Gates Greg

Group Managing DirectorLPL Financial Holdings Inc. (LPLA) · full profile →Form 4 · filed Aug 21, 2026
Net Selling
Open-Market Buys
$0
Open-Market Sells
$1.5M
Net Open-Market Flow
-$1.5M
Transactions
3
2 non-derivative · 1 derivative

Non-Derivative Transactions (Table I)

DateActionSharesPriceValueOwned After
Aug 20, 2026Option exercise(M)7K$77.53$557K28K
Aug 20, 2026Sell(S)4K$355.38$1.5M24K

Derivative Transactions (Table II)

DateActionSharesPriceValueOwned After
Aug 20, 2026Option exercise(M)7K$00

Transaction Codes

M
Option exercise / conversion
S
Open-market sale

Data Source & Provenance

Parsed from a single SEC EDGAR Form 4 filing (accession 0001628280-26-058423) within minutes of acceptance. Every field above traces to the original document. Verify it directly:

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