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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
LPL FINANCIAL HOLDINGS INC: LPLA
Price: 3/7/25 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$333.90 $384.04 $187.19 $24,936 75 666 0.4% 1.0% 96.58% 1.92%
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
REEPING KATHARINE
AO
3
---
---
---
2/28/25
---
---
2,028
---
D
R
3/10/25 - 4:05:05 pm
2
    
 
COHEN MARC ELIOT
MD
S
$402,435
1,100
---
2/26/25
---
$365.85
4,075
-21.3
D
R
2/27/25 - 6:14:24 pm
3
1y
14
21%
29%
2
AUDETTE MATTHEW J
PR,CFO
AS
$1,652,001
4,588
---
2/26/25
---
$360.07
16,538
-21.7
D
R,10b
2/27/25 - 6:05:00 pm
4
    
 
STEINMEIER RICHARD
CEO
JS
$1,702,463
4,764
---
2/25/25
---
$357.36
24,468
-16.3
D
R
2/27/25 - 6:36:59 pm
5
    
 
STEINMEIER RICHARD
CEO
JB
---
14,807
---
2/25/25
---
---
31,439
89.0
D
R
2/27/25 - 6:36:59 pm
6
    
 
JAMBUSARIA ANERI
MD
JS
$354,501
992
---
2/25/25
---
$357.36
4,716
-17.4
D
R
2/27/25 - 6:33:27 pm
7
    
 
JAMBUSARIA ANERI
MD
JB
---
2,894
---
2/25/25
---
---
5,822
98.8
D
R
2/27/25 - 6:33:27 pm
8
    
 
GATES GREG
MD
JS
$1,186,078
3,319
---
2/25/25
---
$357.36
21,697
-13.3
D
R
2/27/25 - 6:29:31 pm
9
    
 
GATES GREG
MD
JB
---
8,327
---
2/25/25
---
---
25,016
49.9
D
R
2/27/25 - 6:29:31 pm
10
    
 
ENYEDI MATTHEW
MD
JS
$1,118,537
3,130
---
2/25/25
---
$357.36
11,929
-20.8
D
R
2/27/25 - 6:23:26 pm
11
    
 
ENYEDI MATTHEW
MD
JB
---
6,223
---
2/25/25
---
---
15,059
70.4
D
R
2/27/25 - 6:23:26 pm
12
    
 
DADYAR SARA
MD
JB
---
1,797
---
2/25/25
---
---
1,797
New
D
R
2/27/25 - 6:18:50 pm
13
    
 
COHEN MARC ELIOT
MD
JS
$240,503
673
---
2/25/25
---
$357.36
4,401
-13.3
D
R
2/27/25 - 6:14:24 pm
14
    
 
COHEN MARC ELIOT
MD
JB
---
1,914
---
2/25/25
---
---
5,175
58.7
D
R
2/27/25 - 6:14:24 pm
15
    
 
BROWN ALTHEA
MD
JS
$84,694
237
---
2/25/25
---
$357.36
5,439
-4.2
D
R
2/27/25 - 6:08:44 pm
16
    
 
BROWN ALTHEA
MD
JB
---
1,272
---
2/25/25
---
---
6,711
23.4
D
R
2/27/25 - 6:08:44 pm
17
    
 
AUDETTE MATTHEW J
PR,CFO
JS
$1,693,172
4,738
---
2/25/25
---
$357.36
15,179
-23.8
D
R,10b
2/27/25 - 6:05:00 pm
18
    
 
AUDETTE MATTHEW J
PR,CFO
JB
---
13,101
---
2/25/25
---
---
21,126
163.3
D
R,10b
2/27/25 - 6:05:00 pm
19
    
 
STEINMEIER RICHARD
CEO
AS
$1,308,265
3,500
---
2/18/25
---
$373.79
21,396
-14.1
D
R,10b
2/20/25 - 4:13:40 pm
20
    
 
ENYEDI MATTHEW
MD
OS
$1,903,527
5,154
---
2/10/25
---
$369.33
10,495
-32.9
D
R,10b
2/12/25 - 4:13:59 pm
21
    
 
ENYEDI MATTHEW
MD
OE
$203,480
5,154
---
2/10/25
---
$39.48
15,649
49.1
D
R,10b
2/12/25 - 4:13:59 pm
22
1y
14
21%
29%
2
AUDETTE MATTHEW J
PR,CFO
OS
---
900
---
2/6/25
---
---
12,763
-6.6
D
R,10b
2/7/25 - 4:15:51 pm
23
1y
14
21%
29%
2
AUDETTE MATTHEW J
PR,CFO
OS
$10,507,676
28,777
---
2/5/25
$360.00
$368.08
13,663
-67.8
D
R,10b
2/7/25 - 4:15:51 pm
24
    
 
AUDETTE MATTHEW J
PR,CFO
OE
$2,040,117
28,777
---
2/5/25
$65.50
$77.53
42,440
210.6
D
R,10b
2/7/25 - 4:15:51 pm
25
    
 
COHEN MARC ELIOT
MD
3
---
---
---
12/16/24
---
---
19
---
I
R
12/31/24 - 6:34:59 pm
26
    
 
COHEN MARC ELIOT
MD
3
---
---
---
12/16/24
---
---
3,934
---
D
R
12/31/24 - 6:34:59 pm
27
    
 
JAMBUSARIA ANERI
MD
S
$101,242
305
---
12/5/24
---
$331.94
3,920
-7.2
D
R
12/9/24 - 5:11:52 pm
28
    
 
THOMAS COREY E
DIR
JB
---
5
---
12/2/24
---
---
12,908
0.0
D
---
12/4/24 - 4:50:53 pm
29
    
 
SCHIFTER RICHARD P
DIR
JB
---
16
---
12/2/24
---
---
39,707
0.0
D
---
12/4/24 - 4:47:35 pm
30
    
 
PUTNAM JAMES S
DIR
JB
---
8
---
12/2/24
---
---
136,029
0.0
D
---
12/4/24 - 4:42:56 pm
31
    
 
MNOOKIN ALLISON
DIR
JB
---
2
---
12/2/24
---
---
10,433
0.0
D
---
12/4/24 - 4:38:45 pm
32
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
12
---
12/2/24
---
---
22,371
0.1
D
---
12/4/24 - 4:32:35 pm
33
    
 
EBERHART PAULETT
DIR
JB
---
4
---
12/2/24
---
---
20,725
0.0
D
---
12/4/24 - 4:24:16 pm
34
    
 
BERNARD EDWARD C
DIR
JB
---
3
---
12/2/24
---
---
14,269
0.0
D
---
12/4/24 - 4:17:07 pm
35
    
 
BROWN ALTHEA
MD
JS
$106,388
514
---
9/12/24
---
$206.98
5,676
-8.3
D
R
9/16/24 - 4:12:20 pm
36
    
 
THOMAS COREY E
DIR
JB
---
10
---
8/23/24
---
---
12,903
0.1
D
---
8/27/24 - 4:56:23 pm
37
    
 
SCHIFTER RICHARD P
DIR
JB
---
27
---
8/23/24
---
---
39,691
0.1
D
---
8/27/24 - 4:51:42 pm
38
    
 
PUTNAM JAMES S
DIR
JB
---
16
---
8/23/24
---
---
136,021
0.0
D
---
8/27/24 - 4:45:27 pm
39
    
 
MNOOKIN ALLISON
DIR
JB
---
6
---
8/23/24
---
---
10,431
0.1
D
---
8/27/24 - 4:36:49 pm
40
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
20
---
8/23/24
---
---
22,359
0.1
D
---
8/27/24 - 4:29:27 pm
41
    
 
EBERHART PAULETT
DIR
JB
---
9
---
8/23/24
---
---
20,721
0.0
D
---
8/27/24 - 4:25:48 pm
42
    
 
BERNARD EDWARD C
DIR
JB
---
7
---
8/23/24
---
---
14,266
0.0
D
---
8/27/24 - 4:20:59 pm
43
    
 
SCHIFTER RICHARD P
DIR
JS
---
2,002
---
8/9/24
---
---
39,664
-4.8
D
---
8/13/24 - 5:12:34 pm
44
1y
41
39%
17%
1
ARNOLD DAN H
PR,CEO,DIR
OS
$1,574,289
5,677
---
6/14/24
---
$277.31
142,608
-3.8
D
R,10b
6/18/24 - 4:13:57 pm
45
    
 
ARNOLD DAN H
PR,CEO,DIR
OE
$394,800
10,000
---
6/14/24
---
$39.48
148,285
7.2
D
R,10b
6/18/24 - 4:13:57 pm
46
    
 
GATES GREG
MD
JS
$65,284
234
---
6/12/24
---
$278.99
18,846
-1.2
D
R
6/14/24 - 4:11:02 pm
47
    
 
ARNOLD DAN H
PR,CEO,DIR
JS
---
3,525
---
6/5/24
---
---
138,285
-2.5
D
R
6/7/24 - 4:05:49 pm
48
    
 
THOMAS COREY E
DIR
JB
---
8
---
6/4/24
---
---
12,893
0.1
D
---
6/6/24 - 5:09:49 pm
49
    
 
SCHIFTER RICHARD P
DIR
JB
---
20
---
6/4/24
---
---
41,666
0.0
D
---
6/6/24 - 5:06:50 pm
50
    
 
PUTNAM JAMES S
DIR
JB
---
10
---
6/4/24
---
---
136,005
0.0
D
---
6/6/24 - 4:58:43 pm
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