Greg Gates's Insider Trades & SAST Disclosures
Greg Gates's most recent trade in LPL Financial Holdings Inc was a trade of 6,170 Common Stock done . Disclosure was reported to the exchange on Feb. 25, 2025.
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| 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 | 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 |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges