Greg Gates Insider Trading Activity
Greg Gates has been net-selling over the last 12 months with 0 purchases and 45 sales across 1 company.
LPLA is the most-traded position with 45 trades. The largest single transaction was a sale of LPLA for $232K on Aug 5, 2025.
Performance Scorecard
Forward stock performance after each transaction by Greg Gates. Buy returns measure price movement after open-market purchases; sell-avoided measures the loss avoided after open-market sales. Success rate counts trades where the insider's direction was right.
| PERIOD | AVG BUY RETURN | AVG SELL AVOIDED | SUCCESS RATE | TRADES |
|---|---|---|---|---|
| 30 days | — | +1.6% | 79% | 61 |
| 90 days | — | +0.2% | 39% | 61 |
| 120 days | — | +2.8% | 66% | 61 |
Performance based on stock price movement after each transaction date. Past results do not predict future returns. Not financial advice.
Price & Trades
Pro: Trade MarkersLPLA · LPL Financial Holdings Inc.
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Showing the 50 most recent of 61 disclosed trades.
| DATE | TICKER | TYPE | SHARES | PRICE | VALUE | Δ OWNED | ROLE | FILING |
|---|---|---|---|---|---|---|---|---|
Dec 5, 2025 | LPLA | Sell | 46 | $367.95 | $17K | −0.3% | CTO | |
Dec 5, 2025 | LPLA | Sell | 34 | $368.70 | $13K | −0.2% | CTO | |
Dec 5, 2025 | LPLA | Sell | 136 | $370.44 | $50K | −0.9% | CTO | |
Dec 5, 2025 | LPLA | Sell | 410 | $371.20 | $152K | −2.7% | CTO | |
Dec 5, 2025 | LPLA | Sell | 85 | $372.32 | $32K | −0.6% | CTO | |
Dec 5, 2025 | LPLA | Sell | 39 | $373.09 | $15K | −0.3% | CTO | |
Nov 5, 2025 | LPLA | Sell | 63 | $372.62 | $23K | −0.4% | CTO | |
Nov 5, 2025 | LPLA | Sell | 205 | $374.00 | $77K | −1.2% | CTO | |
Nov 5, 2025 | LPLA | Sell | 230 | $374.86 | $86K | −1.4% | CTO | |
Nov 5, 2025 | LPLA | Sell | 267 | $375.80 | $100K | −1.6% | CTO | |
Nov 5, 2025 | LPLA | Sell | 293 | $377.01 | $110K | −1.8% | CTO | |
Nov 5, 2025 | LPLA | Sell | 234 | $378.24 | $89K | −1.5% | CTO | |
Nov 5, 2025 | LPLA | Sell | 169 | $379.58 | $64K | −1.1% | CTO | |
Nov 5, 2025 | LPLA | Sell | 39 | $380.12 | $15K | −0.3% | CTO | |
Oct 6, 2025 | LPLA | Sell | 141 | $312.15 | $44K | −0.8% | CTO | |
Oct 6, 2025 | LPLA | Sell | 266 | $313.20 | $83K | −1.5% | CTO | |
Oct 6, 2025 | LPLA | Sell | 109 | $314.04 | $34K | −0.6% | CTO | |
Oct 6, 2025 | LPLA | Sell | 132 | $315.09 | $42K | −0.8% | CTO | |
Oct 6, 2025 | LPLA | Sell | 102 | $320.27 | $33K | −0.6% | CTO | |
Sep 5, 2025 | LPLA | Sell | 91 | $329.17 | $30K | −0.5% | CTO | |
Sep 5, 2025 | LPLA | Sell | 11 | $330.12 | $4K | −0.1% | CTO | |
Sep 5, 2025 | LPLA | Sell | 79 | $331.83 | $26K | −0.4% | CTO | |
Sep 5, 2025 | LPLA | Sell | 326 | $332.90 | $109K | −1.7% | CTO | |
Sep 5, 2025 | LPLA | Sell | 28 | $334.53 | $9K | −0.2% | CTO | |
Sep 5, 2025 | LPLA | Sell | 72 | $335.84 | $24K | −0.4% | CTO | |
Sep 5, 2025 | LPLA | Sell | 128 | $337.13 | $43K | −0.7% | CTO | |
Sep 5, 2025 | LPLA | Sell | 25 | $337.58 | $8K | −0.1% | CTO | |
Sep 5, 2025 | LPLA | Sell | 121 | $340.01 | $41K | −0.7% | CTO | |
Sep 5, 2025 | LPLA | Sell | 190 | $340.83 | $65K | −1.0% | CTO | |
Sep 5, 2025 | LPLA | Sell | 47 | $342.88 | $16K | −0.3% | CTO | |
Sep 5, 2025 | LPLA | Sell | 150 | $343.98 | $52K | −0.8% | CTO | |
Sep 5, 2025 | LPLA | Sell | 3 | $344.67 | $1K | −0.0% | CTO | |
Sep 5, 2025 | LPLA | Sell | 1 | $345.44 | $345.44 | −0.0% | CTO | |
Sep 5, 2025 | LPLA | Sell | 106 | $347.46 | $37K | −0.6% | CTO | |
Sep 5, 2025 | LPLA | Sell | 32 | $349.60 | $11K | −0.2% | CTO | |
Aug 5, 2025 | LPLA | Sell | 131 | $371.55 | $49K | −0.6% | CTO | |
Aug 5, 2025 | LPLA | Sell | 161 | $372.43 | $60K | −0.8% | CTO | |
Aug 5, 2025 | LPLA | Sell | 352 | $373.49 | $131K | −1.7% | CTO | |
Aug 5, 2025 | LPLA | Sell | 620 | $374.22 | $232K | −3.1% | CTO | |
Aug 5, 2025 | LPLA | Sell | 45 | $375.37 | $17K | −0.2% | CTO | |
Aug 5, 2025 | LPLA | Sell | 106 | $376.30 | $40K | −0.5% | CTO | |
Aug 5, 2025 | LPLA | Sell | 42 | $377.79 | $16K | −0.2% | CTO | |
Aug 5, 2025 | LPLA | Sell | 30 | $378.47 | $11K | −0.2% | CTO | |
Aug 5, 2025 | LPLA | Sell | 9 | $380.46 | $3K | −0.0% | CTO | |
Aug 5, 2025 | LPLA | Sell | 4 | $381.34 | $2K | −0.0% | CTO | |
Jul 3, 2025 Filed 3d late | LPLA | Sell | 96 | $378.17 | $36K | −0.4% | CTO | |
Jul 3, 2025 Filed 3d late | LPLA | Sell | 133 | $379.35 | $50K | −0.6% | CTO | |
Jul 3, 2025 Filed 3d late | LPLA | Sell | 48 | $380.85 | $18K | −0.2% | CTO | |
Jul 3, 2025 Filed 3d late | LPLA | Sell | 159 | $381.69 | $61K | −0.7% | CTO | |
Jul 3, 2025 Filed 3d late | LPLA | Sell | 351 | $382.58 | $134K | −1.6% | CTO |
Top Companies Traded
| TICKER | COMPANY | TRADES | TOTAL VOLUME |
|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 61 | $3.3M |
Other insiders at LPL Financial Holdings Inc.
4 other tracked filers at LPLA.