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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: 9/5/25 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
$332.99 $403.58 $204.41 $26,641 80 765 0.4% 3.6% 100.47% 0.53%
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
    
 
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
2
    
 
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
3
    
 
FIELD EMILY
MD
JB
---
817
---
9/5/25
---
---
817
New
D
R
9/9/25 - 4:56:07 pm
4
    
 
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
5
    
 
THOMAS COREY E
DIR
JB
---
4
---
8/29/25
---
---
13,830
0.0
D
---
9/3/25 - 4:50:16 pm
6
    
 
SCHIFTER RICHARD P
DIR
JB
---
14
---
8/29/25
---
---
39,211
0.0
D
---
9/3/25 - 4:47:27 pm
7
    
 
PUTNAM JAMES S
DIR
JB
---
7
---
8/29/25
---
---
136,652
0.0
D
---
9/3/25 - 4:44:38 pm
8
    
 
MNOOKIN ALLISON
DIR
JB
---
2
---
8/29/25
---
---
11,041
0.0
D
---
9/3/25 - 4:41:38 pm
9
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
10
---
8/29/25
---
---
23,312
0.0
D
---
9/3/25 - 4:32:18 pm
10
    
 
EBERHART PAULETT
DIR
JB
---
4
---
8/29/25
---
---
17,034
0.0
D
---
9/3/25 - 4:28:00 pm
11
    
 
BERNARD EDWARD C
DIR
JB
---
3
---
8/29/25
---
---
15,188
0.0
D
---
9/3/25 - 4:23:41 pm
12
    
 
GATES GREG
MD
AS
$561,069
1,500
---
8/5/25
$371.55
$381.34
19,120
-7.3
D
R,10b
8/7/25 - 4:31:36 pm
13
    
 
FIELD EMILY
MD
3
---
---
---
8/4/25
---
---
---
---
---
---
8/25/25 - 4:08:47 pm
14
    
 
GATES GREG
MD
AS
$573,952
1,500
---
7/3/25
$378.17
$385.29
20,620
-6.8
D
R,10b
7/8/25 - 4:14:48 pm
15
    
 
THOMAS COREY E
DIR
JB
---
4
---
6/12/25
---
---
13,826
0.0
D
---
6/16/25 - 4:30:17 pm
16
    
 
SCHIFTER RICHARD P
DIR
JB
---
13
---
6/12/25
---
---
39,197
0.0
D
---
6/16/25 - 4:28:27 pm
17
    
 
PUTNAM JAMES S
DIR
JB
---
6
---
6/12/25
---
---
136,645
0.0
D
---
6/16/25 - 4:22:31 pm
18
    
 
MNOOKIN ALLISON
DIR
JB
---
2
---
6/12/25
---
---
11,039
0.0
D
---
6/16/25 - 4:20:52 pm
19
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
10
---
6/12/25
---
---
23,302
0.0
D
---
6/16/25 - 4:19:00 pm
20
    
 
GATES GREG
MD
JS
$88,777
234
---
6/12/25
---
$379.39
22,120
-1.0
D
R
6/16/25 - 4:16:31 pm
21
    
 
EBERHART PAULETT
DIR
JB
---
4
---
6/12/25
---
---
17,030
0.0
D
---
6/16/25 - 4:13:40 pm
22
    
 
COHEN MARC ELIOT
MD
JS
$16,693
44
---
6/12/25
---
$379.39
4,031
-1.1
D
R
6/16/25 - 4:11:49 pm
23
    
 
BERNARD EDWARD C
DIR
JB
---
3
---
6/12/25
---
---
15,185
0.0
D
---
6/16/25 - 4:09:46 pm
24
    
 
GATES GREG
MD
AS
$568,300
1,500
---
6/5/25
$375.52
$382.37
22,354
-6.3
D
R,10b
6/9/25 - 4:12:45 pm
25
    
 
SCHIFTER RICHARD P
DIR
JS
---
238
---
6/2/25
---
---
39,184
-0.6
D
---
6/4/25 - 4:17:53 pm
26
    
 
JAMBUSARIA ANERI
MD
AS
$30,719
80
---
6/2/25
---
$383.99
5,662
-1.4
D
R,10b
6/4/25 - 4:13:19 pm
27
    
 
THOMAS COREY E
DIR
JB
---
910
---
5/23/25
---
---
13,822
7.0
D
---
5/28/25 - 4:56:33 pm
28
    
 
SCHIFTER RICHARD P
DIR
JB
---
910
---
5/23/25
---
---
39,422
2.4
D
---
5/28/25 - 4:53:26 pm
29
    
 
PUTNAM JAMES S
DIR
JB
---
602
---
5/23/25
---
---
136,639
0.4
D
---
5/28/25 - 4:50:39 pm
30
    
 
MULCAHY ANNE M
DIR
JB
---
910
---
5/23/25
---
---
36,371
2.6
D
R
5/28/25 - 4:47:11 pm
31
    
 
MNOOKIN ALLISON
DIR
JB
---
602
---
5/23/25
---
---
11,037
5.8
D
---
5/28/25 - 4:41:49 pm
32
    
 
KO ALBERT J
DIR
JB
---
910
---
5/23/25
---
---
2,566
55.0
D
R
5/28/25 - 4:38:49 pm
33
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
910
---
5/23/25
---
---
23,292
4.1
D
---
5/28/25 - 4:34:30 pm
34
    
 
EBERHART PAULETT
DIR
JB
---
602
---
5/23/25
---
---
17,026
3.7
D
---
5/28/25 - 4:30:40 pm
35
    
 
BERNARD EDWARD C
DIR
JB
---
910
---
5/23/25
---
---
15,182
6.4
D
---
5/28/25 - 4:25:36 pm
36
    
 
THOMAS COREY E
DIR
JB
---
4
---
3/25/25
---
---
12,912
0.0
D
---
3/26/25 - 4:31:26 pm
37
    
 
SCHIFTER RICHARD P
DIR
JB
---
15
---
3/25/25
---
---
38,512
0.0
D
---
3/26/25 - 4:29:16 pm
38
    
 
PUTNAM JAMES S
DIR
JB
---
8
---
3/25/25
---
---
136,037
0.0
D
---
3/26/25 - 4:18:40 pm
39
    
 
MNOOKIN ALLISON
DIR
JB
---
2
---
3/25/25
---
---
10,435
0.0
D
---
3/26/25 - 4:16:11 pm
40
    
 
GLAVIN WILLIAM FRANCIS JR
DIR
JB
---
11
---
3/25/25
---
---
22,382
0.0
D
---
3/26/25 - 4:13:26 pm
41
    
 
EBERHART PAULETT
DIR
JB
---
4
---
3/25/25
---
---
16,424
0.0
D
---
3/26/25 - 4:10:34 pm
42
    
 
BERNARD EDWARD C
DIR
JB
---
3
---
3/25/25
---
---
14,272
0.0
D
---
3/26/25 - 4:08:18 pm
43
    
 
SCHIFTER RICHARD P
DIR
JS
---
1,210
---
3/24/25
---
---
38,497
-3.0
D
---
3/26/25 - 4:29:16 pm
44
    
 
JAMBUSARIA ANERI
MD
AS
$24,950
80
---
3/14/25
---
$311.87
5,742
-1.4
D
R,10b
3/17/25 - 4:24:10 pm
45
    
 
EBERHART PAULETT
DIR
JS
---
4,305
---
3/13/25
---
---
16,420
-20.8
D
---
3/17/25 - 4:19:15 pm
46
    
 
REEPING KATHARINE
AO
3
---
---
---
2/28/25
---
---
2,028
---
D
R
3/10/25 - 4:05:05 pm
47
    
 
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
48
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
49
    
 
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
50
    
 
STEINMEIER RICHARD
CEO
JB
---
14,807
---
2/25/25
---
---
31,439
89.0
D
R
2/27/25 - 6:36:59 pm
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