Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Lpl Financial Holdings Inc. (LPLA) since 2015 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Lpl Financial Holdings Inc.. Table 2 shows the detailed insider transactions. This company's CIK number is 1397911.
Total stock buying since 2015: $1,798,476.
Total stock sales since 2015: $602,384,941.
Total stock option exercises since 2015: $77,226,796.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2025 | 0 | $0 | 44,359 | $16,234,962 | 33,931 | $2,261,466 |
| 2024 | 0 | $0 | 107,638 | $28,103,776 | 59,085 | $2,341,054 |
| 2023 | 557 | $100,388 | 122,817 | $29,912,688 | 45,122 | $1,231,042 |
| 2022 | 2,680 | $451,124 | 295,323 | $58,775,277 | 296,982 | $10,177,355 |
| 2021 | 1,909 | $250,079 | 286,347 | $41,664,628 | 223,447 | $9,255,551 |
| 2020 | 0 | $0 | 318,065 | $27,717,801 | 238,460 | $8,066,486 |
| 2019 | 0 | $0 | 533,249 | $41,716,802 | 444,847 | $14,006,207 |
| 2018 | 0 | $0 | 1,571,922 | $98,890,191 | 177,710 | $4,238,220 |
| 2017 | 0 | $0 | 1,716,484 | $69,125,197 | 811,390 | $23,996,786 |
| 2016 | 4,944 | $100,558 | 2,303 | $46,818 | 0 | $0 |
| 2015 | 21,100 | $896,327 | 4,393,552 | $190,196,801 | 77,026 | $1,652,629 |
| Trading Period | Insider Buying | Insider Sales | Option Exercises | |||
|---|---|---|---|---|---|---|
| year-month | Shares | Value | Shares | Value | Shares | Value |
| 2025-09 | 0 | $0 | 80 | $28,900 | 0 | $0 |
| 2025-08 | 0 | $0 | 1,500 | $564,213 | 0 | $0 |
| 2025-07 | 0 | $0 | 1,500 | $573,054 | 0 | $0 |
| 2025-06 | 0 | $0 | 1,580 | $599,258 | 0 | $0 |
| 2025-03 | 0 | $0 | 80 | $24,949 | 0 | $0 |
| 2025-02 | 0 | $0 | 39,619 | $14,444,588 | 33,931 | $2,261,466 |
| 2024-12 | 0 | $0 | 305 | $101,241 | 0 | $0 |
| 2024-06 | 0 | $0 | 5,677 | $1,574,288 | 10,000 | $394,799 |
| 2024-02 | 0 | $0 | 101,656 | $26,428,247 | 49,085 | $1,946,255 |
| 2023-11 | 0 | $0 | 1,930 | $429,174 | 0 | $0 |
| 2023-09 | 0 | $0 | 10,828 | $2,638,721 | 528 | $20,844 |
| 2023-08 | 0 | $0 | 3,265 | $753,757 | 3,265 | $148,720 |
| 2023-05 | 557 | $100,388 | 0 | $0 | 0 | $0 |
| 2023-02 | 0 | $0 | 106,794 | $26,091,036 | 41,329 | $1,061,478 |
| 2022-11 | 920 | $201,618 | 0 | $0 | 0 | $0 |
| 2022-10 | 0 | $0 | 40,000 | $9,955,740 | 40,000 | $1,186,599 |
| 2022-08 | 0 | $0 | 20,964 | $4,680,136 | 20,964 | $1,107,515 |
| 2022-07 | 0 | $0 | 39,015 | $8,206,024 | 39,015 | $774,447 |
| 2022-05 | 0 | $0 | 54,740 | $10,394,480 | 74,735 | $1,864,830 |
| 2022-03 | 1,760 | $249,506 | 1,900 | $302,575 | 1,900 | $86,545 |
| 2022-02 | 0 | $0 | 138,704 | $25,236,322 | 120,368 | $5,157,419 |
| 2021-12 | 0 | $0 | 22,271 | $3,699,213 | 22,271 | $966,338 |
| 2021-11 | 0 | $0 | 18,794 | $3,142,451 | 20,000 | $654,000 |
| 2021-08 | 0 | $0 | 28,638 | $4,136,953 | 20,000 | $927,940 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2025-09-02 | Jambusaria Aneri (Group Managing Director) | Sale | 80 | 361.25 | 28,900 |
| 2025-08-05 | Gates Greg (Group Managing Director) | Sale | 1,500 | 376.14 | 564,213 |
| 2025-07-03 | Gates Greg (Group Managing Director) | Sale | 1,500 | 382.04 | 573,054 |
| 2025-06-05 | Gates Greg (Group Managing Director) | Sale | 1,500 | 379.03 | 568,539 |
| 2025-06-02 | Jambusaria Aneri (Group Managing Director) | Sale | 80 | 383.99 | 30,719 |
| 2025-03-14 | Jambusaria Aneri (Managing Director) | Sale | 80 | 311.87 | 24,949 |
| 2025-02-26 | Cohen Marc Eliot (Managing Director) | Sale | 1,100 | 365.85 | 402,435 |
| 2025-02-26 | Audette Matthew J (President and CFO) | Sale | 4,588 | 360.07 | 1,652,001 |
| 2025-02-10 | Enyedi Matthew (Managing Director) | Sale | 5,154 | 369.33 | 1,903,526 |
| 2025-02-10 | Enyedi Matthew (Managing Director) | Option Ex | 5,154 | 39.48 | 203,479 |
| 2025-02-05 | Audette Matthew J (President and CFO) | Sale | 28,777 | 364.41 | 10,486,626 |
| 2025-02-05 | Audette Matthew J (President and CFO) | Option Ex | 28,777 | 71.52 | 2,057,987 |
| 2024-12-05 | Jambusaria Aneri (Managing Director) | Sale | 305 | 331.94 | 101,241 |
| 2024-06-14 | Arnold Dan H. (President & CEO) | Sale | 5,677 | 277.31 | 1,574,288 |
| 2024-06-14 | Arnold Dan H. (President & CEO) | Option Ex | 10,000 | 39.48 | 394,799 |
| 2024-02-26 | Sethi Kabir (Managing Director) | Sale | 1,300 | 266.12 | 345,962 |
| 2024-02-26 | Gates Greg (Managing Director) | Sale | 11,401 | 265.83 | 3,030,727 |
| 2024-02-26 | Enyedi Matthew (Managing Director) | Sale | 2,400 | 263.00 | 631,200 |
| 2024-02-26 | Arnold Dan H. (President & CEO) | Sale | 34,807 | 265.30 | 9,234,123 |
| 2024-02-26 | Arnold Dan H. (President & CEO) | Option Ex | 2,911 | 39.48 | 114,926 |
| 2024-02-26 | Audette Matthew J (CFO and Head of Business Ops) | Sale | 5,574 | 265.59 | 1,480,376 |
| 2024-02-23 | Arnold Dan H. (President & CEO) | Sale | 7,089 | 265.91 | 1,885,035 |
| 2024-02-23 | Arnold Dan H. (President & CEO) | Option Ex | 7,089 | 39.48 | 279,873 |
| 2024-02-20 | Enyedi Matthew (Managing Director) | Sale | 1,381 | 256.94 | 354,834 |
| 2024-02-20 | Enyedi Matthew (Managing Director) | Option Ex | 1,381 | 45.55 | 62,904 |
| 2024-02-20 | Arnold Dan H. (President & CEO) | Sale | 10,000 | 257.25 | 2,572,460 |
| 2024-02-20 | Arnold Dan H. (President & CEO) | Option Ex | 10,000 | 39.48 | 394,799 |
| 2024-02-05 | Audette Matthew J (CFO and Head of Business Ops) | Sale | 27,704 | 248.83 | 6,893,530 |
| 2024-02-05 | Audette Matthew J (CFO and Head of Business Ops) | Option Ex | 27,704 | 39.48 | 1,093,753 |
| 2023-11-02 | Jambusaria Aneri (Managing Director) | Sale | 1,930 | 222.37 | 429,174 |
| 2023-09-20 | Arnold Dan H. (President & CEO) | Sale | 353 | 250.03 | 88,260 |
| 2023-09-20 | Arnold Dan H. (President & CEO) | Option Ex | 353 | 39.48 | 13,936 |
| 2023-09-19 | Arnold Dan H. (President & CEO) | Sale | 175 | 250.00 | 43,750 |
| 2023-09-19 | Arnold Dan H. (President & CEO) | Option Ex | 175 | 39.48 | 6,908 |
| 2023-09-13 | Steinmeier Richard (Managing Director) | Sale | 10,300 | 243.37 | 2,506,711 |
| 2023-08-22 | Enyedi Matthew (Managing Director) | Sale | 3,265 | 230.86 | 753,757 |
| 2023-08-22 | Enyedi Matthew (Managing Director) | Option Ex | 3,265 | 45.55 | 148,720 |
| 2023-05-04 | Glavin William Francis Jr | Buy | 557 | 180.23 | 100,388 |
| 2023-02-27 | Oroschakoff Michelle (Managing Director) | Sale | 4,809 | 246.11 | 1,183,542 |
| 2023-02-27 | Larsen Sallie R. (Managing Director) | Sale | 4,439 | 248.13 | 1,101,449 |
| 2023-02-27 | Arnold Dan H. (President & CEO) | Sale | 38,444 | 246.17 | 9,463,682 |
| 2023-02-17 | Oroschakoff Michelle (Managing Director) | Sale | 9,783 | 248.76 | 2,433,648 |
| 2023-02-16 | Oroschakoff Michelle (Managing Director) | Sale | 7,990 | 248.19 | 1,983,038 |
| 2023-02-13 | Larsen Sallie R. (Managing Director) | Sale | 20,519 | 241.66 | 4,958,559 |
| 2023-02-13 | Larsen Sallie R. (Managing Director) | Option Ex | 20,519 | 31.60 | 648,400 |
| 2023-02-06 | Audette Matthew J (Chief Financial Officer) | Sale | 20,810 | 238.69 | 4,967,118 |
| 2023-02-06 | Audette Matthew J (Chief Financial Officer) | Option Ex | 20,810 | 19.85 | 413,078 |
| 2022-11-18 | Simonich Brent (EVP, CAO and Treasurer) | Buy | 920 | 219.15 | 201,618 |
| 2022-10-31 | Audette Matthew J (Chief Financial Officer) | Sale | 20,000 | 257.52 | 5,150,340 |
| 2022-10-31 | Audette Matthew J (Chief Financial Officer) | Option Ex | 20,000 | 19.85 | 397,000 |
| 2022-10-05 | Arnold Dan H. (President & CEO) | Sale | 20,000 | 240.27 | 4,805,400 |
| 2022-10-05 | Arnold Dan H. (President & CEO) | Option Ex | 20,000 | 39.48 | 789,599 |
| 2022-08-16 | Arnold Dan H. (President & CEO) | Sale | 3,609 | 230.18 | 830,719 |
| 2022-08-16 | Arnold Dan H. (President & CEO) | Option Ex | 3,609 | 39.48 | 142,483 |
| 2022-08-15 | Arnold Dan H. (President & CEO) | Sale | 10,000 | 225.60 | 2,256,030 |
| 2022-08-15 | Arnold Dan H. (President & CEO) | Option Ex | 10,000 | 39.48 | 394,799 |
| 2022-08-04 | Steinmeier Richard (Managing Director) | Sale | 7,355 | 216.64 | 1,593,387 |
| 2022-08-04 | Steinmeier Richard (Managing Director) | Option Ex | 7,355 | 77.53 | 570,233 |
| 2022-07-29 | Arnold Dan H. (President & CEO) | Sale | 39,015 | 210.33 | 8,206,024 |
| 2022-07-29 | Arnold Dan H. (President & CEO) | Option Ex | 39,015 | 19.85 | 774,447 |
| 2022-05-27 | Arnold Dan H. (President & CEO) | Sale | 19,508 | 200.36 | 3,908,622 |
| 2022-05-27 | Arnold Dan H. (President & CEO) | Option Ex | 19,508 | 19.85 | 387,233 |
| 2022-05-26 | Arnold Dan H. (President & CEO) | Sale | 19,508 | 193.18 | 3,768,594 |
| 2022-05-26 | Arnold Dan H. (President & CEO) | Option Ex | 19,508 | 19.85 | 387,233 |
| 2022-05-16 | Oroschakoff Michelle (Managing Director) | Sale | 15,724 | 172.81 | 2,717,264 |
| 2022-05-16 | Oroschakoff Michelle (Managing Director) | Option Ex | 19,904 | 29.66 | 590,452 |
| 2022-05-11 | Larsen Sallie R. (Managing Director) | Option Ex | 15,815 | 31.61 | 499,912 |
| 2022-03-14 | Enyedi Matthew (Managing Director) | Sale | 1,900 | 159.25 | 302,575 |
| 2022-03-14 | Enyedi Matthew (Managing Director) | Option Ex | 1,900 | 45.55 | 86,545 |
| 2022-03-08 | Glavin William Francis Jr | Buy | 1,760 | 141.76 | 249,506 |
| 2022-02-28 | Arnold Dan H. (President & CEO) | Sale | 23,119 | 180.27 | 4,167,708 |
| 2022-02-16 | Oroschakoff Michelle (Managing Director) | Sale | 15,217 | 187.10 | 2,847,070 |
| 2022-02-16 | Oroschakoff Michelle (Managing Director) | Option Ex | 20,000 | 19.85 | 397,000 |
| 2022-02-07 | White George Burton (Managing Director) | Sale | 80,368 | 181.53 | 14,589,604 |
| 2022-02-07 | White George Burton (Managing Director) | Option Ex | 80,368 | 54.29 | 4,363,419 |
| 2022-02-07 | Audette Matthew J (Chief Financial Officer) | Sale | 20,000 | 181.60 | 3,631,940 |
| 2022-02-07 | Audette Matthew J (Chief Financial Officer) | Option Ex | 20,000 | 19.85 | 397,000 |
| 2021-12-07 | White George Burton (Managing Director) | Sale | 22,271 | 166.10 | 3,699,213 |
| 2021-12-07 | White George Burton (Managing Director) | Option Ex | 22,271 | 43.39 | 966,338 |
| 2021-11-30 | Fandrey Edward (Managing Director) | Sale | 1,784 | 158.86 | 283,411 |
| 2021-11-16 | Oroschakoff Michelle (Managing Director) | Sale | 17,010 | 168.08 | 2,859,040 |
| 2021-11-16 | Oroschakoff Michelle (Managing Director) | Option Ex | 20,000 | 32.70 | 654,000 |
| 2021-08-26 | Fandrey Edward (Managing Director) | Sale | 1,784 | 148.78 | 265,423 |
| 2021-08-16 | Oroschakoff Michelle (Managing Director) | Sale | 18,185 | 144.26 | 2,623,368 |
| 2021-08-16 | Oroschakoff Michelle (Managing Director) | Option Ex | 20,000 | 46.40 | 927,940 |
| 2021-08-16 | Larsen Sallie R. (Managing Director) | Sale | 8,669 | 143.98 | 1,248,162 |
| 2021-07-20 | Enyedi Matthew (Managing Director) | Sale | 7,712 | 130.00 | 1,002,560 |
| 2021-07-20 | Enyedi Matthew (Managing Director) | Option Ex | 7,712 | 47.15 | 363,582 |
| 2021-06-14 | Fandrey Edward (Managing Director) | Sale | 1,930 | 139.49 | 269,215 |
| 2021-06-14 | Seese Scott (Managing Director) | Sale | 12,521 | 139.10 | 1,741,671 |
| 2021-06-14 | Seese Scott (Managing Director) | Option Ex | 12,521 | 65.50 | 820,125 |
| 2021-06-14 | White George Burton (Managing Director) | Option Ex | 6,198 | 32.26 | 199,947 |
| 2021-05-12 | Oroschakoff Michelle (Managing Director) | Sale | 4,000 | 147.43 | 589,720 |
| 2021-05-12 | Oroschakoff Michelle (Managing Director) | Option Ex | 4,000 | 48.09 | 192,360 |
| 2021-05-12 | White George Burton (Managing Director) | Sale | 50,608 | 146.29 | 7,403,444 |
| 2021-05-12 | White George Burton (Managing Director) | Option Ex | 53,146 | 38.58 | 2,050,106 |
| 2021-05-11 | Enyedi Matthew (Managing Director) | Sale | 438 | 148.71 | 65,134 |
| 2021-05-10 | Audette Matthew J (Chief Financial Officer) | Sale | 50,905 | 155.19 | 7,900,099 |
| 2021-05-10 | Audette Matthew J (Chief Financial Officer) | Option Ex | 50,905 | 31.23 | 1,589,508 |
| 2021-03-08 | Steinmeier Richard (Managing Director) | Sale | 1,406 | 136.67 | 192,158 |
| 2021-03-01 | Enyedi Matthew (Managing Director) | Sale | 476 | 136.41 | 64,931 |
| 2021-02-26 | Seese Scott (Managing Director) | Sale | 907 | 130.23 | 118,118 |
| 2021-02-26 | Oroschakoff Michelle (Managing Director) | Sale | 943 | 130.23 | 122,806 |
| 2021-02-26 | Kalbaugh John Andrew (Managing Director) | Sale | 926 | 130.23 | 120,592 |
| 2021-02-26 | Arnold Dan H. (President & CEO) | Sale | 2,558 | 130.23 | 333,128 |
| 2021-02-26 | Audette Matthew J (Chief Financial Officer) | Sale | 1,512 | 130.89 | 197,902 |
| 2021-02-24 | Seese Scott (Managing Director) | Sale | 4,661 | 134.94 | 628,955 |
| 2021-02-24 | Oroschakoff Michelle (Managing Director) | Sale | 513 | 134.94 | 69,224 |
| 2021-02-24 | Kalbaugh John Andrew (Managing Director) | Sale | 4,669 | 134.94 | 630,034 |
| 2021-02-24 | Larsen Sallie R. (Managing Director) | Sale | 4,489 | 134.94 | 605,745 |
| 2021-02-24 | Arnold Dan H. (President & CEO) | Sale | 25,294 | 135.92 | 3,437,960 |
| 2021-02-23 | Kalbaugh John Andrew (Managing Director) | Sale | 8,745 | 132.64 | 1,159,936 |
| 2021-02-23 | Kalbaugh John Andrew (Managing Director) | Option Ex | 8,745 | 65.50 | 572,797 |
| 2021-02-16 | Simonich Brent (EVP, CAO and Treasurer) | Buy | 1,909 | 131.00 | 250,079 |
| 2021-02-16 | Arnold Dan H. (President & CEO) | Sale | 7,974 | 130.86 | 1,043,477 |
| 2021-02-12 | Oroschakoff Michelle (Managing Director) | Sale | 4,000 | 128.16 | 512,640 |
| 2021-02-12 | Oroschakoff Michelle (Managing Director) | Option Ex | 4,000 | 51.45 | 205,800 |
| 2021-02-10 | Kalbaugh John Andrew (Managing Director) | Sale | 17,984 | 127.48 | 2,292,600 |
| 2021-02-10 | Kalbaugh John Andrew (Managing Director) | Option Ex | 12,476 | 54.81 | 683,809 |
| 2021-02-09 | Enyedi Matthew (Managing Director) | Sale | 1,473 | 124.89 | 183,962 |
| 2021-02-09 | Enyedi Matthew (Managing Director) | Option Ex | 1,473 | 19.85 | 29,239 |
| 2020-12-03 | White George Burton (Managing Director) | Option Ex | 860 | 34.61 | 29,764 |
| 2020-11-24 | Larsen Sallie R. (Managing Director) | Sale | 5,225 | 95.00 | 496,375 |
| 2020-11-24 | Larsen Sallie R. (Managing Director) | Option Ex | 5,225 | 31.61 | 165,162 |
| 2020-11-16 | Larsen Sallie R. (Managing Director) | Sale | 6,300 | 91.22 | 574,686 |
| 2020-11-12 | Oroschakoff Michelle (Managing Director) | Sale | 4,000 | 86.79 | 347,160 |
| 2020-11-12 | Oroschakoff Michelle (Managing Director) | Option Ex | 4,000 | 54.81 | 219,240 |
| 2020-11-09 | Steinmeier Richard (Managing Director) | Sale | 3,984 | 86.00 | 342,624 |
| 2020-11-09 | Arnold Dan H. (President & CEO) | Sale | 12,892 | 85.00 | 1,095,820 |
| 2020-11-09 | Arnold Dan H. (President & CEO) | Option Ex | 12,892 | 50.18 | 646,920 |
| 2020-11-09 | Audette Matthew J (Chief Financial Officer) | Sale | 12,500 | 87.18 | 1,089,787 |
| 2020-09-04 | Arnold Dan H. (President & CEO) | Sale | 1,000 | 85.44 | 85,440 |
| 2020-09-04 | Arnold Dan H. (President & CEO) | Option Ex | 1,000 | 50.18 | 50,180 |
| 2020-09-03 | Arnold Dan H. (President & CEO) | Sale | 956 | 85.41 | 81,651 |
| 2020-09-03 | Arnold Dan H. (President & CEO) | Option Ex | 956 | 50.18 | 47,972 |
| 2020-08-13 | Arnold Dan H. (President & CEO) | Sale | 400 | 85.05 | 34,020 |
| 2020-08-13 | Arnold Dan H. (President & CEO) | Option Ex | 400 | 45.55 | 18,220 |
| 2020-08-12 | Oroschakoff Michelle (Managing Director) | Sale | 4,000 | 84.33 | 337,320 |
| 2020-08-12 | Oroschakoff Michelle (Managing Director) | Option Ex | 4,000 | 54.81 | 219,240 |
| 2020-08-12 | Kalbaugh John Andrew (Managing Director) | Sale | 50,767 | 84.33 | 4,281,181 |
| 2020-08-12 | Kalbaugh John Andrew (Managing Director) | Option Ex | 50,767 | 40.71 | 2,066,724 |
| 2020-08-12 | White George Burton (Managing Director) | Sale | 22,573 | 84.55 | 1,908,547 |
| 2020-08-12 | White George Burton (Managing Director) | Option Ex | 16,017 | 54.81 | 877,891 |
| 2020-08-11 | Arnold Dan H. (President & CEO) | Sale | 14,752 | 85.29 | 1,258,198 |
| 2020-08-11 | Arnold Dan H. (President & CEO) | Option Ex | 14,752 | 50.18 | 740,255 |
| 2020-06-09 | Steinmeier Richard (Managing Director) | Sale | 5,418 | 86.02 | 466,056 |
| 2020-06-09 | Kalbaugh John Andrew (Managing Director) | Sale | 38,211 | 85.13 | 3,252,902 |
| 2020-06-09 | Kalbaugh John Andrew (Managing Director) | Option Ex | 38,211 | 27.99 | 1,069,525 |
| 2020-06-09 | Arnold Dan H. (President & CEO) | Sale | 20,000 | 85.83 | 1,716,600 |
| 2020-06-09 | Arnold Dan H. (President & CEO) | Option Ex | 20,000 | 19.85 | 397,000 |
Insider trading activities including stock purchases, stock sales, and option exercises of LPLA listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Lpl Financial Holdings Inc. (symbol LPLA, CIK number 1397911) see the Securities and Exchange Commission (SEC) website.