| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Group Managing Director | Managing Director
1 company
Jambusaria Aneri serves as a Group Managing Director at LPLA. Across recent SEC filings that breaks down to 0 buys and 9 sells. Those positions are worth an estimated $2.2M at current prices.
Historically, Jambusaria Aneri's trades have earned a middling insider score of 50/100 across 6 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of -0.2%.
The biggest single holding is LPLA (~$2.2M) as Group Managing Director. The recent filings there lean toward selling, a net 3,479 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 308 | $357.36 | $110,066.88 | -4.8% | - | - | |
| Jun 17, 2026 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 308 | $306.00 | $94,248.00 | -4.6% | +12.2% | - | |
| Mar 2, 2026 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 308 | $306.00 | $94,248.00 | -4.4% | -10.1% | - | |
| Dec 1, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 80 | $352.48 | $28,198.40 | -1.4% | -14.6% | - | |
| Sep 2, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 80 | $361.25 | $28,900.00 | -1.4% | -1.3% | -2.1% | |
| Jun 2, 2025 | LPLA Lpl Financial Holdings Inc. | Group Managing Director | Sell | 80 | $383.99 | $30,719.20 | -1.4% | -5.4% | -28.9% | |
| Mar 14, 2025 | LPLA Lpl Financial Holdings Inc. | Managing Director | Sell | 80 | $311.87 | $24,949.60 | -1.4% | +17.8% | -10.2% | |
| Dec 5, 2024 | LPLA Lpl Financial Holdings Inc. | Managing Director | Sell | 305 | $331.94 | $101,241.70 | -7.2% | +4.4% | +12.2% | |
| Nov 2, 2023 | LPLA Lpl Financial Holdings Inc. | Managing Director | Sell | 1,930 | $222.37 | $429,174.10 | -51.7% | +8.9% | +27.9% |