Gates Greg (CIK 0001877100)

Latest company ownership

LPLA - LPL Financial Holdings Inc.
Role: Group Managing Director
Shares held
15,370
Last filed at
Nov 7, 2025
Confidence Score
5.3
2025Q4
Confidence Score History
2021Q4 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Dec 5, 2025 Dec 9, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 35.0 -750 -4.88% ✓ $278.2K
Nov 5, 2025 Nov 7, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 26.3 -1,500 -8.89% ✓ $564.6K
Oct 6, 2025 Oct 8, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 37.5 -750 -4.26% ✓ $235.8K
Sep 5, 2025 Sep 9, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 26.3 -1,500 -7.85% ✓ $507.3K
Aug 5, 2025 Aug 7, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 30.0 -1,500 -7.27% ✓ $561.1K
Jul 3, 2025 Jul 8, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 30.0 -1,500 -6.78% ✓ $574K
Jun 12, 2025 Jun 16, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 22.5 -234 -1.05% ✗ $88.8K
Jun 5, 2025 Jun 9, 2025 LPL Financial Holdings Inc. Group Managing Director Sell 30.0 -1,500 -6.29% ✓ $568.3K
Feb 25, 2025 Feb 27, 2025 LPL Financial Holdings Inc. Managing Director Sell 100.0 +5,008 26.57% ✗ $1.2M
Jun 12, 2024 Jun 14, 2024 LPL Financial Holdings Inc. Managing Director Sell 22.5 -234 -1.23% ✗ $65.3K
Feb 25, 2024 Feb 27, 2024 LPL Financial Holdings Inc. Managing Director Sell 17.5 -6,301 -24.83% ✗ $3.9M
Jun 5, 2023 Jun 7, 2023 LPL Financial Holdings Inc. Managing Director Sell 22.5 -688 -2.80% ✗ $137.6K
Feb 25, 2023 Feb 28, 2023 LPL Financial Holdings Inc. Managing Director Sell 97.5 +3,398 16.07% ✗ $628.1K
Jun 5, 2022 Jun 6, 2022 LPL Financial Holdings Inc. Managing Director Sell 22.5 -695 -3.18% ✗ $137.6K
Feb 25, 2022 Mar 1, 2022 LPL Financial Holdings Inc. Managing Director Sell 90.0 +1,328 6.48% ✗ $133.2K
Dec 10, 2021 Dec 13, 2021 LPL Financial Holdings Inc. Managing Director Sell 20.0 -2,314 -10.14% ✗ $370.9K