Transaction · 0001628280-26-059596

Jambusaria Aneri

Jambusaria Aneri, DIR, reported an open-market or private sale at LPL Financial Holdings Inc. involving 308.000000 shares for an estimated $110066.88. Reported holdings after the transaction were 6107.000000 shares. The stored filing text includes a detected 10b5-1 reference.

Open-market sellSEC transaction code SDIR
LPLALPL Financial Holdings Inc.
Filing timeAug 31
Trade dateAug 27, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$370.69
Pre-filing
1mo ago -7.6%1w ago -4.5%1d ago -2.8%
Returns since
7d +0.0%30d +0.0%90d +0.0%180d +0.0%1y +0.0%

LPLA price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
LPLA since 2026-08-31Filed 4 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001628280-26-059596
Common Stock
Transaction date
Aug 27, 2026
Filed Aug 31, 2026, 08:20 PM · 4d delay
Shares
308 sh
$35.7k per share
Estimated value
-$11.0M
Computed from shares × price
Holdings after
6.10k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Cluster Selling Direct Ownership 10b5-1 Detected
-4score
Filing-only score

-4

Compact filing score computed from stored Form 4 facts. Version v1.

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Group Managing Director

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    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.

  2. F2

    Consists of (i) 3,687 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 an…

Original filing · 0001628280-26-059596
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Same reporting owner
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LPLA