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Total declarations
Company
▲ Purchases (0 ops.)
▼ Sales (8 ops.)
Latest filing published 21 Aug 2026 for LPL Financial Holdings Inc., €477k. Read the official filing
Filing timeline
BuySaleGreg Gates
Insider track record
Disclosed buys
0
Disclosed sells
8
Signal history
Greg Gates: trading record in brief
Greg Gates, listed as chief executive, appears in our data through filings on LPL Financial Holdings Inc. shares, published by SEC (Form 4). In total, 20 filings cover trades dated from 10 December 2021 to 20 August 2026.
The open-market record consists of 8 sales worth €1.5M, with no purchase. The rest of the record consists of 11 share grants and 1 option exercise. So far in 2026, the count stands at no purchases and 1 sale.
The latest filing, published on 21 August 2026, reports an option exercise of €477k in LPL Financial Holdings Inc. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. The legal deadline for a Form 4 is two business days after the transaction. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
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Declarations20 total
7,189 shares@ US$77.530.0023% mcap11.7% of flowCommon StockSEC:0001628280-26-058423:0
4,119 shares@ US$355.380.0060% mcap30.7% of flowCommon StockSEC:0001628280-26-058423:1
1,856 shares0Common StockSEC:0001628280-26-012928:0
46 shares@ US$367.950.0001% mcap0.4% of flowCommon StockSEC:0001628280-25-056209:0
63 shares@ US$372.620.5% of flowCommon StockSEC:0001628280-25-050641:0
141 shares@ US$312.150.0001% mcap0.9% of flowCommon StockSEC:0001628280-25-044604:0
91 shares@ US$329.170.0001% mcap0.6% of flowCommon StockSEC:0001397911-25-000147:0
131 shares@ US$371.550.0001% mcap1.0% of flowCommon StockSEC:0001397911-25-000124:0
96 shares@ US$378.170.0001% mcap0.8% of flowCommon StockSEC:0001397911-25-000113:0
234 shares@ US$379.391.9% of flowCommon StockSEC:0001397911-25-000101:0
275 shares@ US$375.520.0003% mcap2.2% of flowCommon StockSEC:0001397911-25-000093:0
6,170 shares0Common StockSEC:0001397911-25-000030:0
234 shares@ US$278.991.5% of flowCommon StockSEC:0001397911-24-000097:0
5,938 shares0Common StockSEC:0001397911-24-000025:0
1,532 shares0Common StockSEC:0001397911-23-000117:0
688 shares@ US$199.993.1% of flowCommon StockSEC:0001397911-23-000113:0
4,410 shares0Common StockSEC:0001397911-23-000032:0
695 shares@ US$198.053.1% of flowCommon StockSEC:0001397911-22-000096:0
729 shares@ US$182.732.9% of flowCommon StockSEC:0001397911-22-000028:0
2,314 shares@ US$160.278.0% of flowCommon StockSEC:0001397911-21-000205:0
20 of 20 declarations
