Skip to main content

LPL Financial Holdings Inc.

For the period ended Dec 31, 2025. Filed Feb 23, 2026.

View on SEC.gov

About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Feb 23, 2026

LPLA$305.49+3.4%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits
Contents

SIGNATURES

Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this Annual Report on Form 10-K to be signed on its behalf by the undersigned, thereunto duly authorized.

LPL Financial Holdings Inc.
By:/s/ Richard Steinmeier
Richard Steinmeier
Chief Executive Officer

Dated: February 23, 2026

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, this report has been signed below by the following persons on behalf of the Registrant and in the capacities and on the dates indicated.

SignatureTitleDate
/s/ Richard Steinmeier
Richard SteinmeierChief Executive Officer(Principal Executive Officer)February 23, 2026
/s/ Matthew Audette
Matthew AudettePresident and Chief Financial Officer (Principal Financial Officer)February 23, 2026
/s/ Katharine Reeping
Katharine ReepingChief Accounting Officer (Principal Accounting Officer)February 23, 2026
/s/ Edward C. Bernard
Edward C. BernardDirectorFebruary 23, 2026
/s/ Paulett Eberhart
Paulett EberhartDirectorFebruary 23, 2026
/s/ William F. Glavin, Jr.
William F. Glavin, Jr.DirectorFebruary 23, 2026
/s/ Somesh Khanna
Somesh KhannaDirectorFebruary 23, 2026
/s/ Albert J. Ko
Albert J. KoDirectorFebruary 23, 2026
/s/ Allison H. Mnookin
Allison H. MnookinDirectorFebruary 23, 2026
/s/ Anne M. Mulcahy
Anne M. MulcahyDirectorFebruary 23, 2026
/s/ James S. Putnam
James S. PutnamDirectorFebruary 23, 2026
/s/ Richard P. Schifter
Richard P. SchifterDirectorFebruary 23, 2026
/s/ Corey E. Thomas
Corey E. ThomasDirectorFebruary 23, 2026
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.