The insider cluster is largely explained by the company's share repurchase agreement and does not signal management pessimism given the strong earnings report. Monitor for any unplanned insider sales following the repurchase lock-up, but near-term downside risk appears limited.
Price Chart
Executive Summary
Life Time insiders sold ~$233M in shares over the past week, primarily at $28.60 per share as part of a pre-arranged share repurchase agreement with the company. The sales coincide with strong Q1 2026 earnings (revenue +11.7% YoY, EPS beat) and a raised full-year outlook, contextualizing the block sales as a structured liquidity event rather than opportunistic selling.
Key Financial Metrics
Key Facts
- Total insider selling of ~$232.96M, equal to 3.2% of LTH's $7.2B market cap
- Majority of sales occurred at $28.60 per share on May 5, aligning with a company share repurchase agreement
- Q1 2026 revenue of $788.7M (+11.7% YoY) and EPS of $0.39 (+14.7% YoY) beat consensus; full-year guidance raised
- Directors/10% owners (Galashan, Danhakl, Green LTF) sold ~$215M combined; executives Buss, Weaver, and Singh sold smaller amounts
- Non-cash exercises (Buss, Lasher) and tax withholding transactions are part of the cluster but have $0 net economic impact
Financial Impact
Total insider sales of $232.96M (3.2% of market cap), primarily through a structured repurchase at $28.60/share.
Risk Factors
- Potential overhang if additional selling by large holders continues without a buyback offset
- Option exercises by Buss and Lasher could lead to further sales to cover taxes or diversify
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-1778277052783 |
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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