Gates Greg

LPL Financial Group Managing Director Greg Gates sold 1,500 shares totaling $564,647.25 on 2025-11-05.

Greg Gates executed 8 separate sales totaling 1,500 shares for $564,647.25 on 2025-11-05, reducing his holdings by 8.9% to 15,370 shares. The blended average transaction price was $376.43, just 0.8% above the current price of $373.50. His cross-ticker track record shows 20 prior sells with a 90-day well-timed rate of 50.00%, while his prior 5 sales at LPLA (all on 2025-09-05) saw negative 30-day returns ranging from -6.3% to -9.6%, though 90-day outcomes are not yet measurable. The stock has advanced 14.9% over the past 30 days and is within 6.4% of its 52-week high, suggesting a relatively strong near-term price environment at execution. Fundamental context shows the company posted net income of $-29,517,000.00 in the latest quarter against revenue of $4,551,977,000.00, with a P/E of 35.88, indicating a high valuation multiple on negative current earnings.

Greg Gates sells 1,500 shares at LPLA for $507,311.65; holds 17,620 post-transaction.

Greg Gates, Group Managing Director at LPL Financial, executed 18 separate sales totaling 1,500 shares for $507,311.65 on September 5, 2025, reducing his holdings from 19,120 to 17,620 shares (-7.8% of pre-transaction holdings). The blended average price of $338.21 is just slightly below the current price of $339.97, and well above the 52-week low of $205.71, placing the trade at a mid-range valuation relative to recent extremes. Gates' prior five sales at LPLA (all on August 5) showed 30-day declines averaging -4.74%, consistent with his broader cross-ticker selling pattern which achieved a 100% well-timed rate across 20 prior sells (average 90-day return -5.5%). The August sales have since declined between -3.1% and -5.6% within 30 days, suggesting a pattern of selling before near-term pullbacks. This transaction should be monitored for continuation of that timing pattern as the 90-day outcome window closes on these recent August and September trades.

LPL Financial Group Managing Director Gates sells 1,500 shares across 10 transactions for $561,069.39 at blended average $374.05

On 2025-08-05, Greg Gates executed 10 separate sales totaling 1,500 shares for $561,069.39, reducing his holdings from 20,620 shares to 19,120 shares. The transactions were priced between $371.55 and $381.34, with a blended average of $374.05—above the current price of $368.85 and within 7.6% of the 52-week high of $399.00. Gates' prior sales at LPLA (5 trades on 2025-07-03) showed negative 30-day returns averaging -3.6%, and his cross-ticker track record of 20 prior sells has yielded a 90-day well-timed rate of 0.00%, indicating his sales have not historically preceded price declines. The stock's 90-day change of +2.3% and annual revenue growth of +23.2% suggest operational momentum, though the P/E of 26.40 places valuation at a premium level that warrants investor attention.

LPL Financial Group Managing Director Greg Gates sold 1,500 shares (1.5K shares) for $573,951.51 ($574.0K) on 2025-07-03, reducing holdings by 6.8%.

Greg Gates executed 8 separate sales totaling 1,500 shares at prices ranging from $378.17 to $385.29, with a blended average price of $382.63. The current stock price of $383.60 is only 0.3% above the blended average, indicating the sales occurred near current market levels—neither a capitulation nor a strategic peak exit. Gates retained 20,620 shares post-transaction, maintaining a substantial holdings stake. His cross-ticker track record shows a 0.00% well-timed rate on 13 prior sells (average 90d return after those sells: +7.0%), meaning those prior sales were systematically followed by stock appreciation—a pattern of poorly timed exits. At LPLA specifically, five prior sales on 2025-06-05 all showed positive near-term returns (0.5% to 1.8% over 30 days), further indicating his recent sales at this ticker have preceded continued price strength rather than declines.

Greg Gates (Group Managing Director) sold 1,500 shares of LPLA for $568,300.11 on 2025-06-05.

Gates executed 8 separate sales totaling 1,500 shares for $568,300.11 across a narrow price band ($375.52–$382.37) on 2025-06-05, reducing his holdings by 6.3% to 22,354 shares. The stock trades near its 52-week high at $380.39 (−2.2% from $388.96 peak) and has gained 5.5% over 30 days and 21.4% over 90 days, reflecting strong recent momentum. Across his 5 prior sales at LPLA, none achieved negative 90-day returns, meaning none were well-timed by the metric of selling before declines; the historical pattern at this ticker shows consistent 90-day gains (+6.2% to +8.0%) after his prior sales, suggesting his selling has not preceded drawdowns. The current sale occurs in a rally context, but the tick-by-tick execution pattern and timing relative to prior outcomes offer limited new signal about forward conviction.