---
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"
generated_at: "2026-06-01T12:28:43.982586+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# LPL issues $1B in senior notes and upsizes revolver to $2.25B for Atria acquisition

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-142885
- JSON: https://secwatch.observer/filing/0001193125-24-142885.json
- Plain text: https://secwatch.observer/filing/0001193125-24-142885.txt

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