Gates Greg sold LPLA
June 12, 2026 · Form 4 insider transaction
Gates Greg sold 232 shares of LPL Financial Holdings Inc. at $295.66 per share, a transaction worth $68.6K. The trade was recorded as shares withheld for taxes and disclosed on an SEC Form 4, filed 3 days after the transaction.
Direction
Disposed (sell-side)
Shares
232
Price
$295.66
Total value
$68.6K
InsiderGates Greg
Role—
SecurityCommon Stock
Transaction codeF: Shares withheld for taxes
Transaction dateJune 12, 2026
Filing dateJune 15, 2026
Shares owned after20,532
OwnershipDirect
10b5-1 planNo
AmendedNo
Footnotes
Consists of (i) 12,737 shares of Common Stock; (ii) 776 restricted stock units that vest in full on February 25, 2027; (iii) 1,438 restricted stock units that vest ratably on each of February 25, 2027 and February 25, 2028; (iv) 2,774 restricted stock units that vest ratably on each of February 25, 2027, February 25, 2028 and February 25, 2029; and (v) 2,807 restricted stock units that vest ratably on each of February 25, 2028 and August 31, 2029.