The insider sales are too small to signal any material change in LPLA's outlook. Monitor upcoming quarterly earnings for any fundamental shifts, but this cluster alone does not warrant a trading response.
Price Chart
Executive Summary
Two LPL Financial Group Managing Directors sold a combined $1.57M in open-market transactions over a one-week period. The total sales represent only ~0.005% of LPLA's $29.2B market cap, making this a routine and immaterial insider cluster with no predictive signal.
Key Financial Metrics
Key Facts
- Greg Gates sold 4,100 shares at $355.38 for $1.46M on 2026-08-20
- Aneri Jambusaria sold 308 shares at $357.36 for $110K on 2026-08-27
- Total insider sales of $1.57M represent ~0.005% of LPLA's $29.2B market cap
- Both sellers are Group Managing Directors, not C-suite executives
- No open-market purchases in the cluster
Financial Impact
Total insider sales of $1.57M, immaterial relative to $29.2B market cap
Risk Factors
- Insider sales may increase if executives continue to diversify holdings
- No indication of bearish sentiment from this cluster
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LPLA-1788246223042 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 8, 2026 24d ago | Court Ruling | $350.22 $341.74 | ▼ −2.42% | ▼ −1.30% | $309.00 (−11.77%) |
Aug 31, 2026 4w ago | Insider Cluster | $370.14 $350.22 | ▼ −5.38% | ▼ −5.24% | $309.00 (−16.52%) |
Aug 12, 2026 7w ago | Press Release | $376.68 $359.12 | ▲ +4.66% | ▲ +4.22% | $309.00 (+17.97%) |
Jul 29, 2026 9w ago | Court Ruling | $337.78 $359.92 | ▲ +6.55% | ▲ +1.03% | $309.00 (−8.52%) |
Jul 15, 2026 11w ago | Press Release | $329.12 $327.38 | ▼ −0.53% | ▲ +0.45% | $309.00 (−6.11%) |
Jul 14, 2026 11w ago | Press Release | $321.35 $327.96 | ▲ +2.06% | ▲ +3.35% | $309.00 (−3.84%) |
Jun 27, 2026 13w ago | Institutional Cluster | $269.24 $304.75 | ▲ +13.19% | ▲ +11.80% | $309.00 (+14.77%) |
May 27, 2026 18w ago | Press Release | $269.45 $281.03 | ▲ +4.30% | ▲ +3.83% | $309.00 (+14.68%) |
May 21, 2026 19w ago | Press Release | $285.33 $272.27 | ▼ −4.58% | ▼ −6.43% | $309.00 (+8.29%) |
May 7, 2026 21w ago | Press Release | $308.03 $301.18 | ▼ −2.23% | ▼ −3.73% | $309.00 (+0.31%) |
US Market Status
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