Life360 (LIF +2.84%) reported notable insider selling via trust-managed accounts.
John Philip Coghlan, Director of Life360, reported the indirect sale of 3,125 shares for a ~$241,316 transaction value on Dec. 5, 2025, according to an SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Shares sold (indirect) | 3,125 |
| Transaction value | ~$241,316 |
| Post-transaction shares (indirect) | 12,110 |
| Post-transaction value | ~$944,095 |
Transaction value based on SEC Form 4 weighted average purchase price ($77.22); post-transaction value based on Dec. 5, 2025 SEC Form 4 price.
Key questions
- What capacity constraints are evidenced by the transaction size and cadence?
The 3,125-share sale matches Coghlan's median sell size over the last year, but as overall holdings have fallen by over 90% since July, the same absolute trade size now represents a much larger percent of remaining capacity, suggesting the persistence of a pre-set trading plan. - Were there any direct sales or only indirect entity activity in this filing?
No direct shares were sold or gifted; the entire disposition occurred via indirect vehicles, specifically through trust-managed accounts as detailed in the filing’s footnotes. - How does the transaction price relate to recent and current market levels?
The average sale price was $77.22 per share on Dec. 5, 2025, which was below the market open and close that day ($79.02 and $78.00, respectively); as of Dec. 12, 2025, Life360 shares closed at $67.57, an approximately 13.4% decrease from the Dec. 5 close price.
Company overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $459.03 million |
| Net income (TTM) | $29.68 million |
| Employees | 603 |
| 1-year price change | 54.19% |
* 1-year price change calculated using Jan. 2, 2025 as the reference date.
Company snapshot
- Offers the Life360 mobile application, Tile tracking devices, and Jiobit wearable location devices, generating revenue from hardware sales and subscription services.
- Operates a freemium business model, monetizing through free and premium subscriptions, as well as direct and retail sales of physical tracking products.
- Targets families, pet owners, and individuals seeking location coordination, safety, and digital security services across North America and international markets.
Life360 is a technology company specializing in location-based safety and coordination solutions for people, pets, and valuable items. The company leverages a combination of mobile applications and connected hardware to deliver comprehensive safety, tracking, and emergency assistance services. With a diversified product suite and a scalable subscription-driven model, Life360 maintains a strong presence in consumer markets for connected safety solutions.
NASDAQ: LIF
Key Data Points
What this transaction means for investors
This stock sale by a Life360 executive took place under a Rule 10b5-1 trading plan adopted in December 2024, indicating pre-planned portfolio management rather than a reaction to company developments. The 3,125 shares were sold through trust-managed accounts on Dec. 5 for approximately $241,316, according to the SEC filing.
The timing comes after Life360's stock retreated sharply from its October high of $112.54, with the stock priced at approximately $77 at the time of the transaction. Despite the pullback, the family safety platform delivered record Q3 results in November, with revenue surging 34% year over year to $124.5 million and monthly active users reaching 91.6 million.
More significantly, Life360 announced a strategic $120 million acquisition of Nativo, an advertising technology company. The deal, anticipated to close in early 2026, will "create the leading, most effective location-based targeting and measurement platform," according to the company. Analysts maintain a strong buy rating on Life360 stock with an average price target near $100, reflecting confidence in the company's growth trajectory despite recent share price volatility.
Glossary
Indirect sale: Sale of securities held through an entity like a trust, not directly by the individual.
Transaction value: The total dollar amount received or involved in a securities transaction.
Weighted average price: The average price per share, weighted by the number of shares traded at each price.
Pre-transaction holdings: The number of shares owned before the reported transaction took place.
Indirect entities: Legal structures, such as trusts, that hold assets on behalf of an individual.
Living trust: A legal arrangement where a trustee manages assets for a beneficiary, often used for estate planning.
Grantor retained annuity trust (GRAT): An estate planning tool where the grantor receives fixed payments for a set period before assets transfer to beneficiaries.
Trading plan: A pre-established schedule or set of rules for buying or selling securities, often to comply with insider trading regulations.
Disposition: The act of selling, transferring, or otherwise disposing of an asset.
Freemium business model: A pricing strategy offering basic services for free while charging for premium features.
TTM: The 12-month period ending with the most recent quarterly report.
Subscription-driven model: A business approach focused on generating recurring revenue from ongoing customer subscriptions.
