Lpl Financial Holdings Inc. - LPLA

Include option trades

Include indirect trades

Latest data: 9/14/2026 10:02:20 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 $5,488,179

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
09/11/2026	09/14/2026	Reeping Katharine Principal Accounting Officer Officer	Sell	-439 @ $347.88	($152,719.32)	1,774	(-19.84%)	Direct
08/27/2026 10b5-1	08/31/2026	Jambusaria Aneri Group Managing Director Officer	Sell	-308 @ $357.36	($110,066.88)	6,107	(-4.80%)	Direct
07/31/2026 10b5-1	08/04/2026	Enyedi Matthew Group Managing Director Officer	Sell	-1,000 @ $352.72	($352,716.40)	13,121	(-7.08%)	Direct
06/17/2026 10b5-1	06/22/2026	Jambusaria Aneri Group Managing Director Officer	Sell	-308 @ $306.00	($94,248.00)	6,415	(-4.58%)	Direct
04/15/2026 10b5-1	04/16/2026	Audette Matthew J President and CFO CFO	Sell	-1,110 @ $330.01	($366,314.43)	19,803	(-5.31%)	Direct
04/14/2026 10b5-1	04/16/2026	Audette Matthew J President and CFO CFO	Sell	-469 @ $325.34	($152,586.24)	20,913	(-2.19%)	Direct
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