LPLA
Ticker
LPL Financial Holdings Inc.
LPLA · Financial Services · LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services…LPL Financial Holdings Inc. (LPLA), in the Financial Services sector, has 17 disclosed filings on Paydirt over the trailing twelve months from 2 members of Congress and 7 corporate insiders: 5 purchases and 12 sales, 1 filed past the deadline. Filers took a median of 4 days from execution to disclosure, and the most recent trade was executed Sep 11 and filed Sep 14. The most active filer was Greg Gates with 7 filings.
Add to watchlistFilings, ttm
17
5 buys · 12 sells · 1 late
Traders, ttm
9
2 congress · 7 insiders
Volume, ttmiDollar value disclosed in the window
$6.6M
estimated for Congress, as filed for insiders
Median delay
4d
execution to disclosure
Last traded
Sep 11
Filed Sep 14
ADViAverage daily dollar volume
$339.3M
market data
Share price · 12M
$328 (-2.3%)
Adjusted for splits and dividends.
Volume by month
Buys $196K
Sells $23.5M
Estimated for Congress, as filed for insiders · by filing month · past 24 months
Who filed
GG
Greg Gates
Group Managing Director
7 filings
GCRecent filings
Katharine ReepingSALE
Principal Accounting Officer
$153K440 sh × $347.88
Exec Sep 11
Filed Sep 14 · 4:19 PM ET Aneri JambusariaSALE Group Managing Director $110K
308 sh × $357.36
Exec Aug 27
Filed Aug 31 · 4:20 PM ET Greg GatesSALE Group Managing Director $1.5M
4,119 sh × $355.38
Exec Aug 20
Filed Aug 21 · 4:08 PM ET Matthew EnyediSALE Group Managing Director $268K
759 sh across 2 lots
Exec Jul 31
Filed Aug 4 · 4:14 PM ET Gilbert CisnerosPURCHASE Representative $16K
2 lots · $2K–30K bracket
Exec Jun 5
Filed Jul 2 Gilbert CisnerosPURCHASE Representative $32K
4 lots · $4K–60K bracket
Exec May 7
Filed Jun 8 Valerie HoyleSALE Representative (Spouse) $8K
$1K–15K bracket
Exec Apr 2 2025
Filed May 15 † Gilbert CisnerosPURCHASE Representative $16K
2 lots · $2K–30K bracket
Exec Apr 6
Filed May 8 Matthew J AudetteSALE President and CFO $304K
925 sh across 2 lots
Exec Apr 14
Filed Apr 16 · 5:30 PM ET Gilbert CisnerosPURCHASE Representative $8K
$1K–15K bracket
Exec Mar 27
Filed Apr 7 Marc Eliot CohenSALE Group Managing Director $1.0M
3,300 sh across 2 lots
Exec Mar 9
Filed Mar 11 · 5:30 PM ET Matthew J AudetteSALE President and CFO $419K
1,307 sh across 3 lots
Exec Feb 26
Filed Feb 27 · 5:30 PM ET Matthew EnyediSALE Group Managing Director $562K
1,757 sh across 3 lots
Exec Feb 26
Filed Feb 27 · 5:30 PM ET Gilbert CisnerosPURCHASE Representative $8K
$1K–15K bracket
Exec Dec 10 2025
Filed Jan 12 Greg GatesSALE Group Managing Director $152K
410 sh × $371.20
Exec Dec 5 2025
Filed Dec 9 2025 · 5:30 PM ET Richard SteinmeierSALE Chief Executive Officer $1.8M
4,875 sh across 5 lots
Exec Dec 5 2025
Filed Dec 9 2025 · 5:30 PM ET Greg GatesSALE Group Managing Director $211K
560 sh across 2 lots
Exec Nov 5 2025
Filed Nov 7 2025 · 5:30 PM ET Valerie HoylePURCHASE Representative (Spouse) $8K
$1K–15K bracket
Exec Mar 3 2025
Filed Sep 12 2025 † Greg GatesSALE Group Managing Director $109K
326 sh × $332.90
Exec Sep 5 2025
Filed Sep 9 2025 · 5:30 PM ET Greg GatesSALE Group Managing Director $363K
972 sh across 2 lots
Exec Aug 5 2025
Filed Aug 7 2025 · 5:30 PM ET Greg GatesSALE Group Managing Director $395K
1,029 sh across 3 lots
Exec Jul 3 2025
Filed Jul 8 2025 · 5:30 PM ET Markwayne MullinPURCHASE Senator (Joint) $33K
$15K–50K bracket
Exec May 13 2025
Filed Jun 11 2025 Greg GatesSALE Group Managing Director $259K
684 sh across 2 lots
Exec Jun 5 2025
Filed Jun 9 2025 · 5:30 PM ET Matthew J AudetteSALE President and CFO $1.7M
4,588 sh × $360.07
Exec Feb 26 2025
Filed Feb 27 2025 · 5:30 PM ET Marc Eliot CohenSALE Managing Director $402K
1,100 sh × $365.85
Exec Feb 26 2025
Filed Feb 27 2025 · 5:30 PM ET