LPL Financial Holdings Inc. (LPLA)

Latest Insider Confidence Score

2026Q1

55.5
Bullish

Company insider confidence (by quarter)

2016Q1 2026Q1

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Hellman Marco Director 492,390 Mar 8, 2018
Putnam James S — 136,658.5 Dec 3, 2025
White George Burton Managing Director 49,578 Mar 1, 2022
Brennan John Joseph — 45,883 Mar 28, 2017
Schifter Richard P — 44,050.83 Dec 3, 2025

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Mar 2, 2026 Mar 4, 2026 Jambusaria Aneri Group Managing Director Sell 38.8 -308 -4.38% ✓ $94.2K
Feb 25, 2026 Feb 27, 2026 Steinmeier Richard CEO Sell 97.5 +10,162 38.88% ✗ $834.1K
Feb 25, 2026 Feb 27, 2026 Reeping Katharine Principal Accounting Officer Sell 87.5 +242 4.13% ✗ $67.5K
Feb 25, 2026 Feb 27, 2026 Morningstar Matthew Group Managing Director Neutral 90.0 +1,122 48.93% ✗ -
Feb 25, 2026 Feb 27, 2026 Jambusaria Aneri Group Managing Director Sell 95.0 +1,529 27.79% ✗ $227.7K
Feb 25, 2026 Feb 27, 2026 Gates Greg Group Managing Director Sell 97.5 +6,144 42.02% ✗ $411.8K
Feb 25, 2026 Feb 27, 2026 Field Emily Group Managing Director Neutral 90.0 +1,122 137.33% ✗ -
Feb 25, 2026 Feb 27, 2026 Enyedi Matthew Group Managing Director Sell 92.5 +533 3.92% ✓ $1.1M
Feb 25, 2026 Feb 27, 2026 Cohen Marc Eliot Group Managing Director Sell 95.0 +1,457 35.97% ✗ $153.8K
Feb 25, 2026 Feb 27, 2026 Audette Matthew J CFO Sell 100.0 +4,844 29.29% ✓ $1.3M
Feb 2, 2026 Feb 4, 2026 Khanna Somesh Director Neutral 90.0 +139 100.00% ✗ -
Jan 14, 2026 Khanna Somesh Director Neutral 52.5 - 0.00% ✗ -
Dec 31, 2025 Jan 2, 2026 SCHIFTER RICHARD P Director Neutral 27.5 -1,145 -2.60% ✗ -
Dec 9, 2025 Dec 11, 2025 Morningstar Matthew Group Managing Director Neutral 90.0 +1,715 296.71% ✗ -
Dec 11, 2025 Morningstar Matthew Group Managing Director Neutral 52.5 - 0.00% ✗ -
Dec 5, 2025 Dec 9, 2025 Steinmeier Richard CEO Sell 15.0 -5,333 -16.95% ✓ $1.9M
Dec 5, 2025 Dec 9, 2025 Gates Greg Group Managing Director Sell 35.0 -750 -4.88% ✓ $278.2K
Dec 1, 2025 Dec 3, 2025 Thomas Corey E. Director Neutral 47.5 +4 0.03% ✗ -
Dec 1, 2025 Dec 3, 2025 SCHIFTER RICHARD P Director Neutral 47.5 +14 0.03% ✗ -
Dec 1, 2025 Dec 3, 2025 Putnam James S Director Neutral 47.5 +7 0.01% ✗ -
Dec 1, 2025 Dec 3, 2025 Mnookin Allison Director Neutral 47.5 +2 0.02% ✗ -
Dec 1, 2025 Dec 3, 2025 Jambusaria Aneri Group Managing Director Sell 48.8 -80 -1.43% ✓ $28.2K
Dec 1, 2025 Dec 3, 2025 Glavin William Francis Jr Director Neutral 47.5 +10 0.04% ✗ -
Dec 1, 2025 Dec 3, 2025 EBERHART PAULETT Director Neutral 47.5 +4 0.02% ✗ -
Dec 1, 2025 Dec 3, 2025 BERNARD EDWARD C Director Neutral 47.5 +3 0.02% ✗ -
Nov 5, 2025 Nov 7, 2025 Gates Greg Group Managing Director Sell 26.3 -1,500 -8.89% ✓ $564.6K
Oct 6, 2025 Oct 8, 2025 Gates Greg Group Managing Director Sell 37.5 -750 -4.26% ✓ $235.8K
Sep 9, 2025 Sep 11, 2025 Reeping Katharine Principal Accounting Officer Sell 26.3 -56 -2.76% ✗ $19K
Sep 5, 2025 Sep 9, 2025 Gates Greg Group Managing Director Sell 26.3 -1,500 -7.85% ✓ $507.3K
Sep 5, 2025 Sep 9, 2025 Field Emily Group Managing Director Neutral 90.0 +817 100.00% ✗ -
Aug 29, 2025 Sep 3, 2025 Thomas Corey E. Director Neutral 47.5 +4 0.03% ✗ -
Aug 29, 2025 Sep 3, 2025 SCHIFTER RICHARD P Director Neutral 47.5 +14 0.03% ✗ -
Aug 29, 2025 Sep 3, 2025 Putnam James S Director Neutral 47.5 +7 0.01% ✗ -
Aug 29, 2025 Sep 3, 2025 Mnookin Allison Director Neutral 47.5 +2 0.02% ✗ -
Sep 2, 2025 Sep 3, 2025 Jambusaria Aneri Group Managing Director Sell 48.8 -80 -1.41% ✓ $28.9K
Aug 29, 2025 Sep 3, 2025 Glavin William Francis Jr Director Neutral 47.5 +10 0.04% ✗ -
Aug 29, 2025 Sep 3, 2025 EBERHART PAULETT Director Neutral 47.5 +4 0.02% ✗ -
Aug 29, 2025 Sep 3, 2025 BERNARD EDWARD C Director Neutral 47.5 +3 0.02% ✗ -
Aug 25, 2025 Field Emily Group Managing Director Neutral 52.5 - 0.00% ✗ -
Aug 5, 2025 Aug 7, 2025 Gates Greg Group Managing Director Sell 30.0 -1,500 -7.27% ✓ $561.1K
Jul 3, 2025 Jul 8, 2025 Gates Greg Group Managing Director Sell 30.0 -1,500 -6.78% ✓ $574K
Jun 12, 2025 Jun 16, 2025 Thomas Corey E. Director Neutral 47.5 +4 0.03% ✗ -
Jun 12, 2025 Jun 16, 2025 SCHIFTER RICHARD P Director Neutral 47.5 +13 0.03% ✗ -
Jun 12, 2025 Jun 16, 2025 Putnam James S Director Neutral 47.5 +6 0.00% ✗ -
Jun 12, 2025 Jun 16, 2025 Mnookin Allison Director Neutral 47.5 +2 0.02% ✗ -
Jun 12, 2025 Jun 16, 2025 Glavin William Francis Jr Director Neutral 47.5 +10 0.04% ✗ -
Jun 12, 2025 Jun 16, 2025 Gates Greg Group Managing Director Sell 22.5 -234 -1.05% ✗ $88.8K
Jun 12, 2025 Jun 16, 2025 EBERHART PAULETT Director Neutral 47.5 +4 0.02% ✗ -
Jun 12, 2025 Jun 16, 2025 Cohen Marc Eliot Group Managing Director Sell 26.3 -44 -1.07% ✗ $16.7K
Jun 12, 2025 Jun 16, 2025 BERNARD EDWARD C Director Neutral 47.5 +3 0.02% ✗ -
Jun 5, 2025 Jun 9, 2025 Gates Greg Group Managing Director Sell 30.0 -1,500 -6.29% ✓ $568.3K
Jun 2, 2025 Jun 4, 2025 SCHIFTER RICHARD P Director Neutral 37.5 -238 -0.54% ✗ -
Jun 2, 2025 Jun 4, 2025 Jambusaria Aneri Group Managing Director Sell 48.8 -80 -1.39% ✓ $30.7K
May 23, 2025 May 28, 2025 Thomas Corey E. Director Neutral 85.0 +910 7.05% ✗ -
May 23, 2025 May 28, 2025 SCHIFTER RICHARD P Director Neutral 77.5 +910 2.10% ✗ -
May 23, 2025 May 28, 2025 Putnam James S Director Neutral 60.0 +602 0.44% ✗ -
May 23, 2025 May 28, 2025 MULCAHY ANNE M Director Neutral 82.5 +910 2.57% ✗ -
May 23, 2025 May 28, 2025 Mnookin Allison Director Neutral 85.0 +602 5.77% ✗ -
May 23, 2025 May 28, 2025 Ko Albert J Director Neutral 90.0 +910 54.95% ✗ -
May 23, 2025 May 28, 2025 Glavin William Francis Jr Director Neutral 82.5 +910 3.62% ✗ -
May 23, 2025 May 28, 2025 EBERHART PAULETT Director Neutral 82.5 +602 3.67% ✗ -
May 23, 2025 May 28, 2025 BERNARD EDWARD C Director Neutral 85.0 +910 6.38% ✗ -
Mar 25, 2025 Mar 26, 2025 Thomas Corey E. Director Neutral 47.5 +4 0.03% ✗ -
Mar 24, 2025 Mar 26, 2025 SCHIFTER RICHARD P Director Neutral 27.5 -1,195 -2.68% ✗ -
Mar 25, 2025 Mar 26, 2025 Putnam James S Director Neutral 47.5 +8 0.01% ✗ -
Mar 25, 2025 Mar 26, 2025 Mnookin Allison Director Neutral 47.5 +2 0.02% ✗ -
Mar 25, 2025 Mar 26, 2025 Glavin William Francis Jr Director Neutral 47.5 +11 0.04% ✗ -
Mar 25, 2025 Mar 26, 2025 EBERHART PAULETT Director Neutral 47.5 +4 0.02% ✗ -
Mar 25, 2025 Mar 26, 2025 BERNARD EDWARD C Director Neutral 47.5 +3 0.02% ✗ -
Mar 14, 2025 Mar 17, 2025 Jambusaria Aneri Managing Director Sell 48.8 -80 -1.37% ✓ $24.9K
Mar 13, 2025 Mar 17, 2025 EBERHART PAULETT Director Neutral 27.5 -4,305 -20.77% ✗ -
Mar 10, 2025 Reeping Katharine Principal Accounting Officer Neutral 52.5 - 0.00% ✗ -
Feb 25, 2025 Feb 27, 2025 Steinmeier Richard CEO Sell 100.0 +10,043 46.94% ✗ $1.7M
Feb 25, 2025 Feb 27, 2025 Jambusaria Aneri Managing Director Sell 97.5 +1,902 48.52% ✗ $354.5K
Feb 25, 2025 Feb 27, 2025 Gates Greg Managing Director Sell 100.0 +5,008 26.57% ✗ $1.2M
Feb 25, 2025 Feb 27, 2025 Enyedi Matthew Managing Director Sell 100.0 +3,093 29.47% ✗ $1.1M
Feb 25, 2025 Feb 27, 2025 Dadyar Sara Managing Director Neutral 90.0 +1,797 100.00% ✗ -
Feb 25, 2025 Feb 27, 2025 Cohen Marc Eliot Managing Director Sell 90.0 +141 3.57% ✗ $642.9K
Feb 25, 2025 Feb 27, 2025 Brown Althea Managing Director Sell 95.0 +1,035 18.23% ✗ $84.7K
Feb 25, 2025 Feb 27, 2025 Audette Matthew J CFO Sell 100.0 +3,775 29.58% ✓ $3.3M
Feb 18, 2025 Feb 20, 2025 Steinmeier Richard CEO Sell 20.0 -3,500 -14.06% ✓ $1.3M
Feb 10, 2025 Feb 12, 2025 Enyedi Matthew Managing Director Sell 5.0 -5,154 -32.94% ✓ $1.9M
Feb 5, 2025 Feb 7, 2025 Audette Matthew J CFO Sell 2.5 -29,677 -69.93% ✓ $10.5M
Dec 31, 2024 Cohen Marc Eliot Managing Director Neutral 52.5 - 0.00% ✗ -
Dec 5, 2024 Dec 9, 2024 Jambusaria Aneri Managing Director Sell 22.5 -305 -7.22% ✗ $101.2K
Dec 2, 2024 Dec 4, 2024 Thomas Corey E. Director Neutral 47.5 +5 0.04% ✗ -
Dec 2, 2024 Dec 4, 2024 SCHIFTER RICHARD P Director Neutral 47.5 +16 0.04% ✗ -
Dec 2, 2024 Dec 4, 2024 Putnam James S Director Neutral 47.5 +8 0.01% ✗ -
Dec 2, 2024 Dec 4, 2024 Mnookin Allison Director Neutral 47.5 +2 0.02% ✗ -
Dec 2, 2024 Dec 4, 2024 Glavin William Francis Jr Director Neutral 47.5 +12 0.05% ✗ -
Dec 2, 2024 Dec 4, 2024 EBERHART PAULETT Director Neutral 47.5 +4 0.02% ✗ -
Dec 2, 2024 Dec 4, 2024 BERNARD EDWARD C Director Neutral 47.5 +3 0.02% ✗ -
Sep 12, 2024 Sep 16, 2024 Brown Althea Managing Director Sell 22.5 -514 -8.30% ✗ $106.4K
Aug 23, 2024 Aug 27, 2024 Thomas Corey E. Director Neutral 55.0 +10 0.08% ✗ -
Aug 23, 2024 Aug 27, 2024 SCHIFTER RICHARD P Director Neutral 55.0 +27 0.06% ✗ -
Aug 23, 2024 Aug 27, 2024 Putnam James S Director Neutral 47.5 +16 0.01% ✗ -
Aug 23, 2024 Aug 27, 2024 Mnookin Allison Director Neutral 55.0 +6 0.06% ✗ -
Aug 23, 2024 Aug 27, 2024 Glavin William Francis Jr Director Neutral 55.0 +20 0.08% ✗ -
Aug 23, 2024 Aug 27, 2024 EBERHART PAULETT Director Neutral 47.5 +9 0.04% ✗ -
Aug 23, 2024 Aug 27, 2024 BERNARD EDWARD C Director Neutral 47.5 +7 0.05% ✗ -