Gates Greg insider trades
Gates Greg has filed 20 Form 4s with the SEC that we hold, all for LPL Financial Holdings Inc. (LPLA), as Group Managing Director. Across all of them we count 0 purchases worth $0 and 69 sales worth $7.8M reported on Form 4. In the last 12 months: 0 purchases ($0) and 15 sales ($2.3M). The largest single trade was a sale of 8,823 shares of LPL Financial Holdings Inc. worth $2.3M, dated 2024-02-26. Of 1 sale filed since we began reading the 10b5-1 checkbox, 0 (0%) were marked as made under a 10b5-1 trading plan. The first filing on our record is dated 2021-12-13 and the latest 2026-08-21.
LPL Financial Holdings Inc. (LPLA)
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2024-02-26 | S, sale reported on Form 4 | 174 | $46.1K | 2024-02-27 |
| 2024-02-26 | S, sale reported on Form 4 | 8,823 | $2.3M | 2024-02-27 |
| 2024-02-26 | S, sale reported on Form 4 | 1,484 | $396.2K | 2024-02-27 |
| 2024-02-26 | S, sale reported on Form 4 | 707 | $189.4K | 2024-02-27 |
| 2024-02-26 | S, sale reported on Form 4 | 213 | $56.1K | 2024-02-27 |
| 2025-06-05 | S, sale reported on Form 4 | 143 | $53.8K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 219 | $83.6K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 275 | $103.3K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 123 | $47.0K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 189 | $71.3K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 59 | $22.3K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 409 | $155.3K | 2025-06-09 |
| 2025-06-05 | S, sale reported on Form 4 | 83 | $31.6K | 2025-06-09 |
| 2025-07-03 | S, sale reported on Form 4 | 133 | $50.5K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 48 | $18.3K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 159 | $60.7K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 351 | $134.3K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 96 | $36.3K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 363 | $139.3K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 35 | $13.5K | 2025-07-08 |
| 2025-07-03 | S, sale reported on Form 4 | 315 | $121.2K | 2025-07-08 |
| 2025-08-05 | S, sale reported on Form 4 | 4 | $1.5K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 9 | $3.4K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 161 | $60.0K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 42 | $15.9K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 131 | $48.7K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 30 | $11.4K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 352 | $131.5K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 620 | $232.0K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 45 | $16.9K | 2025-08-07 |
| 2025-08-05 | S, sale reported on Form 4 | 106 | $39.9K | 2025-08-07 |
| 2025-09-05 | S, sale reported on Form 4 | 150 | $51.6K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 1 | $345 | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 106 | $36.8K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 11 | $3.8K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 47 | $16.1K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 79 | $27.0K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 190 | $64.8K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 121 | $41.1K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 25 | $8.4K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 128 | $43.2K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 72 | $24.2K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 28 | $9.4K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 326 | $108.5K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 79 | $26.2K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 11 | $3.6K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 91 | $30.0K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 32 | $11.2K | 2025-09-09 |
| 2025-09-05 | S, sale reported on Form 4 | 3 | $1.0K | 2025-09-09 |
| 2025-10-06 | S, sale reported on Form 4 | 141 | $44.0K | 2025-10-08 |
| 2025-10-06 | S, sale reported on Form 4 | 266 | $83.3K | 2025-10-08 |
| 2025-10-06 | S, sale reported on Form 4 | 109 | $34.2K | 2025-10-08 |
| 2025-10-06 | S, sale reported on Form 4 | 132 | $41.6K | 2025-10-08 |
| 2025-10-06 | S, sale reported on Form 4 | 102 | $32.7K | 2025-10-08 |
| 2025-11-05 | S, sale reported on Form 4 | 63 | $23.5K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 205 | $76.7K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 230 | $86.2K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 267 | $100.3K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 293 | $110.5K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 234 | $88.5K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 169 | $64.1K | 2025-11-07 |
| 2025-11-05 | S, sale reported on Form 4 | 39 | $14.8K | 2025-11-07 |
| 2025-12-05 | S, sale reported on Form 4 | 46 | $16.9K | 2025-12-09 |
| 2025-12-05 | S, sale reported on Form 4 | 34 | $12.5K | 2025-12-09 |
| 2025-12-05 | S, sale reported on Form 4 | 136 | $50.4K | 2025-12-09 |
| 2025-12-05 | S, sale reported on Form 4 | 410 | $152.2K | 2025-12-09 |
| 2025-12-05 | S, sale reported on Form 4 | 85 | $31.6K | 2025-12-09 |
| 2025-12-05 | S, sale reported on Form 4 | 39 | $14.6K | 2025-12-09 |
| 2026-08-20 | S, sale reported on Form 4 | 4,119 | $1.5M | 2026-08-21 |
Counted from the Form 4 filings this reporting owner (SEC CIK 1877100) filed on EDGAR. Values are the transaction values as filed. See every filing on EDGAR, or browse insider buying and today's insider purchases.
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
Privacy · Terms