Gates Greg sold LPLA

September 5, 2025 · Form 4 insider transaction

Gates Greg sold 25 shares of LPL Financial Holdings Inc. at $337.58 per share, a transaction worth $8.4K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 4 days after the transaction.

Direction
Disposed (sell-side)
Shares
25
Price
$337.58
Total value
$8.4K
InsiderGates Greg
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateSeptember 5, 2025
Filing dateSeptember 9, 2025
Shares owned after18,360
OwnershipDirect
10b5-1 planYes
AmendedNo

Footnotes

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2025.

View the original Form 4 on SEC EDGAR