LPL Financial Holdings Inc.

Ownership Transactions Reported by 25 Insiders

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

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
Dan H. Arnold President & CEO, Director $39.5M -$15.4M -28.1% Jun 14, 2024
James S. Putnam Director $37.7M Aug 23, 2024
Richard P. Schifter Director $12M Aug 23, 2024
George Burton White Managing Director $11.2M Feb 25, 2022
Anne M. Mulcahy Director $9.5M May 10, 2024
William Francis Glavin Jr Director $6.97M Aug 23, 2024
Richard Steinmeier Managing Director $6.67M -$2.5M -27.3% Feb 25, 2024
Paulett Eberhart Director $5.75M Aug 23, 2024
Sallie R. Larsen Managing Director $5.71M -$3.06M -34.9% Nov 10, 2023
Scott Seese Managing Director $5.48M Jun 14, 2021
Michelle Oroschakoff Managing Director $5.4M Feb 25, 2023
Greg Gates Managing Director $5.26M -$3.04M -36.6% Jun 12, 2024
Dayton Semerjian Managing Director $4.33M Feb 25, 2023
Edward C. Bernard Director $3.96M Aug 23, 2024
Matthew J. Audette CFO and Head of Business Ops $3.66M -$8.37M -69.6% Feb 25, 2024
Corey E. Thomas Director $3.58M Aug 23, 2024
Edward Fandrey Managing Director $3.46M Feb 25, 2022
Allison Mnookin Director $2.89M Aug 23, 2024
Matthew Enyedi Managing Director $2.76M -$986K -26.3% Feb 25, 2024
Kabir Sethi Managing Director $2.74M -$346K -11.2% Feb 25, 2024
Althea Brown Managing Director $1.66M Feb 25, 2024
Brent Simonich Principal Accounting Officer $1.53M Feb 25, 2023
Aneri Jambusaria Managing Director $1.13M -$429K -27.5% Feb 25, 2024
Albert J. Ko Director $444K May 10, 2024
Sara Dadyar Managing Director Jan 2, 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.