LifeStance Health (LFST) director Lori Goltermann files initial Form 3

Rhea-AI Filing Summary

LifeStance Health Group, Inc. director Lori Goltermann has filed an initial Form 3, which is a statement of beneficial ownership for new insiders. This filing establishes her status as a reporting person but does not report any share purchases, sales, or other transactions.

Key Terms

Form 3, beneficial ownership, reporting person

3 terms

Form 3 regulatory

"LifeStance Health Group director Lori Goltermann has filed an initial Form 3"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"Form 3, which is a statement of beneficial ownership for new insiders"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

reporting person regulatory

"This filing establishes her status as a reporting person"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does Lori Goltermann's Form 3 filing mean for LifeStance Health Group (LFST)?

The Form 3 shows that Lori Goltermann is now an insider and director at LifeStance Health Group. Form 3 is an initial beneficial ownership report, establishing her reporting status even though no specific transactions are disclosed in this data.

Does Lori Goltermann buy or sell any LFST shares in this Form 3?

No transactions are reported in this Form 3 data for Lori Goltermann. The filing functions as an initial statement of beneficial ownership for a new director, rather than documenting any purchases, sales, or option exercises in LifeStance Health Group stock.

What is the purpose of a Form 3 for LifeStance Health Group (LFST)?

Form 3 is used to report an insider’s initial beneficial ownership when they become a director, officer, or large shareholder. For LifeStance Health Group, it confirms Lori Goltermann’s insider status and starts her formal disclosure obligations on future LFST equity transactions.

Who is identified as the reporting person in this LifeStance (LFST) Form 3?

The reporting person is Lori Goltermann, listed as a director of LifeStance Health Group, Inc. This establishes her as an insider who must report future transactions in LFST securities on subsequent Forms 4 or 5, subject to SEC rules.

Are there any derivative securities or options reported for LFST in this Form 3?

The derivative section of this Form 3 contains no entries for Lori Goltermann. That means the data provided here does not list any options, warrants, or other derivative positions in LifeStance Health Group associated with this initial beneficial ownership report.

SEC Form 3

FORM 3

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

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Goltermann Lori

(Last) (First) (Middle)

C/O LIFESTANCE HEALTH GROUP, INC.

4800 N. SCOTTSDALE ROAD, SUITE 2500

(Street)

SCOTTSDALE ARIZONA 85251

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
07/02/2026

3. Issuer Name and Ticker or Trading Symbol
LifeStance Health Group, Inc. [ LFST ]

3a. Foreign Trading Symbol

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

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

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

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 Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/s/ Ryan Pardo, Attorney-in-Fact	07/07/2026
	** 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 5 (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.
* Form 3: SEC 1473 (03-26)