GATES GREG (Managing Director) sold 4.9% of their position (750.00 shares) of LPL FINANCIAL HOLDINGS INC. on the open market
Open‑market sale worth $278.2K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 6 sales
Filed: 12/9/2025ACC: 0001628280-25-056209
Officer· Managing Director
Since Jul 2021
-750.00
Net shares
Net seller
$278.2K
Total sold
6
Open market trades
0B · 6S
6
Total transactions
750.00 disposed
Non-Derivative Transactions6
Common Stock
Direct
Shares
−46.00
Price / share
$367.95
Trade value
$16.93K
% of position
0.3%
12/5/2025
15.37K→15.32K
Common Stock
Direct
Shares
−34.00
Price / share
$368.70
Trade value
$12.54K
% of position
0.2%
12/5/2025
15.32K→15.29K
Common Stock
Direct
Shares
−136.00
Price / share
$370.44
Trade value
$50.38K
% of position
0.9%
12/5/2025
15.29K→15.15K
Common Stock
Direct
Shares
−410.00
Price / share
$371.20
Trade value
$152.19K
% of position
2.7%
12/5/2025
15.15K→14.74K
Common Stock
Direct
Shares
−85.00
Price / share
$372.32
Trade value
$31.65K
% of position
0.6%
12/5/2025
14.74K→14.66K
Common Stock
Direct
Shares
−39.00
Price / share
$373.09
Trade value
$14.55K
% of position
0.3%
12/5/2025
14.66K→14.62K
Total
Net shares
−750.00
Net value
-$278.23K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 12/5/2025 | S · Sale | −46.00 | $367.95 | $16.93K | 0.3% | 15.37K | 15.32K |
| Common Stock Direct | 12/5/2025 | S · Sale | −34.00 | $368.70 | $12.54K | 0.2% | 15.32K | 15.29K |
| Common Stock Direct | 12/5/2025 | S · Sale | −136.00 | $370.44 | $50.38K | 0.9% | 15.29K | 15.15K |
| Common Stock Direct | 12/5/2025 | S · Sale | −410.00 | $371.20 | $152.19K | 2.7% | 15.15K | 14.74K |
| Common Stock Direct | 12/5/2025 | S · Sale | −85.00 | $372.32 | $31.65K | 0.6% | 14.74K | 14.66K |
| Common Stock Direct | 12/5/2025 | S · Sale | −39.00 | $373.09 | $14.55K | 0.3% | 14.66K | 14.62K |
| Total | −750.00 | -$278.23K | ||||||
Derivative Transactions0
No derivative transactions reported