Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeStance Health Group, Inc.LFST · Entity 3936 | See Remarks | June 14, 2024 | June 18, 2024 |
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 14, 2024 · Filed June 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 439,002 |
Reported balance
After 2024-06-14 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2024-06-14 · Sale · Disposed 150,000 · Balance 439,002 F1: The transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Exchange Act"). The pre-planned trading plan was adopted by the Reporting Person on March 15, 2024. F2: Shares held of record by the Khan Descendants Trust LLC, a limited liability company wholly-owned by the Khan Descendants 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 589,002 F3: Shares held of record by the Qureshi Marital Trust LLC, a limited liability company wholly-owned by the Qureshi Marital 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 589,002 F4: Shares held of record by the Qureshi Mother's Trust LLC, a limited liability company wholly-owned by the Qureshi Mother's 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 589,002 F5: Shares held of record by the Qureshi Irrevocable Trust LLC, a limited liability company wholly-owned by the Qureshi 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 589,002 F6: Shares held of record by the Qureshi Legacy Trust LLC, a limited liability company wholly-owned by the Qureshi Legacy 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 589,002 F7: Shares held of record by the Qureshi Children's Trust LLC, a limited liability company wholly-owned by the Qureshi Children's 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 589,002 F8: Shares held of record by the Khan Marital Trust LLC, a limited liability company wholly-owned by the Khan Marital 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 589,002 F9: Shares held of record by the Khan Irrevocable Trust LLC, a limited liability company wholly-owned by the Khan 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 589,002 F10: Shares held of record by the Khan Legacy Trust LLC, a limited liability company wholly-owned by the Khan Legacy 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 LLC | 589,002 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 589,002 F11: Shares held of record by the Khan Parents Trust LLC, a limited liability company wholly-owned by the Khan Parents 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 | Direct | 4,827,941 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,827,941 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Exchange Act"). The pre-planned trading plan was adopted by the Reporting Person on March 15, 2024.
F2: Shares held of record by the Khan Descendants Trust LLC, a limited liability company wholly-owned by the Khan Descendants 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.
F3: Shares held of record by the Qureshi Marital Trust LLC, a limited liability company wholly-owned by the Qureshi Marital 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 Qureshi Mother's Trust LLC, a limited liability company wholly-owned by the Qureshi Mother's 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 Qureshi Irrevocable Trust LLC, a limited liability company wholly-owned by the Qureshi 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 Qureshi Legacy Trust LLC, a limited liability company wholly-owned by the Qureshi Legacy 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.
F7: Shares held of record by the Qureshi Children's Trust LLC, a limited liability company wholly-owned by the Qureshi Children's 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.
F8: Shares held of record by the Khan Marital Trust LLC, a limited liability company wholly-owned by the Khan Marital 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.
F9: Shares held of record by the Khan Irrevocable Trust LLC, a limited liability company wholly-owned by the Khan 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.
F10: Shares held of record by the Khan Legacy Trust LLC, a limited liability company wholly-owned by the Khan Legacy 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.
F11: Shares held of record by the Khan Parents Trust LLC, a limited liability company wholly-owned by the Khan Parents 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 |
|---|---|---|---|---|---|---|
| June 14, 2024 Filed Jun 18, 2024 16:22 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 150,000 | $5.21 | $781,515.00 |
DisclosureSEC source: 0000950170-24-074898 · ownership.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: Plan reported Ownership: Indirect · By LLC Disclosed balance after: 439,002 F1 · kind: The transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Exchange Act"). The pre-planned trading plan was adopted by the Reporting Person on March 15, 2024. F2 · ownership.nature: Shares held of record by the Khan Descendants Trust LLC, a limited liability company wholly-owned by the Khan Descendants 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. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 16:30 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 83,109 | $5.25 | $436,322.25 |
DisclosureSEC source: 0000950170-24-072491 · ownership.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,827,941 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 01, 2024 Filed Apr 19, 2024 16:34 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 12,965 | $5.93 | $76,882.45 |
DisclosureSEC source: 0000950170-24-046046 · ownership.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,911,050 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 13, 2024 Filed Mar 15, 2024 16:34 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 153,943 | $6.32 | $972,919.76 |
DisclosureSEC source: 0000950170-24-032244 · ownership.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,924,015 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 08, 2024 Filed Mar 12, 2024 21:44 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 286,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030450 · ownership.xml · nonDerivative · entry 2 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,077,958 F2 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person, which vested on March 8, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:44 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 208,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030450 · ownership.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,791,448 F1 · shares: Includes 208,044 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 16:30 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 587 | $9.07 | $5,324.09 |
DisclosureSEC source: 0000899243-23-016246 · doc4.xml · nonDerivative · entry 2 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,583,404 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 21, 2023 Filed Jun 22, 2023 16:30 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 71,811 | $9.03 | $648,453.33 |
DisclosureSEC source: 0000899243-23-016246 · doc4.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,583,991 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 | 8,775 | $7.62 | $66,865.50 |
DisclosureSEC source: 0000899243-23-010862 · doc4.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,655,802 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 17:22 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 320,512 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-007566 · doc4.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,664,577 F1 · shares: Includes 320,512 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 19:11 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantStock Option (right to buy) · Derivative | 2,821,362 | $0.00 Strike: $7.61 | $0.00 |
DisclosureSEC source: 0000899243-22-030755 · doc4.xml · derivative · entry 1 Qureshi Danish J. · CIK 0001864331 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,821,362 Underlying: Common Stock · 2,821,362 shares Expires 2032-09-07 F1 · shares: The options were granted by the Issuer pursuant to the LifeStance Health Group, Inc. 2021 Equity Incentive Plan. F2 · derivative.exercise_date: Includes an option to purchase 940,454 shares of the Issuer's common stock, subject to time-based vesting (the "Time-Vesting Option"). The Time-Vesting Option vests as to 25% on each of the first four anniversaries of the vesting commencement date, September 7, 2022. Includes an option to purchase 1,880,908 shares of the Issuer's common stock, subject to time- and performance-based vesting (the "Performance-Vesting Option"). The Performance-Vesting Option vests as to up to 25% on each of the first four anniversaries of the vesting commencement date, September 7, 2022. Following each anniversary of the vesting commencement date, any portion of the Performance-Vesting Option eligible to vest as of such measurement date that did not vest pursuant to the performance-based vesting criteria will be eligible to vest on a quarterly basis thereafter, subject to the same performance-based vesting criteria. Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 16:43 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 85,879 | $5.32 | $456,876.28 |
DisclosureSEC source: 0000899243-22-022401 · doc4.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,344,065 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 17:15 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 111,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-015670 · doc4.xml · nonDerivative · entry 1 Qureshi Danish J. · CIK 0001864331 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,429,944 F1 · shares: Includes 111,665 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.