Lpl Financial Holdings Inc. - LPLA

Include option trades

Include indirect trades

Latest data: 3/19/2026 10:04:25 PM

EDGAR CIK

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $0

No buy transactions for this time period.

Sell Breakdown

Total $6,529,780

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
03/02/2026 10b5-1	03/04/2026	Jambusaria Aneri Group Managing Director Officer	Sell	-308 @ $306.00	($94,248.00)	6,723	(-4.38%)	Direct
02/26/2026 10b5-1	02/27/2026	Audette Matthew J President and CFO CFO	Sell	-1,581 @ $320.50	($506,715.35)	21,382	(-6.88%)	Direct
02/26/2026 10b5-1	02/27/2026	Enyedi Matthew Group Managing Director Officer	Sell	-2,109 @ $320.15	($675,191.74)	14,121	(-12.99%)	Direct
12/05/2025 10b5-1	12/09/2025	Gates Greg Group Managing Director Officer	Sell	-750 @ $370.97	($278,231.05)	14,620	(-4.88%)	Direct
12/05/2025 10b5-1	12/09/2025	Steinmeier Richard Chief Executive Officer CEO	Sell	-5,058 @ $370.99	($1,876,482.11)	9,326	(-35.16%)	Direct
12/01/2025 10b5-1	12/03/2025	Jambusaria Aneri Group Managing Director Officer	Sell	-80 @ $352.48	($28,198.40)	5,502	(-1.43%)	Direct
11/05/2025 10b5-1	11/07/2025	Gates Greg Group Managing Director Officer	Sell	-1,500 @ $376.43	($564,647.25)	15,370	(-8.89%)	Direct
10/06/2025 10b5-1	10/08/2025	Gates Greg Group Managing Director Officer	Sell	-750 @ $314.42	($235,814.13)	16,870	(-4.26%)	Direct
09/05/2025 10b5-1	09/09/2025	Gates Greg Group Managing Director Officer	Sell	-1,500 @ $338.21	($507,311.65)	17,620	(-7.85%)	Direct
09/02/2025 10b5-1	09/03/2025	Jambusaria Aneri Group Managing Director Officer	Sell	-80 @ $361.25	($28,900.00)	5,582	(-1.41%)	Direct
08/05/2025 10b5-1	08/07/2025	Gates Greg Group Managing Director Officer	Sell	-1,500 @ $374.05	($561,069.39)	19,120	(-7.27%)	Direct
07/03/2025 10b5-1	07/08/2025	Gates Greg Group Managing Director Officer	Sell	-1,500 @ $382.63	($573,951.51)	20,620	(-6.78%)	Direct
06/05/2025 10b5-1	06/09/2025	Gates Greg Group Managing Director Officer	Sell	-1,500 @ $378.87	($568,300.11)	22,354	(-6.29%)	Direct
06/02/2025 10b5-1	06/04/2025	Jambusaria Aneri Group Managing Director Officer	Sell	-80 @ $383.99	($30,719.20)	5,662	(-1.39%)	Direct