LPL Financial Holdings Inc (LPLA)

LPL Financial Holdings Inc. experienced twelve insider trading transactions over the past ninety days, all involving sales totaling approximately 4.16 million dollars. Executives, including the Principal Accounting Officer and various Managing Directors, executed these divestments following the company's July earnings report, which showed an 8.35 percent earnings beat. The stock price rose 16.9 percent recently.
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
1.5
Gates Greg Group Managing Director Officer
Transaction date
Sale
Price
355.38
Quantity 4,119 -14.9%
Value US$1,463,810
1.5
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
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
373.09
Quantity 39 -0.3%
Value US$14,551
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
372.32
Quantity 85 -0.6%
Value US$31,647
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
371.20
Quantity 410 -2.7%
Value US$152,192
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
370.44
Quantity 136 -0.9%
Value US$50,380
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
368.70
Quantity 34 -0.2%
Value US$12,536
1.5
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
1.5
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
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
380.12
Quantity 39 -0.3%
Value US$14,825
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
379.58
Quantity 169 -1.1%
Value US$64,149
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
378.24
Quantity 234 -1.5%
Value US$88,508
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
377.01
Quantity 293 -1.8%
Value US$110,464
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
375.80
Quantity 267 -1.6%
Value US$100,339
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
374.86
Quantity 230 -1.4%
Value US$86,218
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
374.00
Quantity 205 -1.2%
Value US$76,670
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
372.62
Quantity 63 -0.4%
Value US$23,475
1.5
Gates Greg Officer Officer
Transaction date
Proposed sale
Price
376.43
Quantity 1,500
Value US$564,650
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
320.27
Quantity 102 -0.6%
Value US$32,668
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
315.09
Quantity 132 -0.8%
Value US$41,592
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
314.04
Quantity 109 -0.6%
Value US$34,230
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
313.20
Quantity 266 -1.5%
Value US$83,311
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
312.15
Quantity 141 -0.8%
Value US$44,013
1.5
Gates Greg Officer Officer
Transaction date
Proposed sale
Price
314.42
Quantity 750
Value US$235,813
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
349.60
Quantity 32 -0.2%
Value US$11,187
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
348.04
Quantity 11 -0.1%
Value US$3,828
1.5
Gates Greg Group Managing Director Officer
Transaction date
Planned sale
Price
347.46
Quantity 106 -0.6%
Value US$36,831
1.5
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