{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-23-000066","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2023-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.698362+00:00","generated_at":"2026-06-16T08:41:55.910355+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"LPL Financial Q1 net income $339M; diluted EPS $4.24 (+159% YoY)","bullets":["Adjusted EPS $4.49, up 130% YoY; gross profit $1,020M (+52%); EBITDA $564M (+111%).","Total advisory/brokerage assets $1.18T (+1% YoY); organic net new assets $21B (7.5% annualized).","Advisor count 21,521, up 1,430 YoY; recruited assets $85B TTM (+12%).","Client cash balances $55B, down $10B sequentially to 4.6% of total assets.","S&P upgraded LPL to BBB- on April 5; $275M in share repurchases during Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-23-000066","json":"https://secwatch.observer/filing/0001397911-23-000066.json","markdown":"https://secwatch.observer/filing/0001397911-23-000066.md","text":"https://secwatch.observer/filing/0001397911-23-000066.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000066/0001397911-23-000066-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000066/lpla-20230427.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T08:41:55.910355+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":"8899a78c4a9e4838d8fe6d774c1eb8a8017d65d1","claim":"LPL Financial Holdings Inc. reported three months ended March 31, 2023 results: net income $339 million, EPS $4.24.","evidence_excerpt":"On April 27, 2023, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three months ended March 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000066/0001397911-23-000066-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2023"},{"label":"Net income","value":"$339 million"},{"label":"EPS","value":"$4.24"},{"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"}