LPL Financial Holdings Inc (LPLA)

LPL Financial Holdings Inc. experienced net insider selling totaling approximately $1.62 million over the past 90 days. Executives executed twelve transactions, all involving divestments. This activity follows a positive earnings report in late July. The stock price has declined 7.8% during this period, currently trading near the lower end of its annual range.
Ticker: LPLA Exchange: NSM


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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Insider trades have triggered activity signals for LPL Financial Holdings Inc. Upgrade to see score, net flow, insiders and the full signal context.

Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Reeping Katharine Principal Accounting Officer Officer
Transaction date
Sale
Price
26.52
Quantity 62,227 -7.1%
Value US$1,992,783
Reeping Katharine Officer Officer
Transaction date
Proposed sale
Price
349.09
Quantity 16,553
Value US$895,707
1.6
Jambusaria Aneri Group Managing Director Officer
Transaction date
Planned sale
Price
228.91
Quantity 12,628 +45.9%
Value US$1,697,250
1.6
Jambusaria Aneri Officer Officer
Transaction date
Proposed sale
Price
357.36
Quantity 308
Value US$110,067
1.8
Gates Greg Group Managing Director Officer
Transaction date
Sale
Price
355.38
Quantity 4,119 -14.9%
Value US$1,463,810
1.8
Gates Greg Officer Officer
Transaction date
Proposed sale
Price
355.38
Quantity 4,119
Value US$1,463,810
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
355.51
Quantity 1 -0.0%
Value US$356
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
354.52
Quantity 51 -0.4%
Value US$18,081
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
353.37
Quantity 296 -2.2%
Value US$104,598
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
352.77
Quantity 463 -3.3%
Value US$163,333
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
351.06
Quantity 189 -1.3%
Value US$66,350
1.5
Enyedi Matthew Officer Officer
Transaction date
Proposed sale
Price
352.72
Quantity 1,000
Value US$352,716
1.6
Jambusaria Aneri Group Managing Director Officer
Transaction date
Planned sale
Price
306.00
Quantity 308 -4.6%
Value US$94,248
1.6
Jambusaria Aneri Group Managing Director Officer
Transaction date
Planned sale
Price
306.00
Quantity 308 -4.6%
Value US$94,248
1.6
Jambusaria Aneri Officer Officer
Transaction date
Proposed sale
Price
306.00
Quantity 308
Value US$94,248
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
332.27
Quantity 106 -0.5%
Value US$35,221
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
331.09
Quantity 595 -2.9%
Value US$196,999
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
328.34
Quantity 189 -0.9%
Value US$62,056
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
327.45
Quantity 220 -1.1%
Value US$72,039
Audette Matthew J Officer Officer
Transaction date
Proposed sale
Price
330.01
Quantity 1,110
Value US$366,314
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
326.16
Quantity 139 -0.7%
Value US$45,336
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
325.00
Quantity 330 -1.5%
Value US$107,250
Audette Matthew J Officer Officer
Transaction date
Proposed sale
Price
325.35
Quantity 469
Value US$152,587
2.8
Cohen Marc Eliot Group Managing Director Officer
Transaction date
Sale
Price
309.72
Quantity 1,088 -19.8%
Value US$337,041
2.8
Cohen Marc Eliot Officer Officer
Transaction date
Proposed sale
Price
309.50
Quantity 1,089
Value US$337,045
2.8
Cohen Marc Eliot Group Managing Director Officer
Transaction date
Sale
Price
308.75
Quantity 2,212 -28.7%
Value US$682,955
2.8
Cohen Marc Eliot Officer Officer
Transaction date
Proposed sale
Price
308.75
Quantity 2,212
Value US$682,955
1.6
Jambusaria Aneri Group Managing Director Officer
Transaction date
Planned sale
Price
306.00
Quantity 308 -4.4%
Value US$94,248
1.6
Jambusaria Aneri Officer Officer
Transaction date
Proposed sale
Price
306.00
Quantity 308
Value US$94,248
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
322.72
Quantity 183 -1.3%
Value US$59,058
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
321.74
Quantity 169 -1.2%
Value US$54,374
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
320.99
Quantity 666 -4.4%
Value US$213,779
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
319.38
Quantity 628 -4.0%
Value US$200,571
1.5
Enyedi Matthew Group Managing Director Officer
Transaction date
Planned sale
Price
318.38
Quantity 463 -2.9%
Value US$147,410
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
322.15
Quantity 453 -2.1%
Value US$145,934
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
321.04
Quantity 506 -2.3%
Value US$162,446
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
319.32
Quantity 274 -1.2%
Value US$87,494
Audette Matthew J President and CFO Officer
Transaction date
Planned sale
Price
318.51
Quantity 348 -1.5%
Value US$110,841
Audette Matthew J Officer Officer
Transaction date
Proposed sale
Price
320.51
Quantity 1,581
Value US$506,719
1.5
Enyedi Matthew Officer Officer
Transaction date
Proposed sale
Price
320.15
Quantity 2,109
Value US$675,190
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
373.09
Quantity 39 -0.3%
Value US$14,551
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
372.32
Quantity 85 -0.6%
Value US$31,647
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
371.20
Quantity 410 -2.7%
Value US$152,192
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
370.44
Quantity 136 -0.9%
Value US$50,380
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
368.70
Quantity 34 -0.2%
Value US$12,536
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
367.95
Quantity 46 -0.3%
Value US$16,926
2.9
Steinmeier Richard Chief Executive Officer Officer
Transaction date
Planned sale
Price
373.20
Quantity 274 -2.9%
Value US$102,257
2.9
Steinmeier Richard Chief Executive Officer Officer
Transaction date
Planned sale
Price
372.20
Quantity 779 -7.5%
Value US$289,944
2.9
Steinmeier Richard Chief Executive Officer Officer
Transaction date
Planned sale
Price
371.23
Quantity 2,450 -19.1%
Value US$909,514
2.9
Steinmeier Richard Chief Executive Officer Officer
Transaction date
Planned sale
Price
370.62
Quantity 1,040 -7.5%
Value US$385,445
2.9
Steinmeier Richard Chief Executive Officer Officer
Transaction date
Planned sale
Price
368.63
Quantity 183 -1.3%
Value US$67,459
2.9
Steinmeier Richard Chief Executive Officer Officer
Transaction date
Planned sale
Price
367.06
Quantity 332 -2.3%
Value US$121,864
2.9
Steinmeier Richard Officer; Director Executive Director
Transaction date
Proposed sale
Price
366.04
Quantity 5,058
Value US$1,851,430
1.8
Gates Greg Officer Officer
Transaction date
Proposed sale
Price
366.04
Quantity 750
Value US$274,530
1.6
Jambusaria Aneri Group Managing Director Officer
Transaction date
Planned sale
Price
352.48
Quantity 80 -1.4%
Value US$28,198
1.6
Jambusaria Aneri Officer Officer
Transaction date
Proposed sale
Price
352.48
Quantity 80
Value US$28,198
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
380.12
Quantity 39 -0.3%
Value US$14,825
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
379.58
Quantity 169 -1.1%
Value US$64,149
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
378.24
Quantity 234 -1.5%
Value US$88,508
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
377.01
Quantity 293 -1.8%
Value US$110,464
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
375.80
Quantity 267 -1.6%
Value US$100,339
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
374.86
Quantity 230 -1.4%
Value US$86,218
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
374.00
Quantity 205 -1.2%
Value US$76,670
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
372.62
Quantity 63 -0.4%
Value US$23,475
1.8
Gates Greg Officer Officer
Transaction date
Proposed sale
Price
376.43
Quantity 1,500
Value US$564,650
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
320.27
Quantity 102 -0.6%
Value US$32,668
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
315.09
Quantity 132 -0.8%
Value US$41,592
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
314.04
Quantity 109 -0.6%
Value US$34,230
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
313.20
Quantity 266 -1.5%
Value US$83,311
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
312.15
Quantity 141 -0.8%
Value US$44,013
1.8
Gates Greg Officer Officer
Transaction date
Proposed sale
Price
314.42
Quantity 750
Value US$235,813
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
349.60
Quantity 32 -0.2%
Value US$11,187
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
348.04
Quantity 11 -0.1%
Value US$3,828
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
347.46
Quantity 106 -0.6%
Value US$36,831
1.8
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
345.44
Quantity 1 -0.0%
Value US$345
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value
Number of shares Price Value Details
2026-09-14 2026-09-11 S Sale

Principal Accounting Officer

Officer
62,227 -7.1%
26.52
US$1,992,783
62,227 -7.1% 26.52 US$1,992,783
2026-09-11 2026-09-11 PrS Proposed sale

Officer

Officer
16,553
349.09
US$895,707
16,553 349.09 US$895,707
2026-08-31 2026-08-27 PlS Planned sale

Group Managing Director

Officer
12,628 +45.9%
228.91
US$1,697,250
12,628 +45.9% 228.91 US$1,697,250
2026-08-27 2026-08-27 PrS Proposed sale

Officer

Officer
308
357.36
US$110,067
308 357.36 US$110,067
2026-08-21 2026-08-20 S Sale

Group Managing Director

Officer
4,119 -14.9%
355.38
US$1,463,810
4,119 -14.9% 355.38 US$1,463,810
2026-08-20 2026-08-20 PrS Proposed sale

Officer

Officer
4,119
355.38
US$1,463,810
4,119 355.38 US$1,463,810
2026-08-04 2026-07-31 PlS Planned sale

Group Managing Director

Officer
1 -0.0%
355.51
US$356
1 -0.0% 355.51 US$356
2026-08-04 2026-07-31 PlS Planned sale

Group Managing Director

Officer
51 -0.4%
354.52
US$18,081
51 -0.4% 354.52 US$18,081
2026-08-04 2026-07-31 PlS Planned sale

Group Managing Director

Officer
296 -2.2%
353.37
US$104,598
296 -2.2% 353.37 US$104,598
2026-08-04 2026-07-31 PlS Planned sale

Group Managing Director

Officer
463 -3.3%
352.77
US$163,333
463 -3.3% 352.77 US$163,333
2026-08-04 2026-07-31 PlS Planned sale

Group Managing Director

Officer
189 -1.3%
351.06
US$66,350
189 -1.3% 351.06 US$66,350
2026-07-31 2026-07-31 PrS Proposed sale

Officer

Officer
1,000
352.72
US$352,716
1,000 352.72 US$352,716
2026-06-22 2026-06-17 PlS Planned sale

Group Managing Director

Officer
308 -4.6%
306.00
US$94,248
308 -4.6% 306.00 US$94,248
2026-06-22 2026-06-17 PlS Planned sale

Group Managing Director

Officer
308 -4.6%
306.00
US$94,248
308 -4.6% 306.00 US$94,248
2026-06-17 2026-06-17 PrS Proposed sale

Officer

Officer
308
306.00
US$94,248
308 306.00 US$94,248
2026-04-16 2026-04-15 PlS Planned sale

President and CFO

Officer
106 -0.5%
332.27
US$35,221
106 -0.5% 332.27 US$35,221
2026-04-16 2026-04-15 PlS Planned sale

President and CFO

Officer
595 -2.9%
331.09
US$196,999
595 -2.9% 331.09 US$196,999
2026-04-16 2026-04-15 PlS Planned sale

President and CFO

Officer
189 -0.9%
328.34
US$62,056
189 -0.9% 328.34 US$62,056
2026-04-16 2026-04-15 PlS Planned sale

President and CFO

Officer
220 -1.1%
327.45
US$72,039
220 -1.1% 327.45 US$72,039
2026-04-15 2026-04-15 PrS Proposed sale

Officer

Officer
1,110
330.01
US$366,314
1,110 330.01 US$366,314
2026-04-16 2026-04-14 PlS Planned sale

President and CFO

Officer
139 -0.7%
326.16
US$45,336
139 -0.7% 326.16 US$45,336
2026-04-16 2026-04-14 PlS Planned sale

President and CFO

Officer
330 -1.5%
325.00
US$107,250
330 -1.5% 325.00 US$107,250
2026-04-14 2026-04-14 PrS Proposed sale

Officer

Officer
469
325.35
US$152,587
469 325.35 US$152,587
2026-03-11 2026-03-10 S Sale

Group Managing Director

Officer
1,088 -19.8%
309.72
US$337,041
1,088 -19.8% 309.72 US$337,041
2026-03-10 2026-03-10 PrS Proposed sale

Officer

Officer
1,089
309.50
US$337,045
1,089 309.50 US$337,045
2026-03-11 2026-03-09 S Sale

Group Managing Director

Officer
2,212 -28.7%
308.75
US$682,955
2,212 -28.7% 308.75 US$682,955
2026-03-09 2026-03-09 PrS Proposed sale

Officer

Officer
2,212
308.75
US$682,955
2,212 308.75 US$682,955
2026-03-04 2026-03-02 PlS Planned sale

Group Managing Director

Officer
308 -4.4%
306.00
US$94,248
308 -4.4% 306.00 US$94,248
2026-03-02 2026-03-02 PrS Proposed sale

Officer

Officer
308
306.00
US$94,248
308 306.00 US$94,248
2026-02-27 2026-02-26 PlS Planned sale

Group Managing Director

Officer
183 -1.3%
322.72
US$59,058
183 -1.3% 322.72 US$59,058
2026-02-27 2026-02-26 PlS Planned sale

Group Managing Director

Officer
169 -1.2%
321.74
US$54,374
169 -1.2% 321.74 US$54,374
2026-02-27 2026-02-26 PlS Planned sale

Group Managing Director

Officer
666 -4.4%
320.99
US$213,779
666 -4.4% 320.99 US$213,779
2026-02-27 2026-02-26 PlS Planned sale

Group Managing Director

Officer
628 -4.0%
319.38
US$200,571
628 -4.0% 319.38 US$200,571
2026-02-27 2026-02-26 PlS Planned sale

Group Managing Director

Officer
463 -2.9%
318.38
US$147,410
463 -2.9% 318.38 US$147,410
2026-02-27 2026-02-26 PlS Planned sale

President and CFO

Officer
453 -2.1%
322.15
US$145,934
453 -2.1% 322.15 US$145,934
2026-02-27 2026-02-26 PlS Planned sale

President and CFO

Officer
506 -2.3%
321.04
US$162,446
506 -2.3% 321.04 US$162,446
2026-02-27 2026-02-26 PlS Planned sale

President and CFO

Officer
274 -1.2%
319.32
US$87,494
274 -1.2% 319.32 US$87,494
2026-02-27 2026-02-26 PlS Planned sale

President and CFO

Officer
348 -1.5%
318.51
US$110,841
348 -1.5% 318.51 US$110,841
2026-02-26 2026-02-26 PrS Proposed sale

Officer

Officer
1,581
320.51
US$506,719
1,581 320.51 US$506,719
2026-02-26 2026-02-26 PrS Proposed sale

Officer

Officer
2,109
320.15
US$675,190
2,109 320.15 US$675,190
2025-12-09 2025-12-05 PlS Planned sale

Group Managing Director

Officer
39 -0.3%
373.09
US$14,551
39 -0.3% 373.09 US$14,551
2025-12-09 2025-12-05 PlS Planned sale

Group Managing Director

Officer
85 -0.6%
372.32
US$31,647
85 -0.6% 372.32 US$31,647
2025-12-09 2025-12-05 PlS Planned sale

Group Managing Director

Officer
410 -2.7%
371.20
US$152,192
410 -2.7% 371.20 US$152,192
2025-12-09 2025-12-05 PlS Planned sale

Group Managing Director

Officer
136 -0.9%
370.44
US$50,380
136 -0.9% 370.44 US$50,380
2025-12-09 2025-12-05 PlS Planned sale

Group Managing Director

Officer
34 -0.2%
368.70
US$12,536
34 -0.2% 368.70 US$12,536
2025-12-09 2025-12-05 PlS Planned sale

Group Managing Director

Officer
46 -0.3%
367.95
US$16,926
46 -0.3% 367.95 US$16,926
2025-12-09 2025-12-05 PlS Planned sale

Chief Executive Officer

Officer
274 -2.9%
373.20
US$102,257
274 -2.9% 373.20 US$102,257
2025-12-09 2025-12-05 PlS Planned sale

Chief Executive Officer

Officer
779 -7.5%
372.20
US$289,944
779 -7.5% 372.20 US$289,944
2025-12-09 2025-12-05 PlS Planned sale

Chief Executive Officer

Officer
2,450 -19.1%
371.23
US$909,514
2,450 -19.1% 371.23 US$909,514
2025-12-09 2025-12-05 PlS Planned sale

Chief Executive Officer

Officer
1,040 -7.5%
370.62
US$385,445
1,040 -7.5% 370.62 US$385,445
2025-12-09 2025-12-05 PlS Planned sale

Chief Executive Officer

Officer
183 -1.3%
368.63
US$67,459
183 -1.3% 368.63 US$67,459
2025-12-09 2025-12-05 PlS Planned sale

Chief Executive Officer

Officer
332 -2.3%
367.06
US$121,864
332 -2.3% 367.06 US$121,864
2025-12-05 2025-12-05 PrS Proposed sale

Officer; Director

Executive Director
5,058
366.04
US$1,851,430
5,058 366.04 US$1,851,430
2025-12-05 2025-12-05 PrS Proposed sale

Officer

Officer
750
366.04
US$274,530
750 366.04 US$274,530
2025-12-03 2025-12-01 PlS Planned sale

Group Managing Director

Officer
80 -1.4%
352.48
US$28,198
80 -1.4% 352.48 US$28,198
2025-12-01 2025-12-01 PrS Proposed sale

Officer

Officer
80
352.48
US$28,198
80 352.48 US$28,198
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
39 -0.3%
380.12
US$14,825
39 -0.3% 380.12 US$14,825
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
169 -1.1%
379.58
US$64,149
169 -1.1% 379.58 US$64,149
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
234 -1.5%
378.24
US$88,508
234 -1.5% 378.24 US$88,508
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
293 -1.8%
377.01
US$110,464
293 -1.8% 377.01 US$110,464
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
267 -1.6%
375.80
US$100,339
267 -1.6% 375.80 US$100,339
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
230 -1.4%
374.86
US$86,218
230 -1.4% 374.86 US$86,218
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
205 -1.2%
374.00
US$76,670
205 -1.2% 374.00 US$76,670
2025-11-07 2025-11-05 PlS Planned sale

Group Managing Director

Officer
63 -0.4%
372.62
US$23,475
63 -0.4% 372.62 US$23,475
2025-11-05 2025-11-05 PrS Proposed sale

Officer

Officer
1,500
376.43
US$564,650
1,500 376.43 US$564,650
2025-10-08 2025-10-06 PlS Planned sale

Group Managing Director

Officer
102 -0.6%
320.27
US$32,668
102 -0.6% 320.27 US$32,668
2025-10-08 2025-10-06 PlS Planned sale

Group Managing Director

Officer
132 -0.8%
315.09
US$41,592
132 -0.8% 315.09 US$41,592
2025-10-08 2025-10-06 PlS Planned sale

Group Managing Director

Officer
109 -0.6%
314.04
US$34,230
109 -0.6% 314.04 US$34,230
2025-10-08 2025-10-06 PlS Planned sale

Group Managing Director

Officer
266 -1.5%
313.20
US$83,311
266 -1.5% 313.20 US$83,311
2025-10-08 2025-10-06 PlS Planned sale

Group Managing Director

Officer
141 -0.8%
312.15
US$44,013
141 -0.8% 312.15 US$44,013
2025-10-06 2025-10-06 PrS Proposed sale

Officer

Officer
750
314.42
US$235,813
750 314.42 US$235,813
2025-09-09 2025-09-05 PlS Planned sale

Group Managing Director

Officer
32 -0.2%
349.60
US$11,187
32 -0.2% 349.60 US$11,187
2025-09-09 2025-09-05 PlS Planned sale

Group Managing Director

Officer
11 -0.1%
348.04
US$3,828
11 -0.1% 348.04 US$3,828
2025-09-09 2025-09-05 PlS Planned sale

Group Managing Director

Officer
106 -0.6%
347.46
US$36,831
106 -0.6% 347.46 US$36,831
2025-09-09 2025-09-05 PlS Planned sale

Group Managing Director

Officer
1 -0.0%
345.44
US$345
1 -0.0% 345.44 US$345

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