SEC Insider Transactions from Gates Greg.

Last updated: 2026-03-14 11:53 UTC | Total transactions: 80

Gates Greg, Group Managing Director at LPL Financial Holdings Inc. ($LPLA), sold about $3.3 million in company shares across 63 open market transactions over the last 365 days. His most recent sale occurred on December 5, 2025. These sales rank 2,558th among 11,678 individual insiders, below the average sale amount of $8.6 million and 6.4 transactions per insider. Gates Greg made no open market purchases during this period.

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Transaction Date Company Ticker Insider Name Title Transaction Type Security Shares Price Shares Owned Following Total Shares Outstanding % of Owned % of Outstanding
Feb. 25, 2026 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director A Common Stock 2774 $0.00 17,957.0000 80,357,000 18.27% 0.00%
Feb. 25, 2026 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director F Common Stock 1293 $318.47 15,183.0000 80,357,000 7.85% 0.00%
Feb. 25, 2026 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director A Common Stock 1856 $0.00 16,476.0000 80,357,000 12.69% 0.00%
Feb. 25, 2026 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director A Common Stock 2807 $0.00 20,764.0000 80,357,000 15.63% 0.00%
Dec. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 136 $370.44 15,154.0000 80,357,000 0.89% 0.00%
Dec. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 46 $367.95 15,324.0000 80,357,000 0.30% 0.00%
Dec. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 34 $368.70 15,290.0000 80,357,000 0.22% 0.00%
Dec. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 39 $373.09 14,620.0000 80,357,000 0.27% 0.00%
Dec. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 85 $372.32 14,659.0000 80,357,000 0.58% 0.00%
Dec. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 410 $371.20 14,744.0000 80,357,000 2.71% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 205 $374.00 16,602.0000 80,357,000 1.22% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 39 $380.12 15,370.0000 80,357,000 0.25% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 169 $379.58 15,409.0000 80,357,000 1.08% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 234 $378.24 15,578.0000 80,357,000 1.48% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 293 $377.01 15,812.0000 80,357,000 1.82% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 267 $375.80 16,105.0000 80,357,000 1.63% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 230 $374.86 16,372.0000 80,357,000 1.39% 0.00%
Nov. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 63 $372.62 16,807.0000 80,357,000 0.37% 0.00%
Oct. 6, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 266 $313.20 17,213.0000 80,357,000 1.52% 0.00%
Oct. 6, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 102 $320.27 16,870.0000 80,357,000 0.60% 0.00%
Oct. 6, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 132 $315.09 16,972.0000 80,357,000 0.77% 0.00%
Oct. 6, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 109 $314.04 17,104.0000 80,357,000 0.63% 0.00%
Oct. 6, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 141 $312.15 17,479.0000 80,357,000 0.80% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 47 $342.88 17,923.0000 75,427,000 0.26% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 91 $329.17 19,029.0000 75,427,000 0.48% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 11 $330.12 19,018.0000 75,427,000 0.06% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 79 $331.83 18,939.0000 75,427,000 0.42% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 326 $332.90 18,613.0000 75,427,000 1.72% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 28 $334.53 18,585.0000 75,427,000 0.15% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 72 $335.84 18,513.0000 75,427,000 0.39% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 128 $337.13 18,385.0000 75,427,000 0.69% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 25 $337.58 18,360.0000 75,427,000 0.14% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 121 $340.01 18,239.0000 75,427,000 0.66% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 190 $340.83 18,049.0000 75,427,000 1.04% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 79 $341.89 17,970.0000 75,427,000 0.44% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 150 $343.98 17,773.0000 75,427,000 0.84% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 3 $344.67 17,770.0000 75,427,000 0.02% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 1 $345.44 17,769.0000 75,427,000 0.01% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 106 $347.46 17,663.0000 75,427,000 0.60% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 11 $348.04 17,652.0000 75,427,000 0.06% 0.00%
Sept. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 32 $349.60 17,620.0000 75,427,000 0.18% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 42 $377.79 19,163.0000 75,427,000 0.22% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 106 $376.30 19,205.0000 75,427,000 0.55% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 45 $375.37 19,311.0000 75,427,000 0.23% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 620 $374.22 19,356.0000 75,427,000 3.10% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 352 $373.49 19,976.0000 75,427,000 1.73% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 161 $372.43 20,328.0000 75,427,000 0.79% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 4 $381.34 19,120.0000 75,427,000 0.02% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 9 $380.46 19,124.0000 75,427,000 0.05% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 30 $378.47 19,133.0000 75,427,000 0.16% 0.00%
Aug. 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 131 $371.55 20,489.0000 75,427,000 0.64% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 363 $383.75 20,970.0000 75,427,000 1.70% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 351 $382.58 21,333.0000 75,427,000 1.62% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 159 $381.69 21,684.0000 75,427,000 0.73% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 48 $380.85 21,843.0000 75,427,000 0.22% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 133 $379.35 21,891.0000 75,427,000 0.60% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 96 $378.17 22,024.0000 75,427,000 0.43% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 35 $385.29 20,620.0000 75,427,000 0.17% 0.00%
July 3, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 315 $384.61 20,655.0000 75,427,000 1.50% 0.00%
June 12, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director F Common Stock 234 $379.39 22,120.0000 75,427,000 1.05% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 143 $376.49 23,436.0000 75,427,000 0.61% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 275 $375.52 23,579.0000 75,427,000 1.15% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 83 $380.54 22,696.0000 75,427,000 0.36% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 219 $381.69 22,477.0000 75,427,000 0.96% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 123 $382.37 22,354.0000 75,427,000 0.55% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 189 $377.39 23,247.0000 75,427,000 0.81% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 409 $379.79 22,779.0000 75,427,000 1.76% 0.00%
June 5, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Group Managing Director S Common Stock 59 $378.42 23,188.0000 75,427,000 0.25% 0.00%
Feb. 25, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director A Common Stock 2157 $0.00 23,854.0000 75,427,000 9.94% 0.00%
Feb. 25, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director A Common Stock 6170 $0.00 25,016.0000 75,427,000 32.74% 0.01%
Feb. 25, 2025 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director F Common Stock 3319 $357.36 21,697.0000 75,427,000 13.27% 0.00%
June 12, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director F Common Stock 234 $278.99 18,846.0000 77,861,000 1.23% 0.00%
Feb. 25, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director A Common Stock 2326 $0.00 30,481.0000 77,861,000 8.26% 0.00%
Feb. 26, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director S Common Stock 213 $263.44 30,268.0000 77,861,000 0.70% 0.00%
Feb. 26, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director S Common Stock 174 $264.77 30,094.0000 77,861,000 0.57% 0.00%
Feb. 26, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director S Common Stock 8823 $266.12 21,271.0000 77,861,000 29.32% 0.01%
Feb. 26, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director S Common Stock 1484 $266.95 19,787.0000 77,861,000 6.98% 0.00%
Feb. 26, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director S Common Stock 707 $267.87 19,080.0000 77,861,000 3.57% 0.00%
Feb. 25, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director F Common Stock 3164 $263.36 28,155.0000 77,861,000 10.10% 0.00%
Feb. 25, 2024 LPL Financial Holdings Inc. $LPLA Gates Greg Managing Director A Common Stock 5938 $0.00 31,319.0000 77,861,000 23.40% 0.01%