LPL Financial Holdings Inc.

Ownership Transactions Reported by 25 Insiders

Symbol
LPLA on Nasdaq
Location
4707 Executive Drive, San Diego, CA

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 -$15.3M -27.9% Jun 14, 2024
James S. Putnam Director $28.2M Dec 2, 2024
George Burton White Managing Director $11.2M Feb 25, 2022
Anne M. Mulcahy Director $9.5M May 10, 2024
Richard P. Schifter Director $8.97M Dec 2, 2024
Richard Steinmeier Managing Director $6.67M Feb 25, 2024
Sallie R. Larsen Managing Director $5.71M 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
William Francis Glavin Jr Director $5.2M Dec 2, 2024
Dayton Semerjian Managing Director $4.33M Feb 25, 2023
Paulett Eberhart Director $4.29M Dec 2, 2024
Matthew J. Audette CFO and Head of Business Ops $3.66M -$8.37M -69.6% Feb 25, 2024
Edward Fandrey Managing Director $3.46M Feb 25, 2022
Edward C. Bernard Director $2.95M Dec 2, 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
Corey E. Thomas Director $2.67M Dec 2, 2024
Allison Mnookin Director $2.16M Dec 2, 2024
Brent Simonich Principal Accounting Officer $1.53M Feb 25, 2023
Aneri Jambusaria Managing Director $1.3M -$101K -7.22% Dec 5, 2024
Althea Brown Managing Director $1.17M Sep 12, 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.