---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-035129"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2025-02-25T23:59:59+00:00"
generated_at: "2026-05-26T04:39:59.794282+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# LPL Holdings issues $1.25B in senior notes (5.200% 2030, 5.650% 2035)

## Summary
- $750M 5.200% senior notes due 2030 issued at 99.856% of par.
- $500M 5.650% senior notes due 2035 issued at 99.783% of par.
- Proceeds to repay revolving credit facility borrowings and for general corporate purposes.
- Offering made under existing S-3 shelf registration; closing subject to customary conditions.
- Notes are fully and unconditionally guaranteed by LPL Financial Holdings Inc.

## SEC filing metadata
- accession: 0001193125-25-035129
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2025-02-25T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000119312525035129/0001193125-25-035129-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000119312525035129/d920333d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-035129
- JSON: https://secwatch.observer/filing/0001193125-25-035129.json
- Plain text: https://secwatch.observer/filing/0001193125-25-035129.txt

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