Three directors at Life Time Group Holdings sold a combined $376M in stock on August 26, 2026, at $43.80 per share. This represents approximately 3.8% of the company's $9.9B market cap, a highly material cluster. The sales are concentrated among the company's largest insider holders, including the CEO and a director affiliated with the controlling shareholder, suggesting a coordinated exit or liquidity event rather than routine diversification. The massive scale and concentration of selling among top insiders is a strong bearish signal, particularly given the company's $9.9B market cap and the lack of any disclosed 10b5-1 plan for these specific transactions in the provided data. The historical calibration shows past bearish calls on LTH have been profitable (e.g., -21% T+20 alpha), supporting a bearish read here, though the cross-filing actuarial verdicts are all amplifiers, not nullifiers, which supports the elevated score. The 30-day prior insider activity shows $1.04B in total sales, indicating this is part of a sustained selling pattern. The 89% analyst bullish consensus creates a potential contrarian setup if the insider selling is proven correct. The score calibration data shows score-7 has a 44% observed win rate with a mean loss of -13.5% alpha, but the sheer magnitude of this cluster (3.8% of market cap) justifies the elevated score despite the calibration warning. The score-6 calibration shows a 55% win rate with +13.3% mean win alpha, but the $376M cluster is too large to score below 7. The score-8 calibration shows a 25% win rate with -17.7% mean loss alpha, which is a strong warning against scoring 8. Score-7 is the appropriate calibration given the cluster size and the historical performance of bearish calls on this ticker.
Price Chart
Executive Summary
Three directors at Life Time Group Holdings sold a combined $376M in stock on August 26, 2026, at $43.80 per share. This represents approximately 3.8% of the company's $9.9B market cap, a highly material cluster. The sales are concentrated among the company's largest insider holders, including the CEO and a director affiliated with the controlling shareholder, suggesting a coordinated exit or liquidity event rather than routine diversification. The massive scale and concentration of selling among top insiders is a strong bearish signal, particularly given the company's $9.9B market cap and the lack of any disclosed 10b5-1 plan for these specific transactions in the provided data. The historical calibration shows past bearish calls on LTH have been profitable (e.g., -21% T+20 alpha), supporting a bearish read here, though the cross-filing actuarial verdicts are all amplifiers, not nullifiers, which supports the elevated score. The 30-day prior insider activity shows $1.04B in total sales, indicating this is part of a sustained selling pattern. The 89% analyst bullish consensus creates a potential contrarian setup if the insider selling is proven correct. The score calibration data shows score-7 has a 44% observed win rate with a mean loss of -13.5% alpha, but the sheer magnitude of this cluster (3.8% of market cap) justifies the elevated score despite the calibration warning. The score-6 calibration shows a 55% win rate with +13.3% mean win alpha, but the $376M cluster is too large to score below 7. The score-8 calibration shows a 25% win rate with -17.7% mean loss alpha, which is a strong warning against scoring 8. Score-7 is the appropriate calibration given the cluster size and the historical performance of bearish calls on this ticker.
Financial Impact
Not specified
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LTH-1787961673790 |
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 4w ago | Insider Cluster | $42.02 $41.83 | ▲ +0.45% | ▼ −0.23% | $40.99 (+2.45%) |
Aug 28, 2026 4w 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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