Greg Gates, Group Managing Director at LPL Financial Holdings Inc. (LPLA), sold 2,633 shares at $372.43 ($985K) on 2025-08-05, disclosed to the SEC on 2025-08-07.
Scheduled sale ($985k) 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 | $371.55 | 131 | $49K | 4.9% |
| 2 | $372.43 | 161 | $60K | 6.1% |
| 3 | $372.43 | 161 | $60K | 6.1% |
| 4 | $373.49 | 352 | $131K | 13.4% |
| 5 | $373.49 | 352 | $131K | 13.4% |
| 6 | $374.22 | 620 |
| $232K |
| 23.6% |
| 7 | $374.22 | 620 | $232K | 23.6% |
| 8 | $375.37 | 45 | $17K | 1.7% |
| 9 | $376.30 | 106 | $40K | 4.1% |
| 10 | $377.79 | 42 | $16K | 1.6% |
| 11 | $378.47 | 30 | $11K | 1.2% |
| 12 | $380.46 | 9 | $3K | 0.3% |
| 13 | $381.34 | 4 | $2K | 0.2% |
| Total | $373.91 avg | 2,633 | $985K | 100% |
| Filing → |
| LPLA | SELL | 2025-11-07 | $1.0M | — | Filing → |
| LPLA | SELL | 2025-10-08 | $319K | — | Filing → |
| LPLA | SELL | 2025-09-09 | $681K | — | Filing → |