Life360 Inc SEC Filings

Life360, Inc. (LIF) reported that one of its directors exercised and sold shares under a pre-arranged trading plan. On 11/13/2025, the director exercised a stock option to acquire 7,930 shares of common stock at $11.18 per share and, on the same date, sold 7,930 shares of common stock at $76.93 per share. After these transactions, the director beneficially owned 105,456 shares of common stock, including 2,036 restricted stock units, and held 95,160 stock options. The filing notes that these trades were executed pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, and it corrects the vesting commencement date of the reported stock option to April 1, 2024.

Life360, Inc. announced a planned acquisition of Nativo, Inc. via a Merger Agreement valued at approximately $120 million in a mix of cash and common stock. The transaction is subject to customary closing conditions and is expected to close in January 2026.

The company also furnished materials related to its results and investor communications, including a media release (Exhibit 99.1) and an investor presentation (Exhibit 99.2) tied to a conference call and webcast on November 10, 2025 at 5:00 p.m. Eastern Time. A separate press release (Exhibit 99.3) announced the Nativo deal. These materials are furnished, not filed, under the Exchange Act.

Forward-looking statements highlight anticipated benefits and synergies from integrating Nativo, along with potential acceleration of Life360’s advertising strategy, while noting risks related to closing conditions, integration, and market factors.

Life360, Inc. reported stronger Q3 2025 results. Total revenue reached $124.5 million, up from $92.9 million a year ago, led by subscription revenue of $96.3 million. Gross profit was $97.1 million. Operating income improved to $5.7 million, and net income was $9.8 million, compared with $7.7 million in Q3 2024.

The company ended the quarter with cash and cash equivalents of $455.7 million. In June, Life360 issued $320.0 million of 0.00% convertible senior notes due 2030 and purchased capped calls for $33.7 million to mitigate potential dilution. Current deferred revenue was $46.1 million, and remaining performance obligations were $225.3 million. Channel concentration remained high, with Apple processing 54% of transactions and Google 21%. Legal overhang eased as the Tile patent case was settled at no cost, and certain class claims were dismissed with prejudice while others are stayed pending appeal.

Life360, Inc. (LIF) director John P. Coghlan reported open‑market sales on 11/03/2025 made under a Rule 10b5‑1 trading plan adopted on December 6, 2024. The transactions included 2,866 shares at a weighted average price of $98.88 and 259 shares at a weighted average price of $99.47.

Following the transactions, beneficial ownership reported included 15,235 shares held by the John Coghlan Living Trust, 3,344 shares held directly, and 55,494 shares held by The John Philip Coghlan 2025 Grantor Retained Annuity Trust. Holdings include 2,508 restricted stock units. The filing also notes an exempt transfer of 12,110 shares from the GRAT to the Living Trust pursuant to Rule 16a‑13.

Life360, Inc. (LIF) Chief Executive Officer and Director reported a sale of 4,546 shares of common stock on 10/24/2025 at a price of $93.01 per share, coded “S.” The trade was made pursuant to a Rule 10b5-1 trading plan adopted on November 27, 2024.

Following the transaction, the reporting person beneficially owns 329,373 shares directly. This amount includes 222,277 restricted stock units (RSUs), each representing a contingent right to receive one share upon vesting.

Life360 (LIF) reported an insider transaction: a company director filed a Form 4 for activity on October 13, 2025. The reporting person exercised 7,930 stock options at an exercise price of $11.18 per share and, on the same date, sold 7,930 shares at a price of $103.20 per share. The transactions were executed under a Rule 10b5-1 trading plan adopted on March 14, 2025.

Following these transactions, the reporting person beneficially owned 105,456 shares of common stock. This figure includes 2,036 restricted stock units, each representing a right to receive one share upon vesting. The exercised option relates to a grant with a vesting schedule that began April 12, 2024 and monthly thereafter, and carries an expiration date of April 12, 2028.

John Philip Coghlan, a director of Life360, Inc. (LIF), reported multiple dispositions of common stock effected on 10/01/2025. The filing shows sales under a Rule 10b5-1 trading plan adopted on 12/06/2024. Reported transactions include dispositions of 2,701 shares at a weighted average price of $105.28 (prices ranged $104.84–$105.73), 424 shares at a weighted average of $105.99 (range $105.84–$106.05), and 3,344 shares (note: includes 2,508 restricted stock units) with beneficial ownership changes reported as indirect holdings in the John Coghlan Living Trust and the John Philip Coghlan 2025 Grantor Retained Annuity Trust. The Form 4 was signed by an attorney-in-fact on 10/03/2025.

Life360, Inc. (LIF) insider filing to sell common stock. The filing notifies a proposed sale of 9,375 shares of common stock through The Charles Schwab Corporation with an aggregate market value of $989,063.00, approximately to occur on 10/01/2025 on NASDAQ. The shares were acquired in a private purchase from the issuer on 09/26/2011. The filer reports three sales in the past three months totaling 16,250 shares for gross proceeds of $1,355,344.00 (sales on 08/01/2025, 08/15/2025, and 09/02/2025). The notice includes the usual representation that the selling person is not aware of undisclosed material adverse information.

Life360 insider sale under pre-set plan Lauren Antonoff, who serves as Chief Executive Officer and a director of Life360, Inc. (LIF), reported the sale of 4,546 shares of the company's common stock on 09/24/2025 at a price of $101.52 per share. The filing states the sale was executed under a Rule 10b5-1 trading plan adopted on November 27, 2024, which the reporting person says was established when they were not aware of any material nonpublic information.

The Form 4 shows the reporting person beneficially owns 333,919 shares following the transaction, which includes 222,277 restricted stock units that convert to common shares upon vesting. The form is signed by an attorney-in-fact and provides the required disclosure of relationship and transaction details.