Dudediligence.

LPL Financial Holdings Inc

LPLANASDAQ · Security & Commodity Brokers, Dealers, Exchanges & Services
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Last 12 months

Sales planned on beside the trades reported on , and whether each names a .

Planned ·

$7,707,757

16 notices · 22,441 sh

Oct 2025 to Oct 2026

Reported ·

$5,656,858

40 sales · 0 buys

Oct 2025 to Jun 2026

The two figures cover different periods.

38 of 40 reported sales carry the 10b5-1 box. Together they are 0.02% of the shares on issue.

PLANNED · FORM 144Oct 2025 to Oct 2026REPORTED · FORM 4Oct 2025 to Jun 2026N2025DJ2026FMAMJJASO2026-09-11: Reeping Katharine, Form 1442026-08-27: Jambusaria Aneri, Form 1442026-08-20: Gates Greg, Form 1442026-07-31: Enyedi Matthew, Form 1442026-06-17: Jambusaria Aneri, Form 1442026-04-15: Audette Matthew J, Form 1442026-04-14: Audette Matthew J, Form 1442026-03-10: Cohen Marc Eliot, Form 1442026-03-09: Cohen Marc Eliot, Form 1442026-03-02: Jambusaria Aneri, Form 1442026-02-26: Audette Matthew J, Form 1442026-02-26: Enyedi Matthew, Form 1442025-12-05: Steinmeier Richard, Form 1442025-12-05: Gates Greg, Form 1442025-12-01: Jambusaria Aneri, Form 1442025-11-05: Gates Greg, Form 1442025-11-05: Gates Greg, sold2025-12-01: Jambusaria Aneri, sold2025-12-05: Gates Greg, sold2025-12-05: Steinmeier Richard, sold2026-02-26: Audette Matthew J, sold2026-02-26: Enyedi Matthew, sold2026-03-02: Jambusaria Aneri, sold2026-03-09: Cohen Marc Eliot, sold2026-04-14: Audette Matthew J, sold2026-06-17: Jambusaria Aneri, sold
under a no plan named▼ salesize is dollars

Form 144 notices, newest first

2026-09-11Reeping Katharine, Principal Accounting Officer$153,049
440 shno plan dateForm 4s on file end Jun 23144 ↗
2026-08-27Jambusaria Aneri, Group Managing Director$110,067
308 shplan 2025-11-03Form 4s on file end Jun 23144 ↗
2026-08-20Gates Greg, Group Managing Director$1,463,810
4,119 shno plan dateForm 4s on file end Jun 23144 ↗
2026-07-31Enyedi Matthew, Group Managing Director$352,716
1,000 shplan 2025-11-24Form 4s on file end Jun 23144 ↗
2026-06-17Jambusaria Aneri, Group Managing Director$94,248
308 shplan 2025-11-03144 ↗
Form 4, 2026-06-22: sold 308 at $306.00 Form 4 ↗
2026-04-15Audette Matthew J, President and CFO$366,314
1,110 shplan 2025-08-14Form 4s on file end Jun 23144 ↗
2026-04-14Audette Matthew J, President and CFO$152,587
469 shplan 2025-08-14144 ↗
Form 4, 2026-04-16: sold 1,579 at $328.63 Form 4 ↗
2026-03-10Cohen Marc Eliot, Group Managing Director$337,045
1,089 shno plan dateno Form 4 on file144 ↗
2026-03-09Cohen Marc Eliot, Group Managing Director$682,955
2,212 shno plan date144 ↗
Form 4, 2026-03-11: sold 3,300 at $309.07 Form 4 ↗
2026-03-02Jambusaria Aneri, Group Managing Director$94,248
308 shplan 2025-11-03144 ↗
Form 4, 2026-03-04: sold 308 at $306.00 Form 4 ↗
2026-02-26Audette Matthew J, President and CFO$506,719
1,581 shplan 2025-08-14144 ↗
Form 4, 2026-02-27: sold 1,581 at $320.50 Form 4 ↗
2026-02-26Enyedi Matthew, Group Managing Director$675,190
2,109 shplan 2025-11-24144 ↗
Form 4, 2026-02-27: sold 2,109 at $320.15 Form 4 ↗
2025-12-05Steinmeier Richard, Chief Executive Officer$1,851,430
5,058 shplan 2025-09-04144 ↗
Form 4, 2025-12-09: sold 5,058 at $370.99 Form 4 ↗
2025-12-05Gates Greg, Group Managing Director$274,530
750 shplan 2025-03-07144 ↗
Form 4, 2025-12-09: sold 750 at $370.97 Form 4 ↗
2025-12-01Jambusaria Aneri, Group Managing Director$28,198
80 shplan 2024-12-11144 ↗
Form 4, 2025-12-03: sold 80 at $352.48 Form 4 ↗
2025-11-05Gates Greg, Group Managing Director$564,650
1,500 shplan 2025-03-07144 ↗
Form 4, 2025-11-07: sold 1,500 at $376.43 Form 4 ↗