Matthew J Audette sold $11M of LPLA
President and CFO at LPL Financial Holdings Inc.. 28,777 shares at an average of $365.14, traded Feb 5, 2025, filed Feb 7, 2025.
Score components
- +22RoleCFO
- +25Trade size$10.5M at market
- +20Share of holdings soldSold 68% of holdings
- +8Cluster2 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m -9.5%, 3m -2.3%, 6m +0.4%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001397911-25-000008, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 5, 2025 | MOption exercise Common Stock10b5-1 | +15,874 | $65.50 | $1.0M | 29,537 | Feb 7, 2025 |
| Feb 5, 2025 | MOption exercise Common Stock10b5-1 | +12,903 | $77.53 | $1.0M | 42,440 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -2,173 | $360.00 | $782k | 40,267 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -2,900 | $361.39 | $1.0M | 37,367 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -300 | $362.30 | $109k | 37,067 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -3,247 | $364.37 | $1.2M | 33,820 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -5,260 | $365.37 | $1.9M | 28,560 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -10,307 | $366.40 | $3.8M | 18,253 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -3,173 | $367.37 | $1.2M | 15,080 | Feb 7, 2025 |
| Feb 5, 2025 | SOpen-market sale Common Stock10b5-1 | -1,417 | $368.08 | $522k | 13,663 | Feb 7, 2025 |
| Feb 6, 2025 | GGift Common Stock10b5-1 | -900 | $0.00 | $0 | 12,763 | Feb 7, 2025 |
| Feb 5, 2025 | MOption exercise Option to purchase Common Stockderivative10b5-1 | -15,874 | $0.00 | $0 | 0 | Feb 7, 2025 |
| Feb 5, 2025 | MOption exercise Option to purchase Common Stockderivative10b5-1 | -12,903 | $0.00 | $0 | 0 | Feb 7, 2025 |
Related signals
Other insiders at LPL Financial Holdings Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 31Weak | LPLAsell LPL Financial Holdings Inc. | Katharine Reeping Principal Accounting Officer | $153k 440 shares | -20% | |
| 13Weak | LPL Financial Holdings Inc. | Aneri Jambusaria Group Managing Director | $110k 308 shares | -5% | |
| 38Weak | LPL Financial Holdings Inc. | Greg Gates Group Managing Director | $1.5M 4,119 shares | -15% | |
| 10Weak | LPL Financial Holdings Inc. | Matthew Enyedi Group Managing Director | $353k 1,000 shares | -7% | |
| 5Weak | LPL Financial Holdings Inc. | Aneri Jambusaria Group Managing Director | $94k 308 shares | -5% | |
| 20Weak | LPL Financial Holdings Inc. | Matthew J Audette President and CFO | $519k 1,579 shares | -7% | |
| 50Moderate | LPL Financial Holdings Inc. | Marc Eliot Cohen Group Managing Director | $1.0M 3,300 shares | -43% | |
| 20Weak | LPL Financial Holdings Inc. | Aneri Jambusaria Group Managing Director | $94k 308 shares | -4% | |
| 35Weak | LPL Financial Holdings Inc. | Matthew J Audette President and CFO | $507k 1,581 shares | -7% | |
| 35Weak | LPL Financial Holdings Inc. | Matthew Enyedi Group Managing Director | $675k 2,109 shares | -13% |
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.