Bain entity sells 2,917,500 Bob’s Discount Furniture (BOBS) IPO shares

Rhea-AI Filing Summary

BCPE BDF Investor, LP, an entity associated with Bain Capital, sold 2,917,500 shares of Bob's Discount Furniture, Inc. common stock at $15.9375 per share on February 13, 2026. The sale was made in connection with the company’s initial public offering at the IPO price, net of underwriting discounts and commissions.

After this transaction, 95,370,751 shares of common stock were reported as indirectly beneficially owned by BCPE BDF Investor. The Form 4 is filed by Jennifer Lynn Davis, a partner of Bain Capital Investors, LLC, who may be deemed to share voting and dispositive power over these shares but disclaims beneficial ownership except for her pecuniary interest.

Insights

Equity capital markets analyst

Large sponsor sale tied to Bob's Discount Furniture IPO pricing.

The filing shows BCPE BDF Investor, LP selling 2,917,500 Bob's Discount Furniture common shares at $15.9375 per share. The footnote links this transaction directly to the company’s initial public offering, with the sale price matching the IPO price net of underwriting discounts and commissions.

Following the sale, 95,370,751 shares remain indirectly beneficially owned by BCPE BDF Investor, indicating a substantial continuing position. The transaction is attributed to the Bain Capital–affiliated entity, while reporting person Jennifer Lynn Davis, a partner of Bain Capital Investors, LLC, disclaims beneficial ownership beyond her pecuniary interest.

This type of sponsor sale alongside an IPO is a standard liquidity event for private equity holders. Actual market impact depends on overall IPO size and investor demand, which are not detailed in this excerpt, so the event is best viewed as an administrative disclosure of a planned offering allocation.

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^*

Davis Jennifer Lynn

(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. Ms. Davis 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, Ms. Davis may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE BDF Investor. Ms. Davis disclaims beneficial ownership of such securities, except to the extent of her pecuniary interest therein.

	/s/Jennifer Davis	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).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did BOBS report in this Form 4?

Bob's Discount Furniture reported that BCPE BDF Investor, LP sold 2,917,500 common shares. The shares were sold at $15.9375 per share in connection with the company’s initial public offering, at the IPO price net of underwriting discounts and commissions.

Who executed the 2,917,500-share sale reported for BOBS?

The 2,917,500 shares were sold by BCPE BDF Investor, LP, a Bain Capital–affiliated entity. The Form 4 is filed by Jennifer Lynn Davis, who may be deemed to share voting and dispositive power but disclaims beneficial ownership except for her pecuniary interest.

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

The Bob's Discount Furniture common shares were sold at $15.9375 per share. According to the disclosure, this price equals the initial public offering price, net of underwriting discount and commissions, reflecting standard IPO allocation mechanics for selling shareholders.

How many BOBS shares are indirectly owned after the reported sale?

After the reported transaction, 95,370,751 shares of Bob's Discount Furniture common stock are indirectly beneficially owned by BCPE BDF Investor, LP. This indicates that, despite the 2,917,500-share sale, the Bain Capital–affiliated entity retains a substantial continuing equity position.

How is Jennifer Lynn Davis related to the BOBS share sale?

Jennifer Lynn Davis is the reporting person and a partner of Bain Capital Investors, LLC, the ultimate general partner of BCPE BDF Investor. She may be deemed to share voting and dispositive power over the shares but disclaims beneficial ownership beyond her pecuniary interest.

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

Yes. The filing states the 2,917,500 Bob's Discount Furniture shares were sold in connection with the initial public offering, under a prospectus dated February 4, 2026, at the IPO price net of underwriting discounts and commissions, indicating a standard IPO-related selling shareholder transaction.