LPL Financial Holdings Inc. (LPLA) · Insider trading

What LPL Financial Holdings's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months

0 insiders, 0 trades

Sold, 12 months

$7.74M

7 insiders, 66% under a plan

Net, 12 months

−$7.74M

bought less sold

Latest filing

2026-09-14

filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

Bought Sold Largest month: $15.77M

Who traded, two years

Insider	Bought	Sold	Trades	Last trade	Holds after
Audette Matthew JPresident and CFO	–	$13.19M	19	2026-04-15	20,693
Gates GregGroup Managing Director	–	$4.75M	64	2026-08-20	23,602
Steinmeier RichardChief Executive Officer	–	$3.18M	7	2025-12-05	14,052
Enyedi MatthewGroup Managing Director	–	$2.93M	11	2026-07-31	13,932
Cohen Marc EliotGroup Managing Director	–	$1.42M	3	2026-03-10	4,400
Jambusaria AneriGroup Managing Director	–	$512,572	8	2026-08-27	6,107
Reeping KatharinePrincipal Accounting Officer	–	$153,050	1	2026-09-11	1,774

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

Date	Insider	Trade	Shares	Price	Value	Holds after	Filing
2026-09-11	Reeping KatharinePrincipal Accounting Officer	Sale	440	347.88	$153,050	1,774	Form 4
2026-08-27	Jambusaria AneriGroup Managing Director	Saleplan	308	357.36	$110,067	6,107	Form 4
2026-08-20	Gates GregGroup Managing Director	Sale	4,119	355.38	$1.46M	23,602	Form 4
2026-07-31	Enyedi MatthewGroup Managing Director	Saleplan	189	351.06	$66,350	13,932	Form 4
2026-07-31	Enyedi MatthewGroup Managing Director	Saleplan	463	352.77	$163,333	13,469	Form 4
2026-07-31	Enyedi MatthewGroup Managing Director	Saleplan	296	353.37	$104,598	13,173	Form 4
2026-07-31	Enyedi MatthewGroup Managing Director	Saleplan	51	354.52	$18,081	13,122	Form 4
2026-07-31	Enyedi MatthewGroup Managing Director	Saleplan	1	355.51	$356	13,121	Form 4
2026-06-17	Jambusaria AneriGroup Managing Director	Saleplan	308	306.00	$94,248	6,415	Form 4
2026-04-15	Audette Matthew JPresident and CFO	Saleplan	220	327.45	$72,039	20,693	Form 4
2026-04-15	Audette Matthew JPresident and CFO	Saleplan	189	328.34	$62,056	20,504	Form 4
2026-04-15	Audette Matthew JPresident and CFO	Saleplan	595	331.09	$196,999	19,909	Form 4
2026-04-15	Audette Matthew JPresident and CFO	Saleplan	106	332.27	$35,221	19,803	Form 4
2026-04-14	Audette Matthew JPresident and CFO	Saleplan	330	325.00	$107,250	21,052	Form 4
2026-04-14	Audette Matthew JPresident and CFO	Saleplan	139	326.16	$45,336	20,913	Form 4
2026-03-10	Cohen Marc EliotGroup Managing Director	Sale	1,088	309.72	$337,040	4,400	Form 4
2026-03-09	Cohen Marc EliotGroup Managing Director	Sale	2,212	308.75	$682,955	5,488	Form 4
2026-03-02	Jambusaria AneriGroup Managing Director	Saleplan	308	306.00	$94,248	6,723	Form 4
2026-02-26	Audette Matthew JPresident and CFO	Saleplan	348	318.51	$110,841	22,615	Form 4
2026-02-26	Audette Matthew JPresident and CFO	Saleplan	274	319.32	$87,494	22,341	Form 4
2026-02-26	Audette Matthew JPresident and CFO	Saleplan	506	321.04	$162,446	21,835	Form 4
2026-02-26	Audette Matthew JPresident and CFO	Saleplan	453	322.15	$145,934	21,382	Form 4
2026-02-26	Enyedi MatthewGroup Managing Director	Saleplan	463	318.38	$147,410	15,767	Form 4
2026-02-26	Enyedi MatthewGroup Managing Director	Saleplan	628	319.38	$200,571	15,139	Form 4
2026-02-26	Enyedi MatthewGroup Managing Director	Saleplan	666	320.99	$213,779	14,473	Form 4
2026-02-26	Enyedi MatthewGroup Managing Director	Saleplan	169	321.74	$54,374	14,304	Form 4
2026-02-26	Enyedi MatthewGroup Managing Director	Saleplan	183	322.72	$59,058	14,121	Form 4
2025-12-05	Gates GregGroup Managing Director	Saleplan	46	367.95	$16,926	15,324	Form 4
2025-12-05	Gates GregGroup Managing Director	Saleplan	34	368.70	$12,536	15,290	Form 4
2025-12-05	Gates GregGroup Managing Director	Saleplan	136	370.44	$50,380	15,154	Form 4
2025-12-05	Gates GregGroup Managing Director	Saleplan	410	371.20	$152,192	14,744	Form 4
2025-12-05	Gates GregGroup Managing Director	Saleplan	85	372.32	$31,647	14,659	Form 4
2025-12-05	Gates GregGroup Managing Director	Saleplan	39	373.09	$14,551	14,620	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Saleplan	332	367.06	$121,864	14,052	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Saleplan	183	368.63	$67,459	13,869	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Saleplan	1,040	370.62	$385,445	12,829	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Saleplan	2,450	371.23	$909,514	10,379	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Saleplan	779	372.20	$289,944	9,600	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Saleplan	274	373.20	$102,257	9,326	Form 4
2025-12-01	Jambusaria AneriGroup Managing Director	Saleplan	80	352.48	$28,198	5,502	Form 4

73 more

2025-11-05	Gates GregGroup Managing Director	Saleplan	63	372.62	$23,475	16,807	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	205	374.00	$76,670	16,602	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	230	374.86	$86,218	16,372	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	267	375.80	$100,339	16,105	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	293	377.01	$110,464	15,812	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	234	378.24	$88,508	15,578	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	169	379.58	$64,149	15,409	Form 4
2025-11-05	Gates GregGroup Managing Director	Saleplan	39	380.12	$14,825	15,370	Form 4
2025-10-06	Gates GregGroup Managing Director	Saleplan	141	312.15	$44,013	17,479	Form 4
2025-10-06	Gates GregGroup Managing Director	Saleplan	266	313.20	$83,311	17,213	Form 4
2025-10-06	Gates GregGroup Managing Director	Saleplan	109	314.04	$34,230	17,104	Form 4
2025-10-06	Gates GregGroup Managing Director	Saleplan	132	315.09	$41,592	16,972	Form 4
2025-10-06	Gates GregGroup Managing Director	Saleplan	102	320.27	$32,668	16,870	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	91	329.17	$29,954	19,029	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	11	330.12	$3,631	19,018	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	79	331.83	$26,215	18,939	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	326	332.90	$108,525	18,613	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	28	334.53	$9,367	18,585	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	72	335.84	$24,180	18,513	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	128	337.13	$43,153	18,385	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	25	337.58	$8,440	18,360	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	121	340.01	$41,141	18,239	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	190	340.83	$64,758	18,049	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	79	341.89	$27,009	17,970	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	47	342.88	$16,115	17,923	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	150	343.98	$51,597	17,773	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	3	344.67	$1,034	17,770	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	1	345.44	$345	17,769	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	106	347.46	$36,831	17,663	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	11	348.04	$3,828	17,652	Form 4
2025-09-05	Gates GregGroup Managing Director	Saleplan	32	349.60	$11,187	17,620	Form 4
2025-09-02	Jambusaria AneriGroup Managing Director	Saleplan	80	361.25	$28,900	5,582	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	131	371.55	$48,673	20,489	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	161	372.43	$59,961	20,328	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	352	373.49	$131,468	19,976	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	620	374.22	$232,016	19,356	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	45	375.37	$16,892	19,311	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	106	376.30	$39,888	19,205	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	42	377.79	$15,867	19,163	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	30	378.47	$11,354	19,133	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	9	380.46	$3,424	19,124	Form 4
2025-08-05	Gates GregGroup Managing Director	Saleplan	4	381.34	$1,525	19,120	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	96	378.17	$36,304	22,024	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	133	379.35	$50,454	21,891	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	48	380.85	$18,281	21,843	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	159	381.69	$60,689	21,684	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	351	382.58	$134,286	21,333	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	363	383.75	$139,301	20,970	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	315	384.61	$121,152	20,655	Form 4
2025-07-03	Gates GregGroup Managing Director	Saleplan	35	385.29	$13,485	20,620	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	275	375.52	$103,268	23,579	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	143	376.49	$53,838	23,436	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	189	377.39	$71,327	23,247	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	59	378.42	$22,327	23,188	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	409	379.79	$155,334	22,779	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	83	380.54	$31,585	22,696	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	219	381.69	$83,590	22,477	Form 4
2025-06-05	Gates GregGroup Managing Director	Saleplan	123	382.37	$47,032	22,354	Form 4
2025-06-02	Jambusaria AneriGroup Managing Director	Saleplan	80	383.99	$30,719	5,662	Form 4
2025-03-14	Jambusaria AneriManaging Director	Saleplan	80	311.87	$24,950	5,742	Form 4
2025-02-26	Audette Matthew JPresident and CFO	Saleplan	4,588	360.07	$1.65M	16,538	Form 4
2025-02-26	Cohen Marc EliotManaging Director	Sale	1,100	365.85	$402,435	4,075	Form 4
2025-02-18	Steinmeier RichardChief Executive Officer	Saleplan	3,500	373.79	$1.31M	21,396	Form 4
2025-02-10	Enyedi MatthewManaging Director	Saleplan	5,154	369.33	$1.90M	10,495	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	2,173	360.00	$782,280	40,267	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	2,900	361.39	$1.05M	37,367	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	300	362.30	$108,690	37,067	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	3,247	364.37	$1.18M	33,820	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	5,260	365.37	$1.92M	28,560	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	10,307	366.40	$3.78M	18,253	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	3,173	367.37	$1.17M	15,080	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Saleplan	1,417	368.08	$521,569	13,663	Form 4
2024-12-05	Jambusaria AneriManaging Director	Sale	305	331.94	$101,242	3,920	Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

119 × grant or award20 × shares withheld for tax18 × gift5 × option exercise

Show them

Date	Insider	What	Shares	Price	Holds after	Filing
2026-09-05	Field EmilyGroup Managing Director	Shares withheld for tax F	−106	359.33	1,833	Form 4
2026-08-28	Bernard Edward CDirector	Grant or award A	+3	–	16,262	Form 4
2026-08-28	Eberhart PaulettDirector	Grant or award A	+4	–	17,764	Form 4
2026-08-28	Glavin William Francis JrDirector	Grant or award A	+10	–	24,074	Form 4
2026-08-28	Mnookin AllisonDirector	Grant or award A	+2	–	11,763	Form 4
2026-08-28	Putnam James SDirector	Grant or award A	+7	–	135,298	Form 4
2026-08-28	Schifter Richard PDirector	Grant or award A	+14	–	39,192	Form 4
2026-08-28	Thomas Corey E.Director	Grant or award A	+4	–	14,912	Form 4
2026-08-20	Gates GregGroup Managing Director	Option exercise M	+7,189	77.53	27,721	Form 4
2026-08-03	Putnam James SDirector	Gift G	−2,000	–	135,290	Form 4
2026-06-12	Cohen Marc EliotGroup Managing Director	Shares withheld for tax F	−44	295.66	4,356	Form 4
2026-06-12	Gates GregGroup Managing Director	Shares withheld for tax F	−232	295.66	20,532	Form 4
2026-06-04	Bernard Edward CDirector	Grant or award A	+4	–	16,259	Form 4
2026-06-04	Eberhart PaulettDirector	Grant or award A	+5	–	17,760	Form 4
2026-06-04	Glavin William Francis JrDirector	Grant or award A	+15	–	24,064	Form 4
2026-06-04	Mnookin AllisonDirector	Grant or award A	+3	–	11,761	Form 4
2026-06-04	Putnam James SDirector	Grant or award A	+10	–	137,290	Form 4
2026-06-04	Schifter Richard PDirector	Grant or award A	+19	–	39,178	Form 4
2026-06-04	Thomas Corey E.Director	Grant or award A	+7	–	14,908	Form 4
2026-05-15	Bernard Edward CDirector	Grant or award A	+712	–	15,907	Form 4
2026-05-15	Bernard Edward CDirector	Grant or award A	+348	–	16,255	Form 4
2026-05-15	Eberhart PaulettDirector	Grant or award A	+712	–	17,755	Form 4
2026-05-15	Glavin William Francis JrDirector	Grant or award A	+712	–	24,049	Form 4
2026-05-15	Khanna SomeshDirector	Grant or award A	+712	–	851	Form 4
2026-05-15	Ko Albert JDirector	Grant or award A	+712	–	3,299	Form 4
2026-05-15	Mnookin AllisonDirector	Grant or award A	+712	–	11,758	Form 4
2026-05-15	Mulcahy Anne MDirector	Grant or award A	+712	–	37,083	Form 4
2026-05-15	Mulcahy Anne MDirector	Grant or award A	+348	–	37,431	Form 4
2026-05-15	Putnam James SDirector	Grant or award A	+712	–	137,280	Form 4
2026-05-15	Schifter Richard PDirector	Grant or award A	+712	–	38,811	Form 4
2026-05-15	Schifter Richard PDirector	Grant or award A	+348	–	39,159	Form 4
2026-05-15	Thomas Corey E.Director	Grant or award A	+712	–	14,553	Form 4
2026-05-15	Thomas Corey E.Director	Grant or award A	+348	–	14,901	Form 4
2026-05-07	Putnam James SDirector	Gift G	−100	–	136,568	Form 4
2026-03-24	Bernard Edward CDirector	Grant or award A	+4	–	15,195	Form 4
2026-03-24	Eberhart PaulettDirector	Grant or award A	+5	–	17,043	Form 4
2026-03-24	Glavin William Francis JrDirector	Grant or award A	+15	–	23,337	Form 4
2026-03-24	Mnookin AllisonDirector	Grant or award A	+3	–	11,046	Form 4
2026-03-24	Putnam James SDirector	Grant or award A	+10	–	136,668	Form 4
2026-03-24	Schifter Richard PDirector	Grant or award A	+19	–	38,099	Form 4
2026-03-24	Thomas Corey E.Director	Grant or award A	+7	–	13,841	Form 4
2026-03-09	Cohen Marc EliotGroup Managing Director	Option exercise M	+2,212	77.53	7,700	Form 4
2026-02-25	Audette Matthew JPresident and CFO	Grant or award A	+2,152	–	18,690	Form 4
2026-02-25	Audette Matthew JPresident and CFO	Shares withheld for tax F	−2,351	318.47	16,339	Form 4
2026-02-25	Audette Matthew JPresident and CFO	Grant or award A	+6,624	–	22,963	Form 4
2026-02-25	Cohen Marc EliotGroup Managing Director	Grant or award A	+537	–	4,568	Form 4
2026-02-25	Cohen Marc EliotGroup Managing Director	Shares withheld for tax F	−483	318.47	4,085	Form 4
2026-02-25	Cohen Marc EliotGroup Managing Director	Grant or award A	+1,403	–	5,488	Form 4
2026-02-25	Enyedi MatthewGroup Managing Director	Grant or award A	+1,799	–	15,387	Form 4
2026-02-25	Enyedi MatthewGroup Managing Director	Shares withheld for tax F	−1,333	318.47	14,054	Form 4
2026-02-25	Enyedi MatthewGroup Managing Director	Grant or award A	+2,176	–	16,230	Form 4
2026-02-25	Field EmilyGroup Managing Director	Grant or award A	+1,122	–	1,939	Form 4
2026-02-25	Gates GregGroup Managing Director	Grant or award A	+1,856	–	16,476	Form 4
2026-02-25	Gates GregGroup Managing Director	Shares withheld for tax F	−1,293	318.47	15,183	Form 4
2026-02-25	Gates GregGroup Managing Director	Grant or award A	+2,774	–	17,957	Form 4
2026-02-25	Gates GregGroup Managing Director	Grant or award A	+2,807	–	20,764	Form 4
2026-02-25	Jambusaria AneriGroup Managing Director	Grant or award A	+942	–	6,444	Form 4
2026-02-25	Jambusaria AneriGroup Managing Director	Shares withheld for tax F	−715	318.47	5,729	Form 4
2026-02-25	Jambusaria AneriGroup Managing Director	Grant or award A	+1,302	–	7,031	Form 4
2026-02-25	Morningstar MatthewGroup Managing Director	Grant or award A	+1,122	–	3,415	Form 4
2026-02-25	Reeping KatharinePrincipal Accounting Officer	Grant or award A	+81	–	2,053	Form 4
2026-02-25	Reeping KatharinePrincipal Accounting Officer	Shares withheld for tax F	−212	318.47	1,841	Form 4
2026-02-25	Reeping KatharinePrincipal Accounting Officer	Grant or award A	+373	–	2,214	Form 4
2026-02-25	Steinmeier RichardChief Executive Officer	Grant or award A	+2,255	–	11,581	Form 4
2026-02-25	Steinmeier RichardChief Executive Officer	Shares withheld for tax F	−2,619	318.47	8,962	Form 4
2026-02-25	Steinmeier RichardChief Executive Officer	Grant or award A	+10,526	–	19,488	Form 4
2026-02-02	Khanna SomeshDirector	Grant or award A	+139	–	139	Form 4
2025-12-31	Schifter Richard PDirector	Gift G	−1,145	–	38,080	Form 4
2025-12-09	Morningstar MatthewGroup Managing Director	Grant or award A	+1,715	–	2,293	Form 4
2025-12-05	Steinmeier RichardChief Executive Officer	Gift G	−275	–	16,813	Form 4
2025-12-01	Bernard Edward CDirector	Grant or award A	+3	–	15,191	Form 4
2025-12-01	Eberhart PaulettDirector	Grant or award A	+4	–	17,038	Form 4
2025-12-01	Glavin William Francis JrDirector	Grant or award A	+10	–	23,322	Form 4
2025-12-01	Mnookin AllisonDirector	Grant or award A	+2	–	11,043	Form 4
2025-12-01	Putnam James SDirector	Grant or award A	+7	–	136,658	Form 4
2025-12-01	Schifter Richard PDirector	Grant or award A	+14	–	39,225	Form 4
2025-12-01	Thomas Corey E.Director	Grant or award A	+4	–	13,834	Form 4
2025-09-09	Reeping KatharinePrincipal Accounting Officer	Shares withheld for tax F	−56	339.97	1,972	Form 4
2025-09-05	Field EmilyGroup Managing Director	Grant or award A	+817	–	817	Form 4
2025-08-29	Bernard Edward CDirector	Grant or award A	+3	–	15,188	Form 4
2025-08-29	Eberhart PaulettDirector	Grant or award A	+4	–	17,034	Form 4
2025-08-29	Glavin William Francis JrDirector	Grant or award A	+10	–	23,312	Form 4
2025-08-29	Mnookin AllisonDirector	Grant or award A	+2	–	11,041	Form 4
2025-08-29	Putnam James SDirector	Grant or award A	+7	–	136,652	Form 4
2025-08-29	Schifter Richard PDirector	Grant or award A	+14	–	39,211	Form 4
2025-08-29	Thomas Corey E.Director	Grant or award A	+4	–	13,830	Form 4
2025-06-12	Bernard Edward CDirector	Grant or award A	+3	–	15,185	Form 4
2025-06-12	Cohen Marc EliotGroup Managing Director	Shares withheld for tax F	−44	379.39	4,031	Form 4
2025-06-12	Eberhart PaulettDirector	Grant or award A	+4	–	17,030	Form 4
2025-06-12	Gates GregGroup Managing Director	Shares withheld for tax F	−234	379.39	22,120	Form 4
2025-06-12	Glavin William Francis JrDirector	Grant or award A	+10	–	23,302	Form 4
2025-06-12	Mnookin AllisonDirector	Grant or award A	+2	–	11,039	Form 4
2025-06-12	Putnam James SDirector	Grant or award A	+6	–	136,644	Form 4
2025-06-12	Schifter Richard PDirector	Grant or award A	+13	–	39,197	Form 4
2025-06-12	Thomas Corey E.Director	Grant or award A	+4	–	13,826	Form 4
2025-06-02	Schifter Richard PDirector	Gift G	−238	–	39,184	Form 4
2025-05-23	Bernard Edward CDirector	Grant or award A	+602	–	14,874	Form 4
2025-05-23	Bernard Edward CDirector	Grant or award A	+308	–	15,182	Form 4
2025-05-23	Eberhart PaulettDirector	Grant or award A	+602	–	17,026	Form 4
2025-05-23	Glavin William Francis JrDirector	Grant or award A	+602	–	22,984	Form 4
2025-05-23	Glavin William Francis JrDirector	Grant or award A	+308	–	23,292	Form 4
2025-05-23	Ko Albert JDirector	Grant or award A	+602	–	2,258	Form 4
2025-05-23	Ko Albert JDirector	Grant or award A	+308	–	2,566	Form 4
2025-05-23	Mnookin AllisonDirector	Grant or award A	+602	–	11,037	Form 4
2025-05-23	Mulcahy Anne MDirector	Grant or award A	+602	–	36,063	Form 4
2025-05-23	Mulcahy Anne MDirector	Grant or award A	+308	–	36,371	Form 4
2025-05-23	Putnam James SDirector	Grant or award A	+602	–	136,638	Form 4
2025-05-23	Schifter Richard PDirector	Grant or award A	+602	–	39,114	Form 4
2025-05-23	Schifter Richard PDirector	Grant or award A	+308	–	39,422	Form 4
2025-05-23	Thomas Corey E.Director	Grant or award A	+602	–	13,514	Form 4
2025-05-23	Thomas Corey E.Director	Grant or award A	+308	–	13,822	Form 4
2025-03-25	Bernard Edward CDirector	Grant or award A	+3	–	14,272	Form 4
2025-03-25	Eberhart PaulettDirector	Grant or award A	+4	–	16,424	Form 4
2025-03-25	Glavin William Francis JrDirector	Grant or award A	+11	–	22,382	Form 4
2025-03-25	Mnookin AllisonDirector	Grant or award A	+2	–	10,435	Form 4
2025-03-25	Putnam James SDirector	Grant or award A	+8	–	136,036	Form 4
2025-03-25	Schifter Richard PDirector	Grant or award A	+15	–	38,512	Form 4
2025-03-25	Thomas Corey E.Director	Grant or award A	+4	–	12,912	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	39,597	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	39,487	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	39,377	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	39,267	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	39,157	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	39,047	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	38,937	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	38,827	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	38,717	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	38,607	Form 4
2025-03-24	Schifter Richard PDirector	Gift G	−110	–	38,497	Form 4
2025-03-13	Eberhart PaulettDirector	Gift G	−4,305	–	16,420	Form 4
2025-02-25	Audette Matthew JPresident and CFO	Grant or award A	+7,154	–	19,917	Form 4
2025-02-25	Audette Matthew JPresident and CFO	Shares withheld for tax F	−4,738	357.36	15,179	Form 4
2025-02-25	Audette Matthew JPresident and CFO	Grant or award A	+5,947	–	21,126	Form 4
2025-02-25	Brown AltheaManaging Director	Shares withheld for tax F	−237	357.36	5,439	Form 4
2025-02-25	Brown AltheaManaging Director	Grant or award A	+1,272	–	6,711	Form 4
2025-02-25	Cohen Marc EliotManaging Director	Grant or award A	+1,140	–	5,074	Form 4
2025-02-25	Cohen Marc EliotManaging Director	Shares withheld for tax F	−673	357.36	4,401	Form 4
2025-02-25	Cohen Marc EliotManaging Director	Grant or award A	+774	–	5,175	Form 4
2025-02-25	Dadyar SaraManaging Director	Grant or award A	+1,797	–	1,797	Form 4
2025-02-25	Enyedi MatthewManaging Director	Grant or award A	+4,564	–	15,059	Form 4
2025-02-25	Enyedi MatthewManaging Director	Shares withheld for tax F	−3,130	357.36	11,929	Form 4
2025-02-25	Enyedi MatthewManaging Director	Grant or award A	+1,659	–	13,588	Form 4
2025-02-25	Gates GregManaging Director	Grant or award A	+6,170	–	25,016	Form 4
2025-02-25	Gates GregManaging Director	Shares withheld for tax F	−3,319	357.36	21,697	Form 4
2025-02-25	Gates GregManaging Director	Grant or award A	+2,157	–	23,854	Form 4
2025-02-25	Jambusaria AneriManaging Director	Grant or award A	+1,788	–	5,708	Form 4
2025-02-25	Jambusaria AneriManaging Director	Shares withheld for tax F	−992	357.36	4,716	Form 4
2025-02-25	Jambusaria AneriManaging Director	Grant or award A	+1,106	–	5,822	Form 4
2025-02-25	Steinmeier RichardChief Executive Officer	Grant or award A	+7,836	–	29,232	Form 4
2025-02-25	Steinmeier RichardChief Executive Officer	Shares withheld for tax F	−4,764	357.36	24,468	Form 4
2025-02-25	Steinmeier RichardChief Executive Officer	Grant or award A	+6,971	–	31,439	Form 4
2025-02-10	Enyedi MatthewManaging Director	Option exercise M	+5,154	39.48	15,649	Form 4
2025-02-06	Audette Matthew JPresident and CFO	Gift G	−900	–	12,763	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Option exercise M	+15,874	65.50	29,537	Form 4
2025-02-05	Audette Matthew JPresident and CFO	Option exercise M	+12,903	77.53	42,440	Form 4
2024-12-02	Bernard Edward CDirector	Grant or award A	+3	–	14,269	Form 4
2024-12-02	Eberhart PaulettDirector	Grant or award A	+4	–	20,725	Form 4
2024-12-02	Glavin William Francis JrDirector	Grant or award A	+12	–	22,371	Form 4
2024-12-02	Mnookin AllisonDirector	Grant or award A	+2	–	10,433	Form 4
2024-12-02	Putnam James SDirector	Grant or award A	+8	–	136,028	Form 4
2024-12-02	Schifter Richard PDirector	Grant or award A	+16	–	39,707	Form 4
2024-12-02	Thomas Corey E.Director	Grant or award A	+5	–	12,908	Form 4

How to read it

Buy, sale: Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan: A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after: The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value: Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

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