Aneri Jambusaria

CIK: 0001966430

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)7 (53.8%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)4 (30.8%)

Compensation grants

Other (G, F, J, C, D, …)2 (15.4%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

LPLA

LPL Financial Holdings Inc.

Officer

Discretionary Trading P&L

Holdings

Transaction History (13 total)

LPLA
LPL Financial Holdings Inc.
Jun 17, 2026
Sale(S)
Direct
308 shares at avg. $306.00$94K
LPLA
LPL Financial Holdings Inc.
Mar 2, 2026
Sale(S)
Direct
308 shares at avg. $306.00$94K
LPLA
LPL Financial Holdings Inc.
Feb 25, 2026
Award(A)
Direct
1.3K shares-
LPLA
LPL Financial Holdings Inc.
Feb 25, 2026
Award(A)
Direct
942 shares-
LPLA
LPL Financial Holdings Inc.
Feb 25, 2026
Tax Payment(F)
Direct
715 shares at avg. $318.47$228K
LPLA
LPL Financial Holdings Inc.
Dec 1, 2025
Sale(S)
Direct
80 shares at avg. $352.48$28K
LPLA
LPL Financial Holdings Inc.
Sep 2, 2025
Sale(S)
Direct
80 shares at avg. $361.25$29K
LPLA
LPL Financial Holdings Inc.
Jun 2, 2025
Sale(S)
Direct
80 shares at avg. $383.99$31K
LPLA
LPL Financial Holdings Inc.
Mar 14, 2025
Sale(S)
Direct
80 shares at avg. $311.87$25K
LPLA
LPL Financial Holdings Inc.
Feb 25, 2025
Award(A)
Direct
1.1K shares-
LPLA
LPL Financial Holdings Inc.
Feb 25, 2025
Award(A)
Direct
1.8K shares-
LPLA
LPL Financial Holdings Inc.
Feb 25, 2025
Tax Payment(F)
Direct
992 shares at avg. $357.36$355K
LPLA
LPL Financial Holdings Inc.
Dec 5, 2024
Sale(S)
Direct
305 shares at avg. $331.94$101K

		Type	Shares	Price		Ownership
Jun 17, 2026	LPLA LPL Financial Holdings Inc.	Sale(S)	308	$306.00	$94,248	Direct
Mar 2, 2026	LPLA LPL Financial Holdings Inc.	Sale(S)	308	$306.00	$94,248	Direct
Feb 25, 2026	LPLA LPL Financial Holdings Inc.	Award(A)	1,302	-	$0	Direct
Feb 25, 2026	LPLA LPL Financial Holdings Inc.	Award(A)	942	-	$0	Direct
Feb 25, 2026	LPLA LPL Financial Holdings Inc.	Tax Payment(F)	715	$318.47	$227,706	Direct
Dec 1, 2025	LPLA LPL Financial Holdings Inc.	Sale(S)	80	$352.48	$28,198	Direct
Sep 2, 2025	LPLA LPL Financial Holdings Inc.	Sale(S)	80	$361.25	$28,900	Direct
Jun 2, 2025	LPLA LPL Financial Holdings Inc.	Sale(S)	80	$383.99	$30,719	Direct
Mar 14, 2025	LPLA LPL Financial Holdings Inc.	Sale(S)	80	$311.87	$24,950	Direct
Feb 25, 2025	LPLA LPL Financial Holdings Inc.	Award(A)	1,106	-	-	Direct
Feb 25, 2025	LPLA LPL Financial Holdings Inc.	Award(A)	1,788	-	-	Direct
Feb 25, 2025	LPLA LPL Financial Holdings Inc.	Tax Payment(F)	992	$357.36	$354,501	Direct
Dec 5, 2024	LPLA LPL Financial Holdings Inc.	Sale(S)	305	$331.94	$101,242	Direct

1-13 of 13 transactions

About Jambusaria Aneri

Jambusaria Aneri (SEC CIK 0001966430) files insider reports with the SEC as Group Managing Director of LPL Financial Holdings Inc. (LPLA).

Signal8 holds 9 ownership filings by Jambusaria Aneri, all Form 4s, filed between Dec 9, 2024 and Jun 22, 2026. Those filings report 13 transactions, from Dec 5, 2024 to Jun 17, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Jambusaria Aneri's filings is in SAN DIEGO, CA.

Recent filings by Jambusaria Aneri

Jun 17, 2026: Open-market sale of LPLA shares (Form 4, code S).
Mar 2, 2026: Open-market sale of LPLA shares (Form 4, code S).
Feb 25, 2026: Grants or awards of LPLA shares (2 lines, Form 4, code A).
Feb 25, 2026: Tax withholding of LPLA shares (Form 4, code F).
Dec 1, 2025: Open-market sale of LPLA shares (Form 4, code S).

Other insiders filing for LPL Financial Holdings Inc. (LPLA)

Reeping Katharine, Principal Accounting Officer
Field Emily, Group Managing Director
Thomas Corey E., Director
SCHIFTER RICHARD P, Director
Putnam James S, Director
Mnookin Allison, Director

How to read Form 4 transaction codes