Greg Gates serves as Executive at LPL Financial Holdings Inc., where they oversee executive responsibilities. Since joining the company, Greg Gates has executed 73 insider transactions totaling $5.8M, demonstrating a bearish approach to their equity position. Their most recent transaction on Jul 3, 2025 involved selling 96 shares valued at $36.3K.
Greg Gates currently holds 14,620 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $0. This represents their equity stake as Executive.
Based on SEC Form 4 filings, Greg Gates has been a net seller of LPLA stock. They have purchased $0 and sold $5.8M worth of shares.
Greg Gates's most recent insider trade was on Jul 3, 2025, when they sold 96 shares at $378.17 per share.
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| $382.58 |
| Discretionary |
| Jul 3, 2025 | LPLA | $60.7K | Sale | 159 | $381.69 | Discretionary |
| Jul 3, 2025 | LPLA | $18.3K | Sale | 48 | $380.85 | Discretionary |
| Jul 3, 2025 | LPLA | $50.5K | Sale | 133 | $379.35 | Discretionary |
| Jun 12, 2024 | LPLA | $65.3K | Payment | 234 | $278.99 | Discretionary |
| Feb 26, 2024 | LPLA | $56.1K | Sale | 213 | $263.44 | Discretionary |
| Feb 26, 2024 | LPLA | $189.4K | Sale | 707 | $267.87 | Discretionary |
| Feb 26, 2024 | LPLA | $396.2K | Sale | 1,484 | $266.95 | Discretionary |
| Feb 26, 2024 | LPLA | $2.3M | Sale | 8,823 | $266.12 | Discretionary |
| Feb 26, 2024 | LPLA | $46.1K | Sale | 174 | $264.77 | Discretionary |
| Feb 25, 2024 | LPLA | $0 | Award | 2,326 | $N/A | Discretionary |
| Feb 25, 2024 | LPLA | $833.3K | Payment | 3,164 | $263.36 | Discretionary |
| Feb 25, 2024 | LPLA | $0 | Award | 5,938 | $N/A | Discretionary |
| Jun 12, 2023 | LPLA | $0 | Award | 1,532 | $N/A | Discretionary |
| Jun 5, 2023 | LPLA | $137.6K | Payment | 688 | $199.99 | Discretionary |
| Feb 25, 2023 | LPLA | $628.1K | Payment | 2,540 | $247.30 | Discretionary |
| Feb 25, 2023 | LPLA | $0 | Award | 4,410 | $N/A | Discretionary |
| Feb 25, 2023 | LPLA | $0 | Award | 1,528 | $N/A | Discretionary |
| Jun 5, 2022 | LPLA | $137.6K | Payment | 695 | $198.05 | Discretionary |
| Feb 25, 2022 | LPLA | $0 | Award | 2,057 | $N/A | Discretionary |
| Feb 25, 2022 | LPLA | $133.2K | Payment | 729 | $182.73 | Discretionary |
| Dec 10, 2021 | LPLA | $370.9K | Payment | 2,314 | $160.27 | Discretionary |