Insider · CIK 0001966430
Aneri Jambusaria
Files at LPLA (LPL Financial Holdings Inc.). First filing Nov 6, 2023, latest Aug 31, 2026.
In brief
Aneri Jambusaria files SEC Form 4 as officer at LPLA (LPL Financial Holdings Inc.). Since Nov 6, 2023, Aneri Jambusaria has reported 0 open-market buys worth $0 and 9 open-market sells worth $942k, the latest filed on Aug 31, 2026.
A track record needs three past buys with six months of prices behind them; Aneri Jambusaria has 0, so none is measured yet.
The newest scored trade: sold $110k of LPLA on Aug 27, 2026, filed Aug 31, 2026, scored 13 (weak), under a 10b5-1 plan. In the last 12 months: 0 buys worth $0 and 4 sells worth $327k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
LPLA: LPL Financial Holdings Inc.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 13Weak | LPL Financial Holdings Inc. | $110k 308 shares | -5% | +36% from low-8% from high | |
| 5Weak | LPL Financial Holdings Inc. | $94k 308 shares | -5% | +15% from low-23% from high | |
| 20Weak | LPL Financial Holdings Inc. | $94k 308 shares | -4% | +8% from low-23% from high | |
| 15Weak | LPL Financial Holdings Inc. | $28k 80 shares | -1% | +27% from low-10% from high | |
| 8Weak | LPL Financial Holdings Inc. | $29k 80 shares | -1% | +77% from low-9% from high | |
| 8Weak | LPL Financial Holdings Inc. | $31k 80 shares | -1% | +87% from low-1% from high | |
| 0Weak | LPL Financial Holdings Inc. | $25k 80 shares | -1% | - | |
| 25Weak | LPLAsell LPL Financial Holdings Inc. | $101k 305 shares | -7% | - | |
| 60Notable | LPL Financial Holdings Inc. | $429k 1,930 shares | -52% | +22% from low-18% from high |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Aug 27, 2026 | LPLA LPL Financial Holdings Inc. | 308 0.00% of outstanding | $110k | Aug 27, 2026 | $94k |
| Jun 17, 2026 | LPLA LPL Financial Holdings Inc. | 308 0.00% of outstanding | $94k | Jun 17, 2026 | none |
| Mar 2, 2026 | LPLA LPL Financial Holdings Inc. | 308 0.00% of outstanding | $94k | Mar 2, 2026 | none |
| Dec 1, 2025 | LPLA LPL Financial Holdings Inc. | 80 0.00% of outstanding | $28k | Dec 1, 2025 | $29k |
| Sep 2, 2025 | LPLA LPL Financial Holdings Inc. | 80 0.00% of outstanding | $29k | Sep 2, 2025 | $31k |
| Jun 2, 2025 | LPLA LPL Financial Holdings Inc. | 80 0.00% of outstanding | $31k | Jun 2, 2025 | $25k |
| Mar 14, 2025 | LPLA LPL Financial Holdings Inc. | 80 0.00% of outstanding | $25k | Mar 14, 2025 | none |
| Dec 5, 2024 | LPLA LPL Financial Holdings Inc. | 305 0.00% of outstanding | $101k | Dec 5, 2024 | none |
| Nov 2, 2023 | LPLA LPL Financial Holdings Inc. | 1,930 0.00% of outstanding | $429k | Nov 2, 2023 | none |
Transactions
Every row this insider has filed, 18 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -308 | $357.36 | $110k | 6,107 | 44 d ago |
| Jun 17, 2026 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -308 | $306.00 | $94k | 6,415 | Jun 22, 2026 |
| Mar 2, 2026 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -308 | $306.00 | $94k | 6,723 | Mar 4, 2026 |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | AGrant or award Common Stock | +942 | $0.00 | $0 | 6,444 | Feb 27, 2026 |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | FTax withholding Common Stock | -715 | $318.47 | $228k | 5,729 | Feb 27, 2026 |
| Feb 25, 2026 | LPLA LPL Financial Holdings Inc. | AGrant or award Common Stock | +1,302 | $0.00 | $0 | 7,031 | Feb 27, 2026 |
| Dec 1, 2025 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -80 | $352.48 | $28k | 5,502 | Dec 3, 2025 |
| Sep 2, 2025 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -80 | $361.25 | $29k | 5,582 | Sep 3, 2025 |
| Jun 2, 2025 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -80 | $383.99 | $31k | 5,662 | Jun 4, 2025 |
| Mar 14, 2025 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock10b5-1 | -80 | $311.87 | $25k | 5,742 | Mar 17, 2025 |
| Feb 25, 2025 | LPLA LPL Financial Holdings Inc. | AGrant or award Common Stock | +1,788 | $0.00 | $0 | 5,708 | Feb 27, 2025 |
| Feb 25, 2025 | LPLA LPL Financial Holdings Inc. | FTax withholding Common Stock | -992 | $357.36 | $355k | 4,716 | Feb 27, 2025 |
| Feb 25, 2025 | LPLA LPL Financial Holdings Inc. | AGrant or award Common Stock | +1,106 | $0.00 | $0 | 5,822 | Feb 27, 2025 |
| Dec 5, 2024 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock | -305 | $331.94 | $101k | 3,920 | Dec 9, 2024 |
| Feb 25, 2024 | LPLA LPL Financial Holdings Inc. | AGrant or award Common Stock | +2,580 | $0.00 | $0 | 4,382 | Feb 27, 2024 |
| Feb 25, 2024 | LPLA LPL Financial Holdings Inc. | FTax withholding Common Stock | -1,295 | $263.36 | $341k | 3,087 | Feb 27, 2024 |
| Feb 25, 2024 | LPLA LPL Financial Holdings Inc. | AGrant or award Common Stock | +1,138 | $0.00 | $0 | 4,225 | Feb 27, 2024 |
| Nov 2, 2023 | LPLA LPL Financial Holdings Inc. | SOpen-market sale Common Stock | -1,930 | $222.37 | $429k | 1,802 | Nov 6, 2023 |
Questions about Aneri Jambusaria
Answered from the filings on this page, as of the latest one.
Is Aneri Jambusaria buying or selling?
In the last 12 months Aneri Jambusaria reported 0 open-market buys worth $0 and 4 open-market sells worth $327k on SEC Form 4; the latest was sold $110k of LPLA on Aug 27, 2026. Grants, option exercises and tax withholding are not counted.
How did Aneri Jambusaria's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Aneri Jambusaria has 0.
Where does Aneri Jambusaria file Form 4?
Aneri Jambusaria has filed Form 4 at LPLA (LPL Financial Holdings Inc.) as Managing Director. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.