Steinmeier Richard
SEC CIK 1750576 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Managing Dir | 19.5K | — | $7.28M | 18 | 2021-09-07 | 2026-02-25 |
Most active insiders at LPLA, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Gates Greg | Group Managing Dir | — | $2.54M |
| 2 | Steinmeier Richard | CEO | — | $1.88M |
| 3 | Enyedi Matthew | Group Managing Dir | — | $1.03M |
| 4 | Audette Matthew J | Pres, CFO | — | $1.03M |
| 5 | Cohen Marc Eliot | Group Managing Dir | — | $1.02M |
| 6 | Jambusaria Aneri | Group Managing Dir | — | $326.8K |
| 7 | Reeping Katharine | Principal Accounting Off | — | $153.0K |
| 8 | Morningstar Matthew | Group Managing Dir | — | — |
| 9 | Field Emily | Group Managing Dir | — | — |
| 10 | Khanna Somesh | Dir | — | — |
Transactions 18
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2026-02-27 | 2026-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | A - Grant | $0.00 | +12.8K | 19.5K | +191% | $0 |
| 2026-02-27 | 2026-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | F - Tax | $318.47 | -2,619 | 8,962 | -23% | -$834.1K | |
| M | 2025-12-09 | 2025-12-05 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | S - Sale | $370.99 | -5,058 | 14.1K | -26% | -$1.88M |
| I | 2025-12-09 | 2025-12-05 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | G - Gift | $0.00 | -275 | 16.8K | -2% | $0 |
| M | 2025-02-27 | 2025-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | A - Grant | $0.00 | +14.8K | 31.4K | +89% | $0 |
| 2025-02-27 | 2025-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | F - Tax | $357.36 | -4,764 | 24.5K | -16% | -$1.70M | |
| 2025-02-20 | 2025-02-18 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | CEO | S - Sale | $373.79 | -3,500 | 21.4K | -14% | -$1.31M | |
| M | 2024-02-27 | 2024-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | A - Grant | $0.00 | +15.4K | 24.9K | +162% | $0 |
| 2024-02-27 | 2024-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | F - Tax | $263.36 | -7,397 | 22.3K | -25% | -$1.95M | |
| M | 2023-09-15 | 2023-09-13 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | S - Sale | $242.68 | -10.3K | 18.2K | -36% | -$2.50M |
| M | 2023-02-28 | 2023-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | A - Grant | $0.00 | +14.3K | 32.7K | +77% | $0 |
| 2023-02-28 | 2023-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | F - Tax | $247.30 | -7,379 | 25.4K | -23% | -$1.82M | |
| 2022-09-09 | 2022-09-07 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | F - Tax | $223.79 | -3,737 | 20.3K | -16% | -$836.3K | |
| D | 2022-08-08 | 2022-08-04 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | S - Sale+OE | $216.64 | -7,355 | 24.1K | -23% | -$1.59M |
| D | 2022-08-08 | 2022-08-04 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | M - OptEx | $77.53 | +7,355 | 31.4K | +31% | +$570.2K |
| M | 2022-03-01 | 2022-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | A - Grant | $0.00 | +9,146 | 25.7K | +55% | $0 |
| 2022-03-01 | 2022-02-25 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | F - Tax | $182.73 | -4,234 | 21.5K | -16% | -$773.7K | |
| 2021-09-09 | 2021-09-07 | LPLA | LPL Financial Holdings Inc. | Steinmeier Richard | Managing Dir | F - Tax | $147.69 | -3,736 | 19.2K | -16% | -$551.8K |
Purchase Sale Sale after option exercise All abbreviations