Aneri Jambusaria
CIK 1966430 · View on SEC EDGAR ↗
Insider
First SEC filing: Feb. 21, 2023 · Latest: Feb. 21, 2023
On this page
Insider at
Insider transactions
0 buys (P)
2 sells (S)
Net:
$-123,148
+ 9 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
9 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 17, 2026 | LPLA | S 10b5-1 | 308 | $306.00 | $94,248 | 6,415 Direct | -4.58% | Disposed | 17.2% (price as of 2026-08-21) |
| Sept. 2, 2025 | LPLA | S 10b5-1 | 80 | $361.25 | $28,900 | 5,582 Direct | -1.41% | Disposed | -0.7% (price as of 2026-08-21) |
| June 2, 2025 | LPLA | S 10b5-1 | 80 | $383.99 | $30,719 | 5,662 Direct | -1.39% | Disposed | -6.6% (price as of 2026-08-21) |
| March 14, 2025 | LPLA | S 10b5-1 | 80 | $311.87 | $24,950 | 5,742 Direct | -1.37% | Disposed | 15.0% (price as of 2026-08-21) |
| Dec. 5, 2024 | LPLA | S | 305 | $331.94 | $101,242 | 3,920 Direct | -7.22% | Disposed | 8.0% (price as of 2026-08-21) |
| Nov. 2, 2023 | LPLA | S | 1,930 | $222.37 | $429,174 | 1,802 Direct | -51.71% | Disposed | 61.3% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Feb. 21, 2023 | LPLA | Common Stock | 4,128 | Direct |