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$LPLA All transactions

LPL Financial Holdings Inc.

F

$ Value

$17K

Shares

44

Price

$379

Filed

Jun 16

Insider

Name

Cohen Marc Eliot

Title

Group Managing Director

CIK

0002050551

Roles

Officer

Transaction Details

Transaction Date

2025-06-12

Code

F

Table

Non-Derivative

Ownership

Direct

Equity Swap

No

Shares After

4,031

Footnotes

Consists of (i) 2,394.2114 shares of Common Stock; (ii) 222 restricted stock units that vest in full on February 25, 2026; (iii) 85 restricted stock units that vest in full on June 12, 2026; (iv) 556 restricted stock units that vest ratably on each of February 25, 2026 and February 25, 2027; and (v) 774 restricted stock units that vest ratably on each of February 25, 2026, February 25, 2027 and February 25, 2028.

Filing Info

Accession No.

0001397911-25-000097

Form Type

4

Issuer CIK

0001397911

Cohen Marc Eliot's History

Date Ticker Type Value
2026-03-10 LPLA $337K
2026-03-09 LPLA M $171K
2026-03-09 LPLA $683K
2026-03-09 LPLA M $0
2026-02-25 LPLA A $0
2026-02-25 LPLA F $154K
2026-02-25 LPLA A $0
2025-06-12 LPLA F $17K

Other Insiders at LPLA (90d)

Insider Bought Sold Last
EBERHART PAULETT 2026-03-24
BERNARD EDWARD C 2026-03-24
SCHIFTER RICHARD P 2026-03-24
Glavin William Francis Jr 2026-03-24
Putnam James S 2026-03-24
Audette Matthew J
President and CFO
$1.0M 2026-04-15
Mnookin Allison 2026-03-24
Thomas Corey E. 2026-03-24
Steinmeier Richard
Chief Executive Officer
2026-02-25
Enyedi Matthew
Group Managing Director
$675K 2026-02-26
Gates Greg
Group Managing Director
2026-02-25
Jambusaria Aneri
Group Managing Director
$94K 2026-03-02
Khanna Somesh 2026-02-02
Cohen Marc Eliot
Group Managing Director
$1.0M 2026-03-10
Reeping Katharine
Principal Accounting Officer
2026-02-25
Field Emily
Group Managing Director
2026-02-25
Morningstar Matthew
Group Managing Director
2026-02-25