SEC registrant: LPL Financial Holdings Inc., CIK 1397911. Common stock (inferred from the name, not yet reviewed). Issuer name and CIK from the SEC company list fetched 2026-09-05; the ticker match itself uses the exchange lists described on the methodology page.
Filed as: LPL FINL HLDGS INC; LPL Financial Holdings Inc; LPL FINL HLDGS INC COM.
| Date | Official | As filed | Type | Amount | Verification |
|---|---|---|---|---|---|
| May 18, 2026 | Markwayne Mullin Secretary | LPL Financial Holdings Inc filing | Sale | $50K-$100K | CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. |
| May 18, 2026 | Donald J. Trump President of the United States | LPL FINL HLDGS INC filing | Purchase | $1K-$15K | CheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. |
| March 26, 2026 | Donald J. Trump President of the United States | LPL FINL HLDGS INC filing | Sale | $1K-$15K | CheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. |
| March 18, 2026 | Donald J. Trump President of the United States | LPL FINL HLDGS INC filing | Sale | $50K-$100K | CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. |
| June 9, 2025 | Stephen I Miran Member, Board of Governors | LPL Financial Holdings Inc filing | Sale | $15K-$50K | CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. |
| April 28, 2025 | Lori Chavez-DeRemer Secretary of Labor | LPL FINL HLDGS INC COM filing | Sale | $1K-$15K | CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. |
Source: U.S. Office of Government Ethics. Values reported in ranges per federal law. A trade is listed here only when its printed name was read the same way by two independent readers and matched this security exactly, by symbol or by name on two reference lists, or a person confirmed it. Broker abbreviations still under review are not listed; the trades stay on the official’s page under the printed name.