LPL Financial Holdings Group Managing Director Disposes Shares for Tax Withholding
LPL Financial Holdings Inc.
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Filing Summary
📊 Form 4 Filing Alert: LPL Financial Holdings Inc. ($LPLA)
Insider: Emily Field (Group Managing Director) Transaction Date: September 5, 2026 Type: Tax Withholding (Code F) Shares Transacted: 106 shares @ $359.33 Total Value: $38,088.98 Shares Held After: 1,833 shares Significance: Low (Routine tax withholding on vesting equity)
Comprehensive Analysis
Insider Transaction Summary
- Reporting Owner: Emily Field, Group Managing Director
- Issuer: LPL Financial Holdings Inc. (
LPLA) - Transaction Date: September 5, 2026
- Filing Date: September 8, 2026
Transaction Details
- Transaction Code:
F(Payment of tax liability by withholding securities incident to vesting of equity) - Shares Disposed: 106 shares of Common Stock
- Price Per Share: $359.33
- Total Transaction Value: $38,088.98
- Post-Transaction Holdings: 1,833 shares/units (comprising 166 direct common shares and 1,667 unvested restricted stock units vesting through 2029)
Significance Assessment
- Trading Significance: Low
- Context: The disposition was executed under transaction code 'F', indicating automatic share withholding to satisfy tax obligations upon the vesting of restricted stock units. This is an administrative, non-discretionary event rather than an open-market discretionary sale.
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