The Form 144 is a single tranche in a large, ongoing distribution by TPG affiliates. While the ~$3.7M sale is small relative to LTH's $9.8B market cap, the aggregate 13.94M-share program (~$600M+ at current prices) represents significant potential overhang. Monitor for actual sales on Form 4 filings and any lock-up or registration statement updates. The historical calibration shows bearish calls on LTH have been correct (T+20 avg alpha -7.57%), supporting a cautious stance.
Price Chart
Executive Summary
LGP Associates VI-B LLC, an affiliate of private equity firm TPG, filed a Form 144 notice of intent to sell 84,836 shares of Life Time Group Holdings (LTH) common stock, valued at approximately $3.72 million. This is part of a broader selling program by TPG-affiliated entities that have filed separate Forms 144 for aggregate sales of 13.94 million shares over the past three months. The filing signals continued insider monetization by a major pre-IPO shareholder, which may create overhang sentiment despite the relatively small size of this individual tranche relative to LTH's $9.8B market cap.
Key Facts
- LGP Associates VI-B LLC (TPG affiliate) filed Form 144 to sell 84,836 shares of LTH common stock.
- The proposed sale value is approximately $3.72 million based on an estimated market price.
- TPG-affiliated entities have filed separate Forms 144 for aggregate sales of 13,942,160 shares over the past three months.
- The shares were originally acquired by the seller from the issuer in October 2021, likely at a much lower cost basis.
- Recent insider activity shows 4 sells totaling $24.7M in the past 30 days, indicating a pattern of monetization.
Financial Impact
Proposed sale of 84,836 shares valued at ~$3.72M; part of a broader 13.94M-share selling program by TPG affiliates over three months.
Risk Factors
- Continued insider selling by TPG affiliates could pressure the stock price.
- The 13.94M-share aggregate selling program represents substantial potential supply overhang.
- Historical performance on LTH bearish calls has been strong, suggesting the market reacts negatively to insider monetization.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001193125-26-343090 |
| Document: 0001193125-26-343090-index.html | 0001193125-26-343090 |
| Document: 0001193125-26-343090.txt | 0001193125-26-343090 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Institutional Cluster | $41.48 $41.50 | ▲ +0.05% | ▼ −0.80% | $40.99 (−1.18%) |
Sep 3, 2026 29d ago | Court Ruling | $43.09 $43.23 | ▲ +0.32% | ▲ +0.71% | $40.99 (−4.87%) |
Aug 28, 2026 5w ago | Insider Cluster | $42.02 $41.83 | ▲ +0.45% | ▼ −0.23% | $40.99 (+2.45%) |
Aug 28, 2026 5w ago | Insider Cluster | $42.02 $41.83 | ▼ −0.45% | ▲ +0.23% | $40.99 (−2.45%) |
Aug 27, 2026 5w ago | 144 | $44.35 $43.51 | ▲ +1.89% | ▲ +1.67% | $40.99 (+7.58%) |
Aug 27, 2026 5w ago | 144 | $44.35 $43.51 | ▲ +1.89% | ▲ +1.67% | $40.99 (+7.58%) |
Aug 25, 2026 5w ago | Court Ruling | $44.55 $44.80 | ▲ +0.56% | ▲ +0.54% | $40.99 (−7.99%) |
Aug 12, 2026 7w ago | Insider Cluster | $44.31 $45.26 | ▼ −2.14% | ▼ −2.34% | $40.99 (+7.49%) |
Aug 11, 2026 7w ago | 144 | $43.81 $43.82 | ▼ −0.02% | ▲ +0.23% | $40.99 (+6.44%) |
Aug 11, 2026 7w ago | 144 | $43.81 $43.82 | ▼ −0.02% | ▲ +0.23% | $40.99 (+6.44%) |
US Market Status
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