Greg Gates sold $507k of LPLA
Group Managing Director at LPL Financial Holdings Inc.. 1,500 shares at an average of $338.21, traded Sep 5, 2025, filed Sep 9, 2025.
Score components
- +15RoleOfficer
- +18Trade size$507k at market
- 0Share of holdings soldSold 7.8% 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 -3.7%, 3m +10.3%, 6m -9.2%.
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 0001397911-25-000147, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -91 | $329.17 | $30k | 19,029 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -11 | $330.12 | $3,631 | 19,018 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -79 | $331.83 | $26k | 18,939 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -326 | $332.90 | $109k | 18,613 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -28 | $334.53 | $9,367 | 18,585 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -72 | $335.84 | $24k | 18,513 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -128 | $337.13 | $43k | 18,385 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -25 | $337.58 | $8,440 | 18,360 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -121 | $340.01 | $41k | 18,239 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -190 | $340.83 | $65k | 18,049 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -79 | $341.89 | $27k | 17,970 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -47 | $342.88 | $16k | 17,923 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -150 | $343.98 | $52k | 17,773 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -3 | $344.67 | $1,034 | 17,770 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -1 | $345.44 | $345 | 17,769 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -106 | $347.46 | $37k | 17,663 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -11 | $348.04 | $3,828 | 17,652 | Sep 9, 2025 |
| Sep 5, 2025 | SOpen-market sale Common Stock10b5-1 | -32 | $349.60 | $11k | 17,620 | Sep 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.