The Market LogEnter at least 2 characters. Company and ticker searches are not case-sensitive.

Company profile

LPL Financial Holdings Inc. insider acquisitions

Company CIK 0001397911 · Reported insider acquisitions and filing context.

Company filings at SEC ↗
LPLA · Nasdaq

These are company listings. A transaction is linked to a particular security only when the filing provides enough information.

Company activity summary

By transaction date, as of October 23, 2026.

7 days30 days90 daysOverlapping periods · securities and currencies kept separate

No records are loaded for this 7-day transaction window. This does not establish that no transactions occurred.

Known purchase value sums available amounts for non-derivative purchases only. Missing amounts are excluded. “Currency not specified” does not establish that the amounts share a currency. These summaries use all matching loaded records, while the timeline below covers only the current page.

Transaction timeline

Who reported an acquisition, and when the transaction occurred.

Reported acquisitions by transaction dateEach row is a reporting owner. Select a marker to open its transaction details. Jointly reported transactions appear for each associated reporting owner, without dividing quantities or amounts.Morningstar MatthewMorningstar MatthewThomas Corey E.Thomas Corey E.SCHIFTER RICHARD PSCHIFTER RICHARD PPutnam James SPutnam James SMnookin AllisonMnookin AllisonGlavin William Francis JrGlavin William Francis JrEBERHART PAULETTEBERHART PAULETTBERNARD EDWARD CBERNARD EDWARD CMorningstar Matthew · December 9, 2025 · Stock award · Common StockThomas Corey E. · December 1, 2025 · Stock award · Common StockSCHIFTER RICHARD P · December 1, 2025 · Stock award · Common StockPutnam James S · December 1, 2025 · Stock award · Common StockMnookin Allison · December 1, 2025 · Stock award · Common StockGlavin William Francis Jr · December 1, 2025 · Stock award · Common StockEBERHART PAULETT · December 1, 2025 · Stock award · Common StockBERNARD EDWARD C · December 1, 2025 · Stock award · Common StockDec 1, 2025Dec 9, 2025
PurchaseStock awardGift receivedExercise / conversionConversionOther acquisition

8 dated transactions · 8 of 8 reporting owners shown. Select one owner to focus the chart.

View timeline as a table
Transaction dateCompany / securityReporting ownersAcquisition type
Dec 9, 2025LPL Financial Holdings Inc.Common StockMorningstar MatthewStock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockThomas Corey E.Stock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockSCHIFTER RICHARD PStock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockPutnam James SStock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockMnookin AllisonStock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockGlavin William Francis JrStock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockEBERHART PAULETTStock award
Dec 1, 2025LPL Financial Holdings Inc.Common StockBERNARD EDWARD CStock award

Only transactions on this page are shown. Date windows end on the latest transaction date in this sample. Joint filings may appear on more than one row. Sales are not included. Share-price charts use a separate data source.

Share price & reported acquisitions

Daily closing prices from a separate source. The date window above also filters prices; reporting-owner and transaction-type selections filter the markers.

Price history is not available

Market-price history is not connected yet.

LPLA · Currency not specified. A marker uses that day's closing price, not the reported transaction price. No price is substituted for a missing trading day.

Reported acquisitions

Filing-date filters apply to the list and timeline. The summary above uses transaction dates.

Reset
Reported insider acquisitions, ordered by filing date, newest first. Currency is shown only when reported.
Filed / transactedReporting ownersType / securityQuantityPrice / reference valueDetails
Trade:
Morningstar MatthewGroup Managing Director
Stock awardCommon StockNon-derivative security · Code A1,7150Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A40Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A140Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A70Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A20Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A100Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A40Value: 0Currency not specifiedView ↗
Trade: Stock awardCommon StockNon-derivative security · Code A30Value: 0Currency not specifiedView ↗

Reporting owners are associated with a filing. Jointly reported amounts are not allocated to individual owners. Historical coverage is still being built. Read the methodology →