InsiderTrades

Jambusaria Aneri

SEC CIK 1966430 · EDGAR

Buying vs selling by month open-market trades, last 35 months, LPLA
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
LPLALPL Financial Holdings Inc.Managing Dir 6,107 — $941.7K 182023-02-252026-08-27

Most active insiders at LPLA, 12 months

#InsiderTitleBoughtSold
1 Gates GregGroup Managing Dir —$2.54M
2 Steinmeier RichardCEO —$1.88M
3 Enyedi MatthewGroup Managing Dir —$1.03M
4 Audette Matthew JPres, CFO —$1.03M
5 Cohen Marc EliotGroup Managing Dir —$1.02M
6 Jambusaria AneriGroup Managing Dir —$326.8K
7 Reeping KatharinePrincipal Accounting Off —$153.0K
8 Morningstar MatthewGroup Managing Dir ——
9 Field EmilyGroup Managing Dir ——
10 Khanna SomeshDir ——

Transactions 18

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
T 2026-08-31 16:20 2026-08-27 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir S - Sale $357.36 -308 6,107 -5% -$110.1K
T 2026-06-22 16:07 2026-06-17 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir S - Sale $306.00 -308 6,415 -5% -$94.2K
2026-03-04 2026-03-02 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir S - Sale $306.00 -308 6,723 -4% -$94.2K
2026-02-27 2026-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir F - Tax $318.47 -715 5,729 -11% -$227.7K
M 2026-02-27 2026-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir A - Grant $0.00 +2,244 6,444 +53% $0
2025-12-03 2025-12-01 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir S - Sale $352.48 -80 5,502 -1% -$28.2K
2025-09-03 2025-09-02 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir S - Sale $361.25 -80 5,582 -1% -$28.9K
2025-06-04 2025-06-02 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Group Managing Dir S - Sale $383.99 -80 5,662 -1% -$30.7K
2025-03-17 2025-03-14 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir S - Sale $311.87 -80 5,742 -1% -$24.9K
2025-02-27 2025-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir F - Tax $357.36 -992 4,716 -17% -$354.5K
M 2025-02-27 2025-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir A - Grant $0.00 +2,894 5,708 +103% $0
2024-12-09 2024-12-05 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir S - Sale $331.94 -305 3,920 -7% -$101.2K
2024-02-27 2024-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir F - Tax $263.36 -1,295 3,087 -30% -$341.1K
M 2024-02-27 2024-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir A - Grant $0.00 +3,718 4,382 +560% $0
2023-11-06 2023-11-02 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir S - Sale $222.37 -1,930 1,802 -52% -$429.2K
2023-06-07 2023-06-05 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir F - Tax $199.99 -896 3,732 -19% -$179.2K
2023-02-28 2023-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir A - Grant $0.00 +776 4,628 +20% $0
2023-02-28 2023-02-25 LPLA LPL Financial Holdings Inc. Jambusaria Aneri Managing Dir F - Tax $247.30 -276 3,852 -7% -$68.3K

Purchase Sale Sale after option exercise All abbreviations