Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeStance Health Group, Inc.LFST · Entity 3936 | Chief Administrative Officer | August 31, 2023 | September 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LifeStance Health Group, Inc.
Report date August 31, 2023 · Filed September 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,818,204 |
Ending reported balance
After 2023-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-08-31 · Sale · Disposed 11,966 · Balance 5,856,262 F1: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.255 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Row 2 · 2023-09-01 · Sale · Disposed 38,058 · Balance 5,818,204 F2: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.33 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 177,900 |
Reported balance
Holding disclosure · report date 2023-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 177,900 F3: Shares held of record by the Tanner J. Gouk GST Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 177,900 |
Reported balance
Holding disclosure · report date 2023-08-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 177,900 F4: Shares held of record by the Emerson G. Gouk GST Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 263,150 |
Reported balance
Holding disclosure · report date 2023-08-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 263,150 F5: Shares held of record by the Tanner Gouk Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 263,150 |
Reported balance
Holding disclosure · report date 2023-08-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 263,150 F6: Shares held of record by the Emerson Gouk Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.255 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.33 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.
F3: Shares held of record by the Tanner J. Gouk GST Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F4: Shares held of record by the Emerson G. Gouk GST Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F5: Shares held of record by the Tanner Gouk Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F6: Shares held of record by the Emerson Gouk Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2023 Filed Sep 5, 2023 17:36 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 38,058 | $8.25 | $313,978.50 |
DisclosureSEC source: 0000950170-23-046507 · ownership.xml · nonDerivative · entry 2 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,818,204 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.33 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 17:36 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 11,966 | $8.25 | $98,719.50 |
DisclosureSEC source: 0000950170-23-046507 · ownership.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,856,262 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.255 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 22, 2023 Filed Jun 23, 2023 16:31 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 57,754 | $9.05 | $522,673.70 |
DisclosureSEC source: 0000950170-23-029655 · ownership.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,868,228 F1 · kind: Required number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 17:24 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 45,984 | $8.95 | $411,556.80 |
DisclosureSEC source: 0000899243-23-015627 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,925,982 Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 16:31 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 47,142 | $8.71 | $410,606.82 |
DisclosureSEC source: 0000950170-23-027977 · ownership.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,971,966 Read SEC document |
| June 12, 2023 Filed Jun 13, 2023 17:47 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 2,858 | $8.51 | $24,321.58 |
DisclosureSEC source: 0000950170-23-027784 · ownership.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,019,108 Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 17:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 4,785 | $7.62 | $36,461.70 |
DisclosureSEC source: 0000899243-23-010866 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,021,966 F1 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 17:20 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 58,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-007560 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,026,751 F1 · shares: Includes 58,760 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 07:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 15,106 | $7.20 | $108,763.20 |
DisclosureSEC source: 0000899243-22-035404 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,967,991 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.13 to $7.29 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 16:35 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 15,106 | $7.49 | $113,143.94 |
DisclosureSEC source: 0000899243-22-034764 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,983,097 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.38 to $7.64 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 17:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 15,106 | $7.06 | $106,648.36 |
DisclosureSEC source: 0000899243-22-034278 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,998,203 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.00 to $7.11 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 17, 2022 Filed Oct 19, 2022 16:30 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 15,106 | $8.01 | $120,999.06 |
DisclosureSEC source: 0000899243-22-033823 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,013,309 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.80 to $8.19 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 10, 2022 Filed Oct 11, 2022 17:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 15,106 | $7.45 | $112,539.70 |
DisclosureSEC source: 0000899243-22-033401 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,028,415 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.26 to $7.70 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 17:45 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 15,106 | $7.02 | $106,044.12 |
DisclosureSEC source: 0000899243-22-033043 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043,521 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.00 to $7.09 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 19:10 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 51,672 | $9.01 | $465,564.72 |
DisclosureSEC source: 0000899243-22-030753 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058,627 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $9.00 to $9.07 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 17:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 34,449 | $7.00 | $241,143.00 |
DisclosureSEC source: 0000899243-22-030682 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110,299 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 23, 2022 Filed Aug 24, 2022 17:15 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 17,226 | $7.02 | $120,926.52 |
DisclosureSEC source: 0000899243-22-029613 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,144,748 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.00 to $7.11 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 16:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 17,226 | $7.85 | $135,224.10 |
DisclosureSEC source: 0000899243-22-028779 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,161,974 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.66 to $8.10 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 17:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 17,226 | $7.30 | $125,749.80 |
DisclosureSEC source: 0000899243-22-028262 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,179,200 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $7.20 to $7.42 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 16:15 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 68,904 | $7.00 | $482,328.00 |
DisclosureSEC source: 0000899243-22-027829 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,196,426 F1 · kind: The reported transactions were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: These shares were sold in multiple transactions. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at in each transaction for $7.00. Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 16:40 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 67,479 | $5.32 | $358,988.28 |
DisclosureSEC source: 0000899243-22-022392 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,275,330 F1 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| June 09, 2022 Filed Jun 14, 2022 16:40 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 10,000 | $7.32 | $73,200.00 |
DisclosureSEC source: 0000899243-22-022392 · doc4.xml · nonDerivative · entry 2 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,265,330 Read SEC document |
| June 09, 2022 Filed Jun 17, 2022 16:30 UTC Amendment | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 5,000 | $7.32 | $36,600.00 |
DisclosureSEC source: 0000899243-22-023093 · doc4a.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,270,330 Read SEC document |
| June 09, 2022 Filed Jun 22, 2022 18:24 UTC Amendment | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 10,000 | $7.32 | $73,200.00 |
DisclosureSEC source: 0000899243-22-023602 · doc4a.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,265,330 Read SEC document |
| April 25, 2022 Filed Apr 26, 2022 17:13 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 76,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-015667 · doc4.xml · nonDerivative · entry 1 Gouk Warren · CIK 0001865503 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,342,809 F1 · shares: Includes 76,446 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.