{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-274043","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.865584+00:00","generated_at":"2026-06-08T06:21:33.467322+00:00","sec_items":["7.01","8.01","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"LPL Holdings issues $750M 6.75% senior notes due 2028; proceeds to repay revolver","bullets":["$750M aggregate principal of senior notes due 2028 issued at 99.929% of par, bearing 6.750% interest.","Notes are fully and unconditionally guaranteed by LPL Financial Holdings on a senior unsecured basis.","Net proceeds to repay borrowings under LPL's existing revolving credit facility and for general corporate purposes.","Offering consummated via underwriting agreement with Citigroup, J.P. Morgan, Morgan Stanley, U.S. Bancorp."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-274043","json":"https://secwatch.observer/filing/0001193125-23-274043.json","markdown":"https://secwatch.observer/filing/0001193125-23-274043.md","text":"https://secwatch.observer/filing/0001193125-23-274043.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000119312523274043/0001193125-23-274043-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000119312523274043/d261837d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T06:21:33.467322+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}