Aneri Jambusaria

CIK 1966430 · Group Managing Director · last filed 2026-06-22

Aneri Jambusaria is a Group Managing Director who has filed 21 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing shows the insider sold $94.2K of LPLA on Jun 22, 2026. Across all open-market trades the lifetime net is −$831.7K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.3M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$2.27M

Companies

1

Total Filings

21

Lifetime Open-Market Net

-$831.7K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
LPLA	Group Managing Director	6,415	$353.70	$2.27M	-$831.7K	13	2026-06-22

Recent Filings

21 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-06-22	LPLA	Sell (S)	−308	-$94.2K	EDGAR
2026-06-17	LPLA	Notice (144)	−308	-$94.2K	EDGAR
2026-03-04	LPLA	Sell (S)	−308	-$94.2K	EDGAR
2026-03-02	LPLA	Notice (144)	−308	-$94.2K	EDGAR
2026-02-27	LPLA	Mixed	+1,529	-$227.7K	EDGAR
2025-12-03	LPLA	Sell (S)	−80	-$28.2K	EDGAR
2025-12-01	LPLA	Notice (144)	−80	-$28.2K	EDGAR
2025-09-03	LPLA	Sell (S)	−80	-$28.9K	EDGAR
2025-09-02	LPLA	Notice (144)	−80	-$28.9K	EDGAR
2025-06-04	LPLA	Sell (S)	−80	-$30.7K	EDGAR

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.