Greg Gates sold $395K of LPL Financial (LPLA)

Executed Jul 3 2025, disclosed Jul 8 2025, 5 days later.

Value, as filed

$395K

1,029 sh across 3 lots

Executed

Jul 3 2025

the trade date, as filed

Disclosed

Jul 8 2025

5 days after the trade

Return, 21 sessionsiFrom the disclosed entry session; derived

–

purchases only

Returns are measured on stock purchases only.

The filer

GG Greg Gates Group Managing Director profile →

Greg Gates (Group Managing Director) filed 3 Form 4 reports in the trailing twelve months (0 purchases, 3 sales), most often in LPL Financial Holdings Inc. (LPLA). The largest single filing was $1.5M of LPLA (4,119 sh × $355.38, as filed), executed Aug 20.

The name

LPLA LPL Financial Holdings Inc. LPLA · Financial Services · 30 filings in 24 months ticker →

Financial Services · LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services…

More Financial Services filings→ Insider filings, newest first→ View the original filing at www.sec.gov→

Other filings by Greg Gates in LPLA

LPLASALE LPL Financial Holdings Inc. $1.5M
4,119 sh × $355.38
Exec Aug 20
Filed Aug 21 · 4:08 PM ET LPLASALE LPL Financial Holdings Inc. $152K
410 sh × $371.20
Exec Dec 5 2025
Filed Dec 9 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. $211K
560 sh across 2 lots
Exec Nov 5 2025
Filed Nov 7 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. $109K
326 sh × $332.90
Exec Sep 5 2025
Filed Sep 9 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. $363K
972 sh across 2 lots
Exec Aug 5 2025
Filed Aug 7 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. $259K
684 sh across 2 lots
Exec Jun 5 2025
Filed Jun 9 2025 · 5:30 PM ET