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LPL Financial Holdings Inc. (LPLA)

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Security holder agreements
TypeNameDate
IndentureIndenture, among LPL Holdings, U.S. Bank National Association, as trustee, and certain subsidiaries of LPL Holdings, as guarantors05/18/2021
IndentureIndenture, among LPL Holdings, U.S. Bank National Association, as trustee, and certain subsidiaries of LPL Holdings, as guarantors11/12/2019
IndentureFirst Supplemental Indenture, among LPL Holdings, U.S. Bank National Association, as trustee, and certain subsidiaries of LPL Holdings, as guarantors09/21/2017
IndentureIndenture, among LPL Holdings, U.S. Bank National Association as trustee and certain subsidiaries of LPL Holdings as guarantors03/10/2017
Credit agreementCredit Agreement, among LPL Investment Holdings, Inc., LPL Holdings, Inc., a Massachusetts corporation, the other Credit Parties signatory thereto, the Several Lenders signatory thereto, and Bank of America, N.A., as Administrative Agent, Collateral Agent, Letter of Credit Issuer and Swingline Lender04/02/2012
Credit agreementThird Amended and Restated Credit Agreement, among the Company, LPL Holdings, Inc., a Massachusetts corporation, the lending institutions from time to time parties thereto, Morgan Stanley Senior Funding, as Administrative Agent, and Morgan Stanley & Co., as Collateral Agent05/28/2010
Credit agreementAmendment No. 1 to the Second Amended and Restated Credit Agreement, among LPL Investment Holdings, Inc., LPL Holdings, Inc., a Massachusetts corporation, the lending institutions from time to time parties thereto, Goldman Sachs Credit Partners L.P., as sole lead arranger, sole book runner and syndication agent, Morgan Stanley Senior Funding, Inc., as Administrative Agent, and Morgan Stanley & Co., as Collateral Agent12/11/2009


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