▼ SELL
10b5-1 Plan
$ Value
$94K
Shares
308
Price
$306
Filed
Mar 4
Insider
Name
Jambusaria Aneri
Title
Group Managing Director
CIK
0001966430
Roles
Officer
Transaction Details
Transaction Date
2026-03-02
Code
S
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
6,723
Footnotes
The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 3, 2025. | Consists of (i) 4,303 shares of Common Stock; (ii) 380 restricted stock units that vest in full on February 25, 2027; (iii) 738 restricted stock units that vest ratably on each of February 25, 2027 and February 25, 2028; and (iv) 1,302 restricted stock units that vest ratably on each of February 25, 2027, February 25, 2028 and February 25, 2029.
Filing Info
Jambusaria Aneri's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-02 | LPLA | ▼ | $94K |
| 2026-02-25 | LPLA | A | $0 |
| 2026-02-25 | LPLA | F | $228K |
| 2026-02-25 | LPLA | A | $0 |
| 2025-12-01 | LPLA | ▼ | $28K |
| 2025-09-02 | LPLA | ▼ | $29K |
| 2025-06-02 | LPLA | ▼ | $31K |
Other Insiders at LPLA (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| EBERHART PAULETT | — | — | 2026-03-24 |
| BERNARD EDWARD C | — | — | 2026-03-24 |
| SCHIFTER RICHARD P | — | — | 2026-03-24 |
| Glavin William Francis Jr | — | — | 2026-03-24 |
| Putnam James S | — | — | 2026-03-24 |
|
Audette Matthew J
President and CFO
|
— | $1.0M | 2026-04-15 |
| Mnookin Allison | — | — | 2026-03-24 |
| Thomas Corey E. | — | — | 2026-03-24 |
|
Steinmeier Richard
Chief Executive Officer
|
— | — | 2026-02-25 |
|
Enyedi Matthew
Group Managing Director
|
— | $675K | 2026-02-26 |
|
Gates Greg
Group Managing Director
|
— | — | 2026-02-25 |
|
Jambusaria Aneri
Group Managing Director
|
— | — | 2026-02-25 |
| Khanna Somesh | — | — | 2026-02-02 |
|
Cohen Marc Eliot
Group Managing Director
|
— | $1.0M | 2026-03-10 |
|
Reeping Katharine
Principal Accounting Officer
|
— | — | 2026-02-25 |
|
Field Emily
Group Managing Director
|
— | — | 2026-02-25 |
|
Morningstar Matthew
Group Managing Director
|
— | — | 2026-02-25 |