Machine signal
Active cluster sell — 4 distinct insiders, $2.2M, window ends Sep 11, 2026.
Figures computed from official regulatory filings — .
Analysttarget 422.88 USD (+27%) · consensus 4.24/5 · 13 buy · 4 hold · 0 sell
Ownershipinsiders 0.4% · institutions 106.8% · short 2.3% of float
In USD · as of Oct 5, 2026
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Data for LPL Financial Holdings Inc. only. No web search. Global per-insider statistics are excluded.
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LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Market information source · Oct 5, 2026
Periods recorded in the consulted sources. These do not certify the legal dates of name changes.
SEC company identity · Oct 5, 2026
Open-market timeline · full history
12 buys572 sells— close pricebar = usd volume, √ scaleclick a period to filter the table
| Insider | Type | Value · USD | Signals | Details | |
|---|---|---|---|---|---|
| Reeping Katharine | Sell | $153K | SEC |
| Field Emily | Other | $38.1K | SEC |
| EBERHART PAULETTtrack record | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Glavin William Francis Jr | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Putnam James S | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Mnookin Allison | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| BERNARD EDWARD C | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| SCHIFTER RICHARD P | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Thomas Corey E. | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Jambusaria Aneri | Sell | $110.1K | SEC |
| Gates Greg | Exercise | $557.4K | SEC |
| Gates Greg | ExerciseD (derivative) | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Gates Greg | Sell | $1.5M | Unusual size | SEC |
| Putnam James S | Gift | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Enyedi Matthew | Sell | $18.1K | SEC |
| Enyedi Matthew | Sell | $104.6K | SEC |
| Enyedi Matthew | Sell | $66.4K | SEC |
| Enyedi Matthew | Sell | $355.5 | SEC |
| Enyedi Matthew | Sell | $163.3K | SEC |
| Jambusaria Aneri | Sell | $94.2K | SEC |
| Gates Greg | Other | $68.6K | SEC |
| Cohen Marc Eliot | Other | $13K | SEC |
| EBERHART PAULETTtrack record | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Thomas Corey E. | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Mnookin Allison | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |