Aneri Jambusaria is Managing Director of LPL Financial Holdings Inc.. Currently has a direct ownership of 3,087 shares of LPLA, which is worth approximately $866,860. The most recent transaction as insider was on Feb 25, 2024, when has been sold 1,295 shares (Common Stock) at a price of $263.36 per share, resulting in proceeds of $341,051. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 3.09K
0% 3M change
71.31% 12M change
Total Value Held $866,860

Aneri Jambusaria Transaction History

Date Transaction Value Shares Traded Shares Held Form
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
AJ

Aneri Jambusaria

Managing Director
San Diego, CA

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