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sellModerate cluster of 4

Marc Eliot Cohen sold $1.0M of LPLA

Group Managing Director at LPL Financial Holdings Inc.. 3,300 shares at an average of $309.07, traded Mar 9, 2026, filed Mar 11, 2026.

Warning score
50
Value
$1.0M
3,300 shares
Holdings after
4,400
-43% from before
From 52-week low
+11%
low $281.83, close $311.92
From 52-week high
-21%
high $397.23, as of Mar 9, 2026

Score components

  • Role
    Officer
    +15
  • Trade size
    $1.0M at market
    +25
  • Share of holdings sold
    Sold 43% of holdings
    +10
  • Cluster
    4 insiders selling within 14 days
    +15
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

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 +3.2%, 3m -4.4%, 6m +15.6%.

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.

LPLAOct 12, 2026 · close 330.12
Since filing Mar 11, 2026: +9.2%SPY +15.9% · excess -6.8%

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 0001628280-26-016927, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 9, 2026MOption exercise
Common Stock
+2,212$77.53$171k7,700Mar 11, 2026
Mar 9, 2026SOpen-market sale
Common Stock
-2,212$308.75$683k5,488Mar 11, 2026
Mar 10, 2026SOpen-market sale
Common Stock
-1,088$309.72$337k4,400Mar 11, 2026
Mar 9, 2026MOption exercise
Stock Option (Right to Buy)derivative
-2,212$0.00$00Mar 11, 2026

Related signals

Other insiders at LPL Financial Holdings Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
31Weak
LPLAsell
LPL Financial Holdings Inc.
Katharine Reeping
Principal Accounting Officer
$153k
440 shares
-20%
13Weak
LPLAsell 210b5-1
LPL Financial Holdings Inc.
Aneri Jambusaria
Group Managing Director
$110k
308 shares
-5%
38Weak
LPLAsell 2
LPL Financial Holdings Inc.
Greg Gates
Group Managing Director
$1.5M
4,119 shares
-15%
10Weak
LPLAsell10b5-1
LPL Financial Holdings Inc.
Matthew Enyedi
Group Managing Director
$353k
1,000 shares
-7%
5Weak
LPLAsell10b5-1
LPL Financial Holdings Inc.
Aneri Jambusaria
Group Managing Director
$94k
308 shares
-5%
20Weak
LPLAsell10b5-1
LPL Financial Holdings Inc.
Matthew J Audette
President and CFO
$519k
1,579 shares
-7%
20Weak
LPLAsell 410b5-1
LPL Financial Holdings Inc.
Aneri Jambusaria
Group Managing Director
$94k
308 shares
-4%
35Weak
LPLAsell 410b5-1
LPL Financial Holdings Inc.
Matthew J Audette
President and CFO
$507k
1,581 shares
-7%
35Weak
LPLAsell 410b5-1
LPL Financial Holdings Inc.
Matthew Enyedi
Group Managing Director
$675k
2,109 shares
-13%
24Weak
LPLAsell 310b5-1
LPL Financial Holdings Inc.
Greg Gates
Group Managing Director
$278k
750 shares
-5%

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 sold $1.0M of LPLA | InsiderTell