Matthew J Audette sold $1.5M of LPLA
CFO and Head of Business Ops at LPL Financial Holdings Inc.. 5,574 shares at an average of $266.52, traded Feb 26, 2024, filed Feb 27, 2024.
Score components
- +22RoleCFO
- +25Trade size$1.5M at market
- +10Share of holdings soldSold 29% of holdings
- +15Cluster5 insiders selling within 14 days
- -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.
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 0001397911-24-000019, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 25, 2024 | AGrant or award Common Stock10b5-1 | +11,302 | $0.00 | $0 | 23,946 | Feb 27, 2024 |
| Feb 25, 2024 | FTax withholding Common Stock10b5-1 | -7,068 | $263.36 | $1.9M | 16,878 | Feb 27, 2024 |
| Feb 25, 2024 | AGrant or award Common Stock10b5-1 | +2,359 | $0.00 | $0 | 19,237 | Feb 27, 2024 |
| Feb 26, 2024 | SOpen-market sale Common Stock10b5-1 | -127 | $263.41 | $33k | 19,110 | Feb 27, 2024 |
| Feb 26, 2024 | SOpen-market sale Common Stock10b5-1 | -300 | $264.37 | $79k | 18,810 | Feb 27, 2024 |
| Feb 26, 2024 | SOpen-market sale Common Stock10b5-1 | -1,219 | $265.68 | $324k | 17,591 | Feb 27, 2024 |
| Feb 26, 2024 | SOpen-market sale Common Stock10b5-1 | -2,613 | $266.68 | $697k | 14,978 | Feb 27, 2024 |
| Feb 26, 2024 | SOpen-market sale Common Stock10b5-1 | -1,315 | $267.79 | $352k | 13,663 | Feb 27, 2024 |
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.