Greg Gates

Group Managing Director

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.

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Return, ttmiAverage return per filing, trailing twelve months

–

no purchases on file

Delay-adjustediThe same average, entered at disclosure dates

–

returns measure stock purchases only

Filings, ttm

0 buys · 3 sells

Median delay

–

execution → disclosure

Volume, ttmiDollar value disclosed in the trailing twelve months

$1.8M

shares × price, as filed

Last traded

Aug 20

Filed Aug 21

Median ADV $339.3M across their filed names

Open performance→

Volume by month

Buys $0 Sells $3.0M

Shares × price, as filed · by filing month · past 24 months

Sectors filed on

Financial Services 3 filings

Sector per market data · by filing · past 12 months

Most traded names

LPLA LPL Financial Holdings Inc. LPLA · 0 buys · 7 sells 7 filings

Recent filings

LPLASALE LPL Financial Holdings Inc. View filing → $1.5M
4,119 sh × $355.38
Exec Aug 20
Filed Aug 21 · 4:08 PM ET LPLASALE LPL Financial Holdings Inc. View filing → $152K
410 sh × $371.20
Exec Dec 5 2025
Filed Dec 9 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. View filing → $211K
560 sh across 2 lots
Exec Nov 5 2025
Filed Nov 7 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. View filing → $109K
326 sh × $332.90
Exec Sep 5 2025
Filed Sep 9 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. View filing → $363K
972 sh across 2 lots
Exec Aug 5 2025
Filed Aug 7 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. View filing → $395K
1,029 sh across 3 lots
Exec Jul 3 2025
Filed Jul 8 2025 · 5:30 PM ET LPLASALE LPL Financial Holdings Inc. View filing → $259K
684 sh across 2 lots
Exec Jun 5 2025
Filed Jun 9 2025 · 5:30 PM ET