{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-138351","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-05-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.236268+00:00","generated_at":"2026-06-02T00:34:54.075185+00:00","sec_items":["7.01","8.01","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"LPL Holdings to issue $1B in senior notes: $500M at 5.700% due 2027, $500M at 6.000% due 2034","bullets":["Aggregate $1B notes: $500M 5.700% senior notes due 2027, $500M 6.000% senior notes due 2034.","Issue prices: 99.962% for 2027 notes, 99.703% for 2034 notes.","Proceeds for general corporate purposes, including repaying revolver and financing Atria Wealth Solutions acquisition.","Notes fully and unconditionally guaranteed by LPL Financial Holdings Inc.","Offering subject to customary closing conditions."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-138351","json":"https://secwatch.observer/filing/0001193125-24-138351.json","markdown":"https://secwatch.observer/filing/0001193125-24-138351.md","text":"https://secwatch.observer/filing/0001193125-24-138351.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000119312524138351/0001193125-24-138351-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000119312524138351/d840010d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T00:34:54.075185+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"}