LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Arnold Dan H. | President & CEO | Feb 26 '24 | Option Exercise | 39.48 | 2,911 | 114,926 | 176,617 | Feb 27 07:16 PM | Arnold Dan H. | President & CEO | Feb 26 '24 | Sale | 266.54 | 34,807 | 9,277,539 | 141,810 | Feb 27 07:16 PM | Gates Greg | Managing Director | Feb 26 '24 | Sale | 266.27 | 11,401 | 3,035,697 | 19,080 | Feb 27 07:51 PM | Audette Matthew J | CFO and Head of Business Ops | Feb 26 '24 | Sale | 266.52 | 5,574 | 1,485,607 | 13,663 | Feb 27 07:25 PM | Enyedi Matthew | Managing Director | Feb 26 '24 | Sale | 263.00 | 2,400 | 631,200 | 10,495 | Feb 27 07:42 PM | Sethi Kabir | Managing Director | Feb 26 '24 | Sale | 266.50 | 1,300 | 346,451 | 10,245 | Feb 27 08:04 PM | Arnold Dan H. | President & CEO | Feb 23 '24 | Option Exercise | 39.48 | 7,089 | 279,874 | 140,258 | Feb 27 07:16 PM | Arnold Dan H. | President & CEO | Feb 23 '24 | Sale | 265.66 | 7,089 | 1,883,245 | 133,169 | Feb 27 07:16 PM | Arnold Dan H. | President & CEO | Feb 20 '24 | Option Exercise | 39.48 | 10,000 | 394,800 | 147,044 | Feb 22 05:06 PM | Enyedi Matthew | Managing Director | Feb 20 '24 | Option Exercise | 45.55 | 1,381 | 62,905 | 10,015 | Feb 22 05:17 PM | Arnold Dan H. | President & CEO | Feb 20 '24 | Sale | 256.35 | 10,000 | 2,563,512 | 137,044 | Feb 22 05:06 PM | Enyedi Matthew | Managing Director | Feb 20 '24 | Sale | 256.94 | 1,381 | 354,834 | 8,634 | Feb 22 05:17 PM | Audette Matthew J | CFO and Head of Business Ops | Feb 05 '24 | Option Exercise | 39.48 | 27,704 | 1,093,754 | 40,348 | Feb 07 04:47 PM | Audette Matthew J | CFO and Head of Business Ops | Feb 05 '24 | Sale | 248.55 | 27,704 | 6,885,746 | 12,644 | Feb 07 04:47 PM | Jambusaria Aneri | Managing Director | Nov 02 '23 | Sale | 222.37 | 1,930 | 429,174 | 1,802 | Nov 06 04:47 PM | Arnold Dan H. | President & CEO | Sep 20 '23 | Option Exercise | 39.48 | 353 | 13,936 | 146,237 | Sep 21 04:18 PM | Arnold Dan H. | President & CEO | Sep 20 '23 | Sale | 250.03 | 353 | 88,261 | 145,884 | Sep 21 04:18 PM | Arnold Dan H. | President & CEO | Sep 19 '23 | Option Exercise | 39.48 | 175 | 6,909 | 146,059 | Sep 21 04:18 PM | Arnold Dan H. | President & CEO | Sep 19 '23 | Sale | 250.00 | 175 | 43,750 | 145,884 | Sep 21 04:18 PM | Steinmeier Richard | Managing Director | Sep 13 '23 | Sale | 242.68 | 10,300 | 2,499,617 | 16,914 | Sep 15 04:15 PM | Enyedi Matthew | Managing Director | Aug 22 '23 | Option Exercise | 45.55 | 3,265 | 148,721 | 13,243 | Sep 05 04:33 PM | Enyedi Matthew | Managing Director | Aug 22 '23 | Sale | 230.86 | 3,265 | 753,758 | 9,978 | Sep 05 04:33 PM |
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