{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-24-000050","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.235716+00:00","generated_at":"2026-06-03T04:15:08.367673+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q1 net income $289M, EPS $3.83 down 10% YoY; adjusted EPS $4.21 down 6%","bullets":["Net income $289M ($3.83 diluted EPS), down 10% YoY; adjusted EPS $4.21, down 6%.","Gross profit $1,066M (+5% YoY); core G&A $364M (+11% YoY); adjusted EBITDA $541M (-5%).","Total advisory & brokerage assets $1.44T (+23% YoY); advisory assets $793B (+28% YoY).","Organic net new assets $17B (5% annualized); recruited assets $20B in quarter, $87B TTM.","Client cash $46B (-$2B QoQ, -$8B YoY); leverage 1.65x; $70M repurchases, $22.4M dividends."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-24-000050","json":"https://secwatch.observer/filing/0001397911-24-000050.json","markdown":"https://secwatch.observer/filing/0001397911-24-000050.md","text":"https://secwatch.observer/filing/0001397911-24-000050.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000050/0001397911-24-000050-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000050/lpla-20240430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T04:15:08.367673+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":"c3de93b2e6723b824a9b094d13bfb0c1e3755c81","claim":"LPL Financial Holdings Inc. reported the three months ended March 31, 2024 results: net income $289 million, EPS $3.83.","evidence_excerpt":"On April 30, 2024, 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, 2024.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000050/0001397911-24-000050-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended March 31, 2024"},{"label":"Net income","value":"$289 million"},{"label":"EPS","value":"$3.83"},{"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"}