Greg Gates Lpl Financial Holdings Inc. (LPLA) insider trading activity

Greg Gates is Group Managing Director of LPL Financial Holdings Inc.. Currently has a direct ownership of 20,620 shares of LPLA, which is worth approximately $7.81 Million. The most recent transaction as insider was on Jul 03, 2025, when has been sold 1,500 shares (Common Stock) at a price of $382.04 per share, resulting in proceeds of $573,060. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 20.6K

4.96% 3M change

9.41% 12M change

Total Value Held $7.81 Million

Greg Gates Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Jul 03 2025	SELL Open market or private sale	$573,060 $382.04 p/Share	1,500 Reduced 6.78%	20,620 Common Stock
Jun 12 2025	SELL Payment of exercise price or tax liability	$88,777 $379.39 p/Share	234 Reduced 1.05%	22,120 Common Stock
Jun 05 2025	SELL Open market or private sale	$568,545 $379.03 p/Share	1,500 Reduced 6.29%	22,354 Common Stock
Feb 25 2025	SELL Payment of exercise price or tax liability	$1,186,077 $357.36 p/Share	3,319 Reduced 13.27%	21,697 Common Stock
Feb 25 2025	BUY Grant, award, or other acquisition	-	8,327 Added 25.88%	23,854 Common Stock
Jun 12 2024	SELL Payment of exercise price or tax liability	$65,283 $278.99 p/Share	234 Reduced 1.23%	18,846 Common Stock
Feb 26 2024	SELL Open market or private sale	$3,030,727 $265.83 p/Share	11,401 Reduced 37.4%	19,080 Common Stock
Feb 25 2024	SELL Payment of exercise price or tax liability	$833,271 $263.36 p/Share	3,164 Reduced 10.1%	28,155 Common Stock
Feb 25 2024	BUY Grant, award, or other acquisition	-	8,264 Added 21.33%	30,481 Common Stock
Jun 12 2023	BUY Grant, award, or other acquisition	-	1,532 Added 5.69%	25,381 Common Stock
Jun 05 2023	SELL Payment of exercise price or tax liability	$137,593 $199.99 p/Share	688 Reduced 2.8%	23,849 Common Stock
Feb 25 2023	SELL Payment of exercise price or tax liability	$628,142 $247.3 p/Share	2,540 Reduced 9.94%	23,009 Common Stock
Feb 25 2023	BUY Grant, award, or other acquisition	-	5,938 Added 19.48%	24,537 Common Stock
Jun 05 2022	SELL Payment of exercise price or tax liability	$137,645 $198.05 p/Share	695 Reduced 3.18%	21,139 Common Stock
Feb 25 2022	SELL Payment of exercise price or tax liability	$133,210 $182.73 p/Share	729 Reduced 3.56%	19,777 Common Stock
Feb 25 2022	BUY Grant, award, or other acquisition	-	2,057 Added 8.61%	21,834 Common Stock
Dec 10 2021	SELL Payment of exercise price or tax liability	$370,865 $160.27 p/Share	2,314 Reduced 10.14%	20,506 Common Stock

Greg Gates

Group Managing Director

San Diego, CA

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