Greg Gates
CIK 1877100 · Group Managing Director · last filed 2026-02-27
"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.
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Disclosed Exposure
$5.31M
Companies
1
Total Filings
18
Lifetime Open-Market Net
-$6.33M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 2
18 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-06-14 | LPLA | Tax (F) | −234 | -$65.3K | EDGAR |
| 2024-02-27 | LPLA | Mixed | −6,301 | -$3.87M | EDGAR |
| 2023-06-13 | LPLA | Grant (A) | +1,532 | $0 | EDGAR |
| 2023-06-07 | LPLA | Tax (F) | −688 | -$137.6K | EDGAR |
| 2023-02-28 | LPLA | Mixed | +3,398 | -$628.1K | EDGAR |
| 2022-06-06 | LPLA | Tax (F) | −695 | -$137.6K | EDGAR |
| 2022-03-01 | LPLA | Mixed | +1,328 | -$133.2K | EDGAR |
| 2021-12-13 | LPLA | Tax (F) | −2,314 | -$370.9K | EDGAR |
Showing 11–18 of 18
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Page 2 of 2
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.