{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-23-000010","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2023-02-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.750666+00:00","generated_at":"2026-06-20T02:07:39.234872+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 Q4 net income $319M ($3.95 EPS), up 199% YoY; FY net income $846M","bullets":["Q4 diluted EPS $3.95 vs $1.32 a year ago; adjusted EPS $4.21 (up 158% YoY).","Gross profit $972M (+51% YoY); EBITDA $533M (+137% YoY).","Total advisory & brokerage assets $1.11T, down 8% YoY; organic net new assets $21B (8% annualized).","Advisor count 21,275, up 231 sequentially; recruited assets $15B in Q4.","FY 2022 diluted EPS $10.40 (up 85%); share repurchases $325M; dividends $80M."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-23-000010","json":"https://secwatch.observer/filing/0001397911-23-000010.json","markdown":"https://secwatch.observer/filing/0001397911-23-000010.md","text":"https://secwatch.observer/filing/0001397911-23-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000010/0001397911-23-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000010/lpla-20230202.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T02:07:39.234872+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":"318d6978c6ec2cc0425ac39daaa385c0b369828a","claim":"LPL Financial Holdings Inc. reported the three months ended December 31, 2022 results: net income $319 million, EPS $3.95.","evidence_excerpt":"Net Income was $319 million, translating to diluted earnings per share (\"EPS\") of $3.95","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000010/0001397911-23-000010-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended December 31, 2022"},{"label":"Net income","value":"$319 million"},{"label":"EPS","value":"$3.95"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d5639930b27592147b83fcd9270c3c3479288b93","claim":"LPL Financial Holdings Inc. reported the twelve months ended December 31, 2022 results: net income $846 million, EPS $10.40.","evidence_excerpt":"Net Income was $846 million, translating to diluted EPS of $10.40","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000010/0001397911-23-000010-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the twelve months ended December 31, 2022"},{"label":"Net income","value":"$846 million"},{"label":"EPS","value":"$10.40"},{"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"}