Greg Gates, Group Managing Director at LPL Financial Holdings Inc. (LPLA), sold 2,821 shares at $379.35 ($1.1M) on 2025-07-03, disclosed to the SEC on 2025-07-08.
Scheduled sale ($1.1M) 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 | $378.17 | 96 | $36K | 3.4% |
| 2 | $379.35 | 133 | $50K | 4.7% |
| 3 | $379.35 | 133 | $50K | 4.7% |
| 4 | $380.85 | 48 | $18K | 1.7% |
| 5 | $381.69 | 159 | $61K | 5.6% |
| 6 | $381.69 | 159 |
| $61K |
| 5.6% |
| 7 | $382.58 | 351 | $134K | 12.4% |
| 8 | $382.58 | 351 | $134K | 12.4% |
| 9 | $383.75 | 363 | $139K | 12.9% |
| 10 | $383.75 | 363 | $139K | 12.9% |
| 11 | $384.61 | 315 | $121K | 11.2% |
| 12 | $384.61 | 315 | $121K | 11.2% |
| 13 | $385.29 | 35 | $13K | 1.2% |
| Total | $382.78 avg | 2,821 | $1.1M | 100% |
| Filing → |
| LPLA | SELL | 2025-11-07 | $1.0M | — | Filing → |
| LPLA | SELL | 2025-10-08 | $319K | — | Filing → |
| LPLA | SELL | 2025-09-09 | $681K | — | Filing → |