Follow the people · Insider
Greg Gates
Greg Gates files insider transactions with the SEC as a group managing director of LPL Financial Holdings (LPLA). We hold 1 disclosed purchase or sale filed since 13 December 2021, 1 of them in the last 90 days.
- Files forLPLA
- Disclosed buys and sells1 in all, 1 in the last 90 days
- Last disclosure21 August 2026
Positions held
1 post we hold — a term names its own dates; a run of filings only says when they filed- Filed 10 December 2021 — 20 August 2026Group Managing Director · LPL Financial Holdings (LPLA)97 Form 4 lines · source: SEC Form 4
Everything they disclosed
97 entries, newest first — one per disclosure report, one per Form 4 line- exercised options over 7,189 shares of LPL Financial HoldingsSEC Form 421 August 2026Common Stock · traded 20 August 2026 · filed 21 August 2026
- ▼ sold on the open market 4,119 shares of LPL Financial HoldingsSEC Form 421 August 2026Common Stock · traded 20 August 2026 · filed 21 August 2026
- exercised options over 7,189 shares of LPL Financial Holdings (a derivative holding)SEC Form 421 August 2026Option to purchase Common Stock · traded 20 August 2026 · filed 21 August 2026
- had shares withheld for tax on 232 shares of LPL Financial HoldingsSEC Form 415 June 2026Common Stock · traded 12 June 2026 · filed 15 June 2026
- was granted 1,856 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- had shares withheld for tax on 1,293 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- was granted 2,774 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- was granted 2,807 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- was granted 1,856 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- had shares withheld for tax on 1,293 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- was granted 2,774 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- was granted 2,807 shares of LPL Financial HoldingsSEC Form 427 February 2026Common Stock · traded 25 February 2026 · filed 27 February 2026
- ▼ sold on the open market 46 shares of LPL Financial HoldingsSEC Form 49 December 2025Common Stock · traded 5 December 2025 · filed 9 December 2025
- ▼ sold on the open market 34 shares of LPL Financial HoldingsSEC Form 49 December 2025Common Stock · traded 5 December 2025 · filed 9 December 2025
- ▼ sold on the open market 136 shares of LPL Financial HoldingsSEC Form 49 December 2025Common Stock · traded 5 December 2025 · filed 9 December 2025
- ▼ sold on the open market 410 shares of LPL Financial HoldingsSEC Form 49 December 2025Common Stock · traded 5 December 2025 · filed 9 December 2025
- ▼ sold on the open market 85 shares of LPL Financial HoldingsSEC Form 49 December 2025Common Stock · traded 5 December 2025 · filed 9 December 2025
- ▼ sold on the open market 39 shares of LPL Financial HoldingsSEC Form 49 December 2025Common Stock · traded 5 December 2025 · filed 9 December 2025
- ▼ sold on the open market 63 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 205 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 230 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 267 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 293 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 234 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 169 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 39 shares of LPL Financial HoldingsSEC Form 47 November 2025Common Stock · traded 5 November 2025 · filed 7 November 2025
- ▼ sold on the open market 141 shares of LPL Financial HoldingsSEC Form 48 October 2025Common Stock · traded 6 October 2025 · filed 8 October 2025
- ▼ sold on the open market 266 shares of LPL Financial HoldingsSEC Form 48 October 2025Common Stock · traded 6 October 2025 · filed 8 October 2025
- ▼ sold on the open market 109 shares of LPL Financial HoldingsSEC Form 48 October 2025Common Stock · traded 6 October 2025 · filed 8 October 2025
- ▼ sold on the open market 132 shares of LPL Financial HoldingsSEC Form 48 October 2025Common Stock · traded 6 October 2025 · filed 8 October 2025
- ▼ sold on the open market 102 shares of LPL Financial HoldingsSEC Form 48 October 2025Common Stock · traded 6 October 2025 · filed 8 October 2025
- ▼ sold on the open market 91 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 11 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 79 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 326 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 28 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 72 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 128 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 25 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 121 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 190 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 79 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 47 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 150 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 3 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 1 share of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 106 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 11 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 32 shares of LPL Financial HoldingsSEC Form 49 September 2025Common Stock · traded 5 September 2025 · filed 9 September 2025
- ▼ sold on the open market 131 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 161 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 352 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 620 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 45 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 106 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 42 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 30 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 9 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 4 shares of LPL Financial HoldingsSEC Form 47 August 2025Common Stock · traded 5 August 2025 · filed 7 August 2025
- ▼ sold on the open market 96 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 133 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 48 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 159 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 351 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 363 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 315 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- ▼ sold on the open market 35 shares of LPL Financial HoldingsSEC Form 48 July 2025Common Stock · traded 3 July 2025 · filed 8 July 2025
- had shares withheld for tax on 234 shares of LPL Financial HoldingsSEC Form 416 June 2025Common Stock · traded 12 June 2025 · filed 16 June 2025
- ▼ sold on the open market 275 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 143 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 189 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 59 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 409 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 83 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 219 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- ▼ sold on the open market 123 shares of LPL Financial HoldingsSEC Form 49 June 2025Common Stock · traded 5 June 2025 · filed 9 June 2025
- was granted 6,170 shares of LPL Financial HoldingsSEC Form 427 February 2025Common Stock · traded 25 February 2025 · filed 27 February 2025
- had shares withheld for tax on 3,319 shares of LPL Financial HoldingsSEC Form 427 February 2025Common Stock · traded 25 February 2025 · filed 27 February 2025
- was granted 2,157 shares of LPL Financial HoldingsSEC Form 427 February 2025Common Stock · traded 25 February 2025 · filed 27 February 2025
- had shares withheld for tax on 234 shares of LPL Financial HoldingsSEC Form 414 June 2024Common Stock · traded 12 June 2024 · filed 14 June 2024
- was granted 5,938 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 25 February 2024 · filed 27 February 2024
- had shares withheld for tax on 3,164 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 25 February 2024 · filed 27 February 2024
- was granted 2,326 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 25 February 2024 · filed 27 February 2024
- ▼ sold on the open market 213 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 26 February 2024 · filed 27 February 2024
- ▼ sold on the open market 174 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 26 February 2024 · filed 27 February 2024
- ▼ sold on the open market 8,823 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 26 February 2024 · filed 27 February 2024
- ▼ sold on the open market 1,484 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 26 February 2024 · filed 27 February 2024
- ▼ sold on the open market 707 shares of LPL Financial HoldingsSEC Form 427 February 2024Common Stock · traded 26 February 2024 · filed 27 February 2024
- was granted 1,532 shares of LPL Financial HoldingsSEC Form 413 June 2023Common Stock · traded 12 June 2023 · filed 13 June 2023
- had shares withheld for tax on 688 shares of LPL Financial HoldingsSEC Form 47 June 2023Common Stock · traded 5 June 2023 · filed 7 June 2023
- was granted 4,410 shares of LPL Financial HoldingsSEC Form 428 February 2023Common Stock · traded 25 February 2023 · filed 28 February 2023
- had shares withheld for tax on 2,540 shares of LPL Financial HoldingsSEC Form 428 February 2023Common Stock · traded 25 February 2023 · filed 28 February 2023
- was granted 1,528 shares of LPL Financial HoldingsSEC Form 428 February 2023Common Stock · traded 25 February 2023 · filed 28 February 2023
- had shares withheld for tax on 695 shares of LPL Financial HoldingsSEC Form 46 June 2022Common Stock · traded 5 June 2022 · filed 6 June 2022
- had shares withheld for tax on 729 shares of LPL Financial HoldingsSEC Form 41 March 2022Common Stock · traded 25 February 2022 · filed 1 March 2022
- was granted 2,057 shares of LPL Financial HoldingsSEC Form 41 March 2022Common Stock · traded 25 February 2022 · filed 1 March 2022
- had shares withheld for tax on 2,314 shares of LPL Financial HoldingsSEC Form 413 December 2021Common Stock · traded 10 December 2021 · filed 13 December 2021
Positions come from the unitedstates/congress-legislators roster, the Office of Government Ethics and the SEC’s Form 4 index. Every disclosed line names its own source and links the document the government published; we print what the filing says and never a price we did not read from it. Headlines and links come from the GDELT Global Knowledge Graph — the story stays with the publisher. The portrait, where we have one, is the public-domain Congressional Bioguide photograph.