F
$ Value
$89K
Shares
234
Price
$379
Filed
Jun 16
Insider
Name
Gates Greg
Title
Group Managing Director
CIK
0001877100
Roles
Officer
Transaction Details
Transaction Date
2025-06-12
Code
F
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
22,120
Footnotes
Consists of (i) 17,391 shares of Common Stock; (ii) 510 restricted stock units that vest in full on February 25, 2026; (iii) 511 restricted stock units that vest in full on June 12, 2026; (iv) 1,551 restricted stock units that vest ratably on each of February 25, 2026 and February 25, 2027; and (v) 2,157 restricted stock units that vest ratably on each of February 25, 2026, February 25, 2027 and February 25, 2028.
Filing Info
Gates Greg's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-02-25 | LPLA | A | $0 |
| 2026-02-25 | LPLA | F | $412K |
| 2026-02-25 | LPLA | A | $0 |
| 2026-02-25 | LPLA | A | $0 |
| 2025-12-05 | LPLA | ▼ | $17K |
| 2025-12-05 | LPLA | ▼ | $13K |
| 2025-12-05 | LPLA | ▼ | $50K |
| 2025-12-05 | LPLA | ▼ | $152K |
| 2025-12-05 | LPLA | ▼ | $32K |
| 2025-12-05 | LPLA | ▼ | $15K |
Other Insiders at LPLA (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| EBERHART PAULETT | — | — | 2026-03-24 |
| BERNARD EDWARD C | — | — | 2026-03-24 |
| SCHIFTER RICHARD P | — | — | 2026-03-24 |
| Glavin William Francis Jr | — | — | 2026-03-24 |
| Putnam James S | — | — | 2026-03-24 |
|
Audette Matthew J
President and CFO
|
— | $1.0M | 2026-04-15 |
| Mnookin Allison | — | — | 2026-03-24 |
| Thomas Corey E. | — | — | 2026-03-24 |
|
Steinmeier Richard
Chief Executive Officer
|
— | — | 2026-02-25 |
|
Enyedi Matthew
Group Managing Director
|
— | $675K | 2026-02-26 |
|
Gates Greg
Group Managing Director
|
— | — | 2026-02-25 |
|
Jambusaria Aneri
Group Managing Director
|
— | $94K | 2026-03-02 |
| Khanna Somesh | — | — | 2026-02-02 |
|
Cohen Marc Eliot
Group Managing Director
|
— | $1.0M | 2026-03-10 |
|
Reeping Katharine
Principal Accounting Officer
|
— | — | 2026-02-25 |
|
Field Emily
Group Managing Director
|
— | — | 2026-02-25 |
|
Morningstar Matthew
Group Managing Director
|
— | — | 2026-02-25 |