| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Across the last three months, Lpl Financial Holdings Inc.'s insiders have reduced their positions by a net 5,867 shares worth roughly $2.1M.
Classified under Capital Markets (Financials sector), LPLA's insider flows are most useful compared with peers in the same group.
| Role | Insider | Shares | Value | 30d |
|---|---|---|---|---|
| Dir | 135.3K | - | - | |
| Dir | 39.2K | - | - | |
| Dir | 37.1K | - | - | |
| Dir | 27.7K | $2.15M | - | |
| Dir | 24.1K | - | - |
Buys and sells only
| Date | Insider | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 11, 2026 | Reeping Katharine | Principal Accounting Officer | Sell | 440 | $347.88 | $153,049.46 | -19.9% | - | - | |
| Aug 27, 2026 | Jambusaria Aneri50 | Group Managing Director | Sell | 308 | $357.36 | $110,066.88 | -4.8% | - | - | |
| Aug 20, 2026 | Gates Greg57 | Group Managing Director | Sale+OE | 4,119 | $355.38 | $1,463,810.22 | -14.9% | - | - | |
| Jul 31, 2026 | Enyedi Matthew | Group Managing Director | Sell | 1,000 | $352.72 | $352,716.40 | -7.1% | - | - | |
| Jun 17, 2026 | Jambusaria Aneri50 | Group Managing Director | Sell | 308 | $306.00 | $94,248.00 | -4.6% | - | - | |
| Mar 10, 2026 | Cohen Marc Eliot61 | Group Managing Director | Sale+OE | 3,300 | $309.07 | $1,019,995.83 | -42.9% | -8.3% | - | |
| Dec 5, 2025 | Steinmeier Richard53 | Chief Executive Officer | Sell | 5,058 | $370.99 | $1,876,482.11 | -35.2% | -14.5% | - | |
| Dec 5, 2025 | Gates Greg57 | Group Managing Director | Sell | 750 | $370.97 | $278,231.05 | -4.9% | -14.5% | - | |
| Dec 1, 2025 | Jambusaria Aneri50 | Group Managing Director | Sell | 80 | $352.48 | $28,198.40 | -1.4% | -14.6% | - | |
| Nov 5, 2025 | Gates Greg57 | Group Managing Director | Sell | 1,500 | $376.43 | $564,647.25 | -8.9% | +3.3% | - |