Greg Gates, Group Managing Director at LPL Financial Holdings Inc. (LPLA), sold 886 shares at $370.44 ($329K) on 2025-12-05, disclosed to the SEC on 2025-12-09.
Scheduled sale ($329k) 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 | $367.95 | 46 | $17K | 5.2% |
| 2 | $368.70 | 34 | $13K | 3.8% |
| 3 | $370.44 | 136 | $50K | 15.3% |
| 4 | $370.44 | 136 | $50K | 15.3% |
| 5 | $371.20 | 410 | $152K | 46.3% |
| 6 | $372.32 | 85 |
| $32K |
| 9.6% |
| 7 | $373.09 | 39 | $15K | 4.4% |
| Total | $370.89 avg | 886 | $329K | 100% |
| Filing → |
| LPLA | SELL | 2025-10-08 | $319K | — | Filing → |
| LPLA | SELL | 2025-09-09 | $681K | — | Filing → |
| LPLA | SELL | 2025-08-07 | $985K | — | Filing → |