Reporting owner · CIK 0001877100
Gates Greg
Visual SEC Form 4 history across 1 companies, 6 transactions and 2 filings.
DIRGroup Managing DirectorLPL Financial Holdings Inc.
Open-market mix
0%buys
Open-market buy performance
90-day forward return on this insider's open-market purchases
Forward return is not available yet
We compute this from each buy's stock performance 90 days after the transaction. The price history is still being populated for this insider's their open-market buys, so the average and median will appear here once the daily price refresh has covered the relevant trading days.
Monthly open-market activity
Reported purchase and sale transaction counts
Buys Sells
Net value flow
Buys minus sells
Feb 25
$0
Aug 26
−$1.5M
Transaction texture
Ownership and ticket size
Average P/S size$1.5M
Median P/S size$1.5M
Direct6
Indirect0
Aug 20, 2026exercise
Filing-only signals
Deterministic matches in this insider's history
Latest Form 4 facts
Quick context from source filings
Latest transaction
sale at LPL Financial Holdings Inc. on Aug 20, 2026 valued at $1,463,810.
Review SEC filingLatest buy
No open-market insider purchase is available.
Latest sale
sale at LPL Financial Holdings Inc. on Aug 20, 2026 valued at $1,463,810.
Review SEC filingAssociated companies
Visual map of known reporting history
| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| LPLA | Gates Greg | DIR | exercise | 7.18k | $0 | M | +2.6% | 08/21 | 08/20 | |
| LPLA | Gates Greg | DIR | sale | 4.11k | -$146M | S | +2.6% | 08/21 | 08/20 | |
| LPLA | Gates Greg | DIR | exercise | 7.18k | $55.7M | M | +2.6% | 08/21 | 08/20 | |
| LPLA | Gates Greg | DIR | grant | 2.15k | $0 | A | — | 02/27/2025 | 02/25/2025 | |
| LPLA | Gates Greg | DIR | withholding | 3.31k | -$118M | F | — | 02/27/2025 | 02/25/2025 | |
| LPLA | Gates Greg | DIR | grant | 6.17k | $0 | A | — | 02/27/2025 | 02/25/2025 |
Gates Greg Insider Activity FAQ
SEC Form 4 context
Who is Gates Greg?
Gates Greg is a reporting owner in SEC Form 4 filings with reporting owner CIK 0001877100.
Which companies has Gates Greg reported transactions for?
LPL Financial Holdings Inc.
When was Gates Greg's latest insider buy?
No open-market insider purchase is available for this period.
When was Gates Greg's latest insider sale?
sale at LPL Financial Holdings Inc. on Aug 20, 2026 valued at $1,463,810.
Where can I see the original SEC filings?
Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.
Are performance metrics included?
This version does not calculate win rates, forward returns, benchmark-adjusted returns, or high-conviction scores.