LifeStance CEO gifts 150,000 shares to each of 2 trusts

The two receiving trusts have different trustees: an immediate family member is trustee of one, while Bourdon is trustee of the other.

Rhea-AI Filing Summary

LifeStance Health Group, Inc. CEO David Bourdon reported gifts of 150,000 shares of common stock to each of The KMB 2026 Grantor Retained Annuity Trust and The DPB 2026 Grantor Retained Annuity Trust on September 22, 2026. The entries also report corresponding indirect holdings of 150,000 shares in each trust. An immediate family member is the sole trustee and annuitant of the KMB trust; Bourdon is the sole trustee and annuitant of the DPB trust. No Rule 10b5-1 plan is reported.

Insider Trade Summary

600,000 shares gifted

Gift 4 txns

Insider Bourdon David

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Gift	Common Stock F1	150,000	$0.00	$0.00
Gift	Common Stock F2	150,000	$0.00	$0.00
Gift	Common Stock F3	150,000	$0.00	$0.00
Gift	Common Stock F4	150,000	$0.00	$0.00

Holdings After Transaction: Common Stock — 948,247 shares (Direct); Common Stock — 150,000 shares (Indirect, See footnote)

Footnotes (4)

1. F1. Represents shares transferred by the reporting person to The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant.
2. F2. Shares are held by The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant.
3. F3. Represents shares transferred by the reporting person to The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant.
4. F4. Shares are held by The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant.

Key Figures

Shares transferred to KMB trust: 150,000 shares Shares reported held by KMB trust: 150,000 shares Shares transferred to DPB trust: 150,000 shares +1 more

4 metrics

Shares transferred to KMB trust 150,000 shares Reported as a gift on September 22, 2026

Shares reported held by KMB trust 150,000 shares Corresponding indirect holding reported on September 22, 2026

Shares transferred to DPB trust 150,000 shares Reported as a gift on September 22, 2026

Shares reported held by DPB trust 150,000 shares Corresponding indirect holding reported on September 22, 2026

Key Terms

Bona fide gift, Grantor Retained Annuity Trust, annuitant

3 terms

Bona fide gift financial

"Transaction described as a Bona fide gift"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

Grantor Retained Annuity Trust financial

"The KMB 2026 Grantor Retained Annuity Trust"

A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.

annuitant financial

"sole trustee and annuitant"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares did LFST CEO David Bourdon give to trusts?

David Bourdon reported a gift of 150,000 shares to each of The KMB 2026 Grantor Retained Annuity Trust and The DPB 2026 Grantor Retained Annuity Trust on September 22, 2026.

Who is trustee of the trusts receiving LFST shares?

An immediate family member is the sole trustee and annuitant of the KMB trust; David Bourdon is the sole trustee and annuitant of the DPB trust.

Was LFST CEO David Bourdon's gift made under a 10b5-1 plan?

No Rule 10b5-1 plan is reported.

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

Form 4 Insider Transactions: What Each Field Means →

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Available on EDGAR 09/24/2026 - 04:27 PM Accepted by SEC EDGAR 09/24/2026 - 04:24 PM Learn about SEC filing dates

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^*

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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/22/2026

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

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/22/2026		G		150,000(1)	D	$0	1,098,247	D
Common Stock	09/22/2026		G		150,000	A	$0	150,000	I	See footnote(2)
Common Stock	09/22/2026		G		150,000(3)	D	$0	948,247	D
Common Stock	09/22/2026		G		150,000	A	$0	150,000	I	See footnote(4)

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. Represents shares transferred by the reporting person to The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant.

2. Shares are held by The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant.

3. Represents shares transferred by the reporting person to The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant.

4. Shares are held by The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant.

	By: /s/ Ryan Pardo, Attorney-in-Fact	09/24/2026
	** 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.
* Form 4: SEC 1474 (03-26)