LPL Financial Holdings Inc.

Ownership Transactions Reported by 27 Insiders

Symbol
LPLA on Nasdaq
Industry
Security & Commodity Brokers, Dealers, Exchanges & Services
Location
4707 Executive Drive, San Diego, CA

Insiders trading volume in the past year

LPL Financial Holdings Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
James S. Putnam Director $42.4M Mar 25, 2025
Dan H. Arnold President & CEO, Director $39.5M -$1.57M -3.83% Jun 14, 2024
Richard P. Schifter Director $13.5M Mar 24, 2025
Richard Steinmeier Chief Executive Officer $11.5M -$1.31M -10.2% Feb 25, 2025
George Burton White Managing Director $11.2M Feb 25, 2022
Anne M. Mulcahy Director $9.5M May 10, 2024
Greg Gates Managing Director $8.73M Feb 25, 2025
William Francis Glavin Jr Director $7.85M Mar 25, 2025
Matthew J. Audette President and CFO $5.95M -$12.2M -67.1% Feb 25, 2025
Sallie R. Larsen Managing Director $5.71M Nov 10, 2023
Scott Seese Managing Director $5.48M Jun 14, 2021
Michelle Oroschakoff Managing Director $5.4M Feb 25, 2023
Paulett Eberhart Director $5.12M Mar 25, 2025
Matthew Enyedi Managing Director $4.97M -$1.9M -27.7% Feb 25, 2025
Edward C. Bernard Director $4.45M Mar 25, 2025
Dayton Semerjian Managing Director $4.33M Feb 25, 2023
Corey E. Thomas Director $4.03M Mar 25, 2025
Edward Fandrey Managing Director $3.46M Feb 25, 2022
Allison Mnookin Director $3.25M Mar 25, 2025
Kabir Sethi Managing Director $2.74M Feb 25, 2024
Althea Brown Managing Director $2.42M Feb 25, 2025
Aneri Jambusaria Managing Director $1.79M -$126K -6.58% Mar 14, 2025
Brent Simonich Principal Accounting Officer $1.53M Feb 25, 2023
Marc Eliot Cohen Managing Director $1.5M -$402K -21.2% Feb 25, 2025
Katharine Reeping Principal Accounting Officer $742K Feb 28, 2025
Sara Dadyar Managing Director $657K Feb 25, 2025
Albert J. Ko Director $444K May 10, 2024

Recent Insider Transactions by Companies or Individuals for LPL Financial Holdings Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.