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

LPLA Quotes by TradingView

Greg Gates is Managing Director of LPL Financial Holdings Inc.. Currently has a direct ownership of 18,846 shares of LPLA, which is worth approximately $5.29 Million. The most recent transaction as insider was on Jun 12, 2024, when has been sold 234 shares (Common Stock) at a price of $278.99 per share, resulting in proceeds of $65,283. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 18.8K
0% 3M change
25.75% 12M change
Total Value Held $5.29 Million

Greg Gates Transaction History

Date Transaction Value Shares Traded Shares Held Form
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

Managing Director
San Diego, CA

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