InsiderTrades

Cohen Marc Eliot

SEC CIK 2050551 · EDGAR

Buying vs selling by month open-market trades, last 24 months, LPLA
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
LPLALPL Financial Holdings Inc.Managing Dir 4,356 — $1.42M 92025-02-252026-06-12

Most active insiders at LPLA, 12 months

#InsiderTitleBoughtSold
1 Gates GregGroup Managing Dir —$2.54M
2 Steinmeier RichardCEO —$1.88M
3 Enyedi MatthewGroup Managing Dir —$1.03M
4 Audette Matthew JPres, CFO —$1.03M
5 Cohen Marc EliotGroup Managing Dir —$1.02M
6 Jambusaria AneriGroup Managing Dir —$326.8K
7 Reeping KatharinePrincipal Accounting Off —$153.0K
8 Morningstar MatthewGroup Managing Dir ——
9 Field EmilyGroup Managing Dir ——
10 Khanna SomeshDir ——

Transactions 9

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-06-15 16:44 2026-06-12 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Group Managing Dir F - Tax $295.66 -44 4,356 -1% -$13.0K
D 2026-03-11 2026-03-09 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Group Managing Dir M - OptEx $77.53 +2,212 7,700 +40% +$171.5K
DM 2026-03-11 2026-03-09+ LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Group Managing Dir S - Sale+OE $309.07 -3,300 4,400 -43% -$1.02M
M 2026-02-27 2026-02-25 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Group Managing Dir A - Grant $0.00 +1,940 5,488 +55% $0
2026-02-27 2026-02-25 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Group Managing Dir F - Tax $318.47 -483 4,085 -11% -$153.8K
2025-06-16 2025-06-12 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Group Managing Dir F - Tax $379.39 -44 4,031 -1% -$16.7K
M 2025-02-27 2025-02-25 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Managing Dir A - Grant $0.00 +1,914 5,074 +61% $0
2025-02-27 2025-02-25 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Managing Dir F - Tax $357.36 -673 4,401 -13% -$240.5K
2025-02-27 2025-02-26 LPLA LPL Financial Holdings Inc. Cohen Marc Eliot Managing Dir S - Sale $365.85 -1,100 4,075 -21% -$402.4K

Purchase Sale Sale after option exercise All abbreviations