Greg Gates's Net Worth

$9.33 Million

Estimate Recalculated Sep 16, 2024 03:14PM EST

Who is Greg Gates?

Greg Gates has an estimated net worth of $9.33 Million. This is based on reported shares in LPL Financial Holdings Inc..

SEC CIK

Greg Gates's CIK is 0001877100

Past Insider Trading and Trends

2023 was Greg Gates's most active year for acquiring shares with 3 total transactions. Greg Gates's most active month to acquire stocks was the month of January. 2024 was Greg Gates's most active year for disposing of shares, totalling 7 transactions. Greg Gates's most active month to dispose stocks was the month of January. 2024 saw Greg Gates paying a total of $0.00 for 8,264 shares, this is the most they've acquired in one year. In 2024 Greg Gates cashed out on 14,799 shares for a total of $3,934,252.05, their largest year based on trade value.

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LPL Financial Holdings Inc. (LPLA) Snapshot price: $211.43

Managing Director

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-1.23%
-234.00
$278.99
-$65,283.66
18.85K
Jun 12
Form 4
-24.83%
-6.30K
$265.63
-$3,868,968.39
19.08K
Feb 25 - Feb 26
Form 4
+6.42%
1.53K
—
—
25.38K
Jun 12
Form 4
-2.80%
-688.00
$199.99
-$137,593.12
23.85K
Jun 5
Form 4
+16.07%
3.4K
$247.30
-$628,142.00
24.54K
Feb 25
Form 4
-3.18%
-695.00
$198.05
-$137,644.75
21.14K
Jun 5
Form 4
+6.48%
1.33K
$182.73
-$133,210.17
21.83K
Feb 25
Form 4
-10.14%
-2.31K
$160.27
-$370,864.78
20.51K
Dec 10
Form 3
—
0
—
—
0
No matching records found