Gates Greg
Reporting Owner SEC Filing List
CIK: 0001877100
| Form | Filer | Subject Company | Filing Agent | Date | Actions | ||
|---|---|---|---|---|---|---|---|
| 4 | Statement of changes in beneficial owner... | Lpl Financial Holdings Inc. | Workiva Inc. Wdesk /fa | 08/21/2026 | |||
| 4 | Statement of changes in beneficial owner... | Gates Greg | 08/21/2026 | ||||
| 4 | Statement of changes in beneficial owner... | Lpl Financial Holdings Inc. | Workiva Inc. Wdesk /fa | 06/15/2026 | |||
| 4 | Statement of changes in beneficial owner... | Gates Greg | 06/15/2026 | ||||
| 4 | Statement of changes in beneficial owner... | Lpl Financial Holdings Inc. | Workiva Inc. Wdesk /fa | 02/27/2026 | |||
| 4 | Statement of changes in beneficial owner... | Gates Greg | 02/27/2026 | ||||
| 4 | Statement of changes in beneficial owner... | Lpl Financial Holdings Inc. | Workiva Inc. Wdesk /fa | 12/09/2025 | |||
| 4 | Statement of changes in beneficial owner... | Gates Greg | Workiva Inc. Wdesk /fa | 12/09/2025 | |||
| 144 | Filing for proposed sale of securities u... | Gates Greg | Fidelity Brokerage Services Llc/fa | 12/05/2025 | |||
| 4 | Statement of changes in beneficial owner... | Lpl Financial Holdings Inc. | Workiva Inc. Wdesk /fa | 11/07/2025 | |||
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Gates Greg 's Ownership Transactions
| Issuer | Filing Date |
Transaction Date |
Transaction Type |
Shares | Price | Total Amt | Shares Owned |
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