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 |
|---|---|---|---|---|---|
|
Feb 25
2022
|
Sallie R. Larsen Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
2,764
-18.87%
|
$503,048
$182.73 P/Share
|
|
Feb 25
2022
|
Michelle Oroschakoff Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
8,641
+9.45%
|
-
|
|
Feb 25
2022
|
Michelle Oroschakoff Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
4,733
-11.6%
|
$861,406
$182.73 P/Share
|
|
Feb 25
2022
|
Dayton Semerjian Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,044
+12.45%
|
-
|
|
Feb 25
2022
|
Dayton Semerjian Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
779
-5.94%
|
$141,778
$182.73 P/Share
|
|
Feb 25
2022
|
Brent Simonich Principal Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,419
+21.69%
|
-
|
|
Feb 25
2022
|
Brent Simonich Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
233
-5.92%
|
$42,406
$182.73 P/Share
|
|
Feb 25
2022
|
Richard Steinmeier Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
9,146
+15.03%
|
-
|
|
Feb 25
2022
|
Richard Steinmeier Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
4,234
-16.47%
|
$770,588
$182.73 P/Share
|
|
Feb 25
2022
|
George Burton White Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
4,964
-9.1%
|
$903,448
$182.73 P/Share
|
|
Feb 25
2022
|
George Burton White Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,914
+12.67%
|
-
|
|
Feb 16
2022
|
Michelle Oroschakoff Managing Director |
SELL
Open market or private sale
|
Direct |
15,217
-6.83%
|
$2,845,579
$187.1 P/Share
|
|
Feb 16
2022
|
Michelle Oroschakoff Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+28.9%
|
$380,000
$19.85 P/Share
|
|
Feb 13
2022
|
Dan H. Arnold President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
5,312
-2.99%
|
$993,344
$187.08 P/Share
|
|
Feb 07
2022
|
Matthew J Audette CFO and Head of Business Ops |
SELL
Open market or private sale
|
Direct |
20,000
-19.72%
|
$3,620,000
$181.6 P/Share
|
|
Feb 07
2022
|
Matthew J Audette CFO and Head of Business Ops |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+38.17%
|
$380,000
$19.85 P/Share
|
|
Feb 07
2022
|
George Burton White Managing Director |
SELL
Open market or private sale
|
Direct |
80,368
-20.65%
|
$14,546,608
$181.54 P/Share
|
|
Feb 07
2022
|
George Burton White Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
80,368
+16.17%
|
$4,339,872
$54.29 P/Share
|
|
Dec 10
2021
|
Greg Gates Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
2,314
-10.14%
|
$370,240
$160.27 P/Share
|
|
Dec 07
2021
|
George Burton White Managing Director |
SELL
Open market or private sale
|
Direct |
22,271
-32.32%
|
$3,696,986
$166.1 P/Share
|
|
Dec 07
2021
|
George Burton White Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
22,271
+14.74%
|
$957,653
$43.39 P/Share
|
|
Nov 30
2021
|
Edward Fandrey Managing Director |
SELL
Open market or private sale
|
Direct |
1,784
-3.15%
|
$281,872
$158.86 P/Share
|
|
Nov 29
2021
|
Edward C Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
7
+0.03%
|
-
|
|
Nov 29
2021
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
8
+0.02%
|
-
|
|
Nov 29
2021
|
William Francis Glavin Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
24
+0.07%
|
-
|
|
Nov 29
2021
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
5
+0.03%
|
-
|
|
Nov 29
2021
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
16
+0.01%
|
-
|
|
Nov 29
2021
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
31
+0.03%
|
-
|
|
Nov 29
2021
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
11
+0.06%
|
-
|
|
Nov 24
2021
|
Edward Fandrey Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
1,755
-8.28%
|
$300,105
$171.99 P/Share
|
|
Nov 16
2021
|
Dan H. Arnold President & CEO |
SELL
Bona fide gift
|
Direct |
3,571
-1.97%
|
-
|
|
Nov 16
2021
|
Michelle Oroschakoff Managing Director |
SELL
Open market or private sale
|
Direct |
17,010
-10.24%
|
$2,857,680
$168.08 P/Share
|
|
Nov 16
2021
|
Michelle Oroschakoff Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+19.5%
|
$640,000
$32.7 P/Share
|
|
Sep 07
2021
|
Richard Steinmeier Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
3,736
-16.31%
|
$549,192
$147.69 P/Share
|
|
Aug 27
2021
|
Edward C Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
7
+0.03%
|
-
|
|
Aug 27
2021
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
9
+0.02%
|
-
|
|
Aug 27
2021
|
William Francis Glavin Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
25
+0.07%
|
-
|
|
Aug 27
2021
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
5
+0.03%
|
-
|
|
Aug 27
2021
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
18
+0.01%
|
-
|
|
Aug 27
2021
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
34
+0.03%
|
-
|
|
Aug 27
2021
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
11
+0.06%
|
-
|
|
Aug 26
2021
|
Edward Fandrey Managing Director |
SELL
Open market or private sale
|
Direct |
1,784
-7.76%
|
$264,032
$148.78 P/Share
|
|
Aug 25
2021
|
Edward Fandrey Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
1,755
-7.09%
|
$259,740
$148.37 P/Share
|
|
Aug 20
2021
|
Dan H. Arnold President & CEO |
SELL
Bona fide gift
|
Direct |
23,000
-11.27%
|
-
|
|
Aug 16
2021
|
Michelle Oroschakoff Managing Director |
SELL
Open market or private sale
|
Direct |
18,185
-16.0%
|
$2,618,640
$144.26 P/Share
|
|
Aug 16
2021
|
Michelle Oroschakoff Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+14.89%
|
$920,000
$46.4 P/Share
|
|
Aug 16
2021
|
Sallie R. Larsen Managing Director |
SELL
Open market or private sale
|
Direct |
8,669
-47.81%
|
$1,239,667
$143.98 P/Share
|
|
Jul 20
2021
|
Matthew Enyedi Managing Director |
SELL
Open market or private sale
|
Direct |
7,712
-61.78%
|
$1,002,560
$130.0 P/Share
|
|
Jul 20
2021
|
Matthew Enyedi Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
7,712
+27.4%
|
$362,464
$47.15 P/Share
|
|
Jun 14
2021
|
Edward Fandrey Managing Director |
SELL
Open market or private sale
|
Direct |
1,930
-7.24%
|
$268,270
$139.49 P/Share
|