Gates Greg's most recent trade in LPL Financial Holdings Inc was a trade of 620 Common Stock done at an average price of $374.2 . Disclosure was reported to the exchange on Aug. 5, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 374.22 per share. | 05 Aug 2025 | 620 | 19,356 (0%) | 0% | 374.2 | 232,016 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 373.49 per share. | 05 Aug 2025 | 352 | 19,976 (0%) | 0% | 373.5 | 131,468 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 372.43 per share. | 05 Aug 2025 | 161 | 20,328 (0%) | 0% | 372.4 | 59,961 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 371.55 per share. | 05 Aug 2025 | 131 | 20,489 (0%) | 0% | 371.5 | 48,673 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 376.30 per share. | 05 Aug 2025 | 106 | 19,205 (0%) | 0% | 376.3 | 39,888 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 375.38 per share. | 05 Aug 2025 | 45 | 19,311 (0%) | 0% | 375.4 | 16,892 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 377.79 per share. | 05 Aug 2025 | 42 | 19,163 (0%) | 0% | 377.8 | 15,867 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 378.47 per share. | 05 Aug 2025 | 30 | 19,133 (0%) | 0% | 378.5 | 11,354 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 380.44 per share. | 05 Aug 2025 | 9 | 19,124 (0%) | 0% | 380.4 | 3,424 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 381.25 per share. | 05 Aug 2025 | 4 | 19,120 (0%) | 0% | 381.3 | 1,525 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 383.75 per share. | 03 Jul 2025 | 363 | 20,970 (0%) | 0% | 383.7 | 139,301 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 382.58 per share. | 03 Jul 2025 | 351 | 21,333 (0%) | 0% | 382.6 | 134,286 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 384.61 per share. | 03 Jul 2025 | 315 | 20,655 (0%) | 0% | 384.6 | 121,152 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 381.69 per share. | 03 Jul 2025 | 159 | 21,684 (0%) | 0% | 381.7 | 60,689 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 379.35 per share. | 03 Jul 2025 | 133 | 21,891 (0%) | 0% | 379.4 | 50,454 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 378.17 per share. | 03 Jul 2025 | 96 | 22,024 (0%) | 0% | 378.2 | 36,304 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 380.85 per share. | 03 Jul 2025 | 48 | 21,843 (0%) | 0% | 380.9 | 18,281 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 385.29 per share. | 03 Jul 2025 | 35 | 20,620 (0%) | 0% | 385.3 | 13,485 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 379.39 per share. | 12 Jun 2025 | 234 | 22,120 (0%) | 0% | 379.4 | 88,777 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 379.79 per share. | 05 Jun 2025 | 409 | 22,779 (0%) | 0% | 379.8 | 155,334 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 375.52 per share. | 05 Jun 2025 | 275 | 23,579 (0%) | 0% | 375.5 | 103,268 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 381.69 per share. | 05 Jun 2025 | 219 | 22,477 (0%) | 0% | 381.7 | 83,590 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 377.39 per share. | 05 Jun 2025 | 189 | 23,247 (0%) | 0% | 377.4 | 71,327 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 376.49 per share. | 05 Jun 2025 | 143 | 23,436 (0%) | 0% | 376.5 | 53,838 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 382.37 per share. | 05 Jun 2025 | 123 | 22,354 (0%) | 0% | 382.4 | 47,032 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 380.54 per share. | 05 Jun 2025 | 83 | 22,696 (0%) | 0% | 380.5 | 31,585 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Group Managing Director | Sale of securities on an exchange or to another person at price $ 378.42 per share. | 05 Jun 2025 | 59 | 23,188 (0%) | 0% | 378.4 | 22,327 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 6,170 | 25,016 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 357.36 per share. | 25 Feb 2025 | 3,319 | 21,697 (0%) | 0% | 357.4 | 1,186,078 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 2,157 | 23,854 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 278.99 per share. | 12 Jun 2024 | 234 | 18,846 (0%) | 0% | 279.0 | 65,284 | Common Stock |
| LPL Financial Holdings Inc | Gates Greg | Managing Director | Sale of securities on an exchange or to another person at price $ 266.12 per share. | 25 Feb 2024 | 8,823 | 21,271 (0%) | 0% | 266.1 | 2,347,977 | Common Stock |
| LPL Financial Holdings Inc | Gates Greg | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2024 | 5,938 | 31,319 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Gates Greg | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 263.36 per share. | 25 Feb 2024 | 3,164 | 28,155 (0%) | 0% | 263.4 | 833,271 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2024 | 2,326 | 30,481 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Gates Greg | Managing Director | Sale of securities on an exchange or to another person at price $ 266.95 per share. | 25 Feb 2024 | 1,484 | 19,787 (0%) | 0% | 267.0 | 396,154 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Sale of securities on an exchange or to another person at price $ 267.87 per share. | 25 Feb 2024 | 707 | 19,080 (0%) | 0% | 267.9 | 189,384 | Common Stock |
| LPL Financial Holdings Inc | Gates Greg | Managing Director | Sale of securities on an exchange or to another person at price $ 263.44 per share. | 25 Feb 2024 | 213 | 30,268 (0%) | 0% | 263.4 | 56,113 | Common Stock |
| LPL Financial Holdings Inc | Gates Greg | Managing Director | Sale of securities on an exchange or to another person at price $ 264.77 per share. | 25 Feb 2024 | 174 | 30,094 (0%) | 0% | 264.8 | 46,070 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Jun 2023 | 1,532 | 25,381 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 199.99 per share. | 05 Jun 2023 | 688 | 23,849 (0%) | 0% | 200.0 | 137,593 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2023 | 4,410 | 25,549 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 247.30 per share. | 25 Feb 2023 | 2,540 | 23,009 (0%) | 0% | 247.3 | 628,142 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2023 | 1,528 | 24,537 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 198.05 per share. | 05 Jun 2022 | 695 | 21,139 (0%) | 0% | 198.1 | 137,645 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2022 | 2,057 | 21,834 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 182.73 per share. | 25 Feb 2022 | 729 | 19,777 (0%) | 0% | 182.7 | 133,210 | Common Stock |
| LPL Financial Holdings Inc | Greg Gates | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 160.27 per share. | 10 Dec 2021 | 2,314 | 20,506 (0%) | 0% | 160.3 | 370,865 | Common Stock |