LPL Financial Holdings Inc. Principal Accounting Officer Sells $153K in Common Stock
LPL Financial Holdings Inc.
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Filing Summary
📊 Insider Sale Report: LPL Financial Holdings Inc. ($LPLA)
Insider: Katharine Reeping Title: Principal Accounting Officer Transaction Date: September 11, 2026 Filing Date: September 14, 2026
Details:
- Type: Sale (Open Market)
- Shares Sold: 439.95
- Avg Price: $347.88
- Total Value: $153,049.46
- Shares Remaining: 1,773.96 (including unvested RSUs)
Significance: Low
Comprehensive Analysis
Insider Transaction Overview
On September 11, 2026, Katharine Reeping, Principal Accounting Officer of LPL Financial Holdings Inc. ($LPLA), executed an open-market sale of 439.949 shares of common stock at a weighted average price of $347.88 per share (with prices ranging between $347.72 and $347.88), totaling approximately $153,049.46.
Holdings After Transaction
Following the sale, Reeping directly holds 1,773.9567 shares/units, which includes:
- 473.9567 directly held shares of Common Stock
- 1,300 unvested Restricted Stock Units (RSUs) vesting across tranches through February 2029.
Market & Governance Context
- Trading Significance: Low. The transaction size (~$153k) is modest and reflects routine portfolio management/liquidity by an officer.
- Rule 10b5-1: The filing does not report being executed under a Rule 10b5-1 trading plan (
aff10b5Oneis marked0).
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.