Richard Steinmeier Lpl Financial Holdings Inc. (LPLA) insider trading activity

Richard Steinmeier is Chief Executive Officer of LPL Financial Holdings Inc.. Currently has a direct ownership of 24,468 shares of LPLA, which is worth approximately $8.85 Million. The most recent transaction as insider was on Feb 25, 2025, when has been sold 4,764 shares (Common Stock) at a price of $357.36 per share, resulting in proceeds of $1,702,463. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 24.5K

9.76% 3M change

9.76% 12M change

Total Value Held $8.85 Million

Richard Steinmeier Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Feb 25 2025	SELL Payment of exercise price or tax liability	$1,702,463 $357.36 p/Share	4,764 Reduced 16.3%	24,468 Common Stock
Feb 25 2025	BUY Grant, award, or other acquisition	-	14,807 Added 32.02%	31,439 Common Stock
Feb 18 2025	SELL Open market or private sale	$1,308,265 $373.79 p/Share	3,500 Reduced 14.06%	21,396 Common Stock
Feb 25 2024	SELL Payment of exercise price or tax liability	$1,948,073 $263.36 p/Share	7,397 Reduced 24.91%	22,293 Common Stock
Feb 25 2024	BUY Grant, award, or other acquisition	-	15,379 Added 38.18%	24,896 Common Stock
Sep 13 2023	SELL Open market or private sale	$2,506,711 $243.37 p/Share	10,300 Reduced 37.85%	16,914 Common Stock
Feb 25 2023	SELL Payment of exercise price or tax liability	$1,824,826 $247.3 p/Share	7,379 Reduced 22.54%	25,358 Common Stock
Feb 25 2023	BUY Grant, award, or other acquisition	-	14,252 Added 34.37%	27,214 Common Stock
Sep 07 2022	SELL Payment of exercise price or tax liability	$836,303 $223.79 p/Share	3,737 Reduced 15.52%	20,341 Common Stock
Aug 04 2022	SELL Open market or private sale	$1,593,387 $216.64 p/Share	7,355 Reduced 23.4%	24,078 Common Stock
Aug 04 2022	BUY Exercise of conversion of derivative security	$570,233 $77.53 p/Share	7,355 Added 18.96%	31,433 Common Stock
Feb 25 2022	SELL Payment of exercise price or tax liability	$773,679 $182.73 p/Share	4,234 Reduced 16.47%	21,466 Common Stock
Feb 25 2022	BUY Grant, award, or other acquisition	-	9,146 Added 27.53%	24,078 Common Stock
Sep 07 2021	SELL Payment of exercise price or tax liability	$551,770 $147.69 p/Share	3,736 Reduced 16.31%	19,166 Common Stock
Mar 08 2021	SELL Open market or private sale	$192,158 $136.67 p/Share	1,406 Reduced 5.78%	22,902 Common Stock
Feb 25 2021	SELL Payment of exercise price or tax liability	$104,095 $132.1 p/Share	788 Reduced 3.78%	20,049 Common Stock
Feb 25 2021	BUY Grant, award, or other acquisition	-	4,259 Added 14.91%	24,308 Common Stock
Nov 09 2020	SELL Open market or private sale	$342,624 $86.0 p/Share	3,984 Reduced 16.05%	20,837 Common Stock

Richard Steinmeier

Chief Executive Officer

San Diego, CA

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