Public research preview
Valerie Hoyle, Representative disclosure: LPL Financial Holdings Inc. - Common Stock (LPLA)
Disclosed a buy transaction in LPL Financial Holdings Inc. - Common Stock (LPLA). Use this page to inspect source evidence, confidence scores, filing delay, and post-disclosure price movement before deciding whether to research the signal further.
This public page is for public-disclosure research only. It is not investment advice and does not place orders. Verify the official source before relying on any signal.
Evidence passport
Official-source context and parser confidence before any simulation or alert decision.
- Source
- House STOCK Act disclosures
- Published
- 12 Sept 2025, 00:00
- Parser confidence
- 94%
- Instrument mapping
- 95%
- Filing delay
- 193 days
Timeline
Transaction date
3 Mar 2025
Public disclosure
12 Sept 2025
Now
Tracked today
Filing delay: 193 days
Price movement
Complete coverage
- Provider
- Yahoo Finance daily close
- Fetched
- 21 Jul 2026
Most of the move happened before this disclosure became public: the stock peaked +11.4% above the transaction-date close and has since retraced -12.0% from that peak. Buying now is a pullback entry on the disclosed position, not a fresh breakout.
Stock path
LPLA from pre-transaction context through latest close.
Bought
3 Mar 2025 · 356.929 USD · Not public yet
System decision
Would have bought · Discount entry — The strategy would have bought this signal, but the entry window has closed. Simulated entry on 12 Sept 2025 at 349.655 USD. Since entry: -6.2%. Planned exit on 10 Oct 2025 after 20 trading days.
- Not public yet
- Buy window
- Window closed
- System buy
- Planned exit
- Observed transaction close
- 356.929
- Observed disclosure close
- 349.655
- Observed latest close
- 328.03
- Pre-disclosure move
- -2.0%
- Post-disclosure move
- -6.2%
- Market-adjusted move
- -21.3%
- 1w since disclosure
- -4.2%
- 1m since disclosure
- -9.4%
- 3m since disclosure
- +10.6%
- Pre-disclosure peak run-up
- +11.4%
- Retrace from peak
- -12.0%
Why Copy Window is Probably too late
Supporting factors
- Parsed buy disclosure for ordinary shares from House STOCK Act disclosures.
- Reported amount is $1,001 - $15,000.
- Post-disclosure move is calculated from Yahoo Finance daily close daily closes.
Cautions
- Yahoo Finance daily close coverage is end-of-day and should be verified against the official price source.
- Review the original source document before making any investment decision.
Source document
House STOCK Act disclosures, published 12 Sept 2025, 00:00
- Parser confidence
- 94%
- Instrument mapping
- 95%