Greg Gates

Insider Reports History

Location
San Diego, CA
Signature
/s/ Robert S. Hatfield III, attorney-in-fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Greg Gates:

Company Role Class Num Shares Value Price $ Report Date Ownership
LPL Financial Holdings Inc. Group Managing Director Common Stock 20,764 $7,853,775 $378.24 25 Feb 2026 Direct

Insider Reports Filed by Greg Gates

Symbol Company Period Transactions Value $ Form Type Role Filing Time
LPLA LPL Financial Holdings Inc. 25 Feb 2026 4 -$411,782 4 Group Managing Director 27 Feb 2026, 17:12
LPLA LPL Financial Holdings Inc. 05 Dec 2025 6 -$278,231 4 Group Managing Director 09 Dec 2025, 19:03
LPLA LPL Financial Holdings Inc. 05 Nov 2025 8 -$564,647 4 Group Managing Director 07 Nov 2025, 16:10
LPLA LPL Financial Holdings Inc. 06 Oct 2025 5 -$235,814 4 Group Managing Director 08 Oct 2025, 16:23
LPLA LPL Financial Holdings Inc. 05 Sep 2025 18 -$507,312 4 Group Managing Director 09 Sep 2025, 17:01
LPLA LPL Financial Holdings Inc. 05 Aug 2025 10 -$561,069 4 Group Managing Director 07 Aug 2025, 16:31
LPLA LPL Financial Holdings Inc. 03 Jul 2025 8 -$573,952 4 Group Managing Director 08 Jul 2025, 16:14
LPLA LPL Financial Holdings Inc. 12 Jun 2025 1 -$88,777 4 Group Managing Director 16 Jun 2025, 16:16
LPLA LPL Financial Holdings Inc. 05 Jun 2025 8 -$568,300 4 Group Managing Director 09 Jun 2025, 16:12
LPLA LPL Financial Holdings Inc. 25 Feb 2025 3 -$1,186,078 4 Managing Director 27 Feb 2025, 18:29
LPLA LPL Financial Holdings Inc. 12 Jun 2024 1 -$65,284 4 Managing Director 14 Jun 2024, 16:11
LPLA LPL Financial Holdings Inc. 25 Feb 2024 8 -$3,868,968 4 Managing Director 27 Feb 2024, 19:51
LPLA LPL Financial Holdings Inc. 12 Jun 2023 1 $0 4 Managing Director 13 Jun 2023, 17:13
LPLA LPL Financial Holdings Inc. 05 Jun 2023 1 -$137,593 4 Managing Director 07 Jun 2023, 16:24
LPLA LPL Financial Holdings Inc. 25 Feb 2023 3 -$628,142 4 Managing Director 28 Feb 2023, 17:23
LPLA LPL Financial Holdings Inc. 05 Jun 2022 1 -$137,645 4 Managing Director 06 Jun 2022, 16:40
LPLA LPL Financial Holdings Inc. 25 Feb 2022 2 -$133,210 4 Managing Director 01 Mar 2022, 17:03
LPLA LPL Financial Holdings Inc. 10 Dec 2021 1 -$370,865 4 Managing Director 13 Dec 2021, 16:34
LPLA LPL Financial Holdings Inc. 30 Jul 2021 0 $0 3 Managing Director 09 Aug 2021, 16:09