GATES GREG (Managing Director) received a stock award from LPL FINANCIAL HOLDINGS INC.
Compensation award — not an open‑market transaction. Less informative as a directional signal.
A · 3 awards
Filed: 2/27/2026ACC: 0001628280-26-012928
Officer· Managing Director
Since Jul 2021
+6.14K
Net shares
Net buyer
$411.8K
Total sold
0
Open market trades
0B · 0S
4
Total transactions
7.44K acquired · 1.29K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+1.86K
Price / share
—
Trade value
—
% of position
12.7%
2/25/2026
14.62K→16.48K
Common Stock
Direct
Shares
−1.29K
Price / share
$318.47
Trade value
$411.78K
% of position
7.8%
2/25/2026
16.48K→15.18K
Common Stock
Direct
Shares
+2.77K
Price / share
—
Trade value
—
% of position
18.3%
2/25/2026
15.18K→17.96K
Common Stock
Direct
Shares
+2.81K
Price / share
—
Trade value
—
% of position
15.6%
2/25/2026
17.96K→20.76K
Total
Net shares
+6.14K
Net value
-$411.78K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/25/2026 | A · Award | +1.86K | — | — | 12.7% | 14.62K | 16.48K |
| Common Stock Direct | 2/25/2026 | F · Tax Withholding | −1.29K | $318.47 | $411.78K | 7.8% | 16.48K | 15.18K |
| Common Stock Direct | 2/25/2026 | A · Award | +2.77K | — | — | 18.3% | 15.18K | 17.96K |
| Common Stock Direct | 2/25/2026 | A · Award | +2.81K | — | — | 15.6% | 17.96K | 20.76K |
| Total | +6.14K | -$411.78K | ||||||
Derivative Transactions0
No derivative transactions reported