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L

LPLA

Nasdaq

LPL Financial Holdings Inc.

Latest disclosureSeptember 14, 2026
Insider score Why 0?
0/ 100
Qualifying buys · 30d
$0

0 purchases · 15 sales

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Insider transactions 57

Limited filing history
All57Buying0Selling15Other42
Filters

Last 30 daysNo qualifying insider buying. Sales: $153.05K by 1 insider.

15 of 57 trades · March 24, 2026 – September 11, 2026Incomplete history: this shows the filings imported so far, not every filing ever made. Dates are trade dates. Filters affect this table only.

Showing the first 6 of 15 trades on this page.

Sale disclosed

Katharine Reeping

Principal Accounting Officer

Common Stock

Reported value
$153.05K
Reported price
$347.88 / share
Traded September 11, 2026Filed September 14, 2026SEC filing
Sale disclosed

Aneri Jambusaria

Group Managing Director

Common Stock

Reported value
$110.07K
Reported price
$357.36 / share
Traded August 27, 2026Filed August 31, 2026SEC filing
Sale disclosed

Greg Gates

Group Managing Director

Common Stock

Reported value
$1.46M
Reported price
$355.38 / share
Traded August 20, 2026Filed August 21, 2026SEC filing
Sale disclosed

Matthew Enyedi

Group Managing Director

Common Stock

Reported value
$66.35K
Reported price
$351.06 / share
Traded July 31, 2026Filed August 4, 2026SEC filing
Sale disclosed

Matthew Enyedi

Group Managing Director

Common Stock

Reported value
$163.33K
Reported price
$352.77 / share
Traded July 31, 2026Filed August 4, 2026SEC filing
Sale disclosed

Matthew Enyedi

Group Managing Director

Common Stock

Reported value
$104.6K
Reported price
$353.37 / share
Traded July 31, 2026Filed August 4, 2026SEC filing
Sale disclosed

Matthew Enyedi

Group Managing Director

Common Stock

Reported value
$18.08K
Reported price
$354.52 / share
Traded July 31, 2026Filed August 4, 2026SEC filing
Sale disclosed

Matthew Enyedi

Group Managing Director

Common Stock

Reported value
$355.51
Reported price
$355.51 / share
Traded July 31, 2026Filed August 4, 2026SEC filing
Sale disclosed

Aneri Jambusaria

Group Managing Director

Common Stock

Reported value
$94.25K
Reported price
$306.00 / share
Traded June 17, 2026Filed June 22, 2026SEC filing
Sale disclosed

Matthew J. Audette

President and CFO

Common Stock

Reported value
$107.25K
Reported price
$325.00 / share
Traded April 14, 2026Filed April 16, 2026SEC filing
Sale disclosed

Matthew J. Audette

President and CFO

Common Stock

Reported value
$45.34K
Reported price
$326.16 / share
Traded April 14, 2026Filed April 16, 2026SEC filing
Sale disclosed

Matthew J. Audette

President and CFO

Common Stock

Reported value
$72.04K
Reported price
$327.45 / share
Traded April 15, 2026Filed April 16, 2026SEC filing
Sale disclosed

Matthew J. Audette

President and CFO

Common Stock

Reported value
$62.06K
Reported price
$328.34 / share
Traded April 15, 2026Filed April 16, 2026SEC filing
Sale disclosed

Matthew J. Audette

President and CFO

Common Stock

Reported value
$197K
Reported price
$331.09 / share
Traded April 15, 2026Filed April 16, 2026SEC filing
Sale disclosed

Matthew J. Audette

President and CFO

Common Stock

Reported value
$35.22K
Reported price
$332.27 / share
Traded April 15, 2026Filed April 16, 2026SEC filing
Reporting insiderSecurity / transactionAmount / priceValueTraded / disclosedSource
Principal Accounting OfficerCommon StockSale440$347.88 / share$153.05KSep 11Filed Sep 14 · 3d laterSEC filing
Group Managing DirectorCommon StockSale10b5-1308$357.36 / share$110.07KAug 27Filed Aug 31 · 4d laterSEC filing
Group Managing DirectorCommon StockSale4,119$355.38 / share$1.46MAug 20Filed Aug 21 · 1d laterSEC filing
Group Managing DirectorCommon StockSale10b5-15 trades1,000avg $352.72 / share$352.72KJul 31Filed Aug 4 · 4d later
5 filings
  • 189 @ $351.06 · $66.35KSEC filing
  • 463 @ $352.77 · $163.33KSEC filing
  • 296 @ $353.37 · $104.6KSEC filing
  • 51 @ $354.52 · $18.08KSEC filing
  • 1 @ $355.51 · $355.51SEC filing
Group Managing DirectorCommon StockSale10b5-1308$306.00 / share$94.25KJun 17Filed Jun 22 · 5d laterSEC filing
President and CFOCommon StockSale10b5-12 trades469avg $325.34 / share$152.59KApr 14Filed Apr 16 · 2d later
2 filings
  • 330 @ $325.00 · $107.25KSEC filing
  • 139 @ $326.16 · $45.34KSEC filing
President and CFOCommon StockSale10b5-14 trades1,110avg $330.01 / share$366.31KApr 15Filed Apr 16 · 1d later
4 filings
  • 220 @ $327.45 · $72.04KSEC filing
  • 189 @ $328.34 · $62.06KSEC filing
  • 595 @ $331.09 · $197KSEC filing
  • 106 @ $332.27 · $35.22KSEC filing

Congress transactions 11

All Congress filings
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
June 11, 2026
Filed July 2, 2026 · 21d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
June 5, 2026
Filed July 2, 2026 · 27d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 19, 2026
Filed June 8, 2026 · 20d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 14, 2026
Filed June 8, 2026 · 25d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 12, 2026
Filed June 8, 2026 · 27d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 7, 2026
Filed June 8, 2026 · 32d laterOriginal report
Sale disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a sale for a spouse.

Valerie Hoyle official portraitValerie HoyleReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
April 2, 2025
Filed May 15, 2026 · 408d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 1, 2026
Filed May 8, 2026 · 7d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
April 6, 2026
Filed May 8, 2026 · 32d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
March 27, 2026
Filed April 7, 2026 · 11d laterOriginal report
Purchase disclosed

LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
December 10, 2025
Filed January 12, 2026 · 33d laterOriginal report
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Why this buying score?

No qualifying common-equity purchases

No eligible common-equity purchase is public by this cutoff within 180 transaction-date days. Other instruments, exercises and routine activity do not contribute purchase points.

+0 pts

This score describes qualifying insider purchases at issuer level. Read the methodology

Sources and coverage

Limited filing history · Market-wide discovery does not establish complete company history. View coverage
Source
SEC EDGAR · Form 4
Issuer CIK
0001397911
Latest public acceptance
Sep 14, 2026, 08:19 PM UTC
Score calculated
Oct 8, 2026, 12:06 AM UTC
Parser
form4-parser-1.5
Classifier
form4-classifier-1.1
Scoring methodology
insider-experimental-1.1
Availability
Public filing time, not trade date

Open a transaction's SEC filing for the primary evidence. A code P may describe an open-market or private purchase; classification is not proof of intent.

Insider activity can have many explanations. Signal Strength is not a probability of profit or a recommendation to trade.