Life360, Inc. (LIFX) SEC Filings, Aug 4-13, 2026

Life360, Inc. director Brit Morin reported an option exercise-and-sale sequence on August 10, 2026. She exercised stock options for a total of 9,765 shares of common stock at exercise prices of $2.15 and $8.19 per share, then sold 15,582 shares of common stock at $65.00 per share. A footnote states these transactions were made under a Rule 10b5-1 trading plan adopted on March 13, 2026, and that the reporting person’s holdings include 4,636 restricted stock units representing contingent rights to receive common shares upon vesting.

Brittany B. Morin filed a notice of proposed sale of restricted securities, indicating an intention to sell up to 15,582 shares of common stock through Fidelity Brokerage Services LLC on or after August 10, 2026, with an aggregate market value of $1,012,830.00 and listing on NASDAQ. The shares derive from a stock option exercise of 9,765 shares on August 10, 2026 and multiple restricted stock vestings between September 2020 and June 2026. Over the past three months, Morin has sold 4,655 shares for $257,125.00 on June 29, 2026 and 10,701 shares for $642,060.00 on August 4, 2026.

Life360, Inc. reported strong unaudited Q2 2026 results, with total revenue up 38% year-over-year to $159.0 million, driven by subscription and advertising growth. Subscription revenue rose 31% to $115.6 million, core subscription revenue increased 34% to $111.1 million, and advertising revenue grew to a record $22.0 million, up 315% year-over-year.

Monthly Active Users reached approximately 102.4 million, up 16%, with net additions of 4.6 million. Paying Circles grew 27% to 3.2 million, while Annualized Monthly Revenue climbed 29% to $537.2 million. Adjusted EBITDA rose 53% to $31.1 million, a 20% margin, and operating cash flow was $23.8 million, up 79%.

The company ended Q2 with $467.7 million in cash, cash equivalents, restricted cash and short-term investments and repurchased 314,762 shares for $13.2 million under a $225.0 million program. Full-year 2026 guidance calls for consolidated revenue of $650–$685 million and Adjusted EBITDA of $130–$140 million, about a 20% margin, with expectations for revenue growth acceleration in the second half.

Life360, Inc. reported Q2 2026 revenue of $158.9 million, up from $115.4 million a year earlier, driven by strong growth in subscription and advertising revenue. Subscription revenue reached $115.6 million and advertising revenue rose sharply to $22.0 million, while hardware revenue declined.

Despite higher operating expenses from increased R&D, sales and marketing, and G&A, the company generated net income of $5.1 million for the quarter and $7.8 million for the first half, both lower than prior-year periods. Operating cash flow improved to $41.0 million for the first six months, but total cash, cash equivalents and restricted cash declined to $269.8 million after deploying surplus cash into $197.9 million of short-term U.S. Treasury investments and funding acquisitions, including the Nativo ad-tech purchase.

Total assets increased to $1.05 billion, supported by higher goodwill and intangible assets, while the company maintained $320.0 million of 0.00% convertible senior notes due 2030. Life360 also initiated a share repurchase program, buying 314,762 shares for $13.2 million, leaving $211.8 million authorized for future repurchases.

Life360, Inc. director Morin Brit reported multiple transactions on August 4, 2026. Brit exercised fully vested stock options covering 4,011 shares at $2.15 and 872 shares at $8.19, receiving the same number of common shares. On the same date, Brit sold 10,701 common shares at $60.00 per share pursuant to a pre-established Rule 10b5-1 trading plan adopted on March 13, 2026. Brit’s reported holdings also include 4,636 restricted stock units, each representing a contingent right to one common share upon vesting.

Life360, Inc. director Chris Hulls exercised stock options for 27,000 shares of common stock at $2.53 per share on August 4, 2026, then sold 27,000 shares in two transactions at weighted-average prices of $63.08 and $63.77 under a Rule 10b5-1 trading plan adopted on December 16, 2025. After the exercise, he held 1,215,386 stock options and reported indirect ownership of 195,312 shares of common stock in each of three 2023 irrevocable trusts representing shares underlying Chess Depositary Interests.

Life360, Inc. director John Philip Coghlan reported pre-planned sales of a total of 4,000 shares of common stock on August 3, 2026 by the John Coghlan Living Trust under a Rule 10b5-1 trading plan adopted on December 8, 2025. The trust sold 1,400 shares at a weighted average price of $54.66 (range $53.83–$54.80) and 2,600 shares at a weighted average price of $54.90 (range $54.89–$54.95). After these transactions, Coghlan holds 5,676 shares directly, including 4,840 restricted stock units, and 55,494 shares indirectly through a 2025 Grantor Retained Annuity Trust.

Prober Charles J. reported acquisition or exercise transactions in this Form 4 filing.

Life360, Inc. reported that director Charles J. Prober received a grant of 19 Restricted Stock Units (RSUs) effective August 1, 2026, in connection with his appointment to the Corporate Governance and Nominating Committee. The award represents a pro rata portion of the standard annual committee retainer grant. The RSUs vest in three equal installments on November 15, 2026, February 25, 2027, and May 15, 2027, subject to continuous service, and bring his direct holdings to 109,930 shares, including 4,474 previously granted RSUs.

LIF filed to permit the sale of 27,000 shares of common stock, held at Fidelity Brokerage Services LLC, with an aggregate market value of $1,710,074.92, planned for August 4, 2026 on NASDAQ. The sale is linked to a stock option exercise for cash. Over the prior three months, Christopher Hulls reported additional common stock sales totaling 46,766 shares across three transactions on May 28, June 18, and July 16, 2026, for aggregate proceeds of $2,215,413.72.