{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-004112","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2026-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.986546+00:00","generated_at":"2026-05-16T06:21:25.702336+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q4 adj EPS $5.23, up 23% YoY; assets reach $2.4T","bullets":["Net income $301M, diluted EPS $3.74 (+4% YoY); adjusted EPS $5.23 (+23%).","Gross profit $1.54B (+26% YoY); total advisory & brokerage assets $2.4T (+36%).","Organic net new assets $23B (4% annualized); recruited assets $14B.","Client cash $61B; corporate cash $470M; leverage ratio 1.95x.","Full-year adj EPS $20.09 (+22%); GAAP EPS $10.92 (-22%)."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-004112","json":"https://secwatch.observer/filing/0001628280-26-004112.json","markdown":"https://secwatch.observer/filing/0001628280-26-004112.md","text":"https://secwatch.observer/filing/0001628280-26-004112.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000162828026004112/0001628280-26-004112-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000162828026004112/lpla-20260129.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T06:21:25.702336+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"}