Greg Gates, Group Managing Director at LPL Financial Holdings Inc. (LPLA), sold 2,016 shares at $343.98 ($681K) on 2025-09-05, disclosed to the SEC on 2025-09-09.
Scheduled sale ($681k) by Group Managing Director under a pre-arranged 10b5-1 plan. Pre-set trade — not a discretionary signal on the stock.
Negative factors outweigh the positive ones.
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $329.17 | 91 | $30K | 4.4% |
| 2 | $330.12 | 11 | $4K | 0.5% |
| 3 | $331.83 | 79 | $26K | 3.9% |
| 4 | $332.90 | 326 | $109K | 15.9% |
| 5 | $332.90 | 326 | $109K | 15.9% |
| 6 | $334.53 | 28 |
| $9K |
| 1.4% |
| 7 | $335.84 | 72 | $24K | 3.6% |
| 8 | $337.13 | 128 | $43K | 6.3% |
| 9 | $337.58 | 25 | $8K | 1.2% |
| 10 | $340.01 | 121 | $41K | 6.0% |
| 11 | $340.83 | 190 | $65K | 9.5% |
| 12 | $340.83 | 190 | $65K | 9.5% |
| 13 | $341.89 | 79 | $27K | 4.0% |
| 14 | $342.88 | 47 | $16K | 2.4% |
| 15 | $343.98 | 150 | $52K | 7.6% |
| 16 | $344.67 | 3 | $1K | 0.2% |
| 17 | $345.44 | 1 | $345 | 0.1% |
| 18 | $347.46 | 106 | $37K | 5.4% |
| 19 | $348.04 | 11 | $4K | 0.6% |
| 20 | $349.60 | 32 | $11K | 1.6% |
| Total | $337.60 avg | 2,016 | $681K | 100% |
| Filing → |
| LPLA | SELL | 2025-11-07 | $1.0M | — | Filing → |
| LPLA | SELL | 2025-10-08 | $319K | — | Filing → |
| LPLA | SELL | 2025-08-07 | $985K | — | Filing → |