Greg Gates, Group Managing Director at LPL Financial Holdings Inc. (LPLA), sold 2,693 shares at $374.00 ($1.0M) on 2025-11-05, disclosed to the SEC on 2025-11-07.
Scheduled sale ($1.0M) 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 | $372.62 | 63 | $23K | 2.3% |
| 2 | $374.00 | 205 | $77K | 7.6% |
| 3 | $374.86 | 230 | $86K | 8.5% |
| 4 | $374.86 | 230 | $86K | 8.5% |
| 5 | $375.80 | 267 | $100K | 9.9% |
| 6 | $375.80 | 267 |
| $100K |
| 9.9% |
| 7 | $377.01 | 293 | $110K | 10.9% |
| 8 | $377.01 | 293 | $110K | 10.9% |
| 9 | $378.24 | 234 | $89K | 8.7% |
| 10 | $378.24 | 234 | $89K | 8.7% |
| 11 | $379.58 | 169 | $64K | 6.3% |
| 12 | $379.58 | 169 | $64K | 6.3% |
| 13 | $380.12 | 39 | $15K | 1.5% |
| Total | $376.65 avg | 2,693 | $1.0M | 100% |
| Filing → |
| LPLA | SELL | 2025-10-08 | $319K | — | Filing → |
| LPLA | SELL | 2025-09-09 | $681K | — | Filing → |
| LPLA | SELL | 2025-08-07 | $985K | — | Filing → |