{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-142885","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-05-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.236537+00:00","generated_at":"2026-06-01T12:28:43.982586+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"LPL issues $1B in senior notes and upsizes revolver to $2.25B for Atria acquisition","bullets":["Issued $500M 5.700% senior notes due 2027 and $500M 6.000% senior notes due 2034.","Increased revolving credit facility from $2B to $2.25B and extended maturity.","Proceeds to repay revolver borrowings and finance Atria Wealth Solutions acquisition.","2027 notes subject to special mandatory redemption if Atria deal not closed by March 7, 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-142885","json":"https://secwatch.observer/filing/0001193125-24-142885.json","markdown":"https://secwatch.observer/filing/0001193125-24-142885.md","text":"https://secwatch.observer/filing/0001193125-24-142885.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000119312524142885/0001193125-24-142885-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000119312524142885/d827868d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-01T12:28:43.982586+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"}