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$LPLA

$277.19 +$4.67 (1.71%)

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Insider Transactions

Insider Transaction Summary

Group Holdings (SBS) Advisors, Inc. TPG

8,794,282 shares

Net: 0 B/S: -

Marco Hellman

492,390 shares

Net: 0 B/S: -

Dan H. Arnold

142,608 shares

Net: 0 B/S: -

James S Putnam

136,669 shares

Net: +30 B/S: ∞

Mark S Casady

130,957 shares

Net: 0 B/S: -

JAMES S RIEPE

95,214 shares

Net: 0 B/S: -

George Burton White

49,578 shares

Net: 0 B/S: -

John Joseph Brennan

45,872 shares

Net: 0 B/S: -

David P. Bergers

43,382 shares

Net: 0 B/S: -

RICHARD P SCHIFTER

38,099 shares

Net: -1,085 B/S: ∞

ANNE M MULCAHY

36,063 shares

Net: 0 B/S: -

Michelle Oroschakoff

27,661 shares

Net: 0 B/S: -

John Andrew Kalbaugh

27,523 shares

Net: 0 B/S: -

Sallie R. Larsen

25,196 shares

Net: 0 B/S: -

Scott Seese

24,179 shares

Net: 0 B/S: -

William Francis Jr Glavin

23,337 shares

Net: +45 B/S: ∞

Victor Fetter

23,279 shares

Net: 0 B/S: -

Matthew J Audette

20,693 shares

Net: -1,097 B/S: 2.4

DAYTON SEMERJIAN

19,118 shares

Net: 0 B/S: -

William P. Jr. Morrissey

18,091 shares

Net: 0 B/S: -

VIET D DINH

17,322 shares

Net: 0 B/S: -

Thomas Gooley

17,293 shares

Net: 0 B/S: -

PAULETT EBERHART

17,043 shares

Net: +17 B/S: ∞

Greg Gates

16,476 shares

Net: -514 B/S: 2.2

Edward Fandrey

16,124 shares

Net: 0 B/S: -

Matthew Enyedi

15,767 shares

Net: +3 B/S: 3.89

EDWARD C BERNARD

15,195 shares

Net: +13 B/S: ∞

Corey E. Thomas

13,841 shares

Net: +19 B/S: ∞

Ryan Parker

11,864 shares

Net: 0 B/S: -

Richard Steinmeier

11,581 shares

Net: -971 B/S: 6.79

Kabir Sethi

11,472 shares

Net: 0 B/S: -

Allison Mnookin

11,046 shares

Net: +9 B/S: ∞

Tracy Calder

8,089 shares

Net: 0 B/S: -

Jeffrey R. Buchheister

7,341 shares

Net: 0 B/S: -

Brent Simonich

6,773 shares

Net: 0 B/S: -

Aneri Jambusaria

6,723 shares

Net: -241 B/S: 2.01

Althea Brown

6,711 shares

Net: 0 B/S: -

Marc Eliot Cohen

4,400 shares

Net: -1,078 B/S: 0.83

Matthew Morningstar

3,415 shares

Net: +2,837 B/S: ∞

Albert J Ko

2,258 shares

Net: 0 B/S: -

Emily Field

1,939 shares

Net: +1,939 B/S: ∞

Katharine Reeping

1,841 shares

Net: -187 B/S: ∞

Sara Dadyar

1,797 shares

Net: 0 B/S: -

Somesh Khanna

139 shares

Net: +139 B/S: ∞

Insider Name	Current Shares	Net Change (1yr)	Buy/Sell Ratio
Group Holdings (SBS) Advisors, Inc. TPG	8,794,282	0	-
Marco Hellman	492,390	0	-
Dan H. Arnold	142,608	0	-
James S Putnam	136,669	+30	∞
Mark S Casady	130,957	0	-
JAMES S RIEPE	95,214	0	-
George Burton White	49,578	0	-
John Joseph Brennan	45,872	0	-
David P. Bergers	43,382	0	-
RICHARD P SCHIFTER	38,099	-1,085	∞
ANNE M MULCAHY	36,063	0	-
Michelle Oroschakoff	27,661	0	-
John Andrew Kalbaugh	27,523	0	-
Sallie R. Larsen	25,196	0	-
Scott Seese	24,179	0	-
William Francis Jr Glavin	23,337	+45	∞
Victor Fetter	23,279	0	-
Matthew J Audette	20,693	-1,097	2.4
DAYTON SEMERJIAN	19,118	0	-
William P. Jr. Morrissey	18,091	0	-
VIET D DINH	17,322	0	-
Thomas Gooley	17,293	0	-
PAULETT EBERHART	17,043	+17	∞
Greg Gates	16,476	-514	2.2
Edward Fandrey	16,124	0	-
Matthew Enyedi	15,767	+3	3.89
EDWARD C BERNARD	15,195	+13	∞
Corey E. Thomas	13,841	+19	∞
Ryan Parker	11,864	0	-
Richard Steinmeier	11,581	-971	6.79
Kabir Sethi	11,472	0	-
Allison Mnookin	11,046	+9	∞
Tracy Calder	8,089	0	-
Jeffrey R. Buchheister	7,341	0	-
Brent Simonich	6,773	0	-
Aneri Jambusaria	6,723	-241	2.01
Althea Brown	6,711	0	-
Marc Eliot Cohen	4,400	-1,078	0.83
Matthew Morningstar	3,415	+2,837	∞
Albert J Ko	2,258	0	-
Emily Field	1,939	+1,939	∞
Katharine Reeping	1,841	-187	∞
Sara Dadyar	1,797	0	-
Somesh Khanna	139	+139	∞

Individual Transactions

April 15, 2026

Matthew J Audette

Open Market Sale

Change: -220

Price: $327.45

Shares: 20,693

Value: -$72,039

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Matthew J Audette	Apr 16	Open Market Sale (S) Market Sale	20,693	-220	$327.45	-$72,039

April 14, 2026

Matthew J Audette

Open Market Sale

Change: -330

Price: $325.00

Shares: 21,052

Value: -$107,250

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Matthew J Audette	Apr 16	Open Market Sale (S) Market Sale	21,052	-330	$325.00	-$107,250

March 24, 2026

Corey E. Thomas

Grant/Award Acquisition

Change: +7

Price: $0.00

Shares: 13,841

Value: +$0

James S Putnam

Grant/Award Acquisition

Change: +10

Price: $0.00

Shares: 136,669

Value: +$0

Allison Mnookin

Grant/Award Acquisition

Change: +3

Price: $0.00

Shares: 11,046

Value: +$0

William Francis Jr Glavin

Grant/Award Acquisition

Change: +15

Price: $0.00

Shares: 23,337

Value: +$0

RICHARD P SCHIFTER

Grant/Award Acquisition

Change: +19

Price: $0.00

Shares: 38,099

Value: +$0

EDWARD C BERNARD

Grant/Award Acquisition

Change: +4

Price: $0.00

Shares: 15,195

Value: +$0

PAULETT EBERHART

Grant/Award Acquisition

Change: +5

Price: $0.00

Shares: 17,043

Value: +$0

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Corey E. Thomas	Mar 26	Grant/Award Acquisition (A) Compensation/Award	13,841	+7	$0.00	+$0
James S Putnam	Mar 26	Grant/Award Acquisition (A) Compensation/Award	136,669	+10	$0.00	+$0
Allison Mnookin	Mar 26	Grant/Award Acquisition (A) Compensation/Award	11,046	+3	$0.00	+$0
William Francis Jr Glavin	Mar 26	Grant/Award Acquisition (A) Compensation/Award	23,337	+15	$0.00	+$0
RICHARD P SCHIFTER	Mar 26	Grant/Award Acquisition (A) Compensation/Award	38,099	+19	$0.00	+$0
EDWARD C BERNARD	Mar 26	Grant/Award Acquisition (A) Compensation/Award	15,195	+4	$0.00	+$0
PAULETT EBERHART	Mar 26	Grant/Award Acquisition (A) Compensation/Award	17,043	+5	$0.00	+$0

March 10, 2026

Marc Eliot Cohen

Open Market Sale

Change: -1,088

Price: $309.72

Shares: 4,400

Value: -$336,975

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Marc Eliot Cohen	Mar 11	Open Market Sale (S) Market Sale	4,400	-1,088	$309.72	-$336,975

March 09, 2026

Marc Eliot Cohen

Option Exercise/Conversion

Change: +2,212

Price: $77.53

Shares: 7,700

Value: +$171,496

Marc Eliot Cohen

Open Market Sale

Change: -2,212

Price: $308.75

Shares: 5,488

Value: -$682,955

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Marc Eliot Cohen	Mar 11	Option Exercise/Conversion (M) Compensation/Award	7,700	+2,212	$77.53	+$171,496
Marc Eliot Cohen	Mar 11	Open Market Sale (S) Market Sale	5,488	-2,212	$308.75	-$682,955

March 02, 2026

Aneri Jambusaria

Open Market Sale

Change: -308

Price: $306.00

Shares: 6,723

Value: -$94,248

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Aneri Jambusaria	Mar 04	Open Market Sale (S) Market Sale	6,723	-308	$306.00	-$94,248

February 26, 2026

Matthew J Audette

Open Market Sale

Change: -348

Price: $318.51

Shares: 22,615

Value: -$110,841

Matthew Enyedi

Open Market Sale

Change: -463

Price: $318.38

Shares: 15,767

Value: -$147,409

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Matthew J Audette	Feb 27	Open Market Sale (S) Market Sale	22,615	-348	$318.51	-$110,841
Matthew Enyedi	Feb 27	Open Market Sale (S) Market Sale	15,767	-463	$318.38	-$147,409

February 25, 2026

Matthew J Audette

Grant/Award Acquisition

Change: +2,152

Price: $0.00

Shares: 18,690

Value: +$0

Marc Eliot Cohen

Grant/Award Acquisition

Change: +537

Price: $0.00

Shares: 4,568

Value: +$0

Katharine Reeping

Grant/Award Acquisition

Change: +81

Price: $0.00

Shares: 2,053

Value: +$0

Katharine Reeping

Tax Payment

Change: -212

Price: $318.47

Shares: 1,841

Value: -$67,515

Matthew Morningstar

Grant/Award Acquisition

Change: +1,122

Price: $0.00

Shares: 3,415

Value: +$0

Insider	Filing Date	Transaction	Shares	Change	Price	Value
Matthew J Audette	Feb 27	Grant/Award Acquisition (A) Compensation/Award	18,690	+2,152	$0.00	+$0
Marc Eliot Cohen	Feb 27	Grant/Award Acquisition (A) Compensation/Award	4,568	+537	$0.00	+$0
Katharine Reeping	Feb 27	Grant/Award Acquisition (A) Compensation/Award	2,053	+81	$0.00	+$0
Katharine Reeping	Feb 27	Tax Payment (F) Tax Payment	1,841	-212	$318.47	-$67,515
Matthew Morningstar	Feb 27	Grant/Award Acquisition (A) Compensation/Award	3,415	+1,122	$0.00	+$0