Updated: May 19, 2026

Greg Gates

LPLALPL Financial Holdings Inc.SEC CIK: 0001877100
Estimated Net Worth
$16.3 Million20.1%vs Last Year
Last Updated: May 19, 2026 11:51 PM EST

Transaction Summary

Total Transactions19
Buy-Sell Ratio0.38
Buy Transactions5
Sell Transactions13

Transaction Volume

Total Volume$10.32M
Net Volume-$5.6M
Buy Volume$2.36M
Sell Volume$7.96M

Trade Analysis

AVG Trade Size$543.04K
Largest Trade$3.87M
Most Active MonthJun
Most Active Year2025

Trading Sentiment

OverallBearish
Recent TradeBuying
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

Greg Gates has an estimated net worth of $16.3 Million. This is based on reported shares in LPL Financial Holdings Inc..



2023 was Greg Gates's most active year for acquiring shares with 3 total transactions. Greg Gates's most active month to acquire stocks was the month of January. 2025 was Greg Gates's most active year for disposing of shares, totalling 65 transactions. Greg Gates's most active month to dispose stocks was the month of August. 2025 saw Greg Gates paying a total of $0.00 for 8,327 shares, this is the most they've acquired in one year. In 2024 Greg Gates cashed out on 14,799 shares for a total of $3,934,252.05, their largest year based on trade value.

Holdings & Transactions

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