SEC CIK 1877100
Gates Greg
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| LPLAview stock → | 23,602 | 2026-08-20 |
Position History — LPLA
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — LPLA
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-08-20 | Option exercise (derivative) | 7,189 | $0.00 | 0 |
| 2026-08-20 | Open-market sale | 4,119 | $355.38 | 23,602 |
| 2026-08-20 | Option exercise | 7,189 | $77.53 | 27,721 |
| 2026-06-12 | Tax withholding | 232 | $295.66 | 20,532 |
| 2026-02-25 | Grant / award | 2,807 | $0.00 | 20,764 |
| 2026-02-25 | Grant / award | 2,774 | $0.00 | 17,957 |
| 2026-02-25 | Tax withholding | 1,293 | $318.47 | 15,183 |
| 2026-02-25 | Grant / award | 1,856 | $0.00 | 16,476 |
| 2025-12-05 | Open-market sale | 39 | $373.09 | 14,620 |
| 2025-12-05 | Open-market sale | 85 | $372.32 | 14,659 |
| 2025-12-05 | Open-market sale | 410 | $371.20 | 14,744 |
| 2025-12-05 | Open-market sale | 136 | $370.44 | 15,154 |
| 2025-12-05 | Open-market sale | 34 | $368.70 | 15,290 |
| 2025-12-05 | Open-market sale | 46 | $367.95 | 15,324 |
| 2025-11-05 | Open-market sale | 39 | $380.12 | 15,370 |
| 2025-11-05 | Open-market sale | 169 | $379.58 | 15,409 |
| 2025-11-05 | Open-market sale | 234 | $378.24 | 15,578 |
| 2025-11-05 | Open-market sale | 293 | $377.01 | 15,812 |
| 2025-11-05 | Open-market sale | 267 | $375.80 | 16,105 |
| 2025-11-05 | Open-market sale | 230 | $374.86 | 16,372 |
| 2025-11-05 | Open-market sale | 205 | $374.00 | 16,602 |
| 2025-11-05 | Open-market sale | 63 | $372.62 | 16,807 |
| 2025-10-06 | Open-market sale | 102 | $320.27 | 16,870 |
| 2025-10-06 | Open-market sale | 132 | $315.09 | 16,972 |
| 2025-10-06 | Open-market sale | 109 | $314.04 | 17,104 |
| 2025-10-06 | Open-market sale | 266 | $313.20 | 17,213 |
| 2025-10-06 | Open-market sale | 141 | $312.15 | 17,479 |
| 2025-09-05 | Open-market sale | 3 | $344.67 | 17,770 |
| 2025-09-05 | Open-market sale | 32 | $349.60 | 17,620 |
| 2025-09-05 | Open-market sale | 91 | $329.17 | 19,029 |
| 2025-09-05 | Open-market sale | 11 | $330.12 | 19,018 |
| 2025-09-05 | Open-market sale | 79 | $331.83 | 18,939 |
| 2025-09-05 | Open-market sale | 326 | $332.90 | 18,613 |
| 2025-09-05 | Open-market sale | 28 | $334.53 | 18,585 |
| 2025-09-05 | Open-market sale | 72 | $335.84 | 18,513 |
| 2025-09-05 | Open-market sale | 128 | $337.13 | 18,385 |
| 2025-09-05 | Open-market sale | 25 | $337.58 | 18,360 |
| 2025-09-05 | Open-market sale | 121 | $340.01 | 18,239 |
| 2025-09-05 | Open-market sale | 190 | $340.83 | 18,049 |
| 2025-09-05 | Open-market sale | 79 | $341.89 | 17,970 |
| 2025-09-05 | Open-market sale | 47 | $342.88 | 17,923 |
| 2025-09-05 | Open-market sale | 11 | $348.04 | 17,652 |
| 2025-09-05 | Open-market sale | 106 | $347.46 | 17,663 |
| 2025-09-05 | Open-market sale | 1 | $345.44 | 17,769 |
| 2025-09-05 | Open-market sale | 150 | $343.98 | 17,773 |
| 2025-08-05 | Open-market sale | 106 | $376.30 | 19,205 |
| 2025-08-05 | Open-market sale | 45 | $375.37 | 19,311 |
| 2025-08-05 | Open-market sale | 620 | $374.22 | 19,356 |
| 2025-08-05 | Open-market sale | 352 | $373.49 | 19,976 |
| 2025-08-05 | Open-market sale | 30 | $378.47 | 19,133 |
| 2025-08-05 | Open-market sale | 131 | $371.55 | 20,489 |
| 2025-08-05 | Open-market sale | 42 | $377.79 | 19,163 |
| 2025-08-05 | Open-market sale | 161 | $372.43 | 20,328 |
| 2025-08-05 | Open-market sale | 9 | $380.46 | 19,124 |
| 2025-08-05 | Open-market sale | 4 | $381.34 | 19,120 |
| 2025-07-03 | Open-market sale | 315 | $384.61 | 20,655 |
| 2025-07-03 | Open-market sale | 35 | $385.29 | 20,620 |
| 2025-07-03 | Open-market sale | 363 | $383.75 | 20,970 |
| 2025-07-03 | Open-market sale | 96 | $378.17 | 22,024 |
| 2025-07-03 | Open-market sale | 351 | $382.58 | 21,333 |
| 2025-07-03 | Open-market sale | 159 | $381.69 | 21,684 |
| 2025-07-03 | Open-market sale | 48 | $380.85 | 21,843 |
| 2025-07-03 | Open-market sale | 133 | $379.35 | 21,891 |
| 2025-06-12 | Tax withholding | 234 | $379.39 | 22,120 |
| 2025-06-05 | Open-market sale | 83 | $380.54 | 22,696 |
| 2025-06-05 | Open-market sale | 409 | $379.79 | 22,779 |
| 2025-06-05 | Open-market sale | 59 | $378.42 | 23,188 |
| 2025-06-05 | Open-market sale | 189 | $377.39 | 23,247 |
| 2025-06-05 | Open-market sale | 123 | $382.37 | 22,354 |
| 2025-06-05 | Open-market sale | 275 | $375.52 | 23,579 |
| 2025-06-05 | Open-market sale | 219 | $381.69 | 22,477 |
| 2025-06-05 | Open-market sale | 143 | $376.49 | 23,436 |
| 2025-02-25 | Grant / award | 2,157 | $0.00 | 23,854 |
| 2025-02-25 | Grant / award | 6,170 | $0.00 | 25,016 |
| 2025-02-25 | Tax withholding | 3,319 | $357.36 | 21,697 |
| 2024-06-12 | Tax withholding | 234 | $278.99 | 18,846 |
| 2024-02-26 | Open-market sale | 213 | $263.44 | 30,268 |
| 2024-02-26 | Open-market sale | 707 | $267.87 | 19,080 |
| 2024-02-26 | Open-market sale | 1,484 | $266.95 | 19,787 |
| 2024-02-26 | Open-market sale | 8,823 | $266.12 | 21,271 |
| 2024-02-26 | Open-market sale | 174 | $264.77 | 30,094 |
| 2024-02-25 | Grant / award | 2,326 | $0.00 | 30,481 |
| 2024-02-25 | Tax withholding | 3,164 | $263.36 | 28,155 |
| 2024-02-25 | Grant / award | 5,938 | $0.00 | 31,319 |
| 2023-06-12 | Grant / award | 1,532 | $0.00 | 25,381 |
| 2023-06-05 | Tax withholding | 688 | $199.99 | 23,849 |
| 2023-02-25 | Tax withholding | 2,540 | $247.30 | 23,009 |
| 2023-02-25 | Grant / award | 4,410 | $0.00 | 25,549 |
| 2023-02-25 | Grant / award | 1,528 | $0.00 | 24,537 |
| 2022-06-05 | Tax withholding | 695 | $198.05 | 21,139 |
| 2022-02-25 | Grant / award | 2,057 | $0.00 | 21,834 |
| 2022-02-25 | Tax withholding | 729 | $182.73 | 19,777 |
| 2021-12-10 | Tax withholding | 2,314 | $160.27 | 20,506 |
| 2021-07-30 | — | — | — | 22,820 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.