secwatch.observer — SEC 8-K summary
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Issuer:     LPL Financial Holdings Inc. (LPLA)
CIK:        0001397911
Form:       8-K
Filed at:   2025-03-06T23:59:59+00:00
Accession:  0001397911-25-000037
Event type: leadership
Sentiment:  neutral
Materiality: 0.35
Item codes: 5.02
LLM model:  deepseek-v4-flash:cloud@v2

LPL Financial appoints Katharine Reeping as Chief Accounting Officer
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1397911/000139791125000037/0001397911-25-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1397911/000139791125000037/lpla-20250228.htm
  HTML page:      https://secwatch.observer/filing/0001397911-25-000037

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer