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Lpl Financial Holdings Inc. (LPLA)

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Sector: Security & Commodity Brokers, Dealers, Exchanges & Services

Insider Roster

Katharine Reeping, Principal Accounting Officer, 2026-09-14
Emily Field, Group Managing Director, 2026-09-08
E. Corey Thomas, Director, 2026-09-01

Katharine Reeping, Principal Accounting Officer, 2026-09-14
Emily Field, Group Managing Director, 2026-09-08
E. Corey Thomas, Director, 2026-09-01
P Richard Schifter, Director, 2026-09-01
S James Putnam, Director, 2026-09-01
Allison Mnookin, Director, 2026-09-01
Jr Francis William Glavin, Director, 2026-09-01
Paulett Eberhart, Director, 2026-09-01
C Edward Bernard, Director, 2026-09-01
Aneri Jambusaria, Group Managing Director, 2026-08-31
Greg Gates, Group Managing Director, 2026-08-21
Matthew Enyedi, Group Managing Director, 2026-08-04
Eliot Marc Cohen, Group Managing Director, 2026-06-15
M Anne Mulcahy, Director, 2026-05-19
J Albert Ko, Director, 2026-05-19
Somesh Khanna, Director, 2026-05-19
J Matthew Audette, President and Cfo, 2026-04-16
Richard Steinmeier, Chief Executive Officer, 2026-02-27
Matthew Morningstar, Group Managing Director, 2026-02-27
Sara Dadyar, Managing Director, 2025-02-27
Althea Brown, Managing Director, 2025-02-27
H. Dan Arnold, President & Ceo, 2024-06-18
Kabir Sethi, Managing Director, 2024-02-28
Brent Simonich, Principal Accounting Officer, 2023-02-28
Dayton Semerjian, Managing Director, 2023-02-28
Michelle Oroschakoff, Managing Director, 2023-02-28
R. Sallie Larsen, Managing Director, 2023-02-28
Burton George White, Managing Director, 2022-03-01
Edward Fandrey, Managing Director, 2022-03-01
Scott Seese, Managing Director, 2021-06-16
Andrew John Kalbaugh, Managing Director, 2021-03-02
S James Riepe, Director, 2020-04-02
Tracy Calder, Managing Director, 2019-11-26
Thomas Gooley, Managing Director, 2019-03-16
D Viet Dinh, Director, 2018-08-27
Jr. P. William Morrissey, Managing Director, 2018-03-16
Marco Hellman, Director, 2018-03-09
Joseph John Brennan, Director, 2017-03-29
P. David Bergers, Managing Director, 2017-03-16
Victor Fetter, Managing Director, 2017-03-09
S Mark Casady, Director, 2017-03-06
Ryan Parker, Md, Invstmt & Planning Solutns, 2016-03-09
R. Jeffrey Buchheister, Evp, Chief Accounting Officer, 2016-03-08
David Bonderman, Other, 2015-12-15
G James Coulter, Other, 2015-12-15
Tpg Group Holdings (Sbs) Advisors, Inc., Other, 2015-12-15
Sharyn Handelsman, Md, Chief Compliance Officer, 2015-06-04
Lux Thomas, Acting Chief Financial Officer, 2015-05-20
W Richard Boyce, Director, 2015-05-20
Frances Mary Schott, Md, Client Expernce & Training, 2015-03-11
Mark Helliker, Md, Client Support Services, 2015-03-11
J. Robert Moore, President, 2015-02-27
D Joan Khoury, Md, Chief Marketing Officer, 2014-02-26
Derek Bruton, Md, Independent Advisor Svcs, 2014-02-26
E Jeffrey Stiefler, Director, 2013-11-21
Hellman & Friedman Llc, Large Shareholder, Director, 2013-08-19
Hellman & Friedman Investors V, L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Partners V (Parallel), L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Associates V, L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Partners V, L.p., Large Shareholder, Director, 2013-08-19
R Allen Thorpe, Director, 2013-08-19
Hellman & Friedman Gp Llc, Large Shareholder, Director, 2013-02-27
Hellman & Friedman Lp, Large Shareholder, Director, 2013-02-27
J. John Mcdermott, Md, Chief Risk Ofc., 2013-02-26
A Jeffrey Goldstein, Director, 2013-02-26
Iii E William Dwyer, President, Nat'l Sales, 2013-02-26
L Stephanie Brown, Md & General Counsel, 2013-02-26
Christopher Feeney, Md, Chief Information Officer, 2012-12-10
Jonathan Eaton, Md, Custom Clearing Services, 2012-05-02
M Esther Stearns, President & Coo, 2012-02-24
D. Erik Ragatz, Director, 2011-12-05
S Becky Shulman, Md & Deputy Cfo, 2011-09-30
M. Denise Abood, Md, Human Capital, 2010-12-27
Bill Maher, Officer, 2009-03-23

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Hedge Fund Holdings

Filing Period:

Last updated on September 23, 2026, 3:09pm based on SEC 13F filings Last update: September 23, 2026, 3:09pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Samlyn Capital Robert Pohly	2,405,639	$677,620,393	+4%	11.03%
2.	Lone Pine Capital Stephen Mandel	1,219,099	$343,395,806	-41%	2.1%
3.	SurgoCap Partners Mala Gaonkar	1,063,218	$299,487,246	+5%	9.68%
4.	Darlington Partners Capital Scott W. Clark	993,006	$279,709,930	+12%	12.35%
5.	Marshall Wace LLP Paul Marshall And Ian Wace	975,627	$274,814,614		0.22%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Glavin Director	$180.23	557	$100,388.11	2,775	2023-05-04	Filing
Simonich Officer	$219.15	920	$201,618.00	6,042	2022-11-18	Filing
Glavin Director	$217.74	458	$99,724.92	2,218	2022-11-18	Filing
Glavin Director	$142.02	260	$36,925.20	1,760	2022-03-08	Filing
Glavin Director	$141.51	1,500	$212,265.00	1,500	2022-03-08	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Reeping Officer	$347.88	440	$153,049.46	1,774	2026-09-11	Filing
Jambusaria Officer	$357.36	308	$110,066.88	6,107	2026-08-27	Filing
Gates Officer	$355.38	4,119	$1,463,810.22	23,602	2026-08-20	Filing
Enyedi Officer	$355.51	1	$355.51	13,121	2026-07-31	Filing
Enyedi Officer	$354.52	51	$18,080.52	13,122	2026-07-31	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Versant Capital Management, Inc	201	$61,466	0.01%
2.	Planning Strategies Inc.	5	$1,529	0%
3.	Cx Institutional	225	$69	0%

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