{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-23-000122","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.785734+00:00","generated_at":"2026-06-13T00:08:48.453912+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 Q2 net income $286M, EPS $3.65 up 85% YoY; assets $1.24T up 16%","bullets":["Net income $286M, diluted EPS $3.65 (+85% YoY); adjusted EPS $3.94 (+76% YoY).","Gross profit $990M (+39% YoY); EBITDA $519M (+67% YoY).","Total advisory and brokerage assets $1.24T (+16% YoY); advisory assets $662B (+18%).","Organic net new assets $22B (7.4% annualized); advisor count 21,942 (+421 sequentially).","Share repurchases $350M; corporate cash $325M; leverage 1.25x."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-23-000122","json":"https://secwatch.observer/filing/0001397911-23-000122.json","markdown":"https://secwatch.observer/filing/0001397911-23-000122.md","text":"https://secwatch.observer/filing/0001397911-23-000122.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000122/0001397911-23-000122-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791123000122/lpla-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T00:08:48.453912+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}