James G Coulter

TPG GP A, LLC purchases 3,966,554 shares ($100.0M) of TPG Twin Brook Capital Income Fund at $25.21, increasing stake to 21.19M shares.

TPG GP A, LLC, a 10% owner, deployed $100,000,000.01 to acquire 3,966,554 shares, expanding its position by 23.0% from 17.22M to 21.19M shares. This represents a substantial capital commitment in a single transaction. The filer's cross-ticker track record shows a 66.67% win rate on 4 prior buys with an average 90-day return of +21.6%, while 13 prior sells exhibited a 25.00% well-timed rate—notably weak timing on dispositions. The underlying fund generated net income of $61,634,000, suggesting operational profitability, though no current valuation context is provided for comparative assessment. The scale and concentration of this purchase merit investor attention to understand the strategic rationale and any related announcements.

TPG GP A, LLC sold 202,368 shares of CBLL at $20.12 for $4.1M; stock now at $19.45, down 20.1% from 52-week high.

TPG GP A, LLC sold 202,368 shares at $20.12 on 2026-06-26, representing a 5.1% reduction in holdings to 3,765,054 shares post-transaction. The stock has declined 20.1% from its 52-week high of $24.33, though it has gained 5.4% over the past 30 days. Across the insider's cross-ticker trading history, prior sells averaged a 90-day return of +71.3%, with a well-timed rate of only 25.00%, indicating those previous sales generally occurred before rallies rather than selloffs. At CBLL specifically, the insider's single prior trade was a buy on 2024-10-15 that delivered +62.1% over 30 days and +22.6% over 90 days. The company remains unprofitable with net income of $-19,737,000.00 on revenue of $26,494,000.00 in the latest quarter, though annual revenue growth reached +36.1%.

TPG GP A, LLC sells 28.28M LFST shares ($226.8M) at $8.02; remains top holder with 111.74M shares post-sale

TPG GP A, LLC's substantial sale of 28,281,943 shares for $226,821,182.86 represents a meaningful but measured reduction by a 10% owner, leaving it as a dominant stakeholder with 111,744,614 shares remaining. Despite the large dollar volume, the sale occurred when stock was -11.2% from its 52-week high of $8.89, and the current price of $7.89 sits slightly below the $8.02 sale price—neither an obvious peak exit nor a distressed sale. The seller's track record shows limited success timing sales (22.22% well-timed rate on 13 prior sells), and LFST's fundamentals remain mixed: strong revenue growth at +13.8% annually but challenged valuation at P/E 131.50 with thin net income of $14.2M on $403.5M in revenue. The sale signals capital deployment activity by a major shareholder but does not necessarily reflect loss of confidence, given the retained 111.74M-share position.

TPG GP A LLC makes first open-market purchase at ODTX, acquiring ~1.39M shares for $25M as 6 other insiders also buy within the same two-week window

TPG GP A LLC — a fund-level entity filing under Form 4 due to its ownership stake, not an officer or director — made its first open-market purchase of ODTX shares, acquiring a substantial position worth $25 million. This establishes a new indirect stake of roughly 3.69 million shares where none existed before, a significant commitment of institutional capital at the fund level. The purchase comes as the stock trades moderately below its 52-week high, and is notably part of a broader buying cluster: six other insiders also purchased shares within the same two-week window, making this a notable multi-party accumulation pattern. TPG GP A LLC's prior open-market purchase history across filings has been limited, and where 90-day outcomes after buys are available, the average returns have been modestly positive but the success rate was roughly one-in-three — meaning gains, when they occurred, helped offset losses, but more buys than not underperformed at the 90-day mark. The breadth of the current buying window, combined with the scale of this single transaction, distinguishes it from routine institutional activity and makes it worth watching.

TPG GP A, LLC sold 20,685,061 shares of LFST at $7.01 on 2026-03-02, reducing stake to 140,026,557 shares (-12.9%).

TPG GP A, LLC, a 10% owner of LifeStance Health Group, Inc., executed a substantial sale of 20,685,061 shares at $7.01, reducing its holdings by 12.9% to 140,026,557 shares. The transaction value was $145,002,277.61. The sale occurred at a price -10.2% below the 52-week high of $8.16, while the current stock price of $7.33 is 4.6% above the transaction price. Cross-ticker, the insider's 13 prior sells showed a well-timed rate of 33.33%, suggesting mixed execution timing on divestments. At this specific ticker, a prior sale in May 2024 was poorly timed (90-day return +2.2%), indicating no consistent predictive advantage in LFST holdings. LifeStance reported quarterly revenue of $363,809,000.00, net income of $1,077,000.00, and annual revenue growth of +13.8%, trading at a P/E of 48.87 with a market cap of $2,857,110,929.30.

TPG GP A, LLC (10% owner) sold 250,000 shares of SION at $40.00 on 2026-01-22 for $10,000,000.00

TPG GP A, LLC, a 10% shareholder, sold 250,000 shares at $40.00, reducing its stake to 6.49M shares. The sale occurred at a price $2.60 below the current price of $42.60, and within the 52-week range of $7.66–$44.38. The insider's cross-ticker track record shows 12 prior sells averaging 90-day returns of +69.0% with a 33.33% well-timed rate (indicating stock typically rose after these sales), though at SION specifically, the prior buy on 2025-06-27 delivered +73.6% over 90 days while the 2025-02-10 buy fell -31.6% over 90 days. The company is unprofitable (net income $-20,278,000.00), which provides context for capital market activity but does not directly determine insider motivation. The transaction is notable in absolute terms but represents a modest 3.7% reduction of TPG's holdings, warranting monitoring for whether this signals a strategic shift in the firm's commitment to SION.

TPG GP A, LLC buys 60,000 SION shares at $15.84; current $18.16 (+30d +32.6%), but prior SION buy (Feb 2025) returned -31.6% at 90d.

TPG GP A, LLC, a 10% shareholder, acquired 60,000 shares of Sionna Therapeutics at $15.84 on 2025-06-27, bringing holdings to 6.74M shares. The stock has appreciated 32.6% over the past 30 days and 53.5% over 90 days, trading at $18.16—30.3% below its 52-week high of $25.00. However, the insider's prior open-market buy at SION on 2025-02-10 returned -31.6% at the 90-day mark, indicating a 0 out of 1 well-timed buy record at this ticker. The company reports a net loss of $16.5M against a $801.3M market cap, reflecting ongoing operational challenges. While recent price momentum is positive, the insider's same-ticker history offers a cautionary signal regarding purchase timing accuracy at Sionna.

TPG GP A, LLC sold 8,344,418 shares of LTH at $29.38 on 2025-06-06; stock down 16.4% from 52-week high.

TPG GP A, LLC, a major shareholder, executed a substantial sale of 8,344,418 shares ($245.2M in value), reducing holdings by 28.0% from 29.75M to 21.40M shares. The sale occurred at $29.38, which is 16.4% below the 52-week high of $33.23, suggesting the stock was in a relative downturn at execution. Across the insider's cross-ticker history, prior sells averaged +72.5% 30-day returns and +75.5% 90-day returns with a 27.27% well-timed rate, indicating historically poor timing on downside reversals. At LTH specifically, the insider's three prior sales delivered mixed results: one well-timed decline (2024-11-11) but two positive post-sale returns (2025-03-03: +3.8% in 30d; 2024-08-14: +19.7% in 30d). With Life Time posting strong fundamentals (18.2% annual revenue growth, $706.0M quarterly revenue, $76.1M net income), the price decline and this substantial reduction warrant scrutiny of whether the sale reflects capital reallocation by a financial sponsor or a signal of concern about near-term prospects.