Goltermann Lori
SEC insider (Form 3/4/5 filer). CIK 0002062798. Director at LifeStance Health Group, Inc. (LFST) and 1 other issuer. 9 reported Form 4/5 transactions since Sep 2024; latest on Jul 2, 2026. Located in SCOTTSDALE, AZ.
Companies Goltermann Lori has filed insider reports for
- LifeStance Health Group, Inc. (LFST): Director
- Aon plc (AON): Officer, CEO, Regions & North America
Goltermann Lori
CIK: 0002062798
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)3 (33.3%)
Derivative conversions
Awards (A)2 (22.2%)
Compensation grants
Other (G, F, J, C, D, …)4 (44.4%)
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.
AwardDirect35.5K shares- - Mar 13, 2026AON
Aon plc
ExerciseDirect228 shares- - Mar 13, 2026AON
Aon plc
Tax PaymentDirect99 shares at avg. $321.41$32K - Mar 13, 2026AON
Aon plc
ExerciseDirect290 shares- - Mar 13, 2026AON
Aon plc
Tax PaymentDirect126 shares at avg. $321.41$41K - Feb 12, 2026AON
Aon plc
AwardDirect6.9K shares- - Feb 12, 2026AON
Aon plc
Tax PaymentDirect2.7K shares at avg. $314.49$853K - Nov 21, 2025AON
Aon plc
Tax PaymentDirect68 shares at avg. $346.51$24K - Nov 21, 2025AON
Aon plc
ExerciseDirect156 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jul 2, 2026 | LFST LifeStance Health Group, Inc. | Award | 35,492 | - | $0 | Direct |
| Mar 13, 2026 | AON Aon plc | Exercise | 228 | - | $0 | Direct |
| Mar 13, 2026 | AON Aon plc | Tax Payment | 99 | $321.41 | $31,876 | Direct |
| Mar 13, 2026 | AON Aon plc | Exercise | 290 | - | $0 | Direct |
| Mar 13, 2026 | AON Aon plc | Tax Payment | 126 | $321.41 | $40,545 | Direct |
| Feb 12, 2026 | AON Aon plc | Award | 6,937 | - | $0 | Direct |
| Feb 12, 2026 | AON Aon plc | Tax Payment | 2,713 | $314.49 | $853,318 | Direct |
| Nov 21, 2025 | AON Aon plc | Tax Payment | 68 | $346.51 | $23,595 | Direct |
| Nov 21, 2025 | AON Aon plc | Exercise | 156 | - | - | Direct |
1-9 of 9 transactions