Greg Gates
CIK 1877100 · View on SEC EDGAR ↗
Insider
First SEC filing: Aug. 9, 2021 · Latest: June 15, 2026
On this page
Insider at
Insider transactions
0 buys (P)
18 sells (S)
Net:
$-507,310
+ 18 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
18 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 5, 2025 | LPLA | S 10b5-1 | 91 | $329.17 | $29,954 | 19,029 Direct | -0.48% | Disposed | 12.8% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 11 | $330.12 | $3,631 | 19,018 Direct | -0.06% | Disposed | 12.5% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 79 | $331.83 | $26,215 | 18,939 Direct | -0.42% | Disposed | 11.9% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 326 | $332.90 | $108,525 | 18,613 Direct | -1.72% | Disposed | 11.6% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 28 | $334.53 | $9,367 | 18,585 Direct | -0.15% | Disposed | 11.0% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 72 | $335.84 | $24,180 | 18,513 Direct | -0.39% | Disposed | 10.6% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 128 | $337.13 | $43,153 | 18,385 Direct | -0.69% | Disposed | 10.2% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 25 | $337.58 | $8,440 | 18,360 Direct | -0.14% | Disposed | 10.0% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 121 | $340.01 | $41,141 | 18,239 Direct | -0.66% | Disposed | 9.2% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 190 | $340.83 | $64,758 | 18,049 Direct | -1.04% | Disposed | 9.0% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 79 | $341.89 | $27,009 | 17,970 Direct | -0.44% | Disposed | 8.6% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 47 | $342.88 | $16,115 | 17,923 Direct | -0.26% | Disposed | 8.3% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 150 | $343.98 | $51,597 | 17,773 Direct | -0.84% | Disposed | 8.0% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 3 | $344.67 | $1,034 | 17,770 Direct | -0.02% | Disposed | 7.8% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 1 | $345.44 | $345 | 17,769 Direct | -0.01% | Disposed | 7.5% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 106 | $347.46 | $36,831 | 17,663 Direct | -0.60% | Disposed | 6.9% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 11 | $348.04 | $3,828 | 17,652 Direct | -0.06% | Disposed | 6.7% (price as of 2026-08-19) |
| Sept. 5, 2025 | LPLA | S 10b5-1 | 32 | $349.60 | $11,187 | 17,620 Direct | -0.18% | Disposed | 6.2% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 131 | $371.55 | $48,673 | 20,489 Direct | -0.64% | Disposed | 0.0% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 161 | $372.43 | $59,961 | 20,328 Direct | -0.79% | Disposed | -0.3% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 352 | $373.49 | $131,468 | 19,976 Direct | -1.73% | Disposed | -0.6% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 620 | $374.22 | $232,016 | 19,356 Direct | -3.10% | Disposed | -0.8% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 45 | $375.37 | $16,892 | 19,311 Direct | -0.23% | Disposed | -1.1% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 106 | $376.30 | $39,888 | 19,205 Direct | -0.55% | Disposed | -1.3% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 42 | $377.79 | $15,867 | 19,163 Direct | -0.22% | Disposed | -1.7% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 30 | $378.47 | $11,354 | 19,133 Direct | -0.16% | Disposed | -1.9% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 9 | $380.46 | $3,424 | 19,124 Direct | -0.05% | Disposed | -2.4% (price as of 2026-08-19) |
| Aug. 5, 2025 | LPLA | S 10b5-1 | 4 | $381.34 | $1,525 | 19,120 Direct | -0.02% | Disposed | -2.6% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 96 | $378.17 | $36,304 | 22,024 Direct | -0.43% | Disposed | -1.8% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 133 | $379.35 | $50,454 | 21,891 Direct | -0.60% | Disposed | -2.1% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 48 | $380.85 | $18,281 | 21,843 Direct | -0.22% | Disposed | -2.5% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 159 | $381.69 | $60,689 | 21,684 Direct | -0.73% | Disposed | -2.7% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 351 | $382.58 | $134,286 | 21,333 Direct | -1.62% | Disposed | -2.9% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 363 | $383.75 | $139,301 | 20,970 Direct | -1.70% | Disposed | -3.2% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 315 | $384.61 | $121,152 | 20,655 Direct | -1.50% | Disposed | -3.4% (price as of 2026-08-19) |
| July 3, 2025 | LPLA | S 10b5-1 | 35 | $385.29 | $13,485 | 20,620 Direct | -0.17% | Disposed | -3.6% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 275 | $375.52 | $103,268 | 23,579 Direct | -1.15% | Disposed | -1.1% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 143 | $376.49 | $53,838 | 23,436 Direct | -0.61% | Disposed | -1.4% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 189 | $377.39 | $71,327 | 23,247 Direct | -0.81% | Disposed | -1.6% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 59 | $378.42 | $22,327 | 23,188 Direct | -0.25% | Disposed | -1.9% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 409 | $379.79 | $155,334 | 22,779 Direct | -1.76% | Disposed | -2.2% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 83 | $380.54 | $31,585 | 22,696 Direct | -0.36% | Disposed | -2.4% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 219 | $381.69 | $83,590 | 22,477 Direct | -0.96% | Disposed | -2.7% (price as of 2026-08-19) |
| June 5, 2025 | LPLA | S 10b5-1 | 123 | $382.37 | $47,032 | 22,354 Direct | -0.55% | Disposed | -2.9% (price as of 2026-08-19) |
| Feb. 26, 2024 | LPLA | S | 213 | $263.44 | $56,113 | 30,268 Direct | -0.70% | Disposed | 41.0% (price as of 2026-08-19) |
| Feb. 26, 2024 | LPLA | S | 174 | $264.77 | $46,070 | 30,094 Direct | -0.57% | Disposed | 40.3% (price as of 2026-08-19) |
| Feb. 26, 2024 | LPLA | S | 8,823 | $266.12 | $2,347,977 | 21,271 Direct | -29.32% | Disposed | 39.6% (price as of 2026-08-19) |
| Feb. 26, 2024 | LPLA | S | 1,484 | $266.95 | $396,154 | 19,787 Direct | -6.98% | Disposed | 39.1% (price as of 2026-08-19) |
| Feb. 26, 2024 | LPLA | S | 707 | $267.87 | $189,384 | 19,080 Direct | -3.57% | Disposed | 38.6% (price as of 2026-08-19) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.