Greg Gates is Director at LPL Financial Holdings Inc. (LPLA). They have made 2 open-market trades across 1 company since 2024, most recently 2026-08-20.
CIK 0001877100
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 2 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| LPLA | 23,602 | $7.6M |
Shares reported on the most recent Form 4, priced at the 2026-08-21 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| LPLA | SELL | 2026-08-20 | 2026-08-21 | $355.38 | $1.5M | -2.3% | -8.6% | — |
| LPLA | SELL · 10b5-1 | 2025-12-05 | 2025-12-09 | $370.89 | $329K | -4.3% | -4.4% | -17.4% |
| LPLA | SELL · 10b5-1 | 2025-11-05 | 2025-11-07 | $376.65 | $1.0M | -5.1% | -1.8% | -0.8% |
| LPLA | SELL · 10b5-1 | 2025-10-06 | 2025-10-08 | $314.10 | $319K | +3.9% | +14.2% | +15.1% |
| LPLA | SELL · 10b5-1 | 2025-09-05 | 2025-09-09 | $337.60 | $681K | -1.0% | -3.4% | +8.7% |
| LPLA | SELL · 10b5-1 | 2025-08-05 | 2025-08-07 | $373.91 | $985K | -5.0% | -7.9% | +1.3% |
| LPLA | SELL · 10b5-1 | 2025-07-03 | 2025-07-08 | $382.78 | $1.1M | +3.1% | -3.3% | -18.2% |
| LPLA | SELL · 10b5-1 | 2025-06-05 | 2025-06-09 | $379.02 | $932K | +0.0% | +0.4% | -10.3% |
| LPLA | SELL | 2024-02-26 | 2024-02-27 | $266.28 | $6.0M | -0.9% | -0.8% | +6.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.