LTH Life Time Group Holdings, Inc.
Price Chart
Executive Summary
A massive insider selling cluster at Life Time Group Holdings (LTH) totaling ~$318.7M in open-market sales over a 7-day window, including $157M each from directors Galashan and Danhakl, and $71M from 10% owner Danhakl. The selling coincides with a $28.60/share private share repurchase by the company from certain stockholders, and follows strong Q1 2026 earnings that beat consensus and raised full-year guidance. The sheer scale of insider sales — ~4.5% of market cap — is highly material and suggests insiders are monetizing positions at elevated prices despite the company's positive operating momentum.
Key Financial Metrics
Actionable Insight
The magnitude of insider selling — particularly the $157M each from two directors and $71M from a 10% owner — is a powerful negative signal that overrides the positive earnings report. Traders should watch for further insider filings and potential secondary offerings. The $28.60 private repurchase price is ~10% below the $31.46 public sale price, suggesting some insiders were willing to accept a discount for liquidity. Consider short-term bearish positioning with a target of $28-29 (the repurchase level) as support.
Key Facts
- Total insider open-market sales of ~$318.7M over 7 days, representing ~4.5% of LTH's $7.1B market cap
- Directors Galashan and Danhakl each sold ~$157M worth of shares on May 7 at $31.46/share
- 10% owner Danhakl sold an additional $71.3M on May 5 at $28.60/share as part of a private repurchase
- The company simultaneously repurchased shares at $28.60 from certain selling stockholders in a private transaction
- Q1 2026 revenue of $788.7M (+11.7% YoY) and EPS of $0.39 (+14.7% YoY) beat consensus estimates
- Full-year 2026 guidance raised across revenue, adjusted EBITDA, and comparable center revenue growth
- Sale-leaseback target increased to ~$400M
- EVP & Chief Admin Officer Buss exercised 512,791 options at $10 and sold 192,217 shares for $6.15M
- Director Lasher exercised 150,000 options and sold 50,000 shares for $1.62M
- EVP & CFO Weaver sold 22,000 shares for $719K; EVP & Chief Digital Officer Singh sold 40,202 shares for $1.2M
Financial Impact
Insider sales of ~$318.7M represent ~4.5% of market cap, the largest insider selling cluster in LTH's history as a public company
Risk Factors
- Insiders may continue selling, further pressuring the stock
- The private repurchase at $28.60 could act as a price ceiling if more insiders seek to monetize
- Despite strong earnings, the massive insider selling suggests limited confidence in near-term upside
- Potential secondary offering or lockup expiration could add supply
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LTH-1778547418099 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 8, 2026
12d ago
|
144
| $31.93 $33.76 | ▲ +5.73% | ▲ +4.27% | $33.06 (+3.54%) |
|
May 8, 2026
12d ago
|
144
| $31.93 $33.76 | ▼ −5.73% | ▼ −4.27% | $33.06 (−3.54%) |
|
May 8, 2026
12d ago
|
144
| $31.93 $33.76 | ▼ −5.73% | ▼ −4.27% | $33.06 (−3.54%) |
|
May 8, 2026
12d ago
|
144
| $31.93 $33.76 | ▲ +5.73% | ▲ +4.27% | $33.06 (+3.54%) |
|
May 7, 2026
13d ago
|
144
| $32.19 $33.79 | ▲ +4.97% | ▲ +3.47% | $33.06 (+2.70%) |
|
May 6, 2026
14d ago
|
8-K
| $33.59 $33.61 | ▲ +0.06% | ▼ −1.07% | $33.06 (−1.58%) |
|
May 5, 2026
15d ago
|
8-K
| $29.38 $32.34 | ▲ +10.07% | ▲ +8.09% | $33.06 (+12.53%) |
|
May 5, 2026
15d ago
|
Insider Cluster
| $29.38 $32.34 | ▼ −10.07% | ▼ −8.09% | $33.06 (−12.53%) |
|
May 5, 2026
15d ago
|
Insider Cluster
| $29.38 $32.34 | ▼ −10.07% | ▼ −8.09% | $33.06 (−12.53%) |
|
May 5, 2026
15d ago
|
Insider Cluster
| $29.38 $32.34 | ▲ +10.07% | ▲ +8.09% | $33.06 (+12.53%) |
US Market Status
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