Greg Gates sold $568k of LPLA
Group Managing Director at LPL Financial Holdings Inc.. 1,500 shares at an average of $378.87, traded Jun 5, 2025, filed Jun 9, 2025.
Score components
- +15RoleOfficer
- +19Trade size$568k at market
- 0Share of holdings soldSold 6.3% of holdings
- +8Cluster2 insiders selling within 14 days
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +0.1%, 3m -10.4%, 6m -3.0%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001397911-25-000093, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -275 | $375.52 | $103k | 23,579 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -143 | $376.49 | $54k | 23,436 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -189 | $377.39 | $71k | 23,247 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -59 | $378.42 | $22k | 23,188 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -409 | $379.79 | $155k | 22,779 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -83 | $380.54 | $32k | 22,696 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -219 | $381.69 | $84k | 22,477 | Jun 9, 2025 |
| Jun 5, 2025 | SOpen-market sale Common Stock10b5-1 | -123 | $382.37 | $47k | 22,354 | Jun 9, 2025 |
Related signals
Other insiders at LPL Financial Holdings Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 31Weak | LPLAsell LPL Financial Holdings Inc. | Katharine Reeping Principal Accounting Officer | $153k 440 shares | -20% | |
| 13Weak | LPL Financial Holdings Inc. | Aneri Jambusaria Group Managing Director | $110k 308 shares | -5% | |
| 38Weak | LPL Financial Holdings Inc. | Greg Gates Group Managing Director | $1.5M 4,119 shares | -15% | |
| 10Weak | LPL Financial Holdings Inc. | Matthew Enyedi Group Managing Director | $353k 1,000 shares | -7% | |
| 5Weak | LPL Financial Holdings Inc. | Aneri Jambusaria Group Managing Director | $94k 308 shares | -5% | |
| 20Weak | LPL Financial Holdings Inc. | Matthew J Audette President and CFO | $519k 1,579 shares | -7% | |
| 50Moderate | LPL Financial Holdings Inc. | Marc Eliot Cohen Group Managing Director | $1.0M 3,300 shares | -43% | |
| 20Weak | LPL Financial Holdings Inc. | Aneri Jambusaria Group Managing Director | $94k 308 shares | -4% | |
| 35Weak | LPL Financial Holdings Inc. | Matthew J Audette President and CFO | $507k 1,581 shares | -7% | |
| 35Weak | LPL Financial Holdings Inc. | Matthew Enyedi Group Managing Director | $675k 2,109 shares | -13% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.