Jambusaria Aneri
SEC insider (Form 3/4/5 filer). CIK 0001966430. Group Managing Director at LPL Financial Holdings Inc. (LPLA). 13 reported Form 4/5 transactions since Sep 2024; latest on Jun 17, 2026. Located in SAN DIEGO, CA.
Companies Jambusaria Aneri has filed insider reports for
- LPL Financial Holdings Inc. (LPLA): Officer, Group Managing Director
Jambusaria Aneri
CIK: 0001966430
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
LPL Financial Holdings Inc.
Discretionary Trading P&L
Holdings
Transaction History (13 total)
- Jun 17, 2026LPLA
LPL Financial Holdings Inc.
SaleDirect308 shares at avg. $306.00$94K - Mar 2, 2026LPLA
LPL Financial Holdings Inc.
SaleDirect308 shares at avg. $306.00$94K - Feb 25, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect1.3K shares- - Feb 25, 2026LPLA
LPL Financial Holdings Inc.
AwardDirect942 shares- - Feb 25, 2026LPLA
LPL Financial Holdings Inc.
Tax PaymentDirect715 shares at avg. $318.47$228K - Dec 1, 2025LPLA
LPL Financial Holdings Inc.
SaleDirect80 shares at avg. $352.48$28K - Sep 2, 2025LPLA
LPL Financial Holdings Inc.
SaleDirect80 shares at avg. $361.25$29K - Jun 2, 2025LPLA
LPL Financial Holdings Inc.
SaleDirect80 shares at avg. $383.99$31K - Mar 14, 2025LPLA
LPL Financial Holdings Inc.
SaleDirect80 shares at avg. $311.87$25K - Feb 25, 2025LPLA
LPL Financial Holdings Inc.
AwardDirect1.1K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 17, 2026 | LPLA LPL Financial Holdings Inc. | Sale | 308 | $306.00 | $94,248 | Direct |
| Mar 2, 2026 | LPLA LPL Financial Holdings Inc. | Sale | 308 | $306.00 | $94,248 | Direct |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | Award | 1,302 | - | $0 | Direct |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | Award | 942 | - | $0 | Direct |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | Tax Payment | 715 | $318.47 | $227,706 | Direct |
| Dec 1, 2025 | LPLA LPL Financial Holdings Inc. | Sale | 80 | $352.48 | $28,198 | Direct |
| Sep 2, 2025 | LPLA LPL Financial Holdings Inc. | Sale | 80 | $361.25 | $28,900 | Direct |
| Jun 2, 2025 | LPLA LPL Financial Holdings Inc. | Sale | 80 | $383.99 | $30,719 | Direct |
| Mar 14, 2025 | LPLA LPL Financial Holdings Inc. | Sale | 80 | $311.87 | $24,950 | Direct |
| Feb 25, 2025 | LPLA LPL Financial Holdings Inc. | Award | 1,106 | - | - | Direct |
1-10 of 13 transactions