Bain-backed BCPE BDF trims Bob's (BOBS) stake with 2.9M-share IPO sale

Rhea-AI Filing Summary

Bob's Discount Furniture, Inc. reported an insider transaction linked to its initial public offering. On February 13, 2026, BCPE BDF Investor, LP, an entity associated with Bain Capital, sold 2,917,500 shares of Common Stock at $15.9375 per share, equal to the IPO price net of underwriting discounts. After this sale, 95,370,751 shares of Common Stock remained beneficially owned indirectly. Voting and investment decisions for BCPE BDF Investor, LP are made by partners of Bain Capital Investors, LLC, where John Thomas Kilgallon is a partner; he may be deemed to share power over these shares but disclaims beneficial ownership except for his pecuniary interest.

Insider Trade Summary

Net Seller: 2,917,500 shares

Net Sell 1 txn

Insider Kilgallon John Thomas

Role Director, 10% Owner

Sold 2,917,500 shs ($46.50M)

Type	Security	Shares	Price	Value
Sale	Common Stock	2,917,500	$15.9375	$46.50M

Holdings After Transaction: Common Stock — 95,370,751 shares (Indirect, See Footnotes.)

Footnotes (3)

1. F1. The shares of Common Stock were sold in connection with the initial public offering of shares of Common Stock of the Issuer pursuant to the prospectus dated February 4, 2026, and accompanying registration statement on Form S-1 (File No. 333-292627). The shares were sold at a price per share equal to the initial public offering price, net of underwriting discount and commissions.
2. F2. Represents shares of Common Stock held by BCPE BDF Investor, LP ("BCPE BDF Investor").
3. F3. Bain Capital Investors, LLC ("BCI") is the ultimate general partner of BCPE BDF Investor. Mr. Kilgallon is a Partner of BCI. Voting and investment decisions with respect to securities held by BCPE BDF Investor are made by the partners of BCI. As a result, Mr. Kilgallon may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE BDF Investor. Mr. Kilgallon disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 02/13/2026 - 04:30 PM Learn about SEC filing dates

FAQ

What insider transaction was reported for Bob's Discount Furniture (BOBS)?

An entity associated with Bain Capital reported selling 2,917,500 shares of Bob's Discount Furniture common stock. The sale occurred on February 13, 2026, at $15.9375 per share in connection with the company’s initial public offering.

Who actually sold the BOBS shares in this Form 4 filing?

The seller was BCPE BDF Investor, LP, which holds Bob's Discount Furniture common stock. It is ultimately controlled by Bain Capital Investors, LLC, whose partners make voting and investment decisions for the fund’s holdings.

At what price were the Bob's Discount Furniture (BOBS) shares sold?

The 2,917,500 BOBS shares were sold at $15.9375 per share. This price matched the initial public offering price, net of underwriting discount and commissions, as described in the related prospectus dated February 4, 2026.

How many BOBS shares remained beneficially owned after the reported sale?

Following the transaction, 95,370,751 shares of Bob's Discount Furniture common stock were reported as beneficially owned indirectly. These shares are held through BCPE BDF Investor, LP, with decisions made by partners of Bain Capital Investors, LLC.

What is John Thomas Kilgallon’s role in this BOBS Form 4?

John Thomas Kilgallon is a director and 10% owner of Bob's Discount Furniture and a partner at Bain Capital Investors, LLC. He may be deemed to share voting and dispositive power but disclaims beneficial ownership except for his pecuniary interest.

Was the BOBS insider sale connected to the company’s IPO?

Yes. The Form 4 states the common shares were sold in connection with Bob's Discount Furniture’s initial public offering. The sale used the IPO price per share, net of underwriting discounts and commissions, under a registration statement on Form S-1.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Kilgallon John Thomas

(Last) (First) (Middle)

C/O BAIN CAPITAL INVESTORS, LLC

200 CLARENDON STREET

(Street)

BOSTON MA 02116

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Bob's Discount Furniture, Inc. [ BOBS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
02/13/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/13/2026		S		2,917,500	D	$15.9375	95,370,751(1)	I	See Footnotes.(2)(3)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The shares of Common Stock were sold in connection with the initial public offering of shares of Common Stock of the Issuer pursuant to the prospectus dated February 4, 2026, and accompanying registration statement on Form S-1 (File No. 333-292627). The shares were sold at a price per share equal to the initial public offering price, net of underwriting discount and commissions.

2. Represents shares of Common Stock held by BCPE BDF Investor, LP ("BCPE BDF Investor").

3. Bain Capital Investors, LLC ("BCI") is the ultimate general partner of BCPE BDF Investor. Mr. Kilgallon is a Partner of BCI. Voting and investment decisions with respect to securities held by BCPE BDF Investor are made by the partners of BCI. As a result, Mr. Kilgallon may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE BDF Investor. Mr. Kilgallon disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.

	/s/ John Kilgallon	02/13/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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