Greg Gates
CIK 1877100 · Group Managing Director · last filed 2026-02-27
Greg Gates is a Group Managing Director who has filed 18 SEC Form 4 insider transactions across 1 company since 2021. The most recent filing, for LPLA, was dated Feb 27, 2026. Across all open-market trades the lifetime net is −$6.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.3M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$5.31M
1
18
-$6.33M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| LPLA | Group Managing Director | 17,957 | $295.66 | $5.31M | -$6.33M | 18 | 2026-02-27 |
Recent Filings
18 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-27 | LPLA | Mixed | +6,144 | -$411.8K | EDGAR |
| 2025-12-09 | LPLA | Sell (S) | −750 | -$278.2K | EDGAR |
| 2025-11-07 | LPLA | Sell (S) | −1,500 | -$564.6K | EDGAR |
| 2025-10-08 | LPLA | Sell (S) | −750 | -$235.8K | EDGAR |
| 2025-09-09 | LPLA | Sell (S) | −1,500 | -$507.3K | EDGAR |
| 2025-08-07 | LPLA | Sell (S) | −1,500 | -$561.1K | EDGAR |
| 2025-07-08 | LPLA | Sell (S) | −1,500 | -$574.0K | EDGAR |
| 2025-06-16 | LPLA | Tax (F) | −234 | -$88.8K | EDGAR |
| 2025-06-09 | LPLA | Sell (S) | −1,500 | -$568.3K | EDGAR |
| 2025-02-27 | LPLA | Mixed | +5,008 | -$1.19M | EDGAR |