S
Stockadora
Back to Insider Trading View Full Company Profile

LPLA

HEALTHY

LPL Financial Holdings Inc.

CIK: 0001397911

Strong Sell (90% confidence)

Last activity: Dec 5, 2025

Financial Metrics

As of Dec 31, 2024 (10-K)

Revenue $12.39B
Net Income $845.70M
Total Cash $905.00M
Total Debt $1.51B
Debt/Equity 0.52

Insider Roster (3 total, 3 active)

Insider Buys Sells Net Value Holdings
Steinmeier Richard
Chief Executive Officer
 		0 6 -$1.88M
10,379 shares
$3.85M
Gates Greg
Group Managing Director
 		0 6 -$278K
14,744 shares
$5.47M
Jambusaria Aneri
Group Managing Director
 		0 1 -$28K
5,502 shares
$1.94M

Recent Transactions

SELL Steinmeier Richard (Chief Executive Officer)

2,450 shares @ $371.23

$910K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Steinmeier Richard (Chief Executive Officer)

1,040 shares @ $370.62

$385K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Steinmeier Richard (Chief Executive Officer)

779 shares @ $372.20

$290K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Gates Greg (Group Managing Director)

410 shares @ $371.20

$152K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Steinmeier Richard (Chief Executive Officer)

332 shares @ $367.06

$122K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Steinmeier Richard (Chief Executive Officer)

274 shares @ $373.20

$102K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Steinmeier Richard (Chief Executive Officer)

183 shares @ $368.63

$67K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Gates Greg (Group Managing Director)

136 shares @ $370.44

$50K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Gates Greg (Group Managing Director)

85 shares @ $372.32

$32K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Gates Greg (Group Managing Director)

46 shares @ $367.95

$17K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Gates Greg (Group Managing Director)

39 shares @ $373.09

$15K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Gates Greg (Group Managing Director)

34 shares @ $368.70

$13K

Dec 5, 2025

Conviction: | View SEC Filing →
SELL Jambusaria Aneri (Group Managing Director)

80 shares @ $352.48

$28K

Dec 1, 2025

Conviction: | View SEC Filing →

⚠️ Important Disclaimer

• This is AI-generated analysis for educational purposes only, not financial advice.

• Insider trading data is derived from SEC Form 4 filings and may contain errors.

• Always conduct your own research and consult qualified financial advisors before making investment decisions.