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 $39.5 M -$15.4 M -28.1% Jun 14, 2024
James S. Putnam Director $36.4 M Jun 4, 2024
Richard P. Schifter Director $11.6 M Jun 4, 2024
George Burton White Managing Director $11.2 M Feb 25, 2022
Anne M. Mulcahy Director $9.5 M May 10, 2024
William Francis Glavin Jr Director $6.73 M Jun 4, 2024
Richard Steinmeier Managing Director $6.67 M -$2.5 M -27.3% Feb 25, 2024
Sallie R. Larsen Managing Director $5.71 M -$3.06 M -34.9% Nov 10, 2023
Paulett Eberhart Director $5.55 M Jun 4, 2024
Scott Seese Managing Director $5.48 M Jun 14, 2021
Michelle Oroschakoff Managing Director $5.4 M Feb 25, 2023
Greg Gates Managing Director $5.26 M -$3.04 M -36.6% Jun 12, 2024
Dayton Semerjian Managing Director $4.33 M Feb 25, 2023
Edward C. Bernard Director $3.82 M Jun 4, 2024
Matthew J. Audette CFO and Head of Business Ops $3.66 M -$8.37 M -69.6% Feb 25, 2024
Edward Fandrey Managing Director $3.46 M Feb 25, 2022
Corey E. Thomas Director $3.45 M Jun 4, 2024
Allison Mnookin Director $2.79 M Jun 4, 2024
Matthew Enyedi Managing Director $2.76 M -$1.74 M -38.7% Feb 25, 2024
Kabir Sethi Managing Director $2.74 M -$346 K -11.2% Feb 25, 2024
Althea Brown Managing Director $1.66 M Feb 25, 2024
Brent Simonich Principal Accounting Officer $1.53 M Feb 25, 2023
Aneri Jambusaria Managing Director $1.13 M -$429 K -27.5% Feb 25, 2024
Albert J. Ko Director $444 K May 10, 2024
Sara Dadyar Managing Director Jan 2, 2024

Recent Insider Transactions by Companies or Individuals for LPL Financial Holdings Inc.

Insider Class Transaction % Value $ Price $ Shares Shares Owned Date Ownership