LPLA · LPL Financial Holdings Inc. · Congressional Trades
Market Cap
$27.63B
Shares
78.74M
Transactions in this listed security by members of the U.S. Congress, disclosed under the STOCK Act. Lawmakers must report trades within 45 days, so the filing date can lag the trade itself.
| Date | Member | Position | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | Gilbert Cisneros | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-07-02 | 21d |
| 2026-06-05 | Gilbert Cisneros | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-07-02 | 27d |
| 2026-05-19 | Gilbert Cisneros | Representative | Buy LPL Financial Holdings Inc. - Common Stock (LPLA) | — | $1K - $15K | 2026-06-08 | 20d |
| 2026-05-14 | Gilbert Cisneros | Representative | Buy LPL Financial Holdings Inc. - Common Stock (LPLA) | — | $1K - $15K | 2026-06-08 | 25d |
| 2026-05-12 | Gilbert Cisneros | Representative | Buy LPL Financial Holdings Inc. - Common Stock (LPLA) | — | $1K - $15K | 2026-06-08 | 27d |
| 2026-05-07 | Gilbert Cisneros | Representative | Buy LPL Financial Holdings Inc. - Common Stock (LPLA) | — | $1K - $15K | 2026-06-08 | 32d |
| 2026-05-01 | Gilbert Cisneros | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-05-08 | 7d |
| 2026-04-06 | Gilbert Cisneros | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-05-08 | 32d |
| 2026-03-27 | Gilbert Cisneros | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-04-07 | 11d |
| 2025-12-10 | Gilbert Cisneros | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-01-12 | 33d |
| 2025-05-13 | Markwayne Mullin | Senator | Buy Stock · Lpl Financial Holdings | Joint | $15K - $50K | 2025-06-11 | 29d |
| 2025-04-02 | Valerie Hoyle | Representative | Sell ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | SP Fidelity Rollover IRA | $1K - $15K | 2026-05-15 | 408d late |
| 2025-03-03 | Valerie Hoyle | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | SP Fidelity Rollover IRA | $1K - $15K | 2025-09-12 | 193d late |
| 2025-02-13 | Markwayne Mullin | Senator | Buy Stock · Lpl Financial Holdings | Joint | $50K - $100K | 2025-02-27 | 14d |
| 2024-07-18 | John James | Representative | Sell ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — John A. James Children’s Trust | $1K - $15K | 2024-09-02 | 46d late |
| 2023-11-10 | John James | Representative | Buy ST · LPL Financial Holdings Inc. - Common Stock (LPLA) | — John A. James Children’s Trust | $1K - $15K | 2024-09-02 | 297d late |
| 2023-04-20 | Susie Lee | Representative | Sell ST · LPL Financial Holdings Inc. (LPLA) | JT DSL Living Trust > Bank of New York Brokerage Account 340 | $15K - $50K | 2023-05-12 | 22d |
| 2021-06-15 | Susie Lee | Representative | Buy ST · LPL Financial Holdings Inc. (LPLA) F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | JT | $1K - $15K | 2021-07-13 | 28d |
| 2021-06-15 | Susie Lee | Representative | Buy LPL Financial Holdings Inc. (LPLA) | JT | $1K - $15K | 2021-07-13 | 28d |
| 2021-04-09 | Sara Jacobs | Representative | Sell LPL Financial Holdings Inc. (LPLA) | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-02-19 | Sara Jacobs | Representative | Buy LPL Financial holdings Inc. (LPLA) | — | $15K - $50K | 2021-03-12 | 21d |
| 2020-10-19 | Susie Lee | Representative | Buy LPL Financial Holdings Inc. (LPLA) | JT | $1K - $15K | 2020-12-08 | 50d late |
| 2020-10-19 | Susie Lee | Representative | Buy ST · LPL Financial Holdings Inc. (LPLA) F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | JT | $1K - $15K | 2020-12-08 | 50d late |
| 2020-09-28 | Susie Lee | Representative | Buy LPL Financial Holdings Inc. (LPLA) | JT | $1K - $15K | 2020-10-24 | 26d |
| 2020-09-28 | Susie Lee | Representative | Buy ST · LPL Financial Holdings Inc. (LPLA) F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | JT | $1K - $15K | 2020-10-24 | 26d |
Showing 1–25 of 25 trades
Key facts
CIK
1397911
CUSIP
50212V100
13F (30d)
422 filings
401 filers
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