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Gates Greg
Group Managing DirectorCIK 0001877100
Largest Purchase
No open-market purchases in the recent filings.
Profile
- Filings
- 7
- Buy transactions
- 0
- Sell transactions
- 55
- Companies
- 1
- Active
- 2025–2026
Gates Greg, Group Managing Director, accounts for 7 disclosed filings worth $2.8M, all concentrated in LPL Financial Holdings Inc. (LPLA), active 2025–2026. The record is heavily weighted toward selling, with $0 in purchases against $2.7M in sales. Data is sourced from official SEC Form 3, 4, and 5 filings.
Associated Companies
Trading History
7 loaded
| Jun 15 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Tax withheld | $68.6K |
| Dec 9 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Sell | $278.2K |
| Nov 7 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Sell | $564.6K |
| Oct 8 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Sell | $235.8K |
| Sep 9 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Sell | $507.3K |
| Aug 7 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Sell | $561.1K |
| Jul 8 | LPLA LPL Financial Holdings Inc. | Gates Greg | Group Managing Director | Sell | $574.0K |
7 filings