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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: 3/6/26 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
$313.56 $403.58 $262.83 $25,110 80 914 0.4% 3.6% 103.05% 0.58%
Exch Sector Industry Sub-Industry
NasdaqGS Finance, Insurance, And Real Estate Security And Commodity Brokers, Dealers, Exchanges, And Services Security & Commodity Brokers, Dealers, Exchanges & Services
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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
    
 
COHEN MARC ELIOT
MD
OS
$1,019,996
3,300
3/9/26
3/10/26
$308.75
$309.72
4,400
-42.9
D
R
3/11/26 - 6:04:49 pm
2
    
 
COHEN MARC ELIOT
MD
OE
$171,496
2,212
---
3/9/26
---
$77.53
7,700
40.3
D
R
3/11/26 - 6:04:49 pm
3
    
 
JAMBUSARIA ANERI
MD
AS
$94,248
308
---
3/2/26
---
$306.00
6,723
-4.4
D
R,10b
3/4/26 - 4:02:58 pm
4
    
 
ENYEDI MATTHEW
MD
AS
$675,192
2,109
---
2/26/26
$318.38
$322.72
14,121
-13.0
D
R,10b
2/27/26 - 5:06:56 pm
5
1y
16
25%
24%
2
AUDETTE MATTHEW J
PR,CFO
AS
$506,715
1,581
---
2/26/26
$318.51
$322.15
21,382
-6.9
D
R,10b
2/27/26 - 5:04:09 pm
6
    
 
STEINMEIER RICHARD
CEO
JS
$834,073
2,619
---
2/25/26
---
$318.47
8,962
-22.6
D
R
2/27/26 - 5:15:18 pm
7
    
 
STEINMEIER RICHARD
CEO
JB
---
12,781
---
2/25/26
---
---
19,488
190.6
D
R
2/27/26 - 5:15:18 pm
8
    
 
REEPING KATHARINE
AO
JS
$67,516
212
---
2/25/26
---
$318.47
1,841
-10.3
D
R
2/27/26 - 5:14:31 pm
9
    
 
REEPING KATHARINE
AO
JB
---
454
---
2/25/26
---
---
2,214
25.8
D
R
2/27/26 - 5:14:31 pm
10
    
 
MORNINGSTAR MATTHEW
MD
JB
---
1,122
---
2/25/26
---
---
3,415
48.9
D
R
2/27/26 - 5:13:43 pm
11
    
 
JAMBUSARIA ANERI
MD
JS
$227,706
715
---
2/25/26
---
$318.47
5,729
-11.1
D
R
2/27/26 - 5:12:51 pm
12
    
 
JAMBUSARIA ANERI
MD
JB
---
2,244
---
2/25/26
---
---
7,031
46.9
D
R
2/27/26 - 5:12:51 pm
13
    
 
GATES GREG
MD
JS
$411,782
1,293
---
2/25/26
---
$318.47
15,183
-7.8
D
R
2/27/26 - 5:12:05 pm
14
    
 
GATES GREG
MD
JB
---
7,437
---
2/25/26
---
---
20,764
55.8
D
R
2/27/26 - 5:12:05 pm
15
    
 
FIELD EMILY
MD
JB
---
1,122
---
2/25/26
---
---
1,939
137.3
D
R
2/27/26 - 5:10:50 pm
16
    
 
ENYEDI MATTHEW
MD
JS
$424,521
1,333
---
2/25/26
---
$318.47
14,054
-8.7
D
R,10b
2/27/26 - 5:06:56 pm
17
    
 
ENYEDI MATTHEW
MD
JB
---
3,975
---
2/25/26
---
---
16,230
32.4
D
R,10b
2/27/26 - 5:06:56 pm
18
    
 
COHEN MARC ELIOT
MD
JS
$153,821
483
---
2/25/26
---
$318.47
4,085
-10.6
D
R
2/27/26 - 5:05:23 pm
19
    
 
COHEN MARC ELIOT
MD
JB
---
1,940
---
2/25/26
---
---
5,488
54.7
D
R
2/27/26 - 5:05:23 pm
20
    
 
AUDETTE MATTHEW J
PR,CFO
JS
$748,723
2,351
---
2/25/26
---
$318.47
16,339
-12.6
D
R,10b
2/27/26 - 5:04:09 pm
21
    
 
AUDETTE MATTHEW J
PR,CFO
JB
---
8,776
---
2/25/26
---
---
22,963
61.9
D
R,10b
2/27/26 - 5:04:09 pm
22
    
 
KHANNA SOMESH
DIR
JB
---
139
---
2/2/26
---
---
139
New
D
---
2/4/26 - 4:11:39 pm
23
    
 
KHANNA SOMESH
DIR
3
---
---
---
1/5/26
---
---
---
---
---
---
1/14/26 - 4:11:56 pm
24
    
 
SCHIFTER RICHARD P
DIR
JS
---
1,145
---
12/31/25
---
---
38,080
-2.9
D
---
1/2/26 - 4:13:07 pm
25
    
 
MORNINGSTAR MATTHEW
MD
JB
---
1,715
---
12/9/25
---
---
2,293
296.7
D
R
12/11/25 - 4:21:56 pm
26
    
 
MORNINGSTAR MATTHEW
MD
3
---
---
---
12/8/25
---
---
578
---
D
---
12/11/25 - 4:19:01 pm
27
    
 
STEINMEIER RICHARD
CEO
JS
---
275
---
12/5/25
---
---
16,813
-1.6
I
R,10b
12/9/25 - 7:15:29 pm
28
    
 
STEINMEIER RICHARD
CEO
AS
$1,876,482
5,058
---
12/5/25
$367.06
$373.20
9,326
-35.2
D
R,10b
12/9/25 - 7:15:29 pm
29
    
 
GATES GREG
MD
AS
$278,231
750
---
12/5/25
$367.95
$373.09
14,620
-4.9
D
R,10b
12/9/25 - 7:03:12 pm
30
    
 
THOMAS COREY E
DIR
JB
---
4
---
12/1/25
---
---
13,834
0.0
D
---
12/3/25 - 4:58:30 pm
31
    
 
SCHIFTER RICHARD P
DIR
JB
---
14
---
12/1/25
---
---
39,225
0.0
D
---
12/3/25 - 4:53:06 pm
32
    
 
PUTNAM JAMES S
DIR
JB
---
7
---
12/1/25
---
---
136,659
0.0
D
---
12/3/25 - 4:46:43 pm
33
    
 
MNOOKIN ALLISON
DIR
JB
---
2
---
12/1/25
---
---
11,043
0.0
D
---
12/3/25 - 4:42:07 pm
34
    
 
JAMBUSARIA ANERI
MD
AS
$28,198
80
---
12/1/25
---
$352.48
5,502
-1.4
D
R,10b
12/3/25 - 4:37:40 pm
35
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
10
---
12/1/25
---
---
23,322
0.0
D
---
12/3/25 - 4:32:00 pm
36
    
 
EBERHART PAULETT
DIR
JB
---
4
---
12/1/25
---
---
17,038
0.0
D
---
12/3/25 - 4:26:47 pm
37
    
 
BERNARD EDWARD C
DIR
JB
---
3
---
12/1/25
---
---
15,191
0.0
D
---
12/3/25 - 4:20:52 pm
38
    
 
GATES GREG
MD
AS
$564,647
1,500
---
11/5/25
$372.62
$380.12
15,370
-8.9
D
R,10b
11/7/25 - 4:10:22 pm
39
    
 
GATES GREG
MD
AS
$235,814
750
---
10/6/25
$312.15
$320.27
16,870
-4.3
D
R,10b
10/8/25 - 4:23:54 pm
40
    
 
REEPING KATHARINE
AO
JS
$19,038
56
---
9/9/25
---
$339.97
1,972
-2.8
D
R
9/11/25 - 6:30:25 pm
41
    
 
GATES GREG
MD
AS
$507,312
1,500
---
9/5/25
$329.17
$349.60
17,620
-7.8
D
R,10b
9/9/25 - 5:01:00 pm
42
    
 
FIELD EMILY
MD
JB
---
817
---
9/5/25
---
---
817
New
D
R
9/9/25 - 4:56:07 pm
43
    
 
JAMBUSARIA ANERI
MD
AS
$28,900
80
---
9/2/25
---
$361.25
5,582
-1.4
D
R,10b
9/3/25 - 4:38:43 pm
44
    
 
THOMAS COREY E
DIR
JB
---
4
---
8/29/25
---
---
13,830
0.0
D
---
9/3/25 - 4:50:16 pm
45
    
 
SCHIFTER RICHARD P
DIR
JB
---
14
---
8/29/25
---
---
39,211
0.0
D
---
9/3/25 - 4:47:27 pm
46
    
 
PUTNAM JAMES S
DIR
JB
---
7
---
8/29/25
---
---
136,652
0.0
D
---
9/3/25 - 4:44:38 pm
47
    
 
MNOOKIN ALLISON
DIR
JB
---
2
---
8/29/25
---
---
11,041
0.0
D
---
9/3/25 - 4:41:38 pm
48
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
10
---
8/29/25
---
---
23,312
0.0
D
---
9/3/25 - 4:32:18 pm
49
    
 
EBERHART PAULETT
DIR
JB
---
4
---
8/29/25
---
---
17,034
0.0
D
---
9/3/25 - 4:28:00 pm
50
    
 
BERNARD EDWARD C
DIR
JB
---
3
---
8/29/25
---
---
15,188
0.0
D
---
9/3/25 - 4:23:41 pm
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