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Insider · CIK 0002050551

Marc Eliot Cohen

officer

Files at LPLA (LPL Financial Holdings Inc.). First filing Feb 27, 2025, latest Mar 11, 2026.

In brief

Marc Eliot Cohen files SEC Form 4 as officer at LPLA (LPL Financial Holdings Inc.). Since Feb 27, 2025, Marc Eliot Cohen has reported 0 open-market buys worth $0 and 2 open-market sells worth $1.4M, the latest filed on Mar 11, 2026.

A track record needs three past buys with six months of prices behind them; Marc Eliot Cohen has 0, so none is measured yet.

The newest scored trade: sold $1.0M of LPLA on Mar 9, 2026, filed Mar 11, 2026, scored 50 (moderate). In the last 12 months: 0 buys worth $0 and 1 sell worth $1.0M.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 2
$0 bought, $1.4M sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

LPLA: LPL Financial Holdings Inc.

LPLAOct 12, 2026 · close 330.12

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
50Moderate
LPLAsell 4
LPL Financial Holdings Inc.
$1.0M
3,300 shares
-43%+11% from low-21% from high
44Moderate
LPLAsell 2
LPL Financial Holdings Inc.
$402k
1,100 shares
-21%-

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Mar 10, 2026 LPLA
LPL Financial Holdings Inc.
1,089
0.00% of outstanding
$337kMar 10, 2026$683k
Mar 9, 2026 LPLA
LPL Financial Holdings Inc.
2,212
0.00% of outstanding
$683kMar 9, 2026none
Feb 26, 2025 LPLA
LPL Financial Holdings Inc.
1,100
0.00% of outstanding
$402kFeb 26, 2025none

Transactions

Every row this insider has filed, 13 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Jun 12, 2026LPLA
LPL Financial Holdings Inc.
FTax withholding
Common Stock
-44$295.66$13k4,356Jun 15, 2026
Mar 9, 2026LPLA
LPL Financial Holdings Inc.
MOption exercise
Common Stock
+2,212$77.53$171k7,700Mar 11, 2026
Mar 9, 2026LPLA
LPL Financial Holdings Inc.
SOpen-market sale
Common Stock
-2,212$308.75$683k5,488Mar 11, 2026
Mar 10, 2026LPLA
LPL Financial Holdings Inc.
SOpen-market sale
Common Stock
-1,088$309.72$337k4,400Mar 11, 2026
Mar 9, 2026LPLA
LPL Financial Holdings Inc.
MOption exercise
Stock Option (Right to Buy)derivative
-2,212$0.00$00Mar 11, 2026
Feb 25, 2026LPLA
LPL Financial Holdings Inc.
AGrant or award
Common Stock
+537$0.00$04,568Feb 27, 2026
Feb 25, 2026LPLA
LPL Financial Holdings Inc.
FTax withholding
Common Stock
-483$318.47$154k4,085Feb 27, 2026
Feb 25, 2026LPLA
LPL Financial Holdings Inc.
AGrant or award
Common Stock
+1,403$0.00$05,488Feb 27, 2026
Jun 12, 2025LPLA
LPL Financial Holdings Inc.
FTax withholding
Common Stock
-44$379.39$17k4,031Jun 16, 2025
Feb 25, 2025LPLA
LPL Financial Holdings Inc.
AGrant or award
Common Stock
+1,140$0.00$05,074Feb 27, 2025
Feb 25, 2025LPLA
LPL Financial Holdings Inc.
FTax withholding
Common Stock
-673$357.36$241k4,401Feb 27, 2025
Feb 25, 2025LPLA
LPL Financial Holdings Inc.
AGrant or award
Common Stock
+774$0.00$05,175Feb 27, 2025
Feb 26, 2025LPLA
LPL Financial Holdings Inc.
SOpen-market sale
Common Stock
-1,100$365.85$402k4,075Feb 27, 2025

Questions about Marc Eliot Cohen

Answered from the filings on this page, as of the latest one.

Is Marc Eliot Cohen buying or selling?

In the last 12 months Marc Eliot Cohen reported 0 open-market buys worth $0 and 1 open-market sell worth $1.0M on SEC Form 4; the latest was sold $1.0M of LPLA on Mar 9, 2026. Grants, option exercises and tax withholding are not counted.

How did Marc Eliot Cohen's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Marc Eliot Cohen has 0.

Where does Marc Eliot Cohen file Form 4?

Marc Eliot Cohen has filed Form 4 at LPLA (LPL Financial Holdings Inc.) as Group Managing Director. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Marc Eliot Cohen: insider trades and track record | InsiderTell