Insider · CIK 0001966430

Jambusaria Aneri

Reports to the SEC for 1 company · SAN DIEGO, CA

sec.gov

Transactions

Companies

Filings

CIK

0001966430

Forms 4 and 5

Insider transactions

21 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-27	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−308 sh	$357.36	−$110K	6,107
2026-06-17	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−308 sh	$306.00	−$94.2K	6,415
2026-03-02	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−308 sh	$306.00	−$94.2K	6,723
2026-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+942 sh	—	—	6,444
2026-02-25	LPLALPL Financial Holdings Inc.F Tax Payment	Group Managing Director	FTax Payment	−715 sh	$318.47	−$228K	5,729
2026-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+1,302 sh	—	—	7,031
2025-12-01	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−80 sh	$352.48	−$28.2K	5,502
2025-09-02	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−80 sh	$361.25	−$28.9K	5,582
2025-06-02	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−80 sh	$383.99	−$30.7K	5,662
2025-03-14	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−80 sh	$311.87	−$24.9K	5,742
2025-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+1,788 sh	—	—	5,708
2025-02-25	LPLALPL Financial Holdings Inc.F Tax Payment	Group Managing Director	FTax Payment	−992 sh	$357.36	−$355K	4,716
2025-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+1,106 sh	—	—	5,822
2024-12-05	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−305 sh	$331.94	−$101K	3,920
2024-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+2,580 sh	—	—	4,382
2024-02-25	LPLALPL Financial Holdings Inc.F Tax Payment	Group Managing Director	FTax Payment	−1,295 sh	$263.36	−$341K	3,087
2024-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+1,138 sh	—	—	4,225
2023-11-02	LPLALPL Financial Holdings Inc.S Sale	Group Managing Director	SSale	−1,930 sh	$222.37	−$429K	1,802
2023-06-05	LPLALPL Financial Holdings Inc.F Tax Payment	Group Managing Director	FTax Payment	−896 sh	$199.99	−$179K	3,732
2023-02-25	LPLALPL Financial Holdings Inc.F Tax Payment	Group Managing Director	FTax Payment	−276 sh	$247.30	−$68.3K	3,852
2023-02-25	LPLALPL Financial Holdings Inc.A Award	Group Managing Director	AAward	+776 sh	—	—	4,628

Recent filings

Accepted (ET)
Aug 314
Jambusaria Aneri0001628280-26-059596
SEC(opens sec.gov)
Jun 224
Jambusaria Aneri0001628280-26-044622
SEC(opens sec.gov)
Mar 44
Jambusaria Aneri0001628280-26-014595
SEC(opens sec.gov)
Feb 274
Jambusaria Aneri0001628280-26-012930
SEC(opens sec.gov)
Dec 34
Jambusaria Aneri0001628280-25-055069
SEC(opens sec.gov)
Sep 34
Jambusaria Aneri0001397911-25-000135
SEC(opens sec.gov)
Jun 44
Jambusaria Aneri0001397911-25-000089
SEC(opens sec.gov)
Mar 174
Jambusaria Aneri0001397911-25-000041
SEC(opens sec.gov)
Feb 274
Jambusaria Aneri0001397911-25-000032
SEC(opens sec.gov)
Dec 94
Jambusaria Aneri0001397911-24-000166
SEC(opens sec.gov)
Feb 274
Jambusaria Aneri0001397911-24-000027
SEC(opens sec.gov)
Nov 64
Jambusaria Aneri0001397911-23-000162
SEC(opens sec.gov)
Jun 74
Jambusaria Aneri0001397911-23-000115
SEC(opens sec.gov)
Feb 284
Jambusaria Aneri0001397911-23-000034
SEC(opens sec.gov)

Companies

LPL Financial Holdings Inc.Group Managing DirectorLPLA

Address

C/O LPL FINANCIAL HOLDINGS INC. 4707 EXECUTIVE DRIVE

SAN DIEGO, CA, 92121