Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeStance Health Group, Inc.LFST · Entity 3936 | Chief Medical Officer | June 28, 2023 | June 29, 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 June 28, 2023 · Filed June 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 277,055 |
Reported balance
After 2023-06-28 transaction · row 1
1 source rowRow 1 · 2023-06-28 · Sale · Disposed 2,602 · Balance 277,055 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,094,450 |
Reported balance
Holding disclosure · report date 2023-06-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,094,450 F2: Shares held of record by the Patel-Dunn Family 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 Securities Exchange Act of 1934 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares held of record by the Patel-Dunn Family 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 Securities Exchange Act of 1934 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 |
|---|---|---|---|---|---|---|
| June 28, 2023 Filed Jun 29, 2023 16:31 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 2,602 | $9.24 | $24,042.48 |
DisclosureSEC source: 0000950170-23-030777 · ownership.xml · nonDerivative · entry 1 Patel-Dunn Anisha · CIK 0001864311 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,055 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 |
| April 04, 2023 Filed Apr 6, 2023 17:00 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 7,319 | $7.62 | $55,770.78 |
DisclosureSEC source: 0000899243-23-010861 · doc4.xml · nonDerivative · entry 1 Patel-Dunn Anisha · CIK 0001864311 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,657 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 17:19 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 192,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-007558 · doc4.xml · nonDerivative · entry 1 Patel-Dunn Anisha · CIK 0001864311 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,976 F1 · shares: Includes 192,307 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 16:44 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 3,463 | $5.34 | $18,492.42 |
DisclosureSEC source: 0000899243-22-022403 · doc4.xml · nonDerivative · entry 1 Patel-Dunn Anisha · CIK 0001864311 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,669 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 |
| April 25, 2022 Filed Apr 26, 2022 17:18 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 76,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-015680 · doc4.xml · nonDerivative · entry 1 Patel-Dunn Anisha · CIK 0001864311 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,132 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.