{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-25-000037","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2025-03-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.520491+00:00","generated_at":"2026-05-25T05:40:49.227343+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"confidence":"high","headline":"LPL Financial appoints Katharine Reeping as Chief Accounting Officer","bullets":["Appointment effective February 28, 2025; Reeping previously SVP, Corporate Controller since August 2022.","She reports to President and CFO Matthew Audette; Audette had been serving as principal accounting officer.","Total target annual compensation of $874K: base $380K, cash bonus target $228K, LTI target $266K.","Reeping has over 20 years experience, including at PNC and E*TRADE; started career at Deloitte."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-25-000037","json":"https://secwatch.observer/filing/0001397911-25-000037.json","markdown":"https://secwatch.observer/filing/0001397911-25-000037.md","text":"https://secwatch.observer/filing/0001397911-25-000037.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000037/0001397911-25-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000037/lpla-20250228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-25T05:40:49.227343+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":"1e65c8f978","claim":"Katharine Reeping was appointed as Chief Accounting Officer at LPL Financial Holdings Inc..","evidence_excerpt":"On February 28, 2025, the board of directors (the “Board”) of LPL Financial Holdings Inc. (the “Company”) appointed Katharine Reeping, age 48, as the Company’s Chief Accounting Officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000037/0001397911-25-000037-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Accounting Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}