SEC Form 4 reporting owner

Jambusaria Aneri

Jambusaria Aneri has filed 7 Form 4 transactions reported between December 1, 2025 and August 27, 2026, as Group Managing Director of LPL Financial Holdings Inc..

Name as filed: Jambusaria Aneri

Open-market buys, 24 mo

None

reported

Open-market sales, 24 mo

$327K

4 lines

Companies

with Form 4 filings

Latest transaction

Aug 27, 2026

transaction date

Roles and reported holdings

LPLALPL Financial Holdings Inc.
Dec 1, 2025 – Aug 27, 2026
Group Managing Director
Held directly6,107 sh as of Aug 27, 2026 · Form 4
24 months: $327K sold

Transaction history

All 7 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

Date	Company	Type	Shares	Price	Value	Owned after	Filing
Aug 27, 2026	LPLAGroup Managing Director	Open-market saleCode S · direct	308	$357.36	$110K@ $357.36	6,107	Form 4
Jun 17, 2026	LPLAGroup Managing Director	Open-market saleCode S · direct	308	$306.00	$94K@ $306.00	6,415	Form 4
Mar 2, 2026	LPLAGroup Managing Director	Open-market saleCode S · direct	308	$306.00	$94K@ $306.00	6,723	Form 4
Feb 25, 2026	LPLAGroup Managing Director	Grant or awardCode A · direct	1,302	—	—	7,031	Form 4
Feb 25, 2026	LPLAGroup Managing Director	Shares withheld for tax or exercise priceCode F · direct	715	$318.47	$228K@ $318.47	5,729	Form 4
Feb 25, 2026	LPLAGroup Managing Director	Grant or awardCode A · direct	942	—	—	6,444	Form 4
Dec 1, 2025	LPLAGroup Managing Director	Open-market saleCode S · direct	80	$352.48	$28K@ $352.48	5,502	Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.