---
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"
generated_at: "2026-06-02T00:34:54.075185+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# LPL Holdings to issue $1B in senior notes: $500M at 5.700% due 2027, $500M at 6.000% due 2034

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 7.01, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-138351
- JSON: https://secwatch.observer/filing/0001193125-24-138351.json
- Plain text: https://secwatch.observer/filing/0001193125-24-138351.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.