LTH Life Time Group Holdings, Inc.
Price Chart
Executive Summary
Three large insider block sales totaling $134.6M on June 4, 2026, all executed at $28.60 per share, representing approximately 1.87% of LTH's $7.2B market cap. The sellers include two directors and a private equity fund, with the entire cluster executed at a single price, suggesting a coordinated secondary offering or programmed block sale rather than discretionary open-market trading.
Key Financial Metrics
Actionable Insight
The $28.60 uniform block price points to a coordinated secondary or managed block trade rather than opportunistic insider selling, reducing the bearish signal from a discretionary-edge perspective. However, the sheer scale — $134.6M in one day, 1.87% of market cap — creates real overhang and suggests near-term supply pressure. Monitor for a registered secondary offering filing (S-1 or prospectus) in the next 5-10 days; if none appears, view this as a one-time block absorption event. Given the negative alpha profile for score-6 filings in this segment and the absence of C-suite participation, the bearish read is moderate rather than severe.
Key Facts
- Three insiders sold a combined $134.6M in LTH stock on June 4, 2026, all at $28.60/share
- Sales represent ~1.87% of LTH's $7.2B market cap, exceeding the 0.5% materiality threshold
- Two directors (Danhakl and Green LTF Holdings) each sold ~2.21M shares ($63.2M each)
- Partners Group Private Equity Fund sold ~330K shares ($9.4M)
- C-suite executives were not among the sellers — only directors and a PE fund sold
- All trades executed at identical $28.60 price point, consistent with a block trade or secondary offering, not individual market orders
- Recent insider activity (30d) shows $505.8M in total sells, with this $134.6M cluster being a notable portion
- Prior LTH reports show mixed calibration: avg T+20 P&L +0.54% but win rate only 40% with negative alpha vs SPY
- Historical per-score calibration shows score-6 filings in this segment have only 32% observed probability of positive T+20 return with mean loss -16.7% on losses exceeding mean gain +14.8% on wins
Financial Impact
$134.6M in insider sales = 1.87% of market cap; $505.8M total sales over past 30 days = ~7% of market cap in sell-side pressure
Risk Factors
- Potential additional secondary offerings as private equity shareholders continue to reduce positions
- Supply overhang from $505.8M in total insider sales over the past 30 days could pressure near-term price action
- If this was a pre-arranged 10b5-1 block trade, the economic signal is diluted but the volume overhang remains real
- Historical segment calibration shows score-6 bearish readings on this filing type have net negative expected alpha at T+20
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LTH-1780690689271 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
Insider Cluster
| $34.32 awaiting T+5 | awaiting T+5 | — | $34.31 (+0.01%) |
|
Jun 12, 2026
today
|
Institutional Cluster
| $34.88 awaiting T+5 | awaiting T+5 | — | $34.31 (−1.63%) |
|
Jun 5, 2026
7d ago
|
Insider Cluster
| $32.69 awaiting T+5 | awaiting T+5 | — | $34.31 (−4.96%) |
|
May 27, 2026
17d ago
|
Insider Cluster
| $33.09 $31.77 | ▲ +3.99% | ▲ +4.46% | $34.31 (−3.69%) |
|
May 22, 2026
22d ago
|
144
| $32.07 $31.34 | ▲ +2.28% | ▲ +3.93% | $34.31 (−6.98%) |
|
May 22, 2026
22d ago
|
144
| $32.07 $31.34 | ▼ −2.28% | ▼ −3.93% | $34.31 (+6.98%) |
|
May 22, 2026
22d ago
|
144
| $32.07 $31.34 | ▲ +2.28% | ▲ +3.93% | $34.31 (−6.98%) |
|
May 8, 2026
5w ago
|
144
| $31.93 $33.76 | ▲ +5.73% | ▲ +4.27% | $34.31 (+7.45%) |
|
May 8, 2026
5w ago
|
144
| $31.93 $33.76 | ▼ −5.73% | ▼ −4.27% | $34.31 (−7.45%) |
|
May 8, 2026
5w ago
|
144
| $31.93 $33.76 | ▼ −5.73% | ▼ −4.27% | $34.31 (−7.45%) |
US Market Status
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