Lpl Financial Holdings INC Form 4 insider transactions

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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.
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LPL Financial Director William F. Glavin Jr. acquired 10 fully vested common stock units through a dividend reinvestment into his deferred compensation plan.
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LPL Financial Director Paulett Eberhart reported a future acquisition of 4 common stock units, fully vested and credited via a quarterly cash dividend, under a pre-planned transaction.
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LPL Financial Holdings Inc. Director Edward C. Bernard is set to acquire 3 common stock units on August 29, 2025, through a dividend reinvestment plan, increasing his direct beneficial ownership to 15,188 shares.
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LPL Financial's Group Managing Director, Greg Gates, sold 1,500 shares of common stock for approximately $561,000 through a pre-arranged trading plan.
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Greg Gates, Group Managing Director at LPL Financial Holdings Inc., sold 1,500 shares of common stock on July 3, 2025, through a pre-arranged Rule 10b5-1 trading plan.
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LPL Financial Holdings Inc. Director Corey E. Thomas has increased his beneficial ownership by acquiring 4 additional stock units through a dividend reinvestment, bringing his total holdings to 13,826 shares.
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Richard P. Schifter, a Director at LPL Financial Holdings Inc., reported the acquisition of 13 common stock units, increasing his total beneficial ownership to over 39,000 shares.
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LPL Financial Holdings Inc. Director and 10% Owner James S. Putnam reported the acquisition of 6 common stock units, increasing his beneficial ownership to 136,644.5 shares, as part of a dividend reinvestment under the company's equity incentive plan.
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LPL Financial Holdings Inc. Director Allison Mnookin reported the acquisition of 2 common stock units on June 12, 2025, through a dividend reinvestment under the company's deferred compensation plan.
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LPL Financial Holdings Inc. Director William Francis Glavin Jr. reported the acquisition of 10 common stock units, fully vested and credited through a dividend, as part of his beneficial ownership.
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LPL Financial Holdings Inc. Group Managing Director, Greg Gates, reported a disposition of 234 shares of common stock valued at $379.39 per share to cover tax withholding obligations.
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LPL Financial Holdings Inc. Director Paulett Eberhart has reported the acquisition of 4 shares of common stock through a routine grant under the company's 2021 Omnibus Equity Incentive Plan, increasing her direct beneficial ownership to 17,030 shares.
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Marc Eliot Cohen, Group Managing Director at LPL Financial Holdings Inc., reported the disposition of 44 common shares to cover tax withholding obligations at a price of $379.39 per share.
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LPL Financial Holdings Inc. Director Edward C. Bernard reported the acquisition of 3 common stock units, fully vested and credited to his deferred compensation plan, bringing his total beneficial ownership to 15,185 shares.
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Greg Gates, Group Managing Director at LPL Financial Holdings Inc., sold 1,500 shares of common stock on June 5, 2025, through a pre-established Rule 10b5-1 trading plan.
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LPL Financial Holdings Inc. Director and 10% Owner Richard P. Schifter reported a charitable gift of 238 shares of common stock, while maintaining significant direct and indirect beneficial ownership.
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Aneri Jambusaria, Group Managing Director at LPL Financial Holdings Inc., reported the sale of 80 shares of common stock for $383.99 per share, executed under a Rule 10b5-1 trading plan.
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LPL Financial Holdings Inc. Director Corey E. Thomas acquired 910 common stock units through equity grants, increasing his beneficial ownership to 13,822 shares.
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LPL Financial Holdings Inc. Director Richard P. Schifter reported the acquisition of 910 common stock units as part of his director compensation, increasing his direct beneficial ownership to 39,421.8345 shares.
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LPL Financial Holdings Inc. Director James S. Putnam reported the acquisition of 602 stock units, granted as part of his annual retainer, which are scheduled to vest in May 2026.
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LPL Financial Holdings Inc. Director Anne M. Mulcahy acquired 910 shares of common stock through restricted stock grants and equity compensation, increasing her direct beneficial ownership to 36,371 shares.
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LPL Financial Holdings Inc. Director Allison Mnookin was granted 602 stock units as part of her compensation, scheduled to vest in May 2026.