Lori Goltermann
CIK: 0002062798
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (9 total)
- Jul 2, 2026LFST
LifeStance Health Group, Inc.
Award(A)Direct35.5K shares- - Mar 13, 2026AON
Aon plc
Exercise(M)Direct228 shares- - Mar 13, 2026AON
Aon plc
Tax Payment(F)Direct99 shares at avg. $321.41$32K - Mar 13, 2026AON
Aon plc
Exercise(M)Direct290 shares- - Mar 13, 2026AON
Aon plc
Tax Payment(F)Direct126 shares at avg. $321.41$41K - Feb 12, 2026AON
Aon plc
Award(A)Direct6.9K shares- - Feb 12, 2026AON
Aon plc
Tax Payment(F)Direct2.7K shares at avg. $314.49$853K - Nov 21, 2025AON
Aon plc
Tax Payment(F)Direct68 shares at avg. $346.51$24K - Nov 21, 2025AON
Aon plc
Exercise(M)Direct156 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jul 2, 2026 | LFST LifeStance Health Group, Inc. | Award(A) | 35,492 | - | $0 | Direct |
| Mar 13, 2026 | AON Aon plc | Exercise(M) | 228 | - | $0 | Direct |
| Mar 13, 2026 | AON Aon plc | Tax Payment(F) | 99 | $321.41 | $31,876 | Direct |
| Mar 13, 2026 | AON Aon plc | Exercise(M) | 290 | - | $0 | Direct |
| Mar 13, 2026 | AON Aon plc | Tax Payment(F) | 126 | $321.41 | $40,545 | Direct |
| Feb 12, 2026 | AON Aon plc | Award(A) | 6,937 | - | $0 | Direct |
| Feb 12, 2026 | AON Aon plc | Tax Payment(F) | 2,713 | $314.49 | $853,318 | Direct |
| Nov 21, 2025 | AON Aon plc | Tax Payment(F) | 68 | $346.51 | $23,595 | Direct |
| Nov 21, 2025 | AON Aon plc | Exercise(M) | 156 | - | - | Direct |
1-9 of 9 transactions
About Goltermann Lori
Goltermann Lori (SEC CIK 0002062798) files insider reports with the SEC as Director of LifeStance Health Group, Inc. (LFST) and CEO, Regions & North America of Aon plc (AON).
Signal8 holds 6 ownership filings by Goltermann Lori (2 Form 3, 4 Form 4), filed between Mar 26, 2025 and Jul 7, 2026. Those filings report 9 transactions, from Nov 21, 2025 to Jul 2, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Goltermann Lori's filings is in SCOTTSDALE, AZ.
Recent filings by Goltermann Lori
- Jul 2, 2026: Grant or award of LFST shares (Form 4, code A).
- Mar 13, 2026: Option exercise of AON shares (Form 4, code M).
- Mar 13, 2026: Tax withholding of AON shares (Form 4, code F).
- Mar 13, 2026: Option exercise of AON shares (Form 4, code M).
- Mar 13, 2026: Tax withholding of AON shares (Form 4, code F).
Other insiders filing for LifeStance Health Group, Inc. (LFST)
- Bourdon David, Chief Executive Officer
- TPG GP A, LLC, 10% Owner
- Paunovich Vukasin, Chief Technology Officer
- Varanakis Ann, Chief People Officer
- DeLuca Teresa, Director
- Burdick Kenneth A, Director