LPL Financial Holdings Inc. (LPLA)
Nasdaq · Security & Commodity Brokers, Dealers, Exchanges & Services · Inc. DE
What they're doing
Between 2026-08-02 and 2026-10-31, public records show 1 signal for LPL Financial Holdings Inc.. Most notable: 2026-08-20: Gates Greg (officer) sold $1.5M of stock. Federal contract obligations over the last 24 months total $0. This summary was assembled automatically from SEC EDGAR, USAspending.gov, U.S. Senate lobbying disclosures and Wikimedia pageview counts.
Generated 2026-10-31 from public records.
Signals, last 12 months
- Large insider saleGates Greg (officer) sold $1.5M of stock
- Material 8-K filingFiled 8-K disclosing director or officer change
Insider transactions
| Date | Insider | Role | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-11 | Reeping Katharine | officer | S | 440 | 347.88 | $153,049 |
| 2026-09-05 | Field Emily | officer | F | 106 | 359.33 | $38,089 |
| 2026-08-28 | Thomas Corey E. | director | A | 4 | 0 | $0 |
| 2026-08-28 | SCHIFTER RICHARD P | director | A | 14 | 0 | $0 |
| 2026-08-28 | Putnam James S | director | A | 7 | 0 | $0 |
| 2026-08-28 | Mnookin Allison | director | A | 2 | 0 | $0 |
| 2026-08-28 | Glavin William Francis Jr | director | A | 10 | 0 | $0 |
| 2026-08-28 | EBERHART PAULETT | director | A | 4 | 0 | $0 |
| 2026-08-28 | BERNARD EDWARD C | director | A | 3 | 0 | $0 |
| 2026-08-27 | Jambusaria Aneri | officer | S | 308 | 357.36 | $110,067 |
| 2026-08-20 | Gates Greg | officer | M | 7,189 | 77.53 | $557,363 |
| 2026-08-20 | Gates Greg | officer | S | 4,119 | 355.38 | $1,463,810 |
| 2026-08-03 | Putnam James S | director | G | 2,000 | 0 | $0 |
| 2026-07-31 | Enyedi Matthew | officer | S | 189 | 351.06 | $66,350 |
| 2026-07-31 | Enyedi Matthew | officer | S | 463 | 352.77 | $163,333 |
| 2026-07-31 | Enyedi Matthew | officer | S | 296 | 353.37 | $104,598 |
| 2026-07-31 | Enyedi Matthew | officer | S | 51 | 354.52 | $18,081 |
| 2026-07-31 | Enyedi Matthew | officer | S | 1 | 355.51 | $356 |
| 2026-06-17 | Jambusaria Aneri | officer | S | 308 | 306 | $94,248 |
| 2026-06-17 | Jambusaria Aneri | officer | S | 308 | 306 | $94,248 |
| 2026-06-12 | Gates Greg | officer | F | 232 | 295.66 | $68,593 |
| 2026-06-12 | Cohen Marc Eliot | officer | F | 44 | 295.66 | $13,009 |
| 2026-06-12 | Gates Greg | officer | F | 232 | 295.66 | $68,593 |
| 2026-06-12 | Cohen Marc Eliot | officer | F | 44 | 295.66 | $13,009 |
| 2026-06-04 | Thomas Corey E. | director | A | 7 | 0 | $0 |
| 2026-06-04 | SCHIFTER RICHARD P | director | A | 19 | 0 | $0 |
| 2026-06-04 | Putnam James S | director | A | 10 | 0 | $0 |
| 2026-06-04 | Mnookin Allison | director | A | 3 | 0 | $0 |
| 2026-06-04 | Glavin William Francis Jr | director | A | 15 | 0 | $0 |
| 2026-06-04 | EBERHART PAULETT | director | A | 5 | 0 | $0 |
| 2026-06-04 | BERNARD EDWARD C | director | A | 4 | 0 | $0 |
| 2026-06-04 | Thomas Corey E. | director | A | 7 | 0 | $0 |
| 2026-06-04 | SCHIFTER RICHARD P | director | A | 19 | 0 | $0 |
| 2026-06-04 | Putnam James S | director | A | 10 | 0 | $0 |
| 2026-06-04 | Mnookin Allison | director | A | 3 | 0 | $0 |
| 2026-06-04 | Glavin William Francis Jr | director | A | 15 | 0 | $0 |
| 2026-06-04 | EBERHART PAULETT | director | A | 5 | 0 | $0 |
| 2026-06-04 | BERNARD EDWARD C | director | A | 4 | 0 | $0 |
| 2026-05-15 | MULCAHY ANNE M | director | A | 348 | 0 | $0 |
| 2026-05-15 | Thomas Corey E. | director | A | 712 | 0 | $0 |
| 2026-05-15 | Thomas Corey E. | director | A | 348 | 0 | $0 |
| 2026-05-15 | SCHIFTER RICHARD P | director | A | 348 | 0 | $0 |
| 2026-05-15 | SCHIFTER RICHARD P | director | A | 712 | 0 | $0 |
| 2026-05-15 | Putnam James S | director | A | 712 | 0 | $0 |
| 2026-05-15 | MULCAHY ANNE M | director | A | 712 | 0 | $0 |
| 2026-05-15 | Mnookin Allison | director | A | 712 | 0 | $0 |
| 2026-05-15 | Ko Albert J | director | A | 712 | 0 | $0 |
| 2026-05-15 | Khanna Somesh | director | A | 712 | 0 | $0 |
| 2026-05-15 | Glavin William Francis Jr | director | A | 712 | 0 | $0 |
| 2026-05-15 | EBERHART PAULETT | director | A | 712 | 0 | $0 |
Federal contracts
No federal contract actions on record for this recipient mapping.
Lobbying
No federal lobbying filings on record for this client mapping.
Public attention
7-day average 178 views/day vs 90-day median 174.