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.
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 Trade Summary
Other: 150,000 shares
Other
1 txn
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)
- F1. Represents shares of the issuer transferred to a family member of the reporting person for no value for estate planning purposes.
Key Figures
Shares transferred: 150,000 shares
Shares held after transaction: 1,248,247 shares
Per-share transaction price: $0.00 per share
3 metrics
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
Key Terms
Other acquisition or disposition, estate planning, non-derivative
3 terms
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.
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.