Gates Greg
SEC CIK 1877100 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Managing Dir | 27.7K | — | $7.79M | 27 | 2021-12-10 | 2026-08-20 |
Most active insiders at LPLA, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Gates Greg | Group Managing Dir | — | $2.54M |
| 2 | Steinmeier Richard | CEO | — | $1.88M |
| 3 | Enyedi Matthew | Group Managing Dir | — | $1.03M |
| 4 | Audette Matthew J | Pres, CFO | — | $1.03M |
| 5 | Cohen Marc Eliot | Group Managing Dir | — | $1.02M |
| 6 | Jambusaria Aneri | Group Managing Dir | — | $326.8K |
| 7 | Reeping Katharine | Principal Accounting Off | — | $153.0K |
| 8 | Morningstar Matthew | Group Managing Dir | — | — |
| 9 | Field Emily | Group Managing Dir | — | — |
| 10 | Khanna Somesh | Dir | — | — |
Transactions 27
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-08-21 16:08 | 2026-08-20 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | M - OptEx | $77.53 | +7,189 | 27.7K | +35% | +$557.4K |
| D | 2026-08-21 16:08 | 2026-08-20 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale+OE | $355.38 | -4,119 | 23.6K | -15% | -$1.46M |
| 2026-06-15 16:45 | 2026-06-12 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | F - Tax | $295.66 | -232 | 20.5K | -1% | -$68.6K | |
| M | 2026-02-27 | 2026-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | A - Grant | $0.00 | +7,437 | 18.0K | +71% | $0 |
| 2026-02-27 | 2026-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | F - Tax | $318.47 | -1,293 | 15.2K | -8% | -$411.8K | |
| M | 2025-12-09 | 2025-12-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $370.97 | -750 | 14.6K | -5% | -$278.2K |
| M | 2025-11-07 | 2025-11-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $376.43 | -1,500 | 15.4K | -9% | -$564.6K |
| M | 2025-10-08 | 2025-10-06 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $314.42 | -750 | 16.9K | -4% | -$235.8K |
| M | 2025-09-09 | 2025-09-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $338.21 | -1,500 | 17.8K | -8% | -$507.3K |
| M | 2025-08-07 | 2025-08-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $374.05 | -1,500 | 19.2K | -7% | -$561.1K |
| M | 2025-07-08 | 2025-07-03 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $382.63 | -1,500 | 20.7K | -7% | -$574.0K |
| 2025-06-16 | 2025-06-12 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | F - Tax | $379.39 | -234 | 22.1K | -1% | -$88.8K | |
| M | 2025-06-09 | 2025-06-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Group Managing Dir | S - Sale | $378.87 | -1,500 | 22.7K | -6% | -$568.3K |
| 2025-02-27 | 2025-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $357.36 | -3,319 | 21.7K | -13% | -$1.19M | |
| M | 2025-02-27 | 2025-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | A - Grant | $0.00 | +8,327 | 23.9K | +54% | $0 |
| 2024-06-14 | 2024-06-12 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $278.99 | -234 | 18.8K | -1% | -$65.3K | |
| M | 2024-02-27 | 2024-02-26 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | S - Sale | $266.27 | -11.4K | 30.3K | -27% | -$3.04M |
| M | 2024-02-27 | 2024-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | A - Grant | $0.00 | +8,264 | 30.5K | +37% | $0 |
| 2024-02-27 | 2024-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $263.36 | -3,164 | 28.2K | -10% | -$833.3K | |
| 2023-06-13 | 2023-06-12 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | A - Grant | $0.00 | +1,532 | 25.4K | +6% | $0 | |
| 2023-06-07 | 2023-06-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $199.99 | -688 | 23.8K | -3% | -$137.6K | |
| M | 2023-02-28 | 2023-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | A - Grant | $0.00 | +5,938 | 25.5K | +30% | $0 |
| 2023-02-28 | 2023-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $247.30 | -2,540 | 23.0K | -10% | -$628.1K | |
| 2022-06-06 | 2022-06-05 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $198.05 | -695 | 21.1K | -3% | -$137.6K | |
| 2022-03-01 | 2022-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $182.73 | -729 | 19.8K | -4% | -$133.2K | |
| 2022-03-01 | 2022-02-25 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | A - Grant | $0.00 | +2,057 | 21.8K | +10% | $0 | |
| 2021-12-13 | 2021-12-10 | LPLA | LPL Financial Holdings Inc. | Gates Greg | Managing Dir | F - Tax | $160.27 | -2,314 | 20.5K | -10% | -$370.9K |
Purchase Sale Sale after option exercise All abbreviations