Issued 2026-09-16 at $333.04 · now $333.04 (2026-09-16, +0.0% since)
Based on its own history, a month from the 2026-09-16 close, LPLA has typically landed between $283.54 and $390.38 — a range of −14.9% to +17.2% from the issuance price $333.04.
- Actual close
- Typical path (median)
- Middle 50% of outcomes
- 90% range
3,958 overlapping 1 month windows · 2010-11-18 – 2026-08-17 · basis climatology · forecast (batch). Probability up 53.9% (90% CI 51.7–56.1%, ≈1,408 obs).
The cone is anchored at the 2026-09-16 issuance close ($333.04) — the price the forecast resolves against on 2026-10-15, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.
Where LPLA has typically landed a month from the 2026-09-16 close of $333.04 — the range is history, not a prediction.
- now $333.04 (+0.0%)
- typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $339.51 (+1.9%)
- middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $319.29–$359.73
- 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $283.54–$390.38
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 3,958 windows spanning 2010-11-18 to 2026-09-16. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
| Start | Return | Max drop | Max rise |
|---|---|---|---|
| 3 worst | |||
| 2020-02-18 | −58.5% | −58.5% | +4.7% |
| 2020-02-21 | −56.0% | −58.7% | +0.0% |
| 2020-02-20 | −54.4% | −60.3% | +0.0% |
| 3 best | |||
| 2020-03-18 | +37.9% | +0.0% | +47.6% |
| 2020-04-21 | +37.1% | +0.0% | +37.1% |
| 2020-04-24 | +36.0% | +0.0% | +36.0% |
3,958 overlapping windows · 2010-11-18 – 2026-09-16 · not cherry-picked
Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.
iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~16 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.Jan
75%
+4.3%
n=16
Feb
69%
+0.2%
n=16
Mar
50%
−1.5%
n=16
Apr
69%
+2.6%
n=16
May
56%
+3.2%
n=16
Jun
56%
+0.5%
n=16
Jul
75%
+2.7%
n=16
Aug
69%
−0.3%
n=16
Sep
44%
−0.8%
n=16
Oct
67%
+4.6%
n=15
Nov
67%
+5.8%
n=15
Dec
69%
+1.1%
n=16
Up-frequency and average month-over-month return · historical frequency, not a prediction
Reported insider & political trades
Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.
| Date | Person | Role | Action | Shares @ price | Value | Ownership Δ | vs S&P 1m | vs S&P 6m | Owned after | Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | Reeping Katharine | officer | Sale | 440 @ $347.88 | $153K | −19.9% of holding | not yet — horizon still open | not yet — horizon still open | 1,774 | Form 4 · filed 3 days after the trade |
| 2026-08-27 | Jambusaria Aneri | officer | Sale | 308 @ $357.36 | $110K | −4.8% of holding | not yet — horizon still open | not yet — horizon still open | 6,107 | Form 4 · filed 4 days after the trade |
| 2026-08-20 | Gates Greg | officer | Sale | 4,119 @ $355.38 | $1.5M | −14.9% of holding | not yet — horizon still open | not yet — horizon still open | 23,602 | Form 4 · filed 1 day after the trade |
| 2026-07-31 | Enyedi Matthew | officer | Sale | 463 @ $352.77 | $163K | −3.3% of holding | +2.0% | not yet — horizon still open | 13,469 | Form 4 · filed 4 days after the trade |
| 2026-07-31 | Enyedi Matthew | officer | Sale | 296 @ $353.37 | $105K | −2.2% of holding | +2.0% | not yet — horizon still open | 13,173 | Form 4 · filed 4 days after the trade |
| 2026-07-31 | Enyedi Matthew | officer | Sale | 189 @ $351.06 | $66K | −1.3% of holding | +2.0% | not yet — horizon still open | 13,932 | Form 4 · filed 4 days after the trade |
| 2026-07-31 | Enyedi Matthew | officer | Sale | 51 @ $354.52 | $18K | −0.4% of holding | +2.0% | not yet — horizon still open | 13,122 | Form 4 · filed 4 days after the trade |
| 2026-07-31 | Enyedi Matthew | officer | Sale | 1 @ $355.51 | $356 | −0.0% of holding | +2.0% | not yet — horizon still open | 13,121 | Form 4 · filed 4 days after the trade |
| 2026-06-17 | Jambusaria Aneri | officer | Sale | 308 @ $306.00 | $94K | −4.6% of holding | +7.3% | not yet — horizon still open | 6,415 | Form 4 · filed 5 days after the trade |
| 2026-04-15 | Audette Matthew J | officer | Sale | 595 @ $331.09 | $197K | −2.9% of holding | −16.9% | not yet — horizon still open | 19,909 | Form 4 · filed 1 day after the trade |
| 2026-04-15 | Audette Matthew J | officer | Sale | 220 @ $327.45 | $72K | −1.1% of holding | −16.9% | not yet — horizon still open | 20,693 | Form 4 · filed 1 day after the trade |
| 2026-04-15 | Audette Matthew J | officer | Sale | 189 @ $328.34 | $62K | −0.9% of holding | −16.9% | not yet — horizon still open | 20,504 | Form 4 · filed 1 day after the trade |
| 2026-04-15 | Audette Matthew J | officer | Sale | 106 @ $332.27 | $35K | −0.5% of holding | −16.9% | not yet — horizon still open | 19,803 | Form 4 · filed 1 day after the trade |
| 2026-04-14 | Audette Matthew J | officer | Sale | 330 @ $325.00 | $107K | −1.5% of holding | −13.5% | not yet — horizon still open | 21,052 | Form 4 · filed 2 days after the trade |
| 2026-04-14 | Audette Matthew J | officer | Sale | 139 @ $326.16 | $45K | −0.7% of holding | −13.5% | not yet — horizon still open | 20,913 | Form 4 · filed 2 days after the trade |
| 2026-03-10 | Cohen Marc Eliot | officer | Sale | 1,088 @ $309.72 | $337K | −19.8% of holding | +1.4% | +0.3% | 4,400 | Form 4 · filed 1 day after the trade |
| 2026-03-09 | Cohen Marc Eliot | officer | Sale | 2,212 @ $308.75 | $683K | −28.7% of holding | −0.5% | −1.3% | 5,488 | Form 4 · filed 2 days after the trade |
| 2026-03-02 | Jambusaria Aneri | officer | Sale | 308 @ $306.00 | $94K | −4.4% of holding | +3.4% | +8.9% | 6,723 | Form 4 · filed 2 days after the trade |
| 2026-02-26 | Enyedi Matthew | officer | Sale | 666 @ $320.99 | $214K | −4.4% of holding | +0.8% | +0.8% | 14,473 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Enyedi Matthew | officer | Sale | 628 @ $319.38 | $201K | −4.0% of holding | +0.8% | +0.8% | 15,139 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Audette Matthew J | officer | Sale | 506 @ $321.04 | $162K | −2.3% of holding | +0.8% | +0.8% | 21,835 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Enyedi Matthew | officer | Sale | 463 @ $318.38 | $147K | −2.9% of holding | +0.8% | +0.8% | 15,767 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Audette Matthew J | officer | Sale | 453 @ $322.15 | $146K | −2.1% of holding | +0.8% | +0.8% | 21,382 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Audette Matthew J | officer | Sale | 348 @ $318.51 | $111K | −1.5% of holding | +0.8% | +0.8% | 22,615 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Audette Matthew J | officer | Sale | 274 @ $319.32 | $87K | −1.2% of holding | +0.8% | +0.8% | 22,341 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Enyedi Matthew | officer | Sale | 183 @ $322.72 | $59K | −1.3% of holding | +0.8% | +0.8% | 14,121 | Form 4 · filed 1 day after the trade |
| 2026-02-26 | Enyedi Matthew | officer | Sale | 169 @ $321.74 | $54K | −1.2% of holding | +0.8% | +0.8% | 14,304 | Form 4 · filed 1 day after the trade |
| 2025-12-05 | Steinmeier Richard | officer | Sale | 2,450 @ $371.23 | $910K | −19.1% of holding | −4.0% | −30.2% | 10,379 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Steinmeier Richard | officer | Sale | 1,040 @ $370.62 | $385K | −7.5% of holding | −4.0% | −30.2% | 12,829 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Steinmeier Richard | officer | Sale | 779 @ $372.20 | $290K | −7.5% of holding | −4.0% | −30.2% | 9,600 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Gates Greg | officer | Sale | 410 @ $371.20 | $152K | −2.7% of holding | −4.0% | −30.2% | 14,744 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Steinmeier Richard | officer | Sale | 332 @ $367.06 | $122K | −2.3% of holding | −4.0% | −30.2% | 14,052 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Steinmeier Richard | officer | Sale | 274 @ $373.20 | $102K | −2.9% of holding | −4.0% | −30.2% | 9,326 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Steinmeier Richard | officer | Sale | 183 @ $368.63 | $67K | −1.3% of holding | −4.0% | −30.2% | 13,869 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Gates Greg | officer | Sale | 136 @ $370.44 | $50K | −0.9% of holding | −4.0% | −30.2% | 15,154 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Gates Greg | officer | Sale | 85 @ $372.32 | $32K | −0.6% of holding | −4.0% | −30.2% | 14,659 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Gates Greg | officer | Sale | 46 @ $367.95 | $17K | −0.3% of holding | −4.0% | −30.2% | 15,324 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Gates Greg | officer | Sale | 39 @ $373.09 | $15K | −0.3% of holding | −4.0% | −30.2% | 14,620 | Form 4 · filed 4 days after the trade |
| 2025-12-05 | Gates Greg | officer | Sale | 34 @ $368.70 | $13K | −0.2% of holding | −4.0% | −30.2% | 15,290 | Form 4 · filed 4 days after the trade |
| 2025-12-01 | Jambusaria Aneri | officer | Sale | 80 @ $352.48 | $28K | −1.4% of holding | −0.9% | −32.5% | 5,502 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 293 @ $377.01 | $110K | −1.8% of holding | −2.1% | −28.3% | 15,812 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 267 @ $375.80 | $100K | −1.6% of holding | −2.1% | −28.3% | 16,105 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 234 @ $378.24 | $89K | −1.5% of holding | −2.1% | −28.3% | 15,578 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 230 @ $374.86 | $86K | −1.4% of holding | −2.1% | −28.3% | 16,372 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 205 @ $374.00 | $77K | −1.2% of holding | −2.1% | −28.3% | 16,602 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 169 @ $379.58 | $64K | −1.1% of holding | −2.1% | −28.3% | 15,409 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 63 @ $372.62 | $23K | −0.4% of holding | −2.1% | −28.3% | 16,807 | Form 4 · filed 2 days after the trade |
| 2025-11-05 | Gates Greg | officer | Sale | 39 @ $380.12 | $15K | −0.3% of holding | −2.1% | −28.3% | 15,370 | Form 4 · filed 2 days after the trade |
| 2025-10-06 | Gates Greg | officer | Sale | 266 @ $313.20 | $83K | −1.5% of holding | +19.4% | −1.5% | 17,213 | Form 4 · filed 2 days after the trade |
| 2025-10-06 | Gates Greg | officer | Sale | 141 @ $312.15 | $44K | −0.8% of holding | +19.4% | −1.5% | 17,479 | Form 4 · filed 2 days after the trade |
| 2025-10-06 | Gates Greg | officer | Sale | 132 @ $315.09 | $42K | −0.8% of holding | +19.4% | −1.5% | 16,972 | Form 4 · filed 2 days after the trade |
| 2025-10-06 | Gates Greg | officer | Sale | 109 @ $314.04 | $34K | −0.6% of holding | +19.4% | −1.5% | 17,104 | Form 4 · filed 2 days after the trade |
| 2025-10-06 | Gates Greg | officer | Sale | 102 @ $320.27 | $33K | −0.6% of holding | +19.4% | −1.5% | 16,870 | Form 4 · filed 2 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 326 @ $332.90 | $109K | −1.7% of holding | −10.3% | −11.4% | 18,613 | Form 4 · filed 4 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 190 @ $340.83 | $65K | −1.0% of holding | −10.3% | −11.4% | 18,049 | Form 4 · filed 4 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 150 @ $343.98 | $52K | −0.8% of holding | −10.3% | −11.4% | 17,773 | Form 4 · filed 4 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 128 @ $337.13 | $43K | −0.7% of holding | −10.3% | −11.4% | 18,385 | Form 4 · filed 4 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 121 @ $340.01 | $41K | −0.7% of holding | −10.3% | −11.4% | 18,239 | Form 4 · filed 4 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 106 @ $347.46 | $37K | −0.6% of holding | −10.3% | −11.4% | 17,663 | Form 4 · filed 4 days after the trade |
| 2025-09-05 | Gates Greg | officer | Sale | 91 @ $329.17 | $30K | −0.5% of holding | −10.3% | −11.4% | 19,029 | Form 4 · filed 4 days after the trade |
The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.
160 award / exercise / gift records — not counted as purchases
Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.
| Date | Person | Role | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-05 | Field Emily | officer | Withheld for tax | 106 | 1,833 | Form 4 |
| 2026-08-28 | Glavin William Francis Jr | director | Award / grant | 10 | 24,074 | Form 4 |
| 2026-08-28 | EBERHART PAULETT | director | Award / grant | 4 | 17,764 | Form 4 |
| 2026-08-28 | BERNARD EDWARD C | director | Award / grant | 3 | 16,262 | Form 4 |
| 2026-08-28 | Putnam James S | director | Award / grant | 7 | 135,298 | Form 4 |
| 2026-08-28 | Mnookin Allison | director | Award / grant | 2 | 11,763 | Form 4 |
| 2026-08-28 | Thomas Corey E. | director | Award / grant | 4 | 14,912 | Form 4 |
| 2026-08-28 | SCHIFTER RICHARD P | director | Award / grant | 14 | 39,192 | Form 4 |
| 2026-08-20 | Gates Greg | officer | Option exercise | 7,189 | 27,721 | Form 4 |
| 2026-08-20 | Gates Greg | officer | Option exercise | 7,189 | 0 | Form 4 |
| 2026-08-03 | Putnam James S | director | Gift | 2,000 | 135,291 | Form 4 |
| 2026-06-12 | Gates Greg | officer | Withheld for tax | 232 | 20,532 | Form 4 |
| 2026-06-12 | Cohen Marc Eliot | officer | Withheld for tax | 44 | 4,356 | Form 4 |
| 2026-06-04 | Thomas Corey E. | director | Award / grant | 7 | 14,908 | Form 4 |
| 2026-06-04 | SCHIFTER RICHARD P | director | Award / grant | 19 | 39,178 | Form 4 |
| 2026-06-04 | Putnam James S | director | Award / grant | 10 | 137,291 | Form 4 |
| 2026-06-04 | Mnookin Allison | director | Award / grant | 3 | 11,761 | Form 4 |
| 2026-06-04 | Glavin William Francis Jr | director | Award / grant | 15 | 24,064 | Form 4 |
| 2026-06-04 | EBERHART PAULETT | director | Award / grant | 5 | 17,760 | Form 4 |
| 2026-06-04 | BERNARD EDWARD C | director | Award / grant | 4 | 16,259 | Form 4 |
| 2026-05-15 | Thomas Corey E. | director | Award / grant | 712 | 14,553 | Form 4 |
| 2026-05-15 | Putnam James S | director | Award / grant | 712 | 137,281 | Form 4 |
| 2026-05-15 | SCHIFTER RICHARD P | director | Award / grant | 712 | 38,811 | Form 4 |
| 2026-05-15 | SCHIFTER RICHARD P | director | Award / grant | 348 | 39,159 | Form 4 |
| 2026-05-15 | Thomas Corey E. | director | Award / grant | 348 | 14,901 | Form 4 |
| 2026-05-15 | Khanna Somesh | director | Award / grant | 712 | 851 | Form 4 |
| 2026-05-15 | MULCAHY ANNE M | director | Award / grant | 712 | 37,083 | Form 4 |
| 2026-05-15 | BERNARD EDWARD C | director | Award / grant | 348 | 16,255 | Form 4 |
| 2026-05-15 | BERNARD EDWARD C | director | Award / grant | 712 | 15,907 | Form 4 |
| 2026-05-15 | EBERHART PAULETT | director | Award / grant | 712 | 17,755 | Form 4 |
| 2026-05-15 | Mnookin Allison | director | Award / grant | 712 | 11,758 | Form 4 |
| 2026-05-15 | Glavin William Francis Jr | director | Award / grant | 712 | 24,049 | Form 4 |
| 2026-05-15 | Ko Albert J | director | Award / grant | 712 | 3,299 | Form 4 |
| 2026-05-15 | MULCAHY ANNE M | director | Award / grant | 348 | 37,431 | Form 4 |
| 2026-05-07 | Putnam James S | director | Gift | 100 | 136,569 | Form 4 |
| 2026-03-24 | Putnam James S | director | Award / grant | 10 | 136,669 | Form 4 |
| 2026-03-24 | Glavin William Francis Jr | director | Award / grant | 15 | 23,337 | Form 4 |
| 2026-03-24 | EBERHART PAULETT | director | Award / grant | 5 | 17,043 | Form 4 |
| 2026-03-24 | Thomas Corey E. | director | Award / grant | 7 | 13,841 | Form 4 |
| 2026-03-24 | SCHIFTER RICHARD P | director | Award / grant | 19 | 38,099 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.
Congressional disclosures
No congressional trades disclosed for this company.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.