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

LPLA Quotes by TradingView

Greg Gates is Group Managing Director of LPL Financial Holdings Inc.. Currently has a direct ownership of 16,870 shares of LPLA, which is worth approximately $6.37 Million. The most recent transaction as insider was on Oct 06, 2025, when has been sold 750 shares (Common Stock) at a price of $314.95 per share, resulting in proceeds of $236,212. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 16.9K
18.19% 3M change
10.48% 12M change
Total Value Held $6.37 Million

Greg Gates Transaction History

Date Transaction Value Shares Traded Shares Held Form
Oct 06 2025
SELL
Open market or private sale
$236,212 $314.95 p/Share
750 Reduced 4.26%
16,870 Common Stock
Sep 05 2025
SELL
Open market or private sale
$509,490 $339.66 p/Share
1,500 Reduced 7.85%
17,620 Common Stock
Aug 05 2025
SELL
Open market or private sale
$564,210 $376.14 p/Share
1,500 Reduced 7.27%
19,120 Common Stock
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
GG

Greg Gates

Group Managing Director
San Diego, CA

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