Executive and director filing history, acquisition and disposal balance, executive concentration, cadence, and stored market context.
Symbol
LPLALatest filing 17 Jun 2026
Company Read
Net disposal
LPLA has 38 stored insider filings.
Acquisitions account for 73.7% of classified filings and disposals account for 26.3%.
The largest stored filing is $197.0K from AUDETTE, MATTHEW J.
Latest filing
17 Jun 2026most recent stored row
Largest filing
$197.0Kreported transaction value
Total filings
38stored transaction rows
Acquisition value
$028 acquisitions
Disposal value
$694.8K10 disposals
Net value
$-694.8Kacquisitions minus disposals
Filing cadence
Last 12 active months
Mar 20267
Apr 20266
May 202615
Jun 202610
Acquisitions 73.7% · Disposals 26.3%
Mar 2026$0
Apr 2026$518.9K
May 2026$0
Jun 2026$175.9K
Executive concentration
By filing count
AUDETTE, MATTHEW JPresident and CFO · 6 filings
BERNARD, EDWARD CDirector · 4 filings
THOMAS, COREY E.Director · 4 filings
PUTNAM, JAMES SDirector · 4 filings
SCHIFTER, RICHARD PDirector · 4 filings
GLAVIN, WILLIAM FRANCIS JRDirector · 3 filings
MNOOKIN, ALLISONDirector · 3 filings
EBERHART, PAULETTDirector · 3 filings
Market Context
LPLA weekly market snapshot
Week 31 Jul 2026
Latest close
2.57 EURstored weekly close
1-week move
+5.2%latest weekly bar
13-week move
-1.2%medium-term context
Relative Strength
-41.0Sharemaestro indicator
Fair value gap
+7.1%price vs fair value
Trend signal
0smoothed trend state
Transaction History
Latest insider filings for LPLA
Showing 1-30 of 38
Date
17 Jun 2026
Insider
JAMBUSARIA, ANERIGroup Managing Director
Side
Disposal
Shares
308
Price
306.00
Value
94248
Security
Common Stock
Date
12 Jun 2026
Insider
GATES, GREGGroup Managing Director
Side
Disposal
Shares
232
Price
295.66
Value
68593
Security
Common Stock
Date
12 Jun 2026
Insider
COHEN, MARC ELIOTGroup Managing Director
Side
Disposal
Shares
44
Price
295.66
Value
13009
Security
Common Stock
Date
4 Jun 2026
Insider
BERNARD, EDWARD CDirector
Side
Acquisition
Shares
4
Price
0.00
Value
0
Security
Common Stock
Date
4 Jun 2026
Insider
EBERHART, PAULETTDirector
Side
Acquisition
Shares
5
Price
0.00
Value
0
Security
Common Stock
Date
4 Jun 2026
Insider
GLAVIN, WILLIAM FRANCIS JRDirector
Side
Acquisition
Shares
15
Price
0.00
Value
0
Security
Common Stock
Date
4 Jun 2026
Insider
MNOOKIN, ALLISONDirector
Side
Acquisition
Shares
3
Price
0.00
Value
0
Security
Common Stock
Date
4 Jun 2026
Insider
PUTNAM, JAMES SDirector
Side
Acquisition
Shares
10
Price
0.00
Value
0
Security
Common Stock
Date
4 Jun 2026
Insider
SCHIFTER, RICHARD PDirector
Side
Acquisition
Shares
19
Price
0.00
Value
0
Security
Common Stock
Date
4 Jun 2026
Insider
THOMAS, COREY E.Director
Side
Acquisition
Shares
7
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
BERNARD, EDWARD CDirector
Side
Acquisition
Shares
348
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
BERNARD, EDWARD CDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
EBERHART, PAULETTDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
GLAVIN, WILLIAM FRANCIS JRDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
KHANNA, SOMESHDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
KO, ALBERT JDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
MNOOKIN, ALLISONDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
MULCAHY, ANNE MDirector
Side
Acquisition
Shares
348
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
MULCAHY, ANNE MDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
PUTNAM, JAMES SDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
SCHIFTER, RICHARD PDirector
Side
Acquisition
Shares
348
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
SCHIFTER, RICHARD PDirector
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
THOMAS, COREY E.Director
Side
Acquisition
Shares
348
Price
0.00
Value
0
Security
Common Stock
Date
15 May 2026
Insider
THOMAS, COREY E.Director
Side
Acquisition
Shares
712
Price
0.00
Value
0
Security
Common Stock
Date
7 May 2026
Insider
PUTNAM, JAMES SDirector
Side
Disposal
Shares
100
Price
0.00
Value
0
Security
Common Stock
Date
15 Apr 2026
Insider
AUDETTE, MATTHEW JPresident and CFO
Side
Disposal
Shares
595
Price
331.09
Value
196999
Security
Common Stock
Date
15 Apr 2026
Insider
AUDETTE, MATTHEW JPresident and CFO
Side
Disposal
Shares
220
Price
327.45
Value
72039
Security
Common Stock
Date
15 Apr 2026
Insider
AUDETTE, MATTHEW JPresident and CFO
Side
Disposal
Shares
189
Price
328.34
Value
62056
Security
Common Stock
Date
15 Apr 2026
Insider
AUDETTE, MATTHEW JPresident and CFO
Side
Disposal
Shares
106
Price
332.27
Value
35221
Security
Common Stock
Date
14 Apr 2026
Insider
AUDETTE, MATTHEW JPresident and CFO
Side
Disposal
Shares
330
Price
325.00
Value
107250
Security
Common Stock
Plain English Guide
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