LPL Financial Holdings Inc. trades by members of Congress
Purchases and sales of LPL Financial Holdings Inc. shares that members of the House have disclosed since January 3, 2015, with the value range each one reported and a link to the original filing.
Purchases, last 12 months 10 trades Reported value $10,010–$150,000 (sum of the ranges filed)
Sales, last 12 months 0 trades None disclosed
Members trading, last 12 months 1 27 purchases and sales since January 3, 2015
| Report | ||||
|---|---|---|---|---|
| | Purchase$1,001 - $15,000 | Jul 2, 2026 | Jun 11, 2026 | Filing for LPLA on Jun 11, 2026 |
| | Purchase$1,001 - $15,000 | Jul 2, 2026 | Jun 5, 2026 | Filing for LPLA on Jun 5, 2026 |
| | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 19, 2026 | Filing for LPLA on May 19, 2026 |
| | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 14, 2026 | Filing for LPLA on May 14, 2026 |
| | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 12, 2026 | Filing for LPLA on May 12, 2026 |
| | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 7, 2026 | Filing for LPLA on May 7, 2026 |
| | Purchase$1,001 - $15,000 | May 8, 2026 | May 1, 2026 | Filing for LPLA on May 1, 2026 |
| | Purchase$1,001 - $15,000 | May 8, 2026 | Apr 6, 2026 | Filing for LPLA on Apr 6, 2026 |
| | Purchase$1,001 - $15,000 | Apr 7, 2026 | Mar 27, 2026 | Filing for LPLA on Mar 27, 2026 |
| | Purchase$1,001 - $15,000 | Jan 12, 2026 | Dec 10, 2025 | Filing for LPLA on Dec 10, 2025 |
| | Sale (full)$1,001 - $15,000 · Spouse | May 15, 2026 | Apr 2, 2025 | Filing for LPLA on Apr 2, 2025 |
| | Purchase$1,001 - $15,000 · Spouse | Sep 12, 2025 | Mar 3, 2025 | Filing for LPLA on Mar 3, 2025 |
| | Sale (full)$1,001 - $15,000 | Sep 2, 2024 | Jul 18, 2024 | Filing for LPLA on Jul 18, 2024 |
| | Purchase$1,001 - $15,000 | Sep 2, 2024 | Nov 10, 2023 | Filing for LPLA on Nov 10, 2023 |
| | Sale (full)$15,001 - $50,000 · Joint | May 12, 2023 | Apr 20, 2023 | Filing for LPLA on Apr 20, 2023 |
| | Purchase$1,001 - $15,000 · Joint | Jul 13, 2021 | Jun 15, 2021 | Filing for LPLA on Jun 15, 2021 |
| | Sale (full)$15,001 - $50,000 | May 28, 2021 | Apr 9, 2021 | Filing for LPLA on Apr 9, 2021 |
| | Purchase$15,001 - $50,000 | Mar 12, 2021 | Feb 19, 2021 | Filing for LPLA on Feb 19, 2021 |
| | Purchase$1,001 - $15,000 · Joint | Dec 8, 2020 | Oct 19, 2020 | Filing for LPLA on Oct 19, 2020 |
| | Purchase$1,001 - $15,000 · Joint | Oct 24, 2020 | Sep 28, 2020 | Filing for LPLA on Sep 28, 2020 |
| | Sale (partial)$1,001 - $15,000 · Joint | Jan 16, 2020 | Nov 21, 2019 | Filing for LPLA on Nov 21, 2019 |
| | Sale (partial)$1,001 - $15,000 · Joint | Dec 5, 2019 | Oct 25, 2019 | Filing for LPLA on Oct 25, 2019 |
| | Purchase$1,001 - $15,000 · Joint | Aug 29, 2019 | Jul 12, 2019 | Filing for LPLA on Jul 12, 2019 |
| | Sale (full)$1,001 - $15,000 · Joint | Mar 4, 2019 | Jan 24, 2019 | Filing for LPLA on Jan 24, 2019 |
| K. Michael Conaway House · TX | Sale (full)$1,001 - $15,000 · Spouse | Oct 12, 2016 | Sep 12, 2016 | Filing for LPLA on Sep 12, 2016 |
| Lamar Smith House · TX | Sale (full)$1,001 - $15,000 | Oct 12, 2015 | Sep 21, 2015 | Filing for LPLA on Sep 21, 2015 |
| Lamar Smith House · TX | Sale (full)$1,001 - $15,000 | Sep 16, 2015 | Aug 3, 2015 | Filing for LPLA on Aug 3, 2015 |
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