There have been 50 recent insider transactions recorded for LPL Financial Holdings Inc. (LPLA), including 25 buys and 22 sells. Total insider buying was valued at RSU Award and total insider selling at $4.04M.
Notable insiders with recent activity include Eberhart Paulett, Bernard Edward C, Schifter Richard P. Insider transactions can provide insights into how company leadership views the stock's valuation and future prospects.
Insider Transactions — LPLA
| Date |
Name |
Role |
Transaction |
Shares |
Avg. Price |
Value |
Shares Owned |
| 2026-03-24 |
Eberhart Paulett |
Director |
RSU Award |
5 |
- |
- |
17,043 |
| 2026-03-24 |
Bernard Edward C |
Director |
RSU Award |
4 |
- |
- |
15,195 |
| 2026-03-24 |
Schifter Richard P |
Director |
RSU Award |
19 |
- |
- |
38,099 |
| 2026-03-24 |
Glavin William Francis Jr |
Director |
RSU Award |
15 |
- |
- |
23,337 |
| 2026-03-24 |
Putnam James S |
Director |
RSU Award |
10 |
- |
- |
136,669 |
| 2026-03-24 |
Mnookin Allison |
Director |
RSU Award |
3 |
- |
- |
11,046 |
| 2026-03-24 |
Thomas Corey E. |
Director |
RSU Award |
7 |
- |
- |
13,841 |
| 2026-03-10 |
Cohen Marc Eliot |
Group Managing Director |
Informative Sell |
1,088 |
$309.72 |
$336.98K |
4,400 |
| 2026-03-09 |
Cohen Marc Eliot |
Group Managing Director |
Option Exercise (Sell) |
2,212 |
$77.53 |
$171.5K |
- |
| 2026-03-02 |
Jambusaria Aneri |
Group Managing Director |
Informative Sell |
308 |
$306.00 |
$94.25K |
6,723 |
| 2026-02-26 |
Audette Matthew J |
President and CFO |
Informative Sell |
453 |
$322.15 |
$145.93K |
21,382 |
| 2026-02-26 |
Enyedi Matthew |
Group Managing Director |
Informative Sell |
183 |
$322.72 |
$59.06K |
14,121 |
| 2026-02-25 |
Audette Matthew J |
President and CFO |
Tax Withholding of RSU |
2,351 |
$318.47 |
$748.72K |
16,339 |
| 2026-02-25 |
Steinmeier Richard |
Chief Executive Officer |
Tax Withholding of RSU |
2,619 |
$318.47 |
$834.07K |
8,962 |
| 2026-02-25 |
Enyedi Matthew |
Group Managing Director |
Tax Withholding of RSU |
1,333 |
$318.47 |
$424.52K |
14,054 |
| 2026-02-25 |
Gates Greg |
Group Managing Director |
Tax Withholding of RSU |
1,293 |
$318.47 |
$411.78K |
15,183 |
| 2026-02-25 |
Jambusaria Aneri |
Group Managing Director |
Tax Withholding of RSU |
715 |
$318.47 |
$227.71K |
5,729 |
| 2026-02-25 |
Cohen Marc Eliot |
Group Managing Director |
Tax Withholding of RSU |
483 |
$318.47 |
$153.82K |
4,085 |
| 2026-02-25 |
Reeping Katharine |
Principal Accounting Officer |
Tax Withholding of RSU |
212 |
$318.47 |
$67.52K |
1,841 |
| 2026-02-25 |
Field Emily |
Group Managing Director |
RSU Award |
1,122 |
- |
- |
1,939 |
| 2026-02-25 |
Morningstar Matthew |
Group Managing Director |
RSU Award |
1,122 |
- |
- |
3,415 |
| 2026-02-02 |
Khanna Somesh |
Director |
RSU Award |
139 |
- |
- |
139 |
| 2026-01-05 |
Khanna Somesh |
Director |
Unknown |
- |
- |
- |
- |
| 2025-12-31 |
Schifter Richard P |
Director |
Gift (Given) |
1,145 |
- |
- |
38,080 |
| 2025-12-09 |
Morningstar Matthew |
Group Managing Director |
RSU Award |
1,715 |
- |
- |
2,293 |
| 2025-12-08 |
Morningstar Matthew |
Group Managing Director |
Unknown |
- |
- |
- |
578 |
| 2025-12-05 |
Steinmeier Richard |
Chief Executive Officer |
Informative Sell |
274 |
$373.20 |
$102.26K |
9,326 |
| 2025-12-05 |
Gates Greg |
Group Managing Director |
Informative Sell |
39 |
$373.09 |
$14.55K |
14,620 |
| 2025-12-01 |
Eberhart Paulett |
Director |
RSU Award |
4 |
- |
- |
17,038 |
| 2025-12-01 |
Bernard Edward C |
Director |
RSU Award |
3 |
- |
- |
15,191 |
| 2025-12-01 |
Schifter Richard P |
Director |
RSU Award |
14 |
- |
- |
39,225 |
| 2025-12-01 |
Glavin William Francis Jr |
Director |
RSU Award |
10 |
- |
- |
23,322 |
| 2025-12-01 |
Putnam James S |
Director |
RSU Award |
7 |
- |
- |
136,659 |
| 2025-12-01 |
Mnookin Allison |
Director |
RSU Award |
2 |
- |
- |
11,043 |
| 2025-12-01 |
Thomas Corey E. |
Director |
RSU Award |
4 |
- |
- |
13,834 |
| 2025-12-01 |
Jambusaria Aneri |
Group Managing Director |
Informative Sell |
80 |
$352.48 |
$28.2K |
5,502 |
| 2025-11-05 |
Gates Greg |
Group Managing Director |
Informative Sell |
39 |
$380.12 |
$14.82K |
15,370 |
| 2025-10-06 |
Gates Greg |
Group Managing Director |
Informative Sell |
102 |
$320.27 |
$32.67K |
16,870 |
| 2025-09-09 |
Reeping Katharine |
Principal Accounting Officer |
Tax Withholding of RSU |
56 |
$339.97 |
$19.04K |
1,972 |
| 2025-09-05 |
Gates Greg |
Group Managing Director |
Informative Sell |
1 |
$345.44 |
$345.44 |
17,769 |
| 2025-06-12 |
Eberhart Paulett |
Director |
RSU Award |
4 |
- |
- |
17,030 |
| 2025-06-12 |
Bernard Edward C |
Director |
RSU Award |
3 |
- |
- |
15,185 |
| 2025-06-12 |
Schifter Richard P |
Director |
RSU Award |
13 |
- |
- |
39,197 |
| 2025-06-12 |
Glavin William Francis Jr |
Director |
RSU Award |
10 |
- |
- |
23,302 |
| 2025-06-12 |
Putnam James S |
Director |
RSU Award |
6 |
- |
- |
136,645 |
| 2025-06-12 |
Mnookin Allison |
Director |
RSU Award |
2 |
- |
- |
11,039 |
| 2025-06-12 |
Thomas Corey E. |
Director |
RSU Award |
4 |
- |
- |
13,826 |
| 2025-06-12 |
Gates Greg |
Group Managing Director |
Tax Withholding of RSU |
234 |
$379.39 |
$88.78K |
22,120 |
| 2025-06-12 |
Cohen Marc Eliot |
Group Managing Director |
Tax Withholding of RSU |
44 |
$379.39 |
$16.69K |
4,031 |
| 2025-06-05 |
Gates Greg |
Group Managing Director |
Informative Sell |
123 |
$382.37 |
$47.03K |
22,354 |
■ Informative Buy/Sell — open market transaction (most significant)
■ Uninformative Buy — award, option exercise, conversion
■ Uninformative Sell — tax withholding, award vest sale
■ Neutral — gift, trust, expiry
