GATES GREG (Managing Director) reported 1 transaction at LPL FINANCIAL HOLDINGS INC.
Review the transaction codes below to understand the nature of each event.
Filed: 6/15/2026ACC: 0001628280-26-043263
Officer· Managing Director
Since Jul 2021
-232.00
Net shares
Net seller
$68.6K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
232.00 disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−232.00
Price / share
$295.66
Trade value
$68.59K
% of position
1.1%
6/12/2026
20.76K→20.53K
Total
Net shares
−232.00
Net value
-$68.59K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 6/12/2026 | F · Tax Withholding | −232.00 | $295.66 | $68.59K | 1.1% | 20.76K | 20.53K |
| Total | −232.00 | -$68.59K | ||||||
Derivative Transactions0
No derivative transactions reported