Lpl Financial Holdings INC Form 4 insider transactions

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Matthew Morningstar, Group Managing Director at LPL Financial Holdings Inc., was granted 1,122 restricted stock units vesting over three years.
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LPL Financial's Group Managing Director, Aneri Jambusaria, reported an increase in beneficial ownership through RSU grants and PSU vesting, partially offset by tax-related share dispositions.
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LPL Financial Group Managing Director Greg Gates reported several equity transactions, including the vesting of performance stock units and the grant of new restricted stock units.
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LPL Financial Holdings Inc. granted 1,122 restricted stock units to Group Managing Director Emily Field, vesting over three years.
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LPL Financial's Group Managing Director, Matthew Enyedi, reported the vesting of performance stock units and subsequent sale of shares under a pre-arranged 10b5-1 trading plan.
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LPL Financial Group Managing Director Marc Cohen reported changes in his beneficial ownership, including vested performance stock units and new restricted stock units.
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LPL Financial's President and CFO, Matthew J. Audette, reported the vesting of performance stock units and restricted stock units, alongside sales of common stock under a Rule 10b5-1 plan.
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LPL Financial Holdings Inc. Director Somesh Khanna was granted 139 common stock units as part of his compensation, vesting in May 2026.
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LPL Financial Holdings Inc. Director Richard P. Schifter reported a charitable gift of 1,145.2629 common shares.
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LPL Financial Holdings Inc. Group Managing Director Matthew Morningstar was granted 1,715 restricted stock units under a Rule 10b5-1 plan.
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LPL Financial Holdings Inc. CEO Richard Steinmeier reported the sale of 5,000 common shares under a 10b5-1 plan and a charitable gift of 275 shares.
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LPL Financial's Group Managing Director, Greg Gates, sold 750 shares of common stock on December 5, 2025, under a pre-arranged 10b5-1 trading plan.
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LPL Financial Holdings Inc. Director Corey E. Thomas acquired 4 common stock units through a dividend reinvestment plan, increasing his direct beneficial ownership to 13,834 shares.
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LPL Financial Holdings Inc. Director Richard P. Schifter acquired 14 fully vested common stock units as part of a quarterly dividend credit to his deferred compensation plan.
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LPL Financial Holdings Inc. Director James S. Putnam acquired 7 shares of common stock through a dividend reinvestment into his deferred compensation plan.
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LPL Financial Holdings Inc. Director Allison Mnookin acquired 2 common stock units through a dividend reinvestment plan, increasing her direct beneficial ownership to 11,043 shares.
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Aneri Jambusaria, Group Managing Director at LPL Financial Holdings Inc., sold 80 shares of common stock for $352.48 per share under a pre-arranged trading plan.
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LPL Financial Holdings Inc. Director William F. Glavin Jr. acquired 10 common stock units, fully vested, through a dividend credit to his deferred compensation plan.
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LPL Financial Holdings Inc. Director Paulett Eberhart acquired 4 common stock units, fully vested, as part of a deferred compensation plan linked to a quarterly dividend.
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LPL Financial Holdings Inc. Director Edward C. Bernard acquired 3 common stock units through a dividend reinvestment under a deferred compensation plan.
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LPL Financial's Group Managing Director, Greg Gates, sold 1,500 shares of common stock on November 5, 2025, through a pre-arranged Rule 10b5-1 trading plan.
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Greg Gates, Group Managing Director at LPL Financial Holdings Inc., sold 750 shares of common stock for approximately $236,212 through a pre-arranged trading plan.
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LPL Financial's Principal Accounting Officer, Katharine Reeping, disposed of 56 shares of common stock to cover tax liabilities at a price of $339.97 per share.
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LPL Financial Group Managing Director Greg Gates sold 1,300 shares of common stock on September 5, 2025, through a pre-arranged 10b5-1 trading plan.
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LPL Financial Holdings Inc. Group Managing Director Emily Field was granted 817 restricted stock units, vesting over three years starting September 2026.
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LPL Financial Holdings Inc. Director Corey E. Thomas acquired 4 common stock units, fully vested, as part of a dividend reinvestment into his deferred compensation plan.
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LPL Financial Holdings Inc. Director Richard P. Schifter acquired 14 common stock units through a dividend reinvestment into his deferred compensation plan.
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LPL Financial Holdings Inc. Director James S. Putnam acquired 7 common stock units through a dividend reinvestment, increasing his beneficial ownership to 136,651.5 shares.
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LPL Financial Holdings Inc. Director Allison Mnookin was granted 2 fully vested stock units as part of a dividend payment, increasing her beneficial ownership to 11,041 shares.
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Aneri Jambusaria, Group Managing Director at LPL Financial, sold 80 shares of common stock for $361.25 per share as part of a pre-arranged trading plan.