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 2026-08-10. Greg Gates is the Group Managing Director of LPL Financial Holdings Inc and owns about 14,620 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Greg Gates has not made any transactions after 2025-12-05 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2025-12-05 | Managing Director |
Greg Gates Latest Holdings Summary
Greg Gates currently owns a total of 1 stock. Greg Gates owns 14,620 shares of LPL Financial Holdings Inc (LPLA) as of December 5, 2025, with a value of $5 Million.
Latest Holdings of Greg Gates
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc | 2025-12-05 | 14,620 | 362.63 | 5,301,651 |
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 8 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 0 buys and 8 sells. The most-recent trade in LPL Financial Holdings Inc is the sale of 750 shares on December 5, 2025, which brought Greg Gates around $278,228.
Insider Trading History of Greg Gates
* The information on this page (including Insider Trading Shares, Share Changes, Cost, etc.) is sourced exclusively from Form 4 filings and does not incorporate any data from 13F or 13D/G filings. As a result, it may differ from the values shown on the Guru page.
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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 Aneri Jambusaria , and Chief Financial Officer Matthew J Audette .
LPL Financial Holdings Inc (LPLA) Insider Trades Summary
Over the past 18 months, Greg Gates made 7 insider transaction in LPL Financial Holdings Inc (LPLA) with a net sale of 9,000. Other recent insider transactions involving LPL Financial Holdings Inc (LPLA) include a net sale of 1,016 shares made by Aneri Jambusaria , a net sale of 7,748 shares made by Matthew J Audette , and a net sale of 8,558 shares made by Richard Steinmeier .
In summary, during the past 3 months, insiders sold 1,308 shares of LPL Financial Holdings Inc (LPLA) in total and bought 0 shares, with a net sale of 1,308 shares. During the past 18 months, 33,831 shares of LPL Financial Holdings Inc (LPLA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 33,831 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. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Greg Gates's mailing address is: San Diego Ca 92121.
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