Aneri Jambusaria Lpl Financial Holdings Inc. (LPLA) insider trading activity

Aneri Jambusaria is Group Managing Director of LPL Financial Holdings Inc.. Currently has a direct ownership of 5,582 shares of LPLA, which is worth approximately $1.88 Million. The most recent transaction as insider was on Sep 02, 2025, when has been sold 80 shares (Common Stock) at a price of $361.25 per share, resulting in proceeds of $28,900. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 5.58K

1.41% 3M change

80.82% 12M change

Total Value Held $1.88 Million

Aneri Jambusaria Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Sep 02 2025	SELL Open market or private sale	$28,900 $361.25 p/Share	80 Reduced 1.41%	5,582 Common Stock
Jun 02 2025	SELL Open market or private sale	$30,719 $383.99 p/Share	80 Reduced 1.39%	5,662 Common Stock
Mar 14 2025	SELL Open market or private sale	$24,949 $311.87 p/Share	80 Reduced 1.37%	5,742 Common Stock
Feb 25 2025	SELL Payment of exercise price or tax liability	$354,501 $357.36 p/Share	992 Reduced 17.38%	4,716 Common Stock
Feb 25 2025	BUY Grant, award, or other acquisition	-	2,894 Added 33.2%	5,822 Common Stock
Dec 05 2024	SELL Open market or private sale	$101,241 $331.94 p/Share	305 Reduced 7.22%	3,920 Common Stock
Feb 25 2024	SELL Payment of exercise price or tax liability	$341,051 $263.36 p/Share	1,295 Reduced 29.55%	3,087 Common Stock
Feb 25 2024	BUY Grant, award, or other acquisition	-	3,718 Added 46.81%	4,225 Common Stock
Nov 02 2023	SELL Open market or private sale	$429,174 $222.37 p/Share	1,930 Reduced 51.71%	1,802 Common Stock
Jun 05 2023	SELL Payment of exercise price or tax liability	$179,191 $199.99 p/Share	896 Reduced 19.36%	3,732 Common Stock
Feb 25 2023	SELL Payment of exercise price or tax liability	$68,254 $247.3 p/Share	276 Reduced 6.69%	3,852 Common Stock
Feb 25 2023	BUY Grant, award, or other acquisition	-	776 Added 14.36%	4,628 Common Stock

Aneri Jambusaria

Group Managing Director

San Diego, CA

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