Gates Greg

Insider·LPL Financial Holdings Inc.·LPLA·Insider since 2025·Form 4 filings: 63
Trades YTD
0
Trades (12m)
55
Net position
Current holdings
P-code buys (12m)
0
Cluster
None

Transaction history · last 12 months

50 transactions
05 Dec 2025
SOLD
$LPLA
39
$373.09
S
05 Dec 2025
SOLD
$LPLA
85
$372.32
S
05 Dec 2025
SOLD
$LPLA
410
$371.20
S
05 Dec 2025
SOLD
$LPLA
136
$370.44
S
05 Dec 2025
SOLD
$LPLA
34
$368.70
S
05 Dec 2025
SOLD
$LPLA
46
$367.95
S
05 Nov 2025
SOLD
$LPLA
39
$380.12
S
05 Nov 2025
SOLD
$LPLA
169
$379.58
S
05 Nov 2025
SOLD
$LPLA
234
$378.24
S
05 Nov 2025
SOLD
$LPLA
293
$377.01
S
05 Nov 2025
SOLD
$LPLA
267
$375.80
S
05 Nov 2025
SOLD
$LPLA
230
$374.86
S
05 Nov 2025
SOLD
$LPLA
205
$374.00
S
05 Nov 2025
SOLD
$LPLA
63
$372.62
S
06 Oct 2025
SOLD
$LPLA
102
$320.27
S
06 Oct 2025
SOLD
$LPLA
132
$315.09
S
06 Oct 2025
SOLD
$LPLA
109
$314.04
S
06 Oct 2025
SOLD
$LPLA
266
$313.20
S
06 Oct 2025
SOLD
$LPLA
141
$312.15
S
05 Sep 2025
SOLD
$LPLA
32
$349.60
S
05 Sep 2025
SOLD
$LPLA
11
$348.04
S
05 Sep 2025
SOLD
$LPLA
106
$347.46
S
05 Sep 2025
SOLD
$LPLA
1
$345.44
S
05 Sep 2025
SOLD
$LPLA
3
$344.67
S
05 Sep 2025
SOLD
$LPLA
150
$343.98
S
05 Sep 2025
SOLD
$LPLA
47
$342.88
S
05 Sep 2025
SOLD
$LPLA
79
$341.89
S
05 Sep 2025
SOLD
$LPLA
190
$340.83
S
05 Sep 2025
SOLD
$LPLA
121
$340.01
S
05 Sep 2025
SOLD
$LPLA
25
$337.58
S
05 Sep 2025
SOLD
$LPLA
128
$337.13
S
05 Sep 2025
SOLD
$LPLA
72
$335.84
S
05 Sep 2025
SOLD
$LPLA
28
$334.53
S
05 Sep 2025
SOLD
$LPLA
326
$332.90
S
05 Sep 2025
SOLD
$LPLA
79
$331.83
S
05 Sep 2025
SOLD
$LPLA
11
$330.12
S
05 Sep 2025
SOLD
$LPLA
91
$329.17
S
05 Aug 2025
SOLD
$LPLA
4
$381.34
S
05 Aug 2025
SOLD
$LPLA
9
$380.46
S
05 Aug 2025
SOLD
$LPLA
30
$378.47
S
05 Aug 2025
SOLD
$LPLA
42
$377.79
S
05 Aug 2025
SOLD
$LPLA
106
$376.30
S
05 Aug 2025
SOLD
$LPLA
45
$375.37
S
05 Aug 2025
SOLD
$LPLA
620
$374.22
S
05 Aug 2025
SOLD
$LPLA
352
$373.49
S
05 Aug 2025
SOLD
$LPLA
161
$372.43
S
05 Aug 2025
SOLD
$LPLA
131
$371.55
S
03 Jul 2025
SOLD
$LPLA
35
$385.29
S
03 Jul 2025
SOLD
$LPLA
315
$384.61
S
03 Jul 2025
SOLD
$LPLA
363
$383.75
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant.

Cluster context · LPL Financial Holdings Inc.

last 30 days

No active insider cluster at LPL Financial Holdings Inc. in the last 30 days. Greg's recent transactions appear in the section above.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event Greg is named in — the hedge funds and Congress members on the same name, the 30-day window, and the combined position size.

Context

Form 4 background

Form 4 filings are required within two business days of any insider transaction by an officer, director, or 10%+ shareholder. Open-market purchases (transaction code P) are the most signal-rich because they indicate the insider is paying market price with personal cash — as distinct from option exercises, scheduled sales, or compensation grants. Cluster buying — three or more insiders of the same company buying open-market shares in a 30-day window — has historically been one of the strongest positive insider-trading signals in the academic literature.

Source data: SEC EDGAR · Form 4 filings · Last refreshed 08:15 UTC.