Greg Gates

Companies

• LPL FinancialManaging Director Aug 9, 2021 to now¹

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• LPL Financial LPLA23,602 shares²$7.6M at $321.39Aug 20, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• Aug 20, 2026Sold 4,119 shares at $355.38 of LPL Financial²
• Aug 20, 2026Exercised options 7,189 shares at $77.53 of LPL Financial²
• Jun 12, 2026Shares withheld for tax 232 shares at $295.66 of LPL Financial³
• Feb 25, 2026Granted 2,807 shares of LPL Financial⁴
• Feb 25, 2026Granted 2,774 shares of LPL Financial⁴
• Feb 25, 2026Shares withheld for tax 1,293 shares at $318.47 of LPL Financial⁴
• Feb 25, 2026Granted 1,856 shares of LPL Financial⁴
• Dec 5, 2025Sold 39 shares at $373.09 of LPL Financial⁵
• Dec 5, 2025Sold 85 shares at $372.32 of LPL Financial⁵
• Dec 5, 2025Sold 410 shares at $371.20 of LPL Financial⁵
• Dec 5, 2025Sold 136 shares at $370.44 of LPL Financial⁵
• Dec 5, 2025Sold 34 shares at $368.70 of LPL Financial⁵
• Dec 5, 2025Sold 46 shares at $367.95 of LPL Financial⁵
• Nov 5, 2025Sold 39 shares at $380.12 of LPL Financial⁶
• Nov 5, 2025Sold 169 shares at $379.58 of LPL Financial⁶
• Nov 5, 2025Sold 234 shares at $378.24 of LPL Financial⁶
• Nov 5, 2025Sold 293 shares at $377.01 of LPL Financial⁶
• Nov 5, 2025Sold 267 shares at $375.80 of LPL Financial⁶
• Nov 5, 2025Sold 230 shares at $374.86 of LPL Financial⁶
• Nov 5, 2025Sold 205 shares at $374.00 of LPL Financial⁶
• Nov 5, 2025Sold 63 shares at $372.62 of LPL Financial⁶
• Oct 6, 2025Sold 102 shares at $320.27 of LPL Financial⁷
• Oct 6, 2025Sold 132 shares at $315.09 of LPL Financial⁷
• Oct 6, 2025Sold 109 shares at $314.04 of LPL Financial⁷
• Oct 6, 2025Sold 266 shares at $313.20 of LPL Financial⁷