{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-22-000152","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2022-10-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.446607+00:00","generated_at":"2026-06-22T23:53:10.661007+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q3 net income $232M, diluted EPS $2.86 (+127% YoY); adjusted EPS $3.13","bullets":["Gross profit up 33% YoY to $838M; EBITDA up 84% to $414M.","Total advisory and brokerage assets $1.04 trillion, down 8% YoY; organic net new assets $20B (7% annualized).","Advisor count of 21,044, up 173 sequentially and 1,417 YoY.","Share repurchases $75M (366K shares at avg $205); dividends paid $20M in Q3.","Corporate cash $424M; leverage ratio 1.72x."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-22-000152","json":"https://secwatch.observer/filing/0001397911-22-000152.json","markdown":"https://secwatch.observer/filing/0001397911-22-000152.md","text":"https://secwatch.observer/filing/0001397911-22-000152.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791122000152/0001397911-22-000152-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791122000152/lpla-20221027.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T23:53:10.661007+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":[{"claim_id":"fa2b3801b09c4dde90944f25c07d9a0231e55701","claim":"LPL Financial Holdings Inc. reported three months ended September 30, 2022 results: net income $232 million, EPS $2.86.","evidence_excerpt":"On October 27, 2022, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three months ended September 30, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791122000152/0001397911-22-000152-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended September 30, 2022"},{"label":"Net income","value":"$232 million"},{"label":"EPS","value":"$2.86"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}