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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
    
 
STEINMEIER RICHARD
MD
JS
$1,948,074
7,397
---
2/25/24
---
$263.36
22,293
-24.9
D
R
2/27/24 - 8:13:24 pm
2
    
 
STEINMEIER RICHARD
MD
JB
---
15,379
---
2/25/24
---
---
29,690
107.5
D
R
2/27/24 - 8:13:24 pm
3
    
 
SETHI KABIR
MD
JS
$50,565
192
---
2/25/24
---
$263.36
11,545
-1.6
D
R,10b
2/27/24 - 8:04:13 pm
4
    
 
JAMBUSARIA ANERI
MD
JS
$341,051
1,295
---
2/25/24
---
$263.36
3,087
-29.6
D
R
2/27/24 - 7:57:31 pm
5
    
 
JAMBUSARIA ANERI
MD
JB
---
3,718
---
2/25/24
---
---
4,382
559.9
D
R
2/27/24 - 7:57:31 pm
6
    
 
GATES GREG
MD
JS
$833,271
3,164
---
2/25/24
---
$263.36
28,155
-10.1
D
R
2/27/24 - 7:51:21 pm
7
    
 
GATES GREG
MD
JB
---
8,264
---
2/25/24
---
---
31,319
35.8
D
R
2/27/24 - 7:51:21 pm
8
    
 
ENYEDI MATTHEW
MD
JS
$901,745
3,424
---
2/25/24
---
$263.36
11,106
-23.6
D
R,10b
2/27/24 - 7:42:21 pm
9
    
 
ENYEDI MATTHEW
MD
JB
---
7,685
---
2/25/24
---
---
14,530
112.3
D
R,10b
2/27/24 - 7:42:21 pm
10
    
 
BROWN ALTHEA
MD
JB
---
1,871
---
2/25/24
---
---
6,190
43.3
D
R
2/27/24 - 7:33:52 pm
11
    
 
AUDETTE MATTHEW J
CFO
JS
$1,861,429
7,068
---
2/25/24
---
$263.36
16,878
-29.5
D
R,10b
2/27/24 - 7:25:52 pm
12
    
 
AUDETTE MATTHEW J
CFO
JB
---
13,661
---
2/25/24
---
---
23,946
132.8
D
R,10b
2/27/24 - 7:25:52 pm
13
    
 
ARNOLD DAN H
PR,CEO,DIR
JS
$10,801,710
41,015
---
2/25/24
---
$263.36
160,954
-20.3
D
R,10b
2/27/24 - 7:16:00 pm
14
    
 
ARNOLD DAN H
PR,CEO,DIR
JB
---
81,552
---
2/25/24
---
---
201,969
67.7
D
R,10b
2/27/24 - 7:16:00 pm
15
    
 
ENYEDI MATTHEW
MD
OS
$354,834
1,381
---
2/20/24
---
$256.94
8,634
-13.8
D
R,10b
2/22/24 - 5:17:32 pm
16
    
 
ENYEDI MATTHEW
MD
OE
$62,905
1,381
---
2/20/24
---
$45.55
10,015
16.0
D
R,10b
2/22/24 - 5:17:32 pm
17
1y
39
41%
16%
1
ARNOLD DAN H
PR,CEO,DIR
OS
$2,563,512
10,000
---
2/20/24
$255.19
$259.47
137,044
-6.8
D
R,10b
2/22/24 - 5:06:17 pm
18
1y
39
41%
16%
1
ARNOLD DAN H
PR,CEO,DIR
OS
---
3,875
---
2/20/24
---
---
133,169
-2.8
D
R,10b
2/22/24 - 5:06:17 pm
19
    
 
ARNOLD DAN H
PR,CEO,DIR
OE
$394,800
10,000
---
2/20/24
---
$39.48
147,044
7.3
D
R,10b
2/22/24 - 5:06:17 pm
20
1y
12
25%
26%
2
AUDETTE MATTHEW J
CFO
OS
$6,885,746
27,704
---
2/5/24
$246.02
$251.02
12,644
-68.7
D
R,10b
2/7/24 - 4:47:47 pm
21
    
 
AUDETTE MATTHEW J
CFO
OE
$1,093,754
27,704
---
2/5/24
---
$39.48
40,348
219.1
D
R,10b
2/7/24 - 4:47:47 pm
22
    
 
DADYAR SARA
MD
3
---
---
---
1/2/24
---
---
---
---
---
---
1/8/24 - 5:24:20 pm
23
    
 
SCHIFTER RICHARD P
DIR
JS
---
1,628
---
12/22/23
---
---
40,547
-3.9
D
---
12/26/23 - 4:15:17 pm
24
    
 
ARNOLD DAN H
PR,CEO,DIR
JS
---
4,400
---
12/12/23
---
---
137,044
-3.1
D
R
12/14/23 - 4:39:41 pm
25
    
 
THOMAS COREY E
DIR
JB
---
10
---
11/27/23
---
---
11,800
0.1
D
---
11/29/23 - 5:31:25 pm
26
    
 
SCHIFTER RICHARD P
DIR
JB
---
26
---
11/27/23
---
---
42,175
0.1
D
---
11/29/23 - 5:25:47 pm
27
    
 
PUTNAM JAMES S
DIR
JB
---
15
---
11/27/23
---
---
135,284
0.0
D
---
11/29/23 - 5:20:09 pm
28
    
 
MNOOKIN ALLISON
DIR
JB
---
6
---
11/27/23
---
---
9,718
0.1
D
---
11/29/23 - 5:14:55 pm
29
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
20
---
11/27/23
---
---
21,230
0.1
D
---
11/29/23 - 5:09:02 pm
30
    
 
EBERHART PAULETT
DIR
JB
---
9
---
11/27/23
---
---
20,001
0.0
D
---
11/29/23 - 5:04:06 pm
31
    
 
BERNARD EDWARD C
DIR
JB
---
7
---
11/27/23
---
---
13,550
0.1
D
---
11/29/23 - 4:57:44 pm
32
1y
8
0%
40%
1
LARSEN SALLIE R
MD
S
$3,055,976
13,488
---
11/10/23
---
$226.57
25,196
-34.9
D
R
11/14/23 - 5:07:05 pm
33
    
 
LARSEN SALLIE R
MD
OE
$739,277
13,488
---
11/10/23
---
$54.81
38,684
53.5
D
R
11/14/23 - 5:07:05 pm
34
    
 
ARNOLD DAN H
PR,CEO,DIR
JS
---
4,440
---
11/9/23
---
---
141,444
-3.0
D
R
11/14/23 - 4:59:28 pm
35
    
 
ENYEDI MATTHEW
MD
JS
---
1,344
---
11/6/23
---
---
8,634
-13.5
D
R
11/8/23 - 5:08:18 pm
36
    
 
JAMBUSARIA ANERI
MD
S
$429,174
1,930
---
11/2/23
---
$222.37
1,802
-51.7
D
R
11/6/23 - 4:47:28 pm
37
1y
39
41%
16%
1
ARNOLD DAN H
PR,CEO,DIR
OS
$132,011
528
9/19/23
9/20/23
$250.00
$250.03
145,884
-0.4
D
R,10b
9/21/23 - 4:18:17 pm
38
    
 
ARNOLD DAN H
PR,CEO,DIR
OE
$20,845
528
9/19/23
9/20/23
---
$39.48
146,237
0.4
D
R,10b
9/21/23 - 4:18:17 pm
39
    
 
STEINMEIER RICHARD
MD
AS
$2,499,617
10,300
---
9/13/23
$242.07
$244.65
16,914
-37.8
D
R,10b
9/15/23 - 4:15:19 pm
40
    
 
BROWN ALTHEA
MD
JB
---
4,319
---
9/12/23
---
---
4,319
New
D
R
9/14/23 - 4:19:18 pm
41
    
 
BROWN ALTHEA
MD
3
---
---
---
9/5/23
---
---
---
---
---
---
9/14/23 - 4:12:47 pm
42
    
 
THOMAS COREY E
DIR
JB
---
10
---
8/25/23
---
---
11,790
0.1
D
---
8/29/23 - 6:20:47 pm
43
    
 
SCHIFTER RICHARD P
DIR
JB
---
26
---
8/25/23
---
---
42,149
0.1
D
---
8/29/23 - 6:17:06 pm
44
    
 
PUTNAM JAMES S
DIR
JB
---
15
---
8/25/23
---
---
135,269
0.0
D
---
8/29/23 - 6:13:24 pm
45
    
 
MNOOKIN ALLISON
DIR
JB
---
6
---
8/25/23
---
---
9,712
0.1
D
---
8/29/23 - 6:08:55 pm
46
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
20
---
8/25/23
---
---
21,210
0.1
D
---
8/29/23 - 6:04:02 pm
47
    
 
EBERHART PAULETT
DIR
JB
---
9
---
8/25/23
---
---
19,992
0.0
D
---
8/29/23 - 5:58:23 pm
48
    
 
BERNARD EDWARD C
DIR
JB
---
7
---
8/25/23
---
---
13,543
0.1
D
---
8/29/23 - 5:52:39 pm
49
    
 
ENYEDI MATTHEW
MD
OS
$753,758
3,265
---
8/22/23
---
$230.86
9,978
-24.7
D
R,10b
9/5/23 - 4:33:46 pm
50
    
 
ENYEDI MATTHEW
MD
OE
$148,721
3,265
---
8/22/23
---
$45.55
13,243
32.7
D
R,10b
9/5/23 - 4:33:46 pm
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