Greg Gates Insider Profile

4 Followers
Greg Gates, Managing Director at LPL Financial, holds 18.85K shares in LPL Financial (Ticker: LPLA).
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Greg Gates

Greg Gates
LPL Financial (LPLA)
Managing Director

Not Ranked
Greg Gates has not reported sufficient informative transactions and therefore cannot be ranked.
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$5M
100.00%
A breakdown of Greg Gates's holdings

Insider Roles

LPL Financial
(LPLA)
Managing Director
Roles that Greg Gates holds in companies

Most Profitable Insider Trade

Stock:
LPL Financial
(LPLA)
Rating:Informative Sell
Date:Feb 27, 2024 - Today
Return:-5.10%
The most profitable trade made by Greg Gates

Greg Gates's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
LPL Financial
Jun 14, 2024
Managing Director
Uninformative Sell
65.28K
$5.20M
Success Rate for
LPLA
0 out of 1 profitable transactions on
LPLA
0%
Average Return for
LPLA
Average return per transaction on
LPLA
-5.10%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Mar 01, 2022
Uninformative Buy
$0.00
-
$0.00
Feb 28, 2023
Uninformative Buy
$0.00
-
$0.00
Jun 13, 2023
Uninformative Buy
$0.00
-
$0.00
Feb 27, 2024
Uninformative Buy
$0.00
-
$0.00
Dec 13, 2021
Uninformative Sell
$370.86K
-
$160.27
List of latest transactions for each holding click on a transaction to see Greg Gates's performance on stock

Greg Gates insider profile FAQ

What is the percentage of profitable transactions made by Greg Gates?
The percentage of profitable transactions made by Greg Gates is ―.
    What is the average return per transaction made by Greg Gates?
    The average return per transaction made by Greg Gates is ―.
      What stocks does Greg Gates hold?
      Greg Gates holds: LPLA stocks.
        What was Greg Gates’s latest transaction?
        Greg Gates latest transaction was an Uninformative Sell of $65.28K.
          What was Greg Gates's most profitable transaction?
          Greg Gates’s most profitable transaction was an Informative Sell of LPLA stock on February 27, 2024. The return on the trade was -5.10%.
            What is Greg Gates's role in LPL Financial?
            Greg Gates's role in LPL Financial is Managing Director.
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