---
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"
generated_at: "2026-05-25T05:40:49.227343+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# LPL Financial appoints Katharine Reeping as Chief Accounting Officer

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-25-000037
- JSON: https://secwatch.observer/filing/0001397911-25-000037.json
- Plain text: https://secwatch.observer/filing/0001397911-25-000037.txt

## Key facts
- Executive change
  Katharine Reeping was appointed as Chief Accounting Officer at LPL Financial Holdings Inc..
  - Action: appointed
  - Role: Chief Accounting Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1397911/000139791125000037/0001397911-25-000037-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.