|
|
George Burton White
Managing Director |
181,358 | 162,288 | 49,578 $18.8 Million | 14 |
Feb 25, 2022
Reduced 9.1%
|
|
Richard P Schifter
Director |
6,718 | 16,666 | 39,196 $14.9 Million | 29 |
Jun 12, 2025
Added 0.03%
|
|
Anne M Mulcahy
Director |
6,209 | 0 | 36,371 $13.8 Million | 5 |
May 23, 2025
Added 0.84%
|
|
Richard Steinmeier
Chief Executive Officer |
65,198 | 58,580 | 31,439 $11.9 Million | 18 |
Feb 25, 2025
Added 18.15%
|
|
John Andrew Kalbaugh
Managing Director |
33,673 | 42,190 | 27,523 $10.4 Million | 9 |
Feb 26, 2021
Reduced 3.25%
|
|
Sallie R. Larsen
Managing Director |
79,111 | 77,670 | 25,196 $9.56 Million | 20 |
Nov 10, 2023
Reduced 34.87%
|
|
Scott Seese
Managing Director |
26,545 | 25,502 | 24,179 $9.18 Million | 8 |
Jun 14, 2021
Reduced 34.12%
|
|
Michelle Oroschakoff
Managing Director |
138,876 | 134,881 | 23,852 $9.05 Million | 31 |
Feb 27, 2023
Reduced 5.55%
|
|
William Francis Glavin Jr
Director |
6,592 | 0 | 23,302 $8.85 Million | 24 |
Jun 12, 2025
Added 0.04%
|
|
Greg Gates
Group Managing Director |
26,118 | 28,318 | 20,620 $7.83 Million | 17 |
Jul 03, 2025
Reduced 0.17%
|
|
Dayton Semerjian
Managing Director |
15,978 | 9,418 | 19,118 $7.26 Million | 7 |
Feb 25, 2023
Reduced 24.85%
|
|
Paulett Eberhart
Director |
4,095 | 7,175 | 17,030 $6.46 Million | 26 |
Jun 12, 2025
Added 0.02%
|
|
Matthew J Audette
President and CFO |
242,132 | 254,929 | 16,538 $6.28 Million | 33 |
Feb 26, 2025
Reduced 21.72%
|
|
Edward Fandrey
Managing Director |
28,175 | 12,886 | 15,289 $5.8 Million | 9 |
Feb 28, 2022
Reduced 3.96%
|
|
Edward C Bernard
Director |
5,946 | 0 | 15,185 $5.76 Million | 24 |
Jun 12, 2025
Added 0.02%
|
|
Corey E. Thomas
Director |
6,386 | 0 | 13,826 $5.25 Million | 24 |
Jun 12, 2025
Added 0.03%
|
|
Matthew Enyedi
Managing Director |
46,084 | 36,739 | 13,588 $5.16 Million | 27 |
Feb 25, 2025
Added 10.88%
|
|
Allison Mnookin
Director |
4,038 | 0 | 11,039 $4.19 Million | 24 |
Jun 12, 2025
Added 0.02%
|
|
Kabir Sethi
Managing Director |
13,584 | 3,339 | 10,245 $3.89 Million | 5 |
Feb 26, 2024
Reduced 2.31%
|
|
Brent Simonich
Principal Accounting Officer |
7,361 | 588 | 6,773 $2.57 Million | 7 |
Feb 25, 2023
Added 13.82%
|
|
Althea Brown
Managing Director |
7,462 | 751 | 6,711 $2.55 Million | 5 |
Feb 25, 2025
Added 15.93%
|
|
Aneri Jambusaria
Group Managing Director |
7,388 | 5,854 | 5,662 $2.15 Million | 11 |
Jun 02, 2025
Reduced 1.39%
|
|
Marc Eliot Cohen
Group Managing Director |
1,914 | 1,817 | 4,031 $1.53 Million | 4 |
Jun 12, 2025
Reduced 1.08%
|
|
Albert J Ko
Director |
2,566 | 0 | 2,566 $974,027 | 4 |
May 23, 2025
Added 10.72%
|
|
Sara Dadyar
Managing Director |
1,797 | 0 | 1,797 $682,123 | 1 |
Feb 25, 2025
Added 50.0%
|