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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: 12/20/24 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
$327.93 $334.83 $187.19 $24,555 75 703 0.4% 1.0% 97.52% 0.68%
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#
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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
    
 
MD
JS
$859,862
3,477
---
2/25/23
---
$247.30
8,497
-29.0
D
R
2/28/23 - 6:17:29 pm
2
    
 
MD
JB
---
7,805
---
2/25/23
---
---
11,974
187.2
D
R
2/28/23 - 6:17:29 pm
3
    
 
CFO
JS
$2,173,273
8,788
---
2/25/23
---
$247.30
17,983
-32.8
D
R,10b
2/28/23 - 6:11:49 pm
4
    
 
CFO
JB
---
15,876
---
2/25/23
---
---
26,771
145.7
D
R,10b
2/28/23 - 6:11:49 pm
5
    
 
PR,CEO,DIR
JS
$9,773,049
39,519
---
2/25/23
---
$247.30
181,682
-17.9
D
R,10b
2/28/23 - 6:04:04 pm
6
    
 
PR,CEO,DIR
JB
---
79,534
---
2/25/23
---
---
221,201
56.1
D
R,10b
2/28/23 - 6:04:04 pm
7
1y
23
13%
23%
MD
AS
$4,425,145
17,773
2/16/23
2/17/23
$246.91
$250.33
23,327
-43.2
D
R,10b
2/21/23 - 4:53:07 pm
8
1y
8
0%
40%
MD
OS
$4,962,330
20,519
---
2/13/23
$240.88
$242.33
24,555
-45.5
D
R,10b
2/15/23 - 4:34:31 pm
9
    
 
MD
OE
$648,400
20,519
---
2/13/23
---
$31.60
45,074
83.6
D
R,10b
2/15/23 - 4:34:31 pm
10
    
 
MD
3
---
---
---
2/8/23
---
---
4,128
---
D
R
2/21/23 - 4:34:48 pm
11
1y
12
25%
26%
CFO
OS
$4,972,465
20,779
---
2/6/23
$235.47
$242.29
12,667
-62.1
D
R,10b
2/8/23 - 4:42:07 pm
12
1y
12
25%
26%
CFO
OS
$7,269
31
---
2/6/23
---
$234.48
33,446
-0.1
D
R,10b
2/8/23 - 4:42:07 pm
13
    
 
CFO
OE
$413,079
20,810
---
2/6/23
---
$19.85
33,477
164.3
D
R,10b
2/8/23 - 4:42:07 pm
14
    
 
DIR
JB
---
173
---
2/1/23
---
---
173
New
D
R
2/3/23 - 4:25:55 pm
15
    
 
DIR
3
---
---
---
1/9/23
---
---
---
---
---
---
1/11/23 - 4:23:18 pm
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