{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-25-000060","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2025-05-08T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.162908+00:00","generated_at":"2026-05-22T03:44:24.586729+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"LPL Q1 earnings: EPS $4.24 (+11% YoY); adjusted EPS $5.15 (+22%)","bullets":["Net income $319M; diluted EPS $4.24; adjusted EPS $5.15.","Gross profit $1,273M (+19% YoY); adjusted pre-tax income $509M (+23%).","Total advisory & brokerage assets $1.8T (+25% YoY); advisory assets $977B (+23%).","Organic net new assets $71B (16% annualized), including Prudential ($27B) and Wintrust ($16B) onboarding.","Recruited assets $39B (+91% YoY); trailing 12-month record $167B."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-25-000060","json":"https://secwatch.observer/filing/0001397911-25-000060.json","markdown":"https://secwatch.observer/filing/0001397911-25-000060.md","text":"https://secwatch.observer/filing/0001397911-25-000060.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000060/0001397911-25-000060-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000060/lpla-20250508.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T03:44:24.586729+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"}