Insider trading

Period: 120 months Stock: LPLA Share of holding: 50% or more × + Add filter Clear all
Views & alerts

Save your view. Keep the filter you have built, and get an email when a new filing matches it. A free account does both.

When

Period

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

29 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.

29 decisions over 120 months
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.

29 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.

29 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.
29 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
29 decisions over 120 months Remove this filter
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.

29 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
5 Feb 2025
Audette Matthew J President and CFO
Sold on a plan 8×
$10.51M 28,777 at 365.14
67.8%
Sold half or more
5 Feb 2024
Audette Matthew J CFO and Head of Business Ops
Sold on a plan 5×
$6.89M 27,704 at 248.55
68.7%
Sold half or more
2 Nov 2023
Jambusaria Aneri Managing Director
Sold at will
$429.17K 1,930 at 222.37
51.7%
Sold half or more
6 Feb 2023
Audette Matthew J Chief Financial Officer
Sold, plan not stated 8×
$4.98M 20,810 at 239.30
62.2%
Sold half or more
31 Oct 2022
Audette Matthew J Chief Financial Officer
Sold, plan not stated 6×
$5.14M 20,000 at 257.09
61.2%
Sold half or more
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 Feb 2022
Audette Matthew J Chief Financial Officer
Sold, plan not stated 4×
$3.62M 20,000 at 181.20
61.7%
Sold half or more
20 Jul 2021
Enyedi Matthew Managing Director
Sold, plan not stated
$1.00M 7,712 at 130.00
61.8%
Sold half or more
12 May 2021
White George Burton Managing Director
Sold, plan not stated 7×
$7.42M 50,608 at 146.56
55.6%
Sold half or more
10 May 2021
Audette Matthew J Chief Financial Officer
Sold, plan not stated 6×
$7.86M 50,905 at 154.39
80.4%
Sold half or more
12 Aug 2020
Kalbaugh John Andrew Managing Director
Sold, plan not stated 2×
$4.28M 50,767 at 84.29
58.5%
Sold half or more
9 Jun 2020
Kalbaugh John Andrew Managing Director
Sold, plan not stated
$3.25M 38,211 at 85.13
51.5%
Sold half or more
27 Jan 2020
Kalbaugh John Andrew Managing Director
Sold, plan not stated
$5.98M 64,380 at 92.94
68.3%
Sold half or more
25 Nov 2019
Calder Tracy Managing Director
Sold, plan not stated
$1.21M 13,181 at 91.60
62.0%
Sold half or more
6 Nov 2019
White George Burton Managing Director
Sold, plan not stated 2×
$4.42M 51,140 at 86.34
64.0%
Sold half or more
10 Sep 2019
Kalbaugh John Andrew Managing Director
Sold, plan not stated 2×
$2.58M 32,120 at 80.28
60.7%
Sold half or more
14 Mar 2019
Gooley Thomas Managing Director
Sold, plan not stated
$1.88M 25,392 at 74.06
59.5%
Sold half or more
26 Feb 2019
Oroschakoff Michelle Managing Director
Sold, plan not stated
$893.94K 11,593 at 77.11
51.8%
Sold half or more
26 Feb 2019
Calder Tracy Managing Director
Sold, plan not stated
$831.17K 10,747 at 77.34
50.7%
Sold half or more
11 Feb 2019
Kalbaugh John Andrew Managing Director
Sold, plan not stated
$3.08M 40,000 at 76.94
63.8%
Sold half or more
4 Feb 2019
Gooley Thomas Managing Director
Sold, plan not stated 2×
$3.25M 43,440 at 74.83
67.1%
Sold half or more
12 Dec 2018
Gooley Thomas Managing Director
Sold, plan not stated
$1.81M 29,876 at 60.72
58.4%
Sold half or more
22 Feb 2018
Hellman Marco Director · indirect
Sold, plan not stated
$71.44M 1,150,000 at 62.12
60.8%
Sold half or more
5 Feb 2018
Morrissey William P. Jr. Managing Director
Sold, plan not stated 3×
$1.25M 20,000 at 62.74
53.3%
Sold half or more
2 Jun 2017
Morrissey William P. Jr. Managing Director
Sold, plan not stated
$1.26M 32,150 at 39.34
64.7%
Sold half or more
23 Feb 2017
Kalbaugh John Andrew MD, Divisional President NSC
Sold, plan not stated
$1.19M 30,000 at 39.73
53.7%
Sold half or more
22 Feb 2017
White George Burton MD, Investor & Invstmt Solutns
Sold, plan not stated
$1.00M 25,000 at 40.14
53.8%
Sold half or more
15 Feb 2017
Casady Mark S Director
Sold, plan not stated
$14.89M 365,213 at 40.76
73.6%
Sold half or more
14 Feb 2017
Casady Mark S Director
Sold, plan not stated
$8.31M 204,471 at 40.65
61.0%
Sold half or more
Showing 1–29 of 29.