Aneri Jambusaria

CIK 1966430 · Group Managing Director · last filed 2026-03-04

Aneri Jambusaria is a Group Managing Director who has filed 12 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing shows the insider sold $94.2K of LPLA on Mar 4, 2026. Across all open-market trades the lifetime net is −$737.4K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.0M 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.

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Disclosed Exposure

$1.99M

Companies

1

Total Filings

12

Lifetime Open-Market Net

-$737.4K

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 6,723 $295.66 $1.99M -$737.4K 12 2026-03-04

Recent Filings

12 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-03-04 LPLA Sell (S) −308 -$94.2K EDGAR
2026-02-27 LPLA Mixed +1,529 -$227.7K EDGAR
2025-12-03 LPLA Sell (S) −80 -$28.2K EDGAR
2025-09-03 LPLA Sell (S) −80 -$28.9K EDGAR
2025-06-04 LPLA Sell (S) −80 -$30.7K EDGAR
2025-03-17 LPLA Sell (S) −80 -$24.9K EDGAR
2025-02-27 LPLA Mixed +1,902 -$354.5K EDGAR
2024-12-09 LPLA Sell (S) −305 -$101.2K EDGAR
2024-02-27 LPLA Mixed +2,423 -$341.1K EDGAR
2023-11-06 LPLA Sell (S) −1,930 -$429.2K EDGAR
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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.