Greg Gates
Group Managing Director · 3 filings · Latest: Aug 20, 2026
LPL Financial Holdings Inc.
| Ticker | Owner | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|
LPLA | Greg Gates | Group Managing Director | Aug 20, 2026 | Sale | $355.38 | 4,119 | $1.5M | 23,602 | |
LPLA | Greg Gates | Group Managing Director | Aug 20, 2026 | Option Exercise | $77.53 | 7,189 | $557.4K | 27,721 | |
LPLA | Gates Greg | — | Aug 20, 2026 | Proposed Sale | $355.38 | 4,119 | $1.5M | — | |
LPLA | Gates Greg | — | Dec 5, 2025 | Proposed Sale | $366.04 | 750 | $274.5K | — | |
LPLA | Gates Greg | — | Nov 5, 2025 | Proposed Sale | $376.43 | 1,500 | $564.6K | — | |
LPLA | Gates Greg | — | Oct 6, 2025 | Proposed Sale | $314.42 | 750 | $235.8K | — | |
LPLA | Gates Greg | — | Sep 5, 2025 | Proposed Sale | $356.15 | 1,500 | $534.2K | — | |
LPLA | Gates Greg | — | Aug 5, 2025 | Proposed Sale | $374.05 | 1,500 | $561.1K | — | |
LPLA | Gates Greg | — | Jul 3, 2025 | Proposed Sale | $382.63 | 1,500 | $573.9K | — | |
LPLA | Gates Greg | — | Jun 5, 2025 | Proposed Sale | $379.22 | 1,500 | $568.8K | — |