Greg Gates

Insider Reports History

Entity
Individual
Location
C/O Lpl Financial, 4707 Executive Drive, San Diego, CA
Signature
/s/ Gregory M. Woods, 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:

Stock Role Class Num Shares Value Price $ Report Date Ownership
LPL Financial Holdings Inc. Managing Director Common Stock 18.8K $5.26M $278.99 Jun 12, 2024 Direct

Insider Reports Filed by Greg Gates

Symbol Company Period Transactions Value $ Form Type Date Filed Role
LPLA LPL Financial Holdings Inc. Jun 12, 2024 1 -$65.3K 4 Jun 14, 2024 Managing Director
LPLA LPL Financial Holdings Inc. Feb 25, 2024 8 -$3.87M 4 Feb 27, 2024 Managing Director
LPLA LPL Financial Holdings Inc. Jun 12, 2023 1 $0 4 Jun 13, 2023 Managing Director
LPLA LPL Financial Holdings Inc. Jun 5, 2023 1 -$138K 4 Jun 7, 2023 Managing Director
LPLA LPL Financial Holdings Inc. Feb 25, 2023 3 -$628K 4 Feb 28, 2023 Managing Director
LPLA LPL Financial Holdings Inc. Jun 5, 2022 1 -$138K 4 Jun 6, 2022 Managing Director
LPLA LPL Financial Holdings Inc. Feb 25, 2022 2 -$133K 4 Mar 1, 2022 Managing Director
LPLA LPL Financial Holdings Inc. Dec 10, 2021 1 -$371K 4 Dec 13, 2021 Managing Director
LPLA LPL Financial Holdings Inc. Jul 30, 2021 0 $0 3 Aug 9, 2021 Managing Director