Greg Gates, Group Managing Director at LPL Financial Holdings Inc. (LPLA), sold 2,460 shares at $376.49 ($932K) on 2025-06-05, disclosed to the SEC on 2025-06-09.
Scheduled sale ($932k) 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 | $375.52 | 275 | $103K | 11.1% |
| 2 | $376.49 | 143 | $54K | 5.8% |
| 3 | $376.49 | 143 | $54K | 5.8% |
| 4 | $377.39 | 189 | $71K | 7.6% |
| 5 | $377.39 | 189 | $71K | 7.6% |
| 6 | $378.42 | 59 |
| $22K |
| 2.4% |
| 7 | $379.79 | 409 | $155K | 16.7% |
| 8 | $379.79 | 409 | $155K | 16.7% |
| 9 | $380.54 | 83 | $32K | 3.4% |
| 10 | $381.69 | 219 | $84K | 9.0% |
| 11 | $381.69 | 219 | $84K | 9.0% |
| 12 | $382.37 | 123 | $47K | 5.0% |
| Total | $379.02 avg | 2,460 | $932K | 100% |
| Filing → |
| LPLA | SELL | 2025-11-07 | $1.0M | — | Filing → |
| LPLA | SELL | 2025-10-08 | $319K | — | Filing → |
| LPLA | SELL | 2025-09-09 | $681K | — | Filing → |