{"entity":{"type":"insider","cik":"0001750576","url":"/insider/0001750576","json_url":"/insider/0001750576.json","name":"Steinmeier Richard","name_source":"as-filed","also_issuer":false,"cross_url":null},"coverage_statement":{"n_transactions":15,"n_filings":7,"first":"2020-06-11","last":"2025-12-09","span_basis":"filed_date"},"name_variants":[{"name":"Steinmeier Richard","source":"filing","n_filings":7,"first_seen":"2020-06-11","last_seen":"2025-12-09"}],"transactions":[{"id":4046873,"accession":"0001628280-25-056211","txn_seq":7,"anchor":"line-7","filing_url":"/filing/0001628280-25-056211","line_url":"/filing/0001628280-25-056211","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Chief Executive Officer)","role_mark":"O","role_mark_label":"Officer (Chief Executive Officer)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Chief Executive Officer","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":5058.0,"shares_display":"5,058","price_per_share":370.99290431000395,"price_display":"370.99","price_state":"stated","total_value":1876482.11,"total_display":"1,876,482.11","total_whole":"1,876,482","shares_owned_after":10379.0,"shares_owned_after_display":"10,379","ownership_form":"D","is_10b5_1":null,"transaction_date":"2025-12-05","filed_date":"2025-12-09","scope":"insider","n_lines":6},{"id":4209922,"accession":"0001397911-25-000016","txn_seq":1,"anchor":"line-1","filing_url":"/filing/0001397911-25-000016","line_url":"/filing/0001397911-25-000016#line-1","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Chief Executive Officer)","role_mark":"O","role_mark_label":"Officer (Chief Executive Officer)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Chief Executive Officer","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":3500.0,"shares_display":"3,500","price_per_share":373.79,"price_display":"373.79","price_state":"stated","total_value":1308265.0,"total_display":"1,308,265.00","total_whole":"1,308,265","shares_owned_after":21396.0,"shares_owned_after_display":"21,396","ownership_form":"D","is_10b5_1":null,"transaction_date":"2025-02-18","filed_date":"2025-02-20","scope":"insider"},{"id":7825524,"accession":"0001397911-23-000151","txn_seq":4,"anchor":"line-4","filing_url":"/filing/0001397911-23-000151","line_url":"/filing/0001397911-23-000151","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Managing Director)","role_mark":"O","role_mark_label":"Officer (Managing Director)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Managing Director","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":10300.0,"shares_display":"10,300","price_per_share":242.6812427184466,"price_display":"242.68","price_state":"stated","total_value":2499616.8,"total_display":"2,499,616.80","total_whole":"2,499,617","shares_owned_after":18214.0,"shares_owned_after_display":"18,214","ownership_form":"D","is_10b5_1":null,"transaction_date":"2023-09-13","filed_date":"2023-09-15","scope":"insider","n_lines":4},{"id":6996336,"accession":"0001397911-22-000124","txn_seq":2,"anchor":"line-2","filing_url":"/filing/0001397911-22-000124","line_url":"/filing/0001397911-22-000124#line-2","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Managing Director)","role_mark":"O","role_mark_label":"Officer (Managing Director)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Managing Director","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":7355.0,"shares_display":"7,355","price_per_share":216.64,"price_display":"216.64","price_state":"stated","total_value":1593387.2,"total_display":"1,593,387.20","total_whole":"1,593,387","shares_owned_after":24078.0,"shares_owned_after_display":"24,078","ownership_form":"D","is_10b5_1":null,"transaction_date":"2022-08-04","filed_date":"2022-08-08","scope":"insider"},{"id":4926089,"accession":"0001397911-21-000071","txn_seq":1,"anchor":"line-1","filing_url":"/filing/0001397911-21-000071","line_url":"/filing/0001397911-21-000071#line-1","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Managing Director)","role_mark":"O","role_mark_label":"Officer (Managing Director)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Managing Director","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":1406.0,"shares_display":"1,406","price_per_share":136.67,"price_display":"136.67","price_state":"stated","total_value":192158.02,"total_display":"192,158.02","total_whole":"192,158","shares_owned_after":22902.0,"shares_owned_after_display":"22,902","ownership_form":"D","is_10b5_1":null,"transaction_date":"2021-03-08","filed_date":"2021-03-10","scope":"insider"},{"id":2262207,"accession":"0001397911-20-000201","txn_seq":1,"anchor":"line-1","filing_url":"/filing/0001397911-20-000201","line_url":"/filing/0001397911-20-000201#line-1","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Managing Director)","role_mark":"O","role_mark_label":"Officer (Managing Director)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Managing Director","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":3984.0,"shares_display":"3,984","price_per_share":86.0,"price_display":"86.00","price_state":"stated","total_value":342624.0,"total_display":"342,624.00","total_whole":"342,624","shares_owned_after":20837.0,"shares_owned_after_display":"20,837","ownership_form":"D","is_10b5_1":null,"transaction_date":"2020-11-09","filed_date":"2020-11-12","scope":"insider"},{"id":3140779,"accession":"0001397911-20-000134","txn_seq":1,"anchor":"line-1","filing_url":"/filing/0001397911-20-000134","line_url":"/filing/0001397911-20-000134#line-1","is_derivative":false,"issuer_cik":"0001397911","issuer_name":"LPL Financial Holdings Inc.","issuer_ticker":"LPLA","issuer_name_source":null,"issuer_url":"/issuer/0001397911","owner_cik":"0001750576","owner_name":"Steinmeier Richard","owner_display_name":"Steinmeier Richard","owner_url":"/insider/0001750576","role":"Officer (Managing Director)","role_mark":"O","role_mark_label":"Officer (Managing Director)","role_mark_generic":"Officer","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Managing Director","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":5418.0,"shares_display":"5,418","price_per_share":86.02,"price_display":"86.02","price_state":"stated","total_value":466056.36,"total_display":"466,056.36","total_whole":"466,056","shares_owned_after":28373.0,"shares_owned_after_display":"28,373","ownership_form":"D","is_10b5_1":null,"transaction_date":"2020-06-09","filed_date":"2020-06-11","scope":"insider"}],"collapsed":true,"next_cursor":null,"ledger_fault":false,"count":{"value":15,"kind":"exact"},"open_market_only":false,"composition":{"kind":"exact","rows":[{"code":"P","label":"Open-market purchase","n":0,"open_market":true},{"code":"S","label":"Open-market sale","n":15,"open_market":true},{"code":"M","label":"Option exercise","n":0,"open_market":false},{"code":"A","label":"Grant or award","n":0,"open_market":false},{"code":"F","label":"Tax withholding","n":0,"open_market":false},{"code":"D","label":"Disposition to the issuer","n":0,"open_market":false},{"code":"X","label":"In-the-money option exercise","n":0,"open_market":false}],"total":15},"affiliations":[{"type":"issuer","type_label":"ISSUER","cik":"0001397911","name":"LPL Financial Holdings Inc.","url":"/issuer/0001397911","role":"Officer (Chief Executive Officer)","n_filings":7,"first_seen":"2020-06-11","last_seen":"2025-12-09"}],"order_statement":"Newest transaction date first, id breaking the tie.","canonical_url":"https://ebomi.com/insider/0001750576","retrieved_at":"2026-08-24T22:30:15+00:00","coverage":{"filings":1506293,"transactions":4290787,"issuers":28597,"insiders":152303,"first_filed_date":"2003-06-30","last_filed_date":"2026-08-21","last_ingest":"2026-08-22T05:23:40.159918+00:00","counts_are":{"filings":"estimate","transactions":"estimate","issuers":"estimate","insiders":"estimate"},"source":"SEC EDGAR Form 4 filings, parsed by ebomi","fault":false},"license":{"underlying_records":"US SEC filings are public records of the United States government and are not subject to copyright. The transactional facts in them are not ours to license.","this_presentation":"The parsing, normalisation, curation, and presentation are ebomi's own work.","grant":"undecided","grant_note":"The open licence for ebomi's own layer is an open owner decision (SPEC-20260731T1159Z open question 3: CC BY 4.0 or CC0 with a citation request). Until it is taken, no grant is asserted here.","citation_request":"Balogh, A. Insider trading. Scientific Data 10, 237 (2023)","url":"https://ebomi.com/license"},"fair_use":{"policy":"These JSON endpoints are open and unauthenticated. Please read them at a human pace, identify your client in the User-Agent header, and use the published dataset for bulk work rather than crawling page by page.","bulk_alternative":"doi:10.1038/s41597-023-02147-6"}}