Insider trading

Period: 120 months Stock: LPLA Role: Directors × + Add filter Clear all
Views & alerts

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When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

132 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

132 decisions over 120 months Remove this filter
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

132 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

132 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
132 decisions over 120 months
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
132 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

132 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
27 Aug 2026
Jambusaria Aneri Group Managing Director
Sold on a plan
$110.07K 308 at 357.36
4.8%
Planned (10b5-1)
20 Aug 2026
Gates Greg Group Managing Director
Sold at will
$1.46M 4,119 at 355.38
14.9%
Not planned
31 Jul 2026
Enyedi Matthew Group Managing Director
Sold on a plan 5×
$352.72K 1,000 at 352.72
7.1%
Planned (10b5-1)
17 Jun 2026
Jambusaria Aneri Group Managing Director
Sold on a plan
$94.25K 308 at 306.00
4.6%
Planned (10b5-1)
10 Mar 2026
Cohen Marc Eliot Group Managing Director
Sold at will
$337.04K 1,088 at 309.72
19.8%
Not planned
9 Mar 2026
Cohen Marc Eliot Group Managing Director
Sold at will
$682.96K 2,212 at 308.75
28.7%
Not planned
2 Mar 2026
Jambusaria Aneri Group Managing Director
Sold on a plan
$94.25K 308 at 306.00
4.4%
Planned (10b5-1)
26 Feb 2026
Enyedi Matthew Group Managing Director
Sold on a plan 5×
$675.19K 2,109 at 320.15
13.0%
Planned (10b5-1)
5 Dec 2025
Gates Greg Group Managing Director
Sold on a plan 6×
$278.23K 750 at 370.97
4.9%
Planned (10b5-1)
1 Dec 2025
Jambusaria Aneri Group Managing Director
Sold on a plan
$28.20K 80 at 352.48
1.4%
Planned (10b5-1)
5 Nov 2025
Gates Greg Group Managing Director
Sold on a plan 8×
$564.65K 1,500 at 376.43
8.9%
Planned (10b5-1)
6 Oct 2025
Gates Greg Group Managing Director
Sold on a plan 5×
$235.81K 750 at 314.42
4.3%
Planned (10b5-1)
5 Sep 2025
Gates Greg Group Managing Director
Sold on a plan 18×
$507.31K 1,500 at 338.21
7.8%
Planned (10b5-1)
2 Sep 2025
Jambusaria Aneri Group Managing Director
Sold on a plan
$28.90K 80 at 361.25
1.4%
Planned (10b5-1)
5 Aug 2025
Gates Greg Group Managing Director
Sold on a plan 10×
$561.07K 1,500 at 374.05
7.3%
Planned (10b5-1)
3 Jul 2025
Gates Greg Group Managing Director
Sold on a plan 8×
$573.95K 1,500 at 382.63
6.8%
Planned (10b5-1)
5 Jun 2025
Gates Greg Group Managing Director
Sold on a plan 8×
$568.30K 1,500 at 378.87
6.3%
Planned (10b5-1)
2 Jun 2025
Jambusaria Aneri Group Managing Director
Sold on a plan
$30.72K 80 at 383.99
1.4%
Planned (10b5-1)
14 Mar 2025
Jambusaria Aneri Managing Director
Sold on a plan
$24.95K 80 at 311.87
1.4%
Planned (10b5-1)
26 Feb 2025
Cohen Marc Eliot Managing Director
Sold at will
$402.44K 1,100 at 365.85
21.3%
Not planned
10 Feb 2025
Enyedi Matthew Managing Director
Sold on a plan
$1.90M 5,154 at 369.33
32.9%
Planned (10b5-1)
5 Dec 2024
Jambusaria Aneri Managing Director
Sold at will
$101.24K 305 at 331.94
7.2%
Not planned
26 Feb 2024
Gates Greg Managing Director
Sold at will 5×
$3.04M 11,401 at 266.27
37.4%
Not planned
26 Feb 2024
Enyedi Matthew Managing Director
Sold on a plan
$631.20K 2,400 at 263.00
18.6%
Planned (10b5-1)
26 Feb 2024
Sethi Kabir Managing Director
Sold on a plan 4×
$346.45K 1,300 at 266.50
11.3%
Planned (10b5-1)
20 Feb 2024
Enyedi Matthew Managing Director
Sold on a plan
$354.83K 1,381 at 256.94
13.8%
Planned (10b5-1)
10 Nov 2023
Larsen Sallie R. Managing Director
Sold at will
$3.06M 13,488 at 226.57
34.9%
Not planned
2 Nov 2023
Jambusaria Aneri Managing Director
Sold at will
$429.17K 1,930 at 222.37
51.7%
Sold half or more
13 Sep 2023
Steinmeier Richard Managing Director
Sold on a plan 4×
$2.50M 10,300 at 242.68
37.8%
Planned (10b5-1)
22 Aug 2023
Enyedi Matthew Managing Director
Sold on a plan
$753.76K 3,265 at 230.86
24.7%
Planned (10b5-1)
4 May 2023
Glavin William Francis Jr Director · indirect
Bought
$100.39K 557 at 180.23
25.1%
+25% of stake
27 Feb 2023
Oroschakoff Michelle Managing Director
Sold, plan not stated 3×
$1.18M 4,809 at 246.18
16.8%
27 Feb 2023
Larsen Sallie R. Managing Director
Sold, plan not stated
$1.10M 4,439 at 248.13
15.0%
17 Feb 2023
Oroschakoff Michelle Managing Director
Sold, plan not stated 4×
$2.44M 9,783 at 249.63
29.5%
16 Feb 2023
Oroschakoff Michelle Managing Director
Sold, plan not stated
$1.98M 7,990 at 248.19
19.4%
13 Feb 2023
Larsen Sallie R. Managing Director
Sold, plan not stated 3×
$4.96M 20,519 at 241.84
45.5%
18 Nov 2022
Glavin William Francis Jr Director · indirect
Bought
$99.72K 458 at 217.74
26.0%
+26% of stake
17 Nov 2022
Oroschakoff Michelle Managing Director
Sold, plan not stated
$1.11M 5,213 at 213.80
11.3%
17 Aug 2022
Oroschakoff Michelle Managing Director
Sold, plan not stated 6×
$2.93M 12,883 at 227.57
25.0%
4 Aug 2022
Steinmeier Richard Managing Director
Sold, plan not stated
$1.59M 7,355 at 216.64
23.4%
16 May 2022
Oroschakoff Michelle Managing Director
Sold, plan not stated 5×
$2.71M 15,724 at 172.23
27.2%
14 Mar 2022
Enyedi Matthew Managing Director
Sold, plan not stated
$302.58K 1,900 at 159.25
25.2%
8 Mar 2022
Glavin William Francis Jr Director · indirect
Bought 2×
$249.19K 1,760 at 141.59
opened
First buy on file
28 Feb 2022
Larsen Sallie R. Managing Director
Sold, plan not stated
$801.03K 4,506 at 177.77
34.0%
28 Feb 2022
Fandrey Edward Managing Director
Sold, plan not stated 3×
$226.97K 1,255 at 180.85
7.6%
16 Feb 2022
Oroschakoff Michelle Managing Director
Sold, plan not stated 5×
$2.82M 15,217 at 185.59
30.9%
7 Feb 2022
White George Burton Managing Director
Sold, plan not stated 4×
$14.56M 80,368 at 181.18
63.3%
Sold half or more
7 Dec 2021
White George Burton Managing Director
Sold, plan not stated
$3.70M 22,271 at 166.10
32.3%
30 Nov 2021
Fandrey Edward Managing Director
Sold, plan not stated 3×
$282.86K 1,784 at 158.56
9.2%
16 Nov 2021
Oroschakoff Michelle Managing Director
Sold, plan not stated 4×
$2.84M 17,010 at 166.97
36.8%
Showing 1–50 of 132. Page 1 of 3 Older →