Latest Insider Transactions at Lpl Financial Holdings Inc. (LPLA)
This section provides a real-time view of insider transactions for Lpl Financial Holdings Inc. (LPLA). The data is sourced from Form 4 filings with the SEC, which are filed by insiders of LPL Financial Holdings Inc. to disclose their transactions in the company's securities. By reviewing this information, investors can gain insights into the trading activity of LPL Financial Holdings Inc.'s insiders and make more informed investment decisions.
Insider Transaction List
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Aug 22
2023
|
Matthew Enyedi Managing Director |
SELL
Open market or private sale
|
Direct |
3,265
-24.65%
|
$750,950
$230.86 P/Share
|
|
Aug 22
2023
|
Matthew Enyedi Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
3,265
+10.94%
|
$146,925
$45.55 P/Share
|
|
Jul 10
2023
|
Dan H. Arnold President & CEO |
SELL
Bona fide gift
|
Direct |
9,000
-5.81%
|
-
|
|
Jun 12
2023
|
Greg Gates Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,532
+5.69%
|
-
|
|
Jun 05
2023
|
Aneri Jambusaria Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
896
-19.36%
|
$178,304
$199.99 P/Share
|
|
Jun 05
2023
|
Greg Gates Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
688
-2.8%
|
$136,912
$199.99 P/Share
|
|
Jun 01
2023
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
13
+0.06%
|
-
|
|
Jun 01
2023
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
33
+0.04%
|
-
|
|
Jun 01
2023
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
18
+0.01%
|
-
|
|
Jun 01
2023
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
7
+0.04%
|
-
|
|
Jun 01
2023
|
William Francis Glavin Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
26
+0.06%
|
-
|
|
Jun 01
2023
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
10
+0.03%
|
-
|
|
Jun 01
2023
|
Edward C Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
9
+0.03%
|
-
|
|
May 12
2023
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
784
+7.48%
|
-
|
|
May 12
2023
|
Anne M Mulcahy Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,290
+1.86%
|
-
|
|
May 12
2023
|
Albert J Ko Director |
BUY
Grant, award, or other acquisition
|
Direct |
784
+45.03%
|
-
|
|
May 12
2023
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
784
+3.78%
|
-
|
|
May 12
2023
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,290
+0.48%
|
-
|
|
May 12
2023
|
William Francis Glavin Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,290
+3.0%
|
-
|
|
May 12
2023
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,290
+1.52%
|
-
|
|
May 12
2023
|
Edward C Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,290
+4.64%
|
-
|
|
May 12
2023
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,290
+5.32%
|
-
|
|
May 06
2023
|
Kabir Sethi Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
1,847
-13.6%
|
$350,930
$190.82 P/Share
|
|
May 04
2023
|
William Francis Glavin Jr Director |
BUY
Open market or private purchase
|
Indirect |
557
+16.72%
|
$100,260
$180.23 P/Share
|
|
Apr 24
2023
|
Paulett Eberhart Director |
SELL
Bona fide gift
|
Direct |
2,870
-13.01%
|
-
|
|
Mar 28
2023
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
31
+0.04%
|
-
|
|
Mar 28
2023
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
12
+0.06%
|
-
|
|
Mar 28
2023
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
17
+0.01%
|
-
|
|
Mar 28
2023
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
9
+0.02%
|
-
|
|
Mar 28
2023
|
William Francis Glavin Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
24
+0.06%
|
-
|
|
Mar 28
2023
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
6
+0.03%
|
-
|
|
Mar 28
2023
|
Edward C Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
8
+0.03%
|
-
|
|
Mar 13
2023
|
Richard P Schifter Director |
SELL
Other acquisition or disposition
|
Direct |
11,588
-22.13%
|
-
|
|
Feb 27
2023
|
Sallie R. Larsen Managing Director |
SELL
Open market or private sale
|
Direct |
4,439
-14.98%
|
$1,100,872
$248.13 P/Share
|
|
Feb 27
2023
|
Michelle Oroschakoff Managing Director |
SELL
Open market or private sale
|
Direct |
4,809
-5.91%
|
$1,183,014
$246.11 P/Share
|
|
Feb 27
2023
|
Matthew J Audette CFO and Head of Business Ops |
SELL
Open market or private sale
|
Direct |
7,111
-13.68%
|
$1,749,306
$246.12 P/Share
|
|
Feb 27
2023
|
Dan H. Arnold President & CEO |
SELL
Open market or private sale
|
Direct |
38,444
-5.29%
|
$9,457,224
$246.17 P/Share
|
|
Feb 25
2023
|
Kabir Sethi Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,476
+9.8%
|
-
|
|
Feb 25
2023
|
Brent Simonich Principal Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,086
+13.82%
|
-
|
|
Feb 25
2023
|
Brent Simonich Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
355
-5.88%
|
$87,685
$247.3 P/Share
|
|
Feb 25
2023
|
Richard Steinmeier Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
14,252
+16.93%
|
-
|
|
Feb 25
2023
|
Richard Steinmeier Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
7,379
-22.54%
|
$1,822,613
$247.3 P/Share
|
|
Feb 25
2023
|
Sallie R. Larsen Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
9,361
+12.87%
|
-
|
|
Feb 25
2023
|
Sallie R. Larsen Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
4,281
-13.64%
|
$1,057,407
$247.3 P/Share
|
|
Feb 25
2023
|
Michelle Oroschakoff Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
10,520
+13.25%
|
-
|
|
Feb 25
2023
|
Michelle Oroschakoff Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
5,186
-15.96%
|
$1,280,942
$247.3 P/Share
|
|
Feb 25
2023
|
Dayton Semerjian Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
6,323
-24.85%
|
$1,561,781
$247.3 P/Share
|
|
Feb 25
2023
|
Dayton Semerjian Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
11,068
+30.32%
|
-
|
|
Feb 25
2023
|
Aneri Jambusaria Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
776
+14.36%
|
-
|
|
Feb 25
2023
|
Aneri Jambusaria Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
276
-6.69%
|
$68,172
$247.3 P/Share
|