| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Group Managing Director | Managing Director
1 company
Gates Greg is a Group Managing Director at LPLA. Recent filings cover 0 purchases and 69 sales. Those positions are worth an estimated $2.1M at current prices.
Our model assigns Gates Greg a middling insider score of 57/100, based on 8 past trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +4.8%.
Gates Greg's largest disclosed position is in LPLA as Group Managing Director, worth about $2.1M. The recent filings there lean toward selling, a net 24,520 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sale+OE | 4,119 | $355.38 | $1,463,810.22 | -14.9% | - | - | |
| Dec 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 750 | $370.97 | $278,231.05 | -4.9% | -14.5% | - | |
| Nov 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $376.43 | $564,647.25 | -8.9% | +3.3% | - | |
| Oct 6, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 750 | $314.42 | $235,814.13 | -4.3% | +18.6% | +6.5% | |
| Sep 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $338.21 | $507,311.65 | -7.8% | +10.9% | +7.9% | |
| Aug 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $374.05 | $561,069.39 | -7.3% | +1.3% | -3.7% | |
| Jul 3, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $382.63 | $573,951.51 | -6.8% | -17.5% | -23.2% | |
| Jun 5, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 1,500 | $378.87 | $568,300.11 | -6.3% | -6.2% | -24.1% | |
| Feb 26, 2024 | LPLA Lpl Financial Holdings Inc. | Managing Director | Sell | 11,401 | $266.27 | $3,035,697.35 | -37.4% | +5.6% | +33.4% |