Greg Gates - Net Worth and Insider Trading
Greg Gates Net Worth
The estimated net worth of Greg Gates is at least $5 Million dollars as of 2024-04-29. Greg Gates is the Managing Director of LPL Financial Holdings Inc and owns about 19,080 shares of LPL Financial Holdings Inc (LPLA) stock worth over $5 Million. Details can be seen in Greg Gates's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Greg Gates has not made any transactions after 2024-02-26 and currently still holds the listed stock(s).
Transaction Summary of Greg Gates
Greg Gates Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Greg Gates owns 1 companies in total, including LPL Financial Holdings Inc (LPLA) .
Click here to see the complete history of Greg Gates’s form 4 insider trades.
Insider Ownership Summary of Greg Gates
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2024-02-26 | Managing Director |
Greg Gates Latest Holdings Summary
Greg Gates currently owns a total of 1 stock. Greg Gates owns 19,080 shares of LPL Financial Holdings Inc (LPLA) as of February 26, 2024, with a value of $5 Million.
Latest Holdings of Greg Gates
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2024-02-26 | 19,080 | 266.32 | 5,081,386 |
Holding Weightings of Greg Gates
Greg Gates Form 4 Trading Tracker
According to the SEC Form 4 filings, Greg Gates has made a total of 1 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in LPL Financial Holdings Inc is the sale of 11,401 shares on February 26, 2024, which brought Greg Gates around $3 Million.
Insider Trading History of Greg Gates
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Greg Gates Trading Performance
Greg Gates Ownership Network
Ownership Network List of Greg Gates
Ownership Network Relation of Greg Gates
Greg Gates Owned Company Details
What does LPL Financial Holdings Inc do?
Who are the key executives at LPL Financial Holdings Inc?
Greg Gates is the Managing Director of LPL Financial Holdings Inc. Other key executives at LPL Financial Holdings Inc include Managing Director Matthew Enyedi , Managing Director Kabir Sethi , and Chief Financial Officer Matthew J Audette .
LPL Financial Holdings Inc (LPLA) Insider Trades Summary
Over the past 18 months, Greg Gates made 1 insider transaction in LPL Financial Holdings Inc (LPLA) with a net sale of 11,401. Other recent insider transactions involving LPL Financial Holdings Inc (LPLA) include a net sale of 81,199 shares made by Matthew J Audette , a net sale of 90,868 shares made by Dan H. Arnold , and a net sale of 38,446 shares made by Sallie R. Larsen .
In summary, during the past 3 months, insiders sold 101,656 shares of LPL Financial Holdings Inc (LPLA) in total and bought 0 shares, with a net sale of 101,656 shares. During the past 18 months, 270,285 shares of LPL Financial Holdings Inc (LPLA) were sold and 1,935 shares were bought by its insiders, resulting in a net sale of 268,350 shares.
LPL Financial Holdings Inc (LPLA)'s detailed insider trading history can be found in Insider Trading Tracker table.
LPL Financial Holdings Inc Insider Transactions
Greg Gates Mailing Address
Above is the net worth, insider trading, and ownership report for Greg Gates. You might contact Greg Gates via mailing address: C/o Lpl Financial, 4707 Executive Drive, San Diego Ca 92121.
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