Greg Gates sold $574k of LPLA
Group Managing Director at LPL Financial Holdings Inc.. 1,500 shares at an average of $382.63, traded Jul 3, 2025, filed Jul 8, 2025.
Score components
- +15RoleOfficer
- +19Trade size$574k at market
- 0Share of holdings soldSold 6.8% of holdings
- 0ClusterNo other insider 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 -3.8%, 3m -17.2%, 6m -1.7%.
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 0001397911-25-000113, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -96 | $378.17 | $36k | 22,024 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -133 | $379.35 | $50k | 21,891 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -48 | $380.85 | $18k | 21,843 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -159 | $381.69 | $61k | 21,684 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -351 | $382.58 | $134k | 21,333 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -363 | $383.75 | $139k | 20,970 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -315 | $384.61 | $121k | 20,655 | Jul 8, 2025 |
| Jul 3, 2025 | SOpen-market sale Common Stock10b5-1 | -35 | $385.29 | $13k | 20,620 | Jul 8, 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.