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LifeStance CEO transfers 150K shares to family

LFST’s CEO transferred 150,000 shares to a family member for estate planning, with no sale proceeds reported.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

LifeStance Health Group, Inc. (LFST) reported that Chief Executive Officer and director David Bourdon transferred 150,000 shares of common stock on September 2, 2026 in an "other acquisition or disposition" transaction. According to the disclosure, the shares were transferred to a family member for no value for estate planning purposes, and Bourdon now holds 1,248,247 shares directly.

Positive

  • None.

Negative

  • None.
Insider Bourdon David
Role Chief Executive Officer
Type Security Shares Price Value
Other Common Stock F1 150,000 $0.00 $0.00
Holdings After Transaction: Common Stock — 1,248,247 shares (Direct)
Footnotes (1)
  1. F1. Represents shares of the issuer transferred to a family member of the reporting person for no value for estate planning purposes.
Shares transferred 150,000 shares Common stock transferred on September 2, 2026 in an "other acquisition or disposition" transaction
Shares held after transaction 1,248,247 shares Direct holdings of David Bourdon following the reported transfer
Per-share transaction price $0.00 per share Transfer to a family member for no value for estate planning purposes
Other acquisition or disposition financial
"coded as an "Other acquisition or disposition" of non-derivative common stock"
estate planning financial
"transferred to a family member for no value for estate planning purposes"
A set of instructions and legal steps that decide who gets your money, property and other assets, and who will manage them if you become unable to do so. For investors it matters because thoughtful planning can reduce taxes and delays, protect heirs, and keep investments from being tied up in court—think of it as a clear map and emergency kit that preserves value and directs where assets go when you can’t.
non-derivative financial
"described as an "Other acquisition or disposition" of non-derivative common stock"

FAQ

What insider transaction did LFST disclose for David Bourdon?

LifeStance Health Group, Inc. disclosed that CEO and director David Bourdon transferred 150,000 shares of common stock on September 2, 2026 as an "other acquisition or disposition" transaction to a family member for no value for estate planning purposes.

Did LifeStance Health Group (LFST) report any sale proceeds from this Form 4 transaction?

No. The filing states the 150,000 shares were transferred to a family member for no value for estate planning purposes, so it does not report any sale proceeds or per-share sale price for this transaction.

How many LFST shares does David Bourdon hold after the reported transaction?

After the September 2, 2026 transfer, David Bourdon is reported to hold 1,248,247 shares of LifeStance Health Group, Inc. common stock directly, as shown in the post-transaction holdings figure in the Form 4 data.

What transaction code was used in the LFST Form 4 for David Bourdon?

The transaction is coded "J", described as an "Other acquisition or disposition" of non-derivative common stock. The filing’s footnote clarifies this represents a no-value transfer to a family member for estate planning purposes.

Was the LFST insider transaction under a Rule 10b5-1 trading plan?

No. The Form 4 indicates the Rule 10b5-1 checkbox is not affirmed, and the footnote describes the transfer as for estate planning purposes, not as part of a Rule 10b5-1 trading plan.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Bourdon David

(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. Issuer Name and Ticker or Trading Symbol
LifeStance Health Group, Inc. [ LFST ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock09/02/2026J150,000(1)D$0.001,248,247D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents shares of the issuer transferred to a family member of the reporting person for no value for estate planning purposes.
By: /s/ Ryan Pardo, Attorney-in-Fact09/04/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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