TPG GP A, LLC

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.

TPG GP A, LLC sold 7,067,299 shares of LTH at $30.13 on 2025-03-03 for $212.9M; stake reduced to 29.75M shares (19.2% decline).

TPG GP A, LLC, the 10% principal owner of Life Time Group Holdings, sold 7,067,299 shares (7.07M shares) at $30.13 on 2025-03-03, reducing its stake from 36.82M to 29.75M shares. The transaction carries material scale: $212.9M in gross proceeds on a company with $6.7B market cap, representing a reduction of 19.2% of prior holdings. Stock price context shows LTH trading near 52-week highs ($32.19 current vs $33.23 high, $13.00 low); this sale occurred when valuation was elevated relative to the year's range, with P/E of 30.37 and annual revenue growth of 18.2%. Examining TPG's same-ticker history at LTH, two prior sales (2024-11-11 and 2024-08-14) were not well-timed at the 90-day mark, with subsequent 90-day returns of +30.2% and +15.8% respectively—meaning the stock rose after each prior sale. This latest sale follows a similar pattern: stock has risen +8.4% in 30 days and +31.9% in 90 days post-transaction, continuing the theme of the insider selling ahead of continued upside rather than selling into weakness or a subsequent decline.

TPG GP A, LLC acquired 1,125,000 shares of SION at $18.00 on 2025-02-10, increasing stake to 6,684,962 shares; part of cluster buy by 5 other insiders in past 14 days.

TPG GP A, LLC, a 10% owner, purchased 1,125,000 shares at $18.00 on 2025-02-10, expanding its holding by +20.2% versus pre-transaction levels, four days after Sionna's listing. This acquisition occurs within a cluster pattern: 5 other insiders also bought within the past 14 days, suggesting coordinated confidence from multiple parties during the post-IPO window. The filing involves a derivative conversion (Table II), meaning this Form 4 Table I position does not represent the insider's complete holding, warranting deeper review of the full position structure. At $19.86 current price, the transaction sits modestly above the acquisition price, though 52-week metrics remain uninformative given the recent listing date.

TPG GP A, LLC sold 2,678,525 shares of LTH at $24.18; retains 36.82M shares (~37% of float).

TPG GP A, LLC, a 10% owner of Life Time Group Holdings, Inc., executed a substantial sale of 2,678,525 shares at $24.18 on November 11, 2024, reducing its stake by 6.8% to 36,816,205 shares. The sale totaled $64,766,734.50. The transaction occurred within the stock's 52-week trading range at a price 7.1% below the 52-week high of $26.03, following a 5.8% decline over the prior 30 days. Life Time's fundamentals remain solid with annual revenue growth of +21.6% and net income of $41,355,000.00 in the latest quarter, though the stock trades at a P/E of 35.04 at a market cap of $5,004,598,169.22. Across TPG's cross-ticker insider transaction history, prior sells averaged +88.6% returns at 30 days and +89.5% at 90 days, with a 22.22% well-timed rate; however, TPG's single prior sale at LTH (on 2024-08-14) generated a +15.8% 90-day return, indicating that prior sale was poorly timed as the stock advanced afterward. This current sale requires monitoring to determine whether it signals a shift in conviction or reflects capital management at an established ownership position.

TPG GP A, LLC (10% owner) purchases 380,268 shares of CBLL at $17.00 for $6.5M, adding to 3.97M-share position post-transaction.

TPG GP A, LLC, a 10% shareholder of Ceribell, invested $6,464,556.00 to acquire 380,268 shares at $17.00 per share on 2024-10-15, raising its holdings from 3,587,154 shares to 3,967,422 shares (+10.6% net increase). The transaction occurred 5 trading days after CBLL's recent listing, a period before typical 52-week reference points become meaningful. Stock is currently trading at $26.50, a level not yet available at the time of the insider's purchase. The purchase represents a substantial incremental commitment by an anchor shareholder during the early post-listing window, though the forward trajectory and any derivative-position activity remain subject to further disclosure review.