LPL Financial Holdings Inc.
LPLAFigures shown here come from public SEC filings. Dates beside each section show the available history.
How LPL Financial Holdings Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 22, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among LPL Financial Holdings Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-09 · Cohen Marc Eliot: Larger than 95 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-12-05 · Steinmeier Richard: Larger than 96 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-26 · Audette Matthew J: Larger than 101 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-18 · Steinmeier Richard: Larger than 100 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-10 · Enyedi Matthew: Larger than 102 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-05 · Audette Matthew J: Larger than 94 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-05 · Audette Matthew J: Larger than 97 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-05 · Audette Matthew J: Larger than all 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-05 · Audette Matthew J: Larger than 103 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-05 · Audette Matthew J: Larger than 99 of the 104 other insider sales of Common Stock on file. SEC filing
- 2025-02-05 · Audette Matthew J: Larger than 98 of the 104 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-17 | Jambusaria Aneri · Group Managing Director | Common Stock | S — Open market or private sale | −308 | 306.00 | SEC filing |
| 2026-04-15 | Audette Matthew J · President and CFO | Common Stock | S — Open market or private sale | −220 | 327.45 | SEC filing |
| 2026-04-15 | Audette Matthew J · President and CFO | Common Stock | S — Open market or private sale | −595 | 331.09 | SEC filing |
| 2026-04-15 | Audette Matthew J · President and CFO | Common Stock | S — Open market or private sale | −106 | 332.27 | SEC filing |
| 2026-04-15 | Audette Matthew J · President and CFO | Common Stock | S — Open market or private sale | −189 | 328.34 | SEC filing |
| 2026-04-14 | Audette Matthew J · President and CFO | Common Stock | S — Open market or private sale | −139 | 326.16 | SEC filing |
| 2026-04-14 | Audette Matthew J · President and CFO | Common Stock | S — Open market or private sale | −330 | 325.00 | SEC filing |
| 2026-03-10 | Cohen Marc Eliot · Group Managing Director | Common Stock | S — Open market or private sale | −1,088 | 309.72 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-12 | Cohen Marc Eliot · Group Managing Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −44 | SEC filing |
| 2026-06-12 | Gates Greg · Group Managing Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −232 | SEC filing |
| 2026-06-04 | Thomas Corey E. · Director | Common Stock | A — Grant, award, or other acquisition | +7 | SEC filing |
| 2026-06-04 | BERNARD EDWARD C · Director | Common Stock | A — Grant, award, or other acquisition | +4 | SEC filing |
| 2026-06-04 | Glavin William Francis Jr · Director | Common Stock | A — Grant, award, or other acquisition | +15 | SEC filing |
| 2026-06-04 | Putnam James S · Director | Common Stock | A — Grant, award, or other acquisition | +10 | SEC filing |
| 2026-06-04 | SCHIFTER RICHARD P · Director | Common Stock | A — Grant, award, or other acquisition | +19 | SEC filing |
| 2026-06-04 | Mnookin Allison · Director | Common Stock | A — Grant, award, or other acquisition | +3 | SEC filing |
Showing 8 of 35 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.