Gates Greg

Track

Insider profile

Performance

Overall performance
1.5
Performance over holding periods
1.5
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 100% 68% 82%
Transactions
5 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Gates Greg's trades of LPL Financial Holdings Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-12-09 2025-12-05
PlS Planned sale
34,555 -25.0%
179.13
US$4,118,290 		34,555 -25.0% 179.13 US$4,118,290
2025-12-09 2025-12-05
PlS Planned sale
31,871 +5.2%
380.32
US$4,771,975 		31,871 +5.2% 380.32 US$4,771,975
2025-12-09 2025-12-05
PlS Planned sale
89,611 +33.7%
368.61
US$2,337,312 		89,611 +33.7% 368.61 US$2,337,312
2025-12-09 2025-12-05
PlS Planned sale
136 -0.9%
370.44
US$50,380 		136 -0.9% 370.44 US$50,380
2025-12-09 2025-12-05
PlS Planned sale
34 -0.2%
368.70
US$12,536 		34 -0.2% 368.70 US$12,536
2025-12-09 2025-12-05
PlS Planned sale
46 -0.3%
367.95
US$16,926 		46 -0.3% 367.95 US$16,926
2025-12-05 2025-12-05
PrS Proposed sale
750
366.04
US$274,530 		750 366.04 US$274,530
2025-11-07 2025-11-05
PlS Planned sale
39 -0.3%
380.12
US$14,825 		39 -0.3% 380.12 US$14,825
2025-11-07 2025-11-05
PlS Planned sale
169 -1.1%
379.58
US$64,149 		169 -1.1% 379.58 US$64,149
2025-11-07 2025-11-05
PlS Planned sale
234 -1.5%
378.24
US$88,508 		234 -1.5% 378.24 US$88,508
2025-11-07 2025-11-05
PlS Planned sale
293 -1.8%
377.01
US$110,464 		293 -1.8% 377.01 US$110,464
2025-11-07 2025-11-05
PlS Planned sale
267 -1.6%
375.80
US$100,339 		267 -1.6% 375.80 US$100,339
2025-11-07 2025-11-05
PlS Planned sale
230 -1.4%
374.86
US$86,218 		230 -1.4% 374.86 US$86,218
2025-11-07 2025-11-05
PlS Planned sale
205 -1.2%
374.00
US$76,670 		205 -1.2% 374.00 US$76,670
2025-11-07 2025-11-05
PlS Planned sale
63 -0.4%
372.62
US$23,475 		63 -0.4% 372.62 US$23,475
2025-11-05 2025-11-05
PrS Proposed sale
1,500
376.43
US$564,650 		1,500 376.43 US$564,650
2025-10-08 2025-10-06
PlS Planned sale
102 -0.6%
320.27
US$32,668 		102 -0.6% 320.27 US$32,668
2025-10-08 2025-10-06
PlS Planned sale
132 -0.8%
315.09
US$41,592 		132 -0.8% 315.09 US$41,592
2025-10-08 2025-10-06
PlS Planned sale
109 -0.6%
314.04
US$34,230 		109 -0.6% 314.04 US$34,230
2025-10-08 2025-10-06
PlS Planned sale
266 -1.5%
313.20
US$83,311 		266 -1.5% 313.20 US$83,311
2025-10-08 2025-10-06
PlS Planned sale
141 -0.8%
312.15
US$44,013 		141 -0.8% 312.15 US$44,013
2025-10-06 2025-10-06
PrS Proposed sale
750
314.42
US$235,813 		750 314.42 US$235,813
2025-09-09 2025-09-05
PlS Planned sale
32 -0.2%
349.60
US$11,187 		32 -0.2% 349.60 US$11,187
2025-09-09 2025-09-05
PlS Planned sale
11 -0.1%
348.04
US$3,828 		11 -0.1% 348.04 US$3,828
2025-09-09 2025-09-05
PlS Planned sale
106 -0.6%
347.46
US$36,831 		106 -0.6% 347.46 US$36,831
2025-09-09 2025-09-05
PlS Planned sale
1 -0.0%
345.44
US$345 		1 -0.0% 345.44 US$345
2025-09-09 2025-09-05
PlS Planned sale
3 -0.0%
344.67
US$1,034 		3 -0.0% 344.67 US$1,034
2025-09-09 2025-09-05
PlS Planned sale
150 -0.8%
343.98
US$51,597 		150 -0.8% 343.98 US$51,597
2025-09-09 2025-09-05
PlS Planned sale
47 -0.3%
342.88
US$16,115 		47 -0.3% 342.88 US$16,115
2025-09-09 2025-09-05
PlS Planned sale
79 -0.4%
341.89
US$27,009 		79 -0.4% 341.89 US$27,009
2025-09-09 2025-09-05
PlS Planned sale
190 -1.0%
340.83
US$64,758 		190 -1.0% 340.83 US$64,758
2025-09-09 2025-09-05
PlS Planned sale
121 -0.7%
340.01
US$41,141 		121 -0.7% 340.01 US$41,141
2025-09-09 2025-09-05
PlS Planned sale
25 -0.1%
337.58
US$8,440 		25 -0.1% 337.58 US$8,440
2025-09-09 2025-09-05
PlS Planned sale
128 -0.7%
337.13
US$43,153 		128 -0.7% 337.13 US$43,153
2025-09-09 2025-09-05
PlS Planned sale
72 -0.4%
335.84
US$24,180 		72 -0.4% 335.84 US$24,180
2025-09-09 2025-09-05
PlS Planned sale
28 -0.2%
334.53
US$9,367 		28 -0.2% 334.53 US$9,367
2025-09-09 2025-09-05
PlS Planned sale
326 -1.7%
332.90
US$108,525 		326 -1.7% 332.90 US$108,525
2025-09-09 2025-09-05
PlS Planned sale
79 -0.4%
331.83
US$26,215 		79 -0.4% 331.83 US$26,215
2025-09-09 2025-09-05
PlS Planned sale
11 -0.1%
330.12
US$3,631 		11 -0.1% 330.12 US$3,631
2025-09-09 2025-09-05
PlS Planned sale
91 -0.5%
329.17
US$29,954 		91 -0.5% 329.17 US$29,954
2025-09-05 2025-09-05
PrS Proposed sale
1,500
356.15
US$534,225 		1,500 356.15 US$534,225
2025-08-07 2025-08-05
PlS Planned sale
4 -0.0%
381.34
US$1,525 		4 -0.0% 381.34 US$1,525
2025-08-07 2025-08-05
PlS Planned sale
9 -0.0%
380.46
US$3,424 		9 -0.0% 380.46 US$3,424
2025-08-07 2025-08-05
PlS Planned sale
30 -0.2%
378.47
US$11,354 		30 -0.2% 378.47 US$11,354
2025-08-07 2025-08-05
PlS Planned sale
42 -0.2%
377.79
US$15,867 		42 -0.2% 377.79 US$15,867