Gates Greg sold LPLA
September 5, 2025 · Form 4 insider transaction
Gates Greg sold 150 shares of LPL Financial Holdings Inc. at $343.98 per share, a transaction worth $51.6K. 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.
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.; The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $343.434 to $344.430, inclusive. The reporting person undertakes to provide to LPL Financial Holdings Inc., any security holder of LPL Financial Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (12) to this Form 4.