Net shares · 365d
-7.5K
0 buy · 7.5K sell
Net value · 365d
-$2.7M
$0 in · $2.7M out
Sentiment · 365d
Net selling
0% buying · 100% selling
Open-market trades · 365d
55
0 buy · 7.5K sell
Trading track record · all companies
Not enough open-market trades to chart a track record yet.
Running net of open-market buys − sells across every company. Tap the line or a marker for details. ▲ buy · ▼ sell.
Transactions · 365d
-
LPLA Other·F
Group Managing Director
$68.6K
232 sh · $295.66
Own -1%
-
LPLA Grant·A
Group Managing Director
$0
7.4K sh · 3 lots
Own +71%
-
LPLA Other·F
Group Managing Director
$411.8K
1.3K sh · $318.47
Own -8%
-
LPLA Sell·S
Group Managing Director · 10b5-1
$278.2K
750 sh · $370.97 avg · 6 lots
Own -5%
-
LPLA Sell·S
Group Managing Director · 10b5-1
$564.6K
1.5K sh · $376.43 avg · 8 lots
Own -9%
-
LPLA Sell·S
Group Managing Director · 10b5-1
$235.8K
750 sh · $314.42 avg · 5 lots
Own -4%
-
LPLA Sell·S
Group Managing Director · 10b5-1
$507.3K
1.5K sh · $338.21 avg · 18 lots
Own -8%
-
LPLA Sell·S
Group Managing Director · 10b5-1
$561.1K
1.5K sh · $374.05 avg · 10 lots
Own -7%
-
LPLA Sell·S
Group Managing Director · 10b5-1
$574.0K
1.5K sh · $382.63 avg · 8 lots
Own -7%
| Date▾ | Ticker | Type | Shares | Value |
|---|---|---|---|---|
| Jun 12, 2026 | LPLA | Other F | 232 | $68.6K |
| Feb 25, 2026 | LPLA | Grant A | 7.4K3 lots | $0 |
| Feb 25, 2026 | LPLA | Other F | 1.3K | $411.8K |
| Dec 5, 2025 | LPLA | Sell S | 7506 lots | $278.2K |
| Nov 5, 2025 | LPLA | Sell S | 1.5K8 lots | $564.6K |
| Oct 6, 2025 | LPLA | Sell S | 7505 lots | $235.8K |
| Sep 5, 2025 | LPLA | Sell S | 1.5K18 lots | $507.3K |
| Aug 5, 2025 | LPLA | Sell S | 1.5K10 lots | $561.1K |
| Jul 3, 2025 | LPLA | Sell S | 1.5K8 lots | $574.0K |
Buy Sell Non-market (grant · exercise · gift)
About Gates Greg
This profile aggregates every SEC Form 4 insider transaction reported by Gates Greg across all companies they trade. Open-market purchases (code P) and sales (code S) are the highest-signal, discretionary trades; grants (A), option exercises (M) and gifts (G) reflect compensation rather than conviction and carry no market price. Figures cover the selected period and update as new filings are ingested.