| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Group Managing Director | Managing Director
1 company
Gates Greg is a Group Managing Director at LPL Financial Holdings Inc.. Recent SEC Form 4 filings include 0 buys and 68 sells.
Estimated insider holdings value: $4.7M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 750 | $370.97 | $278,231.05 | -0.8% | -14.5% | - | |
| Nov 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $376.43 | $564,647.25 | -1.2% | +3.3% | - | |
| Oct 6, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 750 | $314.42 | $235,814.13 | -0.9% | +18.6% | - | |
| Sep 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $338.21 | $507,311.65 | -0.5% | +10.9% | - | |
| Aug 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $374.05 | $561,069.39 | -0.8% | +1.3% | - | |
| Jul 3, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $382.63 | $573,951.51 | -0.9% | -17.5% | - | |
| Jun 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $378.87 | $568,300.11 | -0.8% | -6.2% | - | |
| Feb 26, 2024 | LPLA Lpl Financial Holdings Inc. | Managing Director | Sell | 11,401 | $266.27 | $3,035,697.35 | -8.6% | +5.6% | +33.4% |