secwatch.observer — SEC 8-K summary
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Issuer:     LPL Financial Holdings Inc. (LPLA)
CIK:        0001397911
Form:       8-K
Filed at:   2025-02-25T23:59:59+00:00
Accession:  0001193125-25-035129
Event type: debt
Sentiment:  neutral
Materiality: 0.65
Item codes: 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1397911/000119312525035129/0001193125-25-035129-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1397911/000119312525035129/d920333d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-035129

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